Purchases and Sales Made in Q2 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
388+ 27.19% |
$109K - $116K
|
1.82K
$536K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
386+ 2.25% |
$109K - $115K
|
17.6K
$5.18M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
379New |
$107K - $113K
|
379
$112K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
378+ 4.41% |
$107K - $113K
|
8.94K
$2.64M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
377+ 1.71% |
$106K - $113K
|
22.4K
$6.61M
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
375+ 6.87% |
$106K - $112K
|
5.84K
$1.72M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
373+ 14.39% |
$105K - $111K
|
2.97K
$875K
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
371+ 2.86% |
$105K - $111K
|
13.3K
$3.93M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
367+ 24.48% |
$103K - $110K
|
1.87K
$551K
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
365+ 3.19% |
$103K - $109K
|
11.8K
$3.48M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
365+ 46.68% |
$103K - $109K
|
1.15K
$338K
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
360+ 12.89% |
$101K - $107K
|
3.15K
$930K
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
359+ 13.96% |
$101K - $107K
|
2.93K
$865K
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
358+ 0.35% |
$101K - $107K
|
103K
$30.5M
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
357+ 4.05% |
$101K - $107K
|
9.16K
$2.7M
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
357+ 24.01% |
$101K - $107K
|
1.84K
$544K
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
355+ 3.56% |
$100K - $106K
|
10.3K
$3.05M
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
355+ 49.1% |
$100K - $106K
|
1.08K
$318K
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
354+ 0.73% |
$99.8K - $106K
|
49.1K
$14.5M
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
353+ 3.76% |
$99.5K - $105K
|
9.74K
$2.87M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
350+ 3.57% |
$98.7K - $104K
|
10.2K
$3M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
348+ 2.21% |
$98.1K - $104K
|
16.1K
$4.75M
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
348New |
$98.1K - $104K
|
348
$103K
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
346+ 18.49% |
$97.5K - $103K
|
2.22K
$654K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
346+ 28.81% |
$97.5K - $103K
|
1.55K
$456K
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
345+ 48.12% |
$97.3K - $103K
|
1.06K
$313K
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
342+ 5.96% |
$96.4K - $102K
|
6.08K
$1.79M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
338+ 13.43% |
$95.3K - $101K
|
2.85K
$842K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
336+ 0.33% |
$94.7K - $100K
|
102K
$30M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
334+ 5.86% |
$94.2K - $99.7K
|
6.04K
$1.78M
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
332+ 4.93% |
$93.6K - $99.1K
|
7.07K
$2.09M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
329+ 14.82% |
$92.7K - $98.2K
|
2.55K
$752K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
327+ 0.62% |
$92.2K - $97.6K
|
53.4K
$15.7M
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
327+ 0.76% |
$92.2K - $97.6K
|
43.3K
$12.8M
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
325+ 13.59% |
$91.6K - $97K
|
2.72K
$801K
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
322+ 6.8% |
$90.8K - $96.1K
|
5.05K
$1.49M
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
320+ 0.3% |
$90.2K - $95.5K
|
107K
$31.6M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
318+ 22.05% |
$89.6K - $94.9K
|
1.76K
$519K
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
318+ 1.72% |
$89.6K - $94.9K
|
18.8K
$5.55M
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
317+ 4.84% |
$89.4K - $94.6K
|
6.87K
$2.03M
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
315+ 6.01% |
$88.8K - $94K
|
5.55K
$1.64M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
315+ 38.79% |
$88.8K - $94K
|
1.13K
$333K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
314+ 1.86% |
$88.5K - $93.7K
|
17.2K
$5.06M
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
312+ 6.58% |
$88K - $93.1K
|
5.05K
$1.49M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
312+ 2.35% |
$88K - $93.1K
|
13.6K
$4.01M
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
311+ 1.03% |
$87.7K - $92.8K
|
30.5K
$8.99M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
305+ 0.85% |
$86K - $91K
|
36.3K
$10.7M
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
304+ 3.56% |
$85.7K - $90.7K
|
8.84K
$2.61M
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
303New |
$85.4K - $90.4K
|
303
$89.4K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
303+ 3.36% |
$85.4K - $90.4K
|
9.32K
$2.75M
|