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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
131+ 8.78% |
$36.9K - $39.1K
|
1.62K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
130+ 3.24% |
$36.6K - $38.8K
|
4.14K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
130+ 11.11% |
$36.6K - $38.8K
|
1.3K
$377K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
129+ 5.21% |
$36.4K - $38.5K
|
2.61K
$757K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
129+ 3.59% |
$36.4K - $38.5K
|
3.72K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
128+ 1.57% |
$36.1K - $38.2K
|
8.27K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
126+ 2.73% |
$35.5K - $37.6K
|
4.75K
$1.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
122+ 3.84% |
$34.4K - $36.4K
|
3.3K
$958K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
122+ 2.44% |
$34.4K - $36.4K
|
5.13K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
122+ 1.59% |
$34.4K - $36.4K
|
7.81K
$2.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
121+ 1.12% |
$34.1K - $36.1K
|
10.9K
$3.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
121+ 0.29% |
$34.1K - $36.1K
|
41.5K
$12M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
120+ 1.28% |
$33.8K - $35.8K
|
9.48K
$2.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
120+ 3.15% |
$33.8K - $35.8K
|
3.93K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
120+ 0.32% |
$33.8K - $35.8K
|
37.2K
$10.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
119+ 1.12% |
$33.5K - $35.5K
|
10.7K
$3.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
119+ 1.23% |
$33.5K - $35.5K
|
9.79K
$2.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
118+ 9.24% |
$33.3K - $35.2K
|
1.4K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
118+ 13.47% |
$33.3K - $35.2K
|
994
$289K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
118+ 124.21% |
$33.3K - $35.2K
|
213
$61.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
117+ 1.16% |
$33K - $34.9K
|
10.2K
$2.97M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
117+ 2.06% |
$33K - $34.9K
|
5.79K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
115+ 2.31% |
$32.4K - $34.3K
|
5.08K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
115+ 9.48% |
$32.4K - $34.3K
|
1.33K
$385K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
111+ 277.5% |
$31.3K - $33.1K
|
151
$43.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
110+ 5.37% |
$31K - $32.8K
|
2.16K
$626K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
108+ 1.85% |
$30.4K - $32.2K
|
5.96K
$1.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
107+ 7.94% |
$30.2K - $31.9K
|
1.46K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
107+ 0.65% |
$30.2K - $31.9K
|
16.7K
$4.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
106+ 9.26% |
$29.9K - $31.6K
|
1.25K
$363K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
105+ 2.33% |
$29.6K - $31.3K
|
4.62K
$1.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
104+ 8.3% |
$29.3K - $31K
|
1.36K
$394K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
104+ 0.29% |
$29.3K - $31K
|
35.9K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
104+ 52.0% |
$29.3K - $31K
|
304
$88.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
104+ 6.28% |
$29.3K - $31K
|
1.76K
$511K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
103+ 0.44% |
$29K - $30.7K
|
23.6K
$6.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
BUY
|
- |
103+ 11.72% |
$29K - $30.7K
|
982
$285K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
102+ 1.23% |
$28.8K - $30.4K
|
8.37K
$2.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
102+ 12.0% |
$28.8K - $30.4K
|
952
$276K
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
102+ 0.65% |
$28.8K - $30.4K
|
15.8K
$4.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101+ 37.69% |
$28.5K - $30.1K
|
369
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
101+ 1.12% |
$28.5K - $30.1K
|
9.15K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
101+ 6.25% |
$28.5K - $30.1K
|
1.72K
$498K
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
100+ 4.0% |
$28.2K - $29.8K
|
2.6K
$755K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
100+ 6.44% |
$28.2K - $29.8K
|
1.65K
$480K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
100+ 8.14% |
$28.2K - $29.8K
|
1.33K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 1.5% |
$28.2K - $29.8K
|
6.76K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
100+ 2.12% |
$28.2K - $29.8K
|
4.81K
$1.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
99+ 1.7% |
$27.9K - $29.5K
|
5.91K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
99+ 5.99% |
$27.9K - $29.5K
|
1.75K
$509K
|