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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
61+ 0.23% |
$17.2K - $18.2K
|
26.8K
$7.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
60+ 2.3% |
$16.9K - $17.9K
|
2.67K
$788K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
60+ 2.99% |
$16.9K - $17.9K
|
2.07K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
60+ 193.55% |
$16.9K - $17.9K
|
91
$26.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
60+ 5.03% |
$16.9K - $17.9K
|
1.25K
$370K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
58+ 0.57% |
$16.4K - $17.3K
|
10.2K
$3M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
58+ 1.83% |
$16.4K - $17.3K
|
3.22K
$951K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
58+ 1.13% |
$16.4K - $17.3K
|
5.2K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
57+ 3.39% |
$16.1K - $17K
|
1.74K
$513K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
57+ 1.74% |
$16.1K - $17K
|
3.33K
$983K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
55+ 2.52% |
$15.5K - $16.4K
|
2.24K
$661K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
54+ 0.83% |
$15.2K - $16.1K
|
6.59K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
53+ 2.38% |
$14.9K - $15.8K
|
2.28K
$672K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
53+ 2.34% |
$14.9K - $15.8K
|
2.32K
$685K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
52+ 3.02% |
$14.7K - $15.5K
|
1.77K
$523K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
51+ 3.97% |
$14.4K - $15.2K
|
1.34K
$394K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
51+ 0.59% |
$14.4K - $15.2K
|
8.74K
$2.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
51+ 4.91% |
$14.4K - $15.2K
|
1.09K
$322K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
51+ 1.32% |
$14.4K - $15.2K
|
3.92K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
50+ 6.17% |
$14.1K - $14.9K
|
860
$254K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
50+ 1.28% |
$14.1K - $14.9K
|
3.95K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
50+ 0.18% |
$14.1K - $14.9K
|
28.6K
$8.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
50+ 1.53% |
$14.1K - $14.9K
|
3.32K
$979K
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
50+ 6.44% |
$14.1K - $14.9K
|
827
$244K
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
50+ 0.18% |
$14.1K - $14.9K
|
28.6K
$8.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
49+ 1.78% |
$13.8K - $14.6K
|
2.8K
$826K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
48+ 1.83% |
$13.5K - $14.3K
|
2.68K
$790K
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
47+ 0.72% |
$13.2K - $14K
|
6.56K
$1.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
47+ 0.27% |
$13.2K - $14K
|
17.4K
$5.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
47+ 3.61% |
$13.2K - $14K
|
1.35K
$398K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
47+ 0.72% |
$13.2K - $14K
|
6.56K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
46+ 0.36% |
$13K - $13.7K
|
13K
$3.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
46+ 4.39% |
$13K - $13.7K
|
1.09K
$323K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
45+ 0.76% |
$12.7K - $13.4K
|
5.96K
$1.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
45+ 2.55% |
$12.7K - $13.4K
|
1.81K
$534K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
45+ 2.29% |
$12.7K - $13.4K
|
2.01K
$594K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
45+ 0.95% |
$12.7K - $13.4K
|
4.78K
$1.41M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
45+ 5.1% |
$12.7K - $13.4K
|
928
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
44+ 12.75% |
$12.4K - $13.1K
|
389
$115K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
43+ 2.05% |
$12.1K - $12.8K
|
2.14K
$631K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
43+ 0.45% |
$12.1K - $12.8K
|
9.69K
$2.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
42+ 1.11% |
$11.8K - $12.5K
|
3.81K
$1.12M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
42+ 2.65% |
$11.8K - $12.5K
|
1.63K
$480K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
41+ 1.59% |
$11.6K - $12.2K
|
2.62K
$773K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
41+ 2.86% |
$11.6K - $12.2K
|
1.48K
$436K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
41+ 62.12% |
$11.6K - $12.2K
|
107
$31.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
41+ 1.56% |
$11.6K - $12.2K
|
2.67K
$788K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
40+ 1.21% |
$11.3K - $11.9K
|
3.34K
$986K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
40+ 3.16% |
$11.3K - $11.9K
|
1.31K
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
40+ 4.03% |
$11.3K - $11.9K
|
1.03K
$305K
|