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 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
76+ 4.02% |
$21.4K - $22.7K
|
1.97K
$571K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
75+ 1.92% |
$21.1K - $22.4K
|
3.98K
$1.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
75+ 9.45% |
$21.1K - $22.4K
|
869
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
75New |
$21.1K - $22.4K
|
75
$21.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
75+ 2.74% |
$21.1K - $22.4K
|
2.81K
$815K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
73+ 1.07% |
$20.6K - $21.8K
|
6.87K
$1.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
72+ 3.08% |
$20.3K - $21.5K
|
2.41K
$700K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
72+ 8.34% |
$20.3K - $21.5K
|
935
$271K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
72+ 0.33% |
$20.3K - $21.5K
|
21.9K
$6.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
72+ 160.0% |
$20.3K - $21.5K
|
117
$34K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
72+ 2.14% |
$20.3K - $21.5K
|
3.43K
$996K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
71+ 0.35% |
$20K - $21.2K
|
20.5K
$5.95M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
71+ 32.57% |
$20K - $21.2K
|
289
$83.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
71+ 1.75% |
$20K - $21.2K
|
4.13K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
70+ 1.67% |
$19.7K - $20.9K
|
4.25K
$1.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
70+ 5.96% |
$19.7K - $20.9K
|
1.25K
$361K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
70+ 1.76% |
$19.7K - $20.9K
|
4.06K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
70+ 0.96% |
$19.7K - $20.9K
|
7.37K
$2.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
70+ 0.13% |
$19.7K - $20.9K
|
55.8K
$16.2M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
70+ 0.88% |
$19.7K - $20.9K
|
8.07K
$2.34M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
70+ 0.88% |
$19.7K - $20.9K
|
8.07K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
69+ 2.66% |
$19.5K - $20.6K
|
2.66K
$773K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
68+ 34.0% |
$19.2K - $20.3K
|
268
$77.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
68+ 6.38% |
$19.2K - $20.3K
|
1.13K
$329K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
68+ 3.0% |
$19.2K - $20.3K
|
2.34K
$678K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
68New |
$19.2K - $20.3K
|
68
$19.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
68+ 3.6% |
$19.2K - $20.3K
|
1.96K
$568K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
68+ 4.1% |
$19.2K - $20.3K
|
1.73K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
68+ 1.11% |
$19.2K - $20.3K
|
6.19K
$1.8M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
68+ 34.0% |
$19.2K - $20.3K
|
268
$77.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
67+ 7.87% |
$18.9K - $20K
|
918
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
67+ 0.11% |
$18.9K - $20K
|
62.3K
$18.1M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
66+ 6.7% |
$18.6K - $19.7K
|
1.05K
$305K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66+ 0.91% |
$18.6K - $19.7K
|
7.35K
$2.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
65+ 4.94% |
$18.3K - $19.4K
|
1.38K
$401K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
65+ 1.7% |
$18.3K - $19.4K
|
3.89K
$1.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 4.65% |
$18K - $19.1K
|
1.44K
$418K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
64+ 2.24% |
$18K - $19.1K
|
2.93K
$850K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
64+ 5.88% |
$18K - $19.1K
|
1.15K
$335K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
63+ 1.15% |
$17.8K - $18.8K
|
5.56K
$1.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
63+ 2.8% |
$17.8K - $18.8K
|
2.31K
$670K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
63+ 2.64% |
$17.8K - $18.8K
|
2.45K
$712K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
62+ 6.2% |
$17.5K - $18.5K
|
1.06K
$308K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
62+ 1.34% |
$17.5K - $18.5K
|
4.7K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
61+ 1.77% |
$17.2K - $18.2K
|
3.51K
$1.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
61+ 0.83% |
$17.2K - $18.2K
|
7.38K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
61+ 1.0% |
$17.2K - $18.2K
|
6.19K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
61+ 3.85% |
$17.2K - $18.2K
|
1.65K
$478K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
61+ 0.23% |
$17.2K - $18.2K
|
26.8K
$7.77M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
61+ 0.23% |
$17.2K - $18.2K
|
26.8K
$7.77M
|