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 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
15+ 0.15% |
$4.23K - $4.48K
|
9.81K
$2.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
15+ 1.98% |
$4.23K - $4.48K
|
773
$229K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
15+ 0.23% |
$4.23K - $4.48K
|
6.53K
$1.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
15+ 0.34% |
$4.23K - $4.48K
|
4.48K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
15+ 0.9% |
$4.23K - $4.48K
|
1.68K
$496K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
15+ 0.18% |
$4.23K - $4.48K
|
8.37K
$2.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
15+ 1.54% |
$4.23K - $4.48K
|
990
$293K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
15+ 1.04% |
$4.23K - $4.48K
|
1.46K
$431K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
15+ 0.18% |
$4.23K - $4.48K
|
8.57K
$2.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
14+ 0.29% |
$3.95K - $4.18K
|
4.79K
$1.42M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14+ 0.57% |
$3.95K - $4.18K
|
2.48K
$736K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14+ 0.4% |
$3.95K - $4.18K
|
3.5K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
14+ 7.57% |
$3.95K - $4.18K
|
199
$58.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
14+ 0.77% |
$3.95K - $4.18K
|
1.84K
$545K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 86.67% |
$3.66K - $3.88K
|
28
$8.29K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
13+ 1.89% |
$3.66K - $3.88K
|
700
$207K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
13+ 0.52% |
$3.66K - $3.88K
|
2.5K
$741K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
13+ 0.37% |
$3.66K - $3.88K
|
3.55K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
13+ 0.34% |
$3.66K - $3.88K
|
3.82K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
13+ 0.82% |
$3.66K - $3.88K
|
1.59K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
13+ 0.29% |
$3.66K - $3.88K
|
4.55K
$1.35M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13+ 1.49% |
$3.66K - $3.88K
|
885
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
12+ 0.42% |
$3.38K - $3.58K
|
2.89K
$855K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
12+ 0.34% |
$3.38K - $3.58K
|
3.59K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.21% |
$3.38K - $3.58K
|
5.86K
$1.74M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
11+ 1.35% |
$3.1K - $3.28K
|
823
$244K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
11+ 1.49% |
$3.1K - $3.28K
|
751
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11+ 4.31% |
$3.1K - $3.28K
|
266
$78.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11+ 0.39% |
$3.1K - $3.28K
|
2.81K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
11+ 1.05% |
$3.1K - $3.28K
|
1.06K
$313K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10+ 0.35% |
$2.82K - $2.98K
|
2.9K
$860K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10+ 0.28% |
$2.82K - $2.98K
|
3.61K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10+ 0.09% |
$2.82K - $2.98K
|
11.4K
$3.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.34% |
$2.82K - $2.98K
|
2.98K
$883K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10+ 0.1% |
$2.82K - $2.98K
|
9.7K
$2.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10+ 1.01% |
$2.82K - $2.98K
|
996
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
10+ 0.27% |
$2.82K - $2.98K
|
3.77K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10+ 4.26% |
$2.82K - $2.98K
|
245
$72.6K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.28% |
$2.54K - $2.69K
|
3.24K
$959K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.34% |
$2.54K - $2.69K
|
2.67K
$790K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
9+ 0.31% |
$2.54K - $2.69K
|
2.89K
$856K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9+ 0.42% |
$2.54K - $2.69K
|
2.14K
$633K
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
9+ 1.17% |
$2.54K - $2.69K
|
775
$230K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
9+ 1.16% |
$2.54K - $2.69K
|
782
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
9+ 0.24% |
$2.54K - $2.69K
|
3.72K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9+ 0.34% |
$2.54K - $2.69K
|
2.65K
$783K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.4% |
$2.54K - $2.69K
|
2.27K
$673K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9+ 0.33% |
$2.54K - $2.69K
|
2.72K
$805K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9+ 0.03% |
$2.54K - $2.69K
|
29.4K
$8.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
8+ 0.37% |
$2.26K - $2.39K
|
2.18K
$645K
|