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 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
24+ 0.18% |
$6.77K - $7.16K
|
13.4K
$3.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
24+ 0.99% |
$6.77K - $7.16K
|
2.46K
$726K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
24+ 2.42% |
$6.77K - $7.16K
|
1.02K
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
24+ 1.35% |
$6.77K - $7.16K
|
1.81K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
24New |
$6.77K - $7.16K
|
24
$7.08K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
23+ 0.33% |
$6.48K - $6.86K
|
6.91K
$2.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
23+ 1.24% |
$6.48K - $6.86K
|
1.87K
$552K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
23+ 2.51% |
$6.48K - $6.86K
|
939
$277K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
22+ 2.26% |
$6.2K - $6.57K
|
997
$294K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
22+ 2.21% |
$6.2K - $6.57K
|
1.02K
$300K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 0.03% |
$6.2K - $6.57K
|
86K
$25.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
22+ 0.29% |
$6.2K - $6.57K
|
7.55K
$2.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
22+ 0.22% |
$6.2K - $6.57K
|
10.2K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 1.03% |
$6.2K - $6.57K
|
2.16K
$639K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
21+ 1.82% |
$5.92K - $6.27K
|
1.18K
$347K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
21+ 16.94% |
$5.92K - $6.27K
|
145
$42.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
21+ 0.49% |
$5.92K - $6.27K
|
4.32K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
21+ 0.12% |
$5.92K - $6.27K
|
17.4K
$5.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
21+ 1.46% |
$5.92K - $6.27K
|
1.46K
$429K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.01% |
$5.64K - $5.97K
|
2K
$591K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
20+ 0.44% |
$5.64K - $5.97K
|
4.52K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
20+ 2.42% |
$5.64K - $5.97K
|
845
$249K
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
19+ 1.1% |
$5.36K - $5.67K
|
1.75K
$515K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
19+ 1.93% |
$5.36K - $5.67K
|
1.01K
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
19+ 2.04% |
$5.36K - $5.67K
|
952
$281K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
19+ 2.65% |
$5.36K - $5.67K
|
737
$217K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
19+ 0.9% |
$5.36K - $5.67K
|
2.13K
$628K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
19+ 0.32% |
$5.36K - $5.67K
|
5.87K
$1.73M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
18+ 0.36% |
$5.07K - $5.37K
|
5.08K
$1.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18+ 3.14% |
$5.07K - $5.37K
|
591
$174K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
18+ 1.91% |
$5.07K - $5.37K
|
958
$283K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
18+ 0.59% |
$5.07K - $5.37K
|
3.07K
$907K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
18+ 0.2% |
$5.07K - $5.37K
|
8.92K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
18+ 0.14% |
$5.07K - $5.37K
|
13.2K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
18+ 0.51% |
$5.07K - $5.37K
|
3.53K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
18+ 0.2% |
$5.07K - $5.37K
|
8.93K
$2.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
17+ 1.16% |
$4.79K - $5.07K
|
1.49K
$439K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
17+ 0.46% |
$4.79K - $5.07K
|
3.69K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
17+ 1.64% |
$4.79K - $5.07K
|
1.05K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
17+ 1.92% |
$4.79K - $5.07K
|
903
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
17+ 1.27% |
$4.79K - $5.07K
|
1.35K
$400K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
16+ 0.5% |
$4.51K - $4.77K
|
3.21K
$948K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.32% |
$4.51K - $4.77K
|
5.08K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
16+ 0.33% |
$4.51K - $4.77K
|
4.86K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
16+ 1.51% |
$4.51K - $4.77K
|
1.08K
$318K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 4.98% |
$4.51K - $4.77K
|
337
$99.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
16+ 0.16% |
$4.51K - $4.77K
|
9.95K
$2.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
16+ 0.23% |
$4.51K - $4.77K
|
6.92K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
16+ 0.64% |
$4.51K - $4.77K
|
2.51K
$739K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
16+ 0.08% |
$4.51K - $4.77K
|
21.1K
$6.24M
|