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 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-13- 4.04% |
$3.66K - $3.88K
|
309
$91.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-13- 0.67% |
$3.66K - $3.88K
|
1.94K
$573K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-14- 1.01% |
$3.95K - $4.18K
|
1.37K
$406K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-14- 1.83% |
$3.95K - $4.18K
|
752
$223K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-14- 0.43% |
$3.95K - $4.18K
|
3.21K
$951K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-14- 1.2% |
$3.95K - $4.18K
|
1.16K
$343K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-15- 1.21% |
$4.23K - $4.48K
|
1.22K
$363K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-15- 0.39% |
$4.23K - $4.48K
|
3.79K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-15- 1.13% |
$4.23K - $4.48K
|
1.31K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-15- 0.31% |
$4.23K - $4.48K
|
4.81K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-15- 0.2% |
$4.23K - $4.48K
|
7.59K
$2.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.38% |
$4.23K - $4.48K
|
3.89K
$1.15M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-15- 0.53% |
$4.23K - $4.48K
|
2.8K
$830K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-15- 0.53% |
$4.23K - $4.48K
|
2.82K
$836K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-16- 0.15% |
$4.51K - $4.77K
|
10.7K
$3.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-16- 1.96% |
$4.51K - $4.77K
|
799
$237K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-16- 1.19% |
$4.51K - $4.77K
|
1.32K
$392K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-16- 0.78% |
$4.51K - $4.77K
|
2.05K
$606K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-17- 4.75% |
$4.79K - $5.07K
|
341
$101K
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-17- 1.16% |
$4.79K - $5.07K
|
1.44K
$427K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-18- 0.99% |
$5.07K - $5.37K
|
1.81K
$535K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-18- 2.16% |
$5.07K - $5.37K
|
817
$242K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-18- 0.13% |
$5.07K - $5.37K
|
14.3K
$4.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-18- 4.13% |
$5.07K - $5.37K
|
418
$124K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-19- 2.3% |
$5.36K - $5.67K
|
808
$239K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-19- 0.08% |
$5.36K - $5.67K
|
22.8K
$6.77M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-19- 0.09% |
$5.36K - $5.67K
|
21.8K
$6.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-19- 0.12% |
$5.36K - $5.67K
|
15.3K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-19- 1.94% |
$5.36K - $5.67K
|
960
$284K
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-20- 0.21% |
$5.64K - $5.97K
|
9.34K
$2.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-20- 0.68% |
$5.64K - $5.97K
|
2.91K
$862K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-20- 0.42% |
$5.64K - $5.97K
|
4.74K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 3.71% |
$5.64K - $5.97K
|
519
$154K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-20- 0.68% |
$5.64K - $5.97K
|
2.93K
$868K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-20- 2.4% |
$5.64K - $5.97K
|
813
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-20- 0.35% |
$5.64K - $5.97K
|
5.77K
$1.71M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-20- 0.63% |
$5.64K - $5.97K
|
3.16K
$935K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-21- 2.39% |
$5.92K - $6.27K
|
857
$254K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21- 3.8% |
$5.92K - $6.27K
|
531
$157K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-21- 0.63% |
$5.92K - $6.27K
|
3.32K
$983K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-21- 1.75% |
$5.92K - $6.27K
|
1.18K
$350K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-21- 0.97% |
$5.92K - $6.27K
|
2.14K
$635K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-22- 0.23% |
$6.2K - $6.57K
|
9.7K
$2.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-22- 0.38% |
$6.2K - $6.57K
|
5.75K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-22- 0.58% |
$6.2K - $6.57K
|
3.8K
$1.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-23- 0.7% |
$6.48K - $6.86K
|
3.28K
$973K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-23- 0.69% |
$6.48K - $6.86K
|
3.29K
$974K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-24- 2.1% |
$6.77K - $7.16K
|
1.12K
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-24- 1.59% |
$6.77K - $7.16K
|
1.48K
$439K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-24- 0.34% |
$6.77K - $7.16K
|
7.07K
$2.09M
|