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 |
---|---|---|---|---|---|---|---|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
227New |
$64K - $67.7K
|
227
$65.9K
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
223+ 4.85% |
$62.9K - $66.5K
|
4.82K
$1.4M
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
220+ 0.51% |
$62K - $65.7K
|
43.4K
$12.6M
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
220+ 5.7% |
$62K - $65.7K
|
4.08K
$1.18M
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
218+ 0.88% |
$61.5K - $65.1K
|
25.1K
$7.27M
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
217+ 8.35% |
$61.2K - $64.8K
|
2.82K
$817K
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
216+ 6.93% |
$60.9K - $64.5K
|
3.33K
$968K
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
215+ 23.63% |
$60.6K - $64.2K
|
1.13K
$327K
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
213+ 2.36% |
$60K - $63.6K
|
9.26K
$2.69M
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
211+ 8.97% |
$59.5K - $63K
|
2.56K
$744K
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
210+ 1.17% |
$59.2K - $62.7K
|
18.2K
$5.28M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
208+ 2.62% |
$58.6K - $62.1K
|
8.15K
$2.36M
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
208+ 1485.71% |
$58.6K - $62.1K
|
222
$64.4K
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
207+ 2.47% |
$58.4K - $61.8K
|
8.6K
$2.5M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
206+ 1.31% |
$58.1K - $61.5K
|
15.9K
$4.62M
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
BUY
|
- |
204+ 1.11% |
$57.5K - $60.9K
|
18.6K
$5.39M
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
204+ 5.66% |
$57.5K - $60.9K
|
3.81K
$1.11M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
204+ 1.72% |
$57.5K - $60.9K
|
12.1K
$3.51M
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
203+ 27.81% |
$57.2K - $60.6K
|
933
$271K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
202+ 8.64% |
$56.9K - $60.3K
|
2.54K
$737K
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
202+ 2.03% |
$56.9K - $60.3K
|
10.1K
$2.94M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
202+ 7.84% |
$56.9K - $60.3K
|
2.78K
$806K
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
200+ 5.6% |
$56.4K - $59.7K
|
3.77K
$1.09M
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
200+ 3.65% |
$56.4K - $59.7K
|
5.68K
$1.65M
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
200+ 6.25% |
$56.4K - $59.7K
|
3.4K
$987K
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 9.0% |
$56.4K - $59.7K
|
2.42K
$703K
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
200+ 62.5% |
$56.4K - $59.7K
|
520
$151K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
198+ 3.26% |
$55.8K - $59.1K
|
6.26K
$1.82M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
196+ 11.23% |
$55.3K - $58.5K
|
1.94K
$563K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
195+ 3.62% |
$55K - $58.2K
|
5.58K
$1.62M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
195+ 1.16% |
$55K - $58.2K
|
17.1K
$4.95M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
194+ 3.18% |
$54.7K - $57.9K
|
6.29K
$1.82M
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
192+ 15.52% |
$54.1K - $57.3K
|
1.43K
$415K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
190+ 15.0% |
$53.6K - $56.7K
|
1.46K
$423K
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
188+ 5.87% |
$53K - $56.1K
|
3.39K
$985K
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
185+ 0.17% |
$52.2K - $55.2K
|
106K
$30.8M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
184+ 0.64% |
$51.9K - $54.9K
|
28.8K
$8.35M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
183+ 0.13% |
$51.6K - $54.6K
|
139K
$40.2M
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
182+ 5.46% |
$51.3K - $54.3K
|
3.52K
$1.02M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
180+ 1.37% |
$50.7K - $53.7K
|
13.3K
$3.86M
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
178+ 3.68% |
$50.2K - $53.1K
|
5.01K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
178+ 0.54% |
$50.2K - $53.1K
|
33.3K
$9.67M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
177+ 19.22% |
$49.9K - $52.8K
|
1.1K
$319K
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
177+ 11.15% |
$49.9K - $52.8K
|
1.76K
$512K
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
177+ 8.09% |
$49.9K - $52.8K
|
2.37K
$687K
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
176+ 157.14% |
$49.6K - $52.5K
|
288
$83.6K
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
171+ 20.09% |
$48.2K - $51K
|
1.02K
$297K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
171+ 6.91% |
$48.2K - $51K
|
2.65K
$768K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
170+ 0.93% |
$47.9K - $50.7K
|
18.5K
$5.36M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
168+ 0.53% |
$47.4K - $50.1K
|
32.1K
$9.33M
|