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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
141+ 8.76% |
$39.3K - $42.4K
|
1.75K
$515K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
141+ 9.76% |
$39.3K - $42.4K
|
1.59K
$467K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
141+ 5.21% |
$39.3K - $42.4K
|
2.85K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
141+ 2.19% |
$39.3K - $42.4K
|
6.58K
$1.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
140+ 1.27% |
$39K - $42.1K
|
11.1K
$3.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
140+ 0.83% |
$39K - $42.1K
|
17.1K
$5.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
140+ 2.73% |
$39K - $42.1K
|
5.27K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
140+ 12.4% |
$39K - $42.1K
|
1.27K
$374K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
140+ 1.48% |
$39K - $42.1K
|
9.57K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
140+ 9.25% |
$39K - $42.1K
|
1.65K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
140+ 7.45% |
$39K - $42.1K
|
2.02K
$595K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
139+ 3.48% |
$38.7K - $41.8K
|
4.13K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
139+ 3.81% |
$38.7K - $41.8K
|
3.79K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
139+ 6.86% |
$38.7K - $41.8K
|
2.17K
$638K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
139+ 0.93% |
$38.7K - $41.8K
|
15.2K
$4.46M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
139+ 0.71% |
$38.7K - $41.8K
|
19.7K
$5.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
138+ 2.81% |
$38.4K - $41.5K
|
5.06K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
138+ 18.75% |
$38.4K - $41.5K
|
874
$257K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
138+ 1.46% |
$38.4K - $41.5K
|
9.61K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
136+ 1.46% |
$37.9K - $40.9K
|
9.46K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
136New |
$37.9K - $40.9K
|
136
$40K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
134+ 0.64% |
$37.3K - $40.3K
|
21.1K
$6.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
134+ 7.19% |
$37.3K - $40.3K
|
2K
$588K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
131+ 0.67% |
$36.5K - $39.4K
|
19.8K
$5.83M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
131+ 2.37% |
$36.5K - $39.4K
|
5.66K
$1.67M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
130+ 16.05% |
$36.2K - $39.1K
|
940
$277K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
129+ 0.16% |
$35.9K - $38.8K
|
79.7K
$23.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
128+ 5.73% |
$35.7K - $38.5K
|
2.36K
$695K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
127+ 5.08% |
$35.4K - $38.2K
|
2.63K
$773K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
126+ 1.05% |
$35.1K - $37.9K
|
12.1K
$3.58M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
125+ 26.65% |
$34.8K - $37.6K
|
594
$175K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
125+ 5.02% |
$34.8K - $37.6K
|
2.62K
$770K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
124+ 12.53% |
$34.5K - $37.3K
|
1.11K
$328K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 1.29% |
$33.7K - $36.4K
|
9.5K
$2.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
120+ 0.52% |
$33.4K - $36.1K
|
23.1K
$6.81M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
120+ 1.6% |
$33.4K - $36.1K
|
7.63K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
118+ 3.83% |
$32.9K - $35.5K
|
3.2K
$943K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
116+ 0.03% |
$32.3K - $34.9K
|
355K
$104M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
115+ 1.4% |
$32K - $34.6K
|
8.31K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
114+ 4.76% |
$31.8K - $34.3K
|
2.51K
$739K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
113+ 9.91% |
$31.5K - $34K
|
1.25K
$369K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
113+ 7.69% |
$31.5K - $34K
|
1.58K
$466K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
111+ 3.5% |
$30.9K - $33.4K
|
3.29K
$967K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
111+ 0.1% |
$30.9K - $33.4K
|
115K
$34M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
108+ 11.29% |
$30.1K - $32.5K
|
1.07K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
108+ 0.45% |
$30.1K - $32.5K
|
24.3K
$7.17M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
107+ 6.35% |
$29.8K - $32.2K
|
1.79K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
107+ 0.76% |
$29.8K - $32.2K
|
14.1K
$4.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
104+ 14.25% |
$29K - $31.3K
|
834
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
103+ 1.47% |
$28.7K - $31K
|
7.1K
$2.09M
|