Purchases and Sales Made in Q1 2024 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q1 2024. The information is specifically focused on institutions that hold shares of MCDONALDS CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
559+ 4.73% |
$156K - $168K
|
12.4K
$3.7M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
559+ 2.46% |
$156K - $168K
|
23.3K
$6.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
555+ 6.12% |
$155K - $167K
|
9.62K
$2.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
551+ 92.29% |
$153K - $166K
|
1.15K
$343K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
551+ 44.19% |
$153K - $166K
|
1.8K
$538K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
548+ 28.89% |
$153K - $165K
|
2.45K
$731K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
542+ 2.35% |
$151K - $163K
|
23.6K
$7.07M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
540+ 4.1% |
$150K - $162K
|
13.7K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
532+ 1.4% |
$148K - $160K
|
38.5K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
529New |
$147K - $159K
|
529
$158K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
529+ 42.56% |
$147K - $159K
|
1.77K
$530K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
522+ 1.03% |
$145K - $157K
|
51.1K
$15.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
518+ 4.55% |
$144K - $156K
|
11.9K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
514+ 1.36% |
$143K - $154K
|
38.4K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
512+ 8.76% |
$143K - $154K
|
6.36K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
512+ 2.65% |
$143K - $154K
|
19.8K
$5.92M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
510+ 4.1% |
$142K - $153K
|
13K
$3.88M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
510+ 1.0% |
$142K - $153K
|
51.7K
$15.5M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
510+ 10.19% |
$142K - $153K
|
5.52K
$1.65M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
509+ 8.72% |
$142K - $153K
|
6.35K
$1.9M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
509+ 0.79% |
$142K - $153K
|
65K
$19.4M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
507+ 2.32% |
$141K - $152K
|
22.3K
$6.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
501+ 6.57% |
$140K - $151K
|
8.12K
$2.43M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
500+ 11.96% |
$139K - $150K
|
4.68K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
BUY
|
- |
500+ 2.43% |
$139K - $150K
|
21.1K
$6.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
497+ 0.96% |
$138K - $149K
|
52.2K
$15.6M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
497+ 10.93% |
$138K - $149K
|
5.04K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
497+ 8.46% |
$138K - $149K
|
6.37K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
491+ 0.93% |
$137K - $148K
|
53.1K
$15.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
484+ 3.09% |
$135K - $145K
|
16.2K
$4.84M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
482New |
$134K - $145K
|
482
$144K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
480+ 1.01% |
$134K - $144K
|
48K
$14.4M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
475+ 31.88% |
$132K - $143K
|
1.97K
$588K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
472+ 18.86% |
$131K - $142K
|
2.98K
$890K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
470+ 1.03% |
$131K - $141K
|
46.2K
$13.8M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
469New |
$131K - $141K
|
469
$140K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
461+ 0.94% |
$128K - $139K
|
49.7K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
461+ 7.12% |
$128K - $139K
|
6.93K
$2.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
456+ 2.03% |
$127K - $137K
|
23K
$6.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
456+ 5.65% |
$127K - $137K
|
8.52K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
453+ 15.51% |
$126K - $136K
|
3.37K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
452+ 3.37% |
$126K - $136K
|
13.9K
$4.15M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
451+ 45.88% |
$126K - $136K
|
1.43K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
450+ 5.98% |
$125K - $135K
|
7.97K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
445+ 38.73% |
$124K - $134K
|
1.59K
$477K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
443+ 29.44% |
$123K - $133K
|
1.95K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
443+ 34.05% |
$123K - $133K
|
1.74K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
442+ 7.52% |
$123K - $133K
|
6.32K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
441+ 15.27% |
$123K - $133K
|
3.33K
$996K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
440+ 12.75% |
$123K - $132K
|
3.89K
$1.16M
|