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 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-524- 3.12% |
$146K - $157K
|
16.3K
$4.87M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-525- 28.61% |
$146K - $158K
|
1.31K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-529- 8.4% |
$147K - $159K
|
5.77K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-531- 19.42% |
$148K - $160K
|
2.2K
$659K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-534- 3.12% |
$149K - $160K
|
16.6K
$4.96M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-536- 53.76% |
$149K - $161K
|
461
$138K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-537- 13.71% |
$150K - $161K
|
3.38K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-540- 4.7% |
$150K - $162K
|
11K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-540- 2.86% |
$150K - $162K
|
18.4K
$5.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-544- 7.05% |
$152K - $163K
|
7.18K
$2.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-545- 4.41% |
$152K - $164K
|
11.8K
$3.53M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-545- 2.32% |
$152K - $164K
|
22.9K
$6.86M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-546- 4.62% |
$152K - $164K
|
11.3K
$3.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-548- 2.84% |
$153K - $165K
|
18.8K
$5.62M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-551- 14.91% |
$153K - $166K
|
3.15K
$941K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-555- 4.76% |
$155K - $167K
|
11.1K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-557- 2.13% |
$155K - $167K
|
25.6K
$7.65M
|
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-560- 45.57% |
$156K - $168K
|
669
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-562- 2.94% |
$157K - $169K
|
18.5K
$5.54M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-563- 13.4% |
$157K - $169K
|
3.64K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-565- 6.79% |
$157K - $170K
|
7.76K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-566- 6.56% |
$158K - $170K
|
8.06K
$2.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-585- 3.54% |
$163K - $176K
|
16K
$4.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-588- 18.62% |
$164K - $177K
|
2.57K
$769K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-591- 31.72% |
$165K - $178K
|
1.27K
$381K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-598- 7.52% |
$167K - $180K
|
7.35K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-599- 45.73% |
$167K - $180K
|
711
$213K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-607- 6.72% |
$169K - $182K
|
8.42K
$2.52M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-621- 40.77% |
$173K - $187K
|
902
$270K
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-627- 7.07% |
$175K - $188K
|
8.25K
$2.47M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-628- 3.25% |
$175K - $189K
|
18.7K
$5.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-635- 3.45% |
$177K - $191K
|
17.8K
$5.32M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-638- 11.92% |
$178K - $192K
|
4.72K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-639- 2.29% |
$178K - $192K
|
27.3K
$8.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-640- 1.8% |
$178K - $192K
|
34.8K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-641- 0.19% |
$179K - $193K
|
332K
$99.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-643- 43.68% |
$179K - $193K
|
829
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-644- 0.88% |
$179K - $194K
|
72.3K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-645- 34.35% |
$180K - $194K
|
1.23K
$369K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-649- 3.87% |
$181K - $195K
|
16.1K
$4.82M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-650- 7.7% |
$181K - $195K
|
7.79K
$2.33M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-654- 9.41% |
$182K - $197K
|
6.3K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-656- 4.41% |
$183K - $197K
|
14.2K
$4.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-657- 5.41% |
$183K - $197K
|
11.5K
$3.44M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-661- 2.52% |
$184K - $199K
|
25.5K
$7.64M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-669- 34.74% |
$186K - $201K
|
1.26K
$376K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-671- 3.96% |
$187K - $202K
|
16.3K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-675- 2.74% |
$188K - $203K
|
23.9K
$7.16M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-675Closed |
$188K - $203K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-677- 33.3% |
$189K - $203K
|
1.36K
$406K
|