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
|
Texas Capital Bancshares Inc
|
BUY
|
- |
98+ 4.99% |
$27.6K - $29.2K
|
2.06K
$598K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
98+ 4.85% |
$27.6K - $29.2K
|
2.12K
$615K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
97+ 1.7% |
$27.3K - $28.9K
|
5.81K
$1.69M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
95+ 2.94% |
$26.8K - $28.3K
|
3.33K
$966K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
95+ 0.65% |
$26.8K - $28.3K
|
14.7K
$4.28M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
95+ 1.34% |
$26.8K - $28.3K
|
7.21K
$2.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
94+ 1.19% |
$26.5K - $28.1K
|
8K
$2.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
94+ 0.34% |
$26.5K - $28.1K
|
27.5K
$7.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
93+ 0.66% |
$26.2K - $27.8K
|
14.2K
$4.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
93+ 4.38% |
$26.2K - $27.8K
|
2.22K
$644K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
93+ 1.54% |
$26.2K - $27.8K
|
6.13K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
92+ 12.83% |
$25.9K - $27.5K
|
809
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
92+ 35.38% |
$25.9K - $27.5K
|
352
$102K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
91+ 2.44% |
$25.7K - $27.2K
|
3.83K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
91+ 9.51% |
$25.7K - $27.2K
|
1.05K
$304K
|
|
|
Jul 05, 2023
Q2 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
90+ 10.71% |
$25.4K - $26.9K
|
930
$270K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
90+ 0.44% |
$25.4K - $26.9K
|
20.8K
$6.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
90+ 3.37% |
$25.4K - $26.9K
|
2.76K
$801K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
90+ 2.01% |
$25.4K - $26.9K
|
4.58K
$1.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
89+ 1.25% |
$25.1K - $26.6K
|
7.24K
$2.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
89+ 2.21% |
$25.1K - $26.6K
|
4.12K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
88+ 3.16% |
$24.8K - $26.3K
|
2.87K
$833K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
88+ 5.06% |
$24.8K - $26.3K
|
1.83K
$531K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
87+ 4.29% |
$24.5K - $26K
|
2.11K
$613K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
87+ 0.08% |
$24.5K - $26K
|
106K
$30.8M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
87+ 39.37% |
$24.5K - $26K
|
308
$89.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
86+ 2.06% |
$24.2K - $25.7K
|
4.26K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
86+ 4.95% |
$24.2K - $25.7K
|
1.82K
$529K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
84+ 8.52% |
$23.7K - $25.1K
|
1.07K
$311K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
83+ 2.63% |
$23.4K - $24.8K
|
3.24K
$940K
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
82+ 1.62% |
$23.1K - $24.5K
|
5.13K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
82+ 11.08% |
$23.1K - $24.5K
|
822
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
82+ 1.38% |
$23.1K - $24.5K
|
6.03K
$1.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
81+ 5.17% |
$22.8K - $24.2K
|
1.65K
$479K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
81+ 3.06% |
$22.8K - $24.2K
|
2.72K
$791K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
80+ 4.34% |
$22.6K - $23.9K
|
1.92K
$558K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
80+ 8.39% |
$22.6K - $23.9K
|
1.03K
$300K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
80+ 1.91% |
$22.6K - $23.9K
|
4.28K
$1.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
80+ 5.48% |
$22.6K - $23.9K
|
1.54K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
80+ 2.99% |
$22.6K - $23.9K
|
2.75K
$799K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
79+ 2.26% |
$22.3K - $23.6K
|
3.57K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
79+ 0.39% |
$22.3K - $23.6K
|
20.1K
$5.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
79+ 1.94% |
$22.3K - $23.6K
|
4.14K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
79+ 3.31% |
$22.3K - $23.6K
|
2.47K
$717K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
78+ 0.06% |
$22K - $23.3K
|
128K
$37.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
78+ 0.2% |
$22K - $23.3K
|
39.2K
$11.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
77+ 3.63% |
$21.7K - $23K
|
2.2K
$638K
|
|
|
Aug 08, 2023
Q2 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
77+ 0.16% |
$21.7K - $23K
|
46.9K
$13.6M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
77+ 1.66% |
$21.7K - $23K
|
4.72K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
76+ 5.51% |
$21.4K - $22.7K
|
1.46K
$422K
|