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 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-66- 3.27% |
$18.6K - $19.7K
|
1.96K
$579K
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-67- 1.98% |
$18.9K - $20K
|
3.32K
$982K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-68- 1.46% |
$19.2K - $20.3K
|
4.6K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-68- 4.05% |
$19.2K - $20.3K
|
1.61K
$477K
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-69- 0.65% |
$19.5K - $20.6K
|
10.6K
$3.14M
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-69- 3.51% |
$19.5K - $20.6K
|
1.9K
$562K
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-69- 25.09% |
$19.5K - $20.6K
|
206
$61K
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-70- 6.82% |
$19.7K - $20.9K
|
956
$283K
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-70- 2.65% |
$19.7K - $20.9K
|
2.57K
$760K
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-70- 1.61% |
$19.7K - $20.9K
|
4.27K
$1.26M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-71- 1.58% |
$20K - $21.2K
|
4.42K
$1.31M
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-71- 2.88% |
$20K - $21.2K
|
2.39K
$709K
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-71- 1.95% |
$20K - $21.2K
|
3.58K
$1.06M
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-71- 1.32% |
$20K - $21.2K
|
5.32K
$1.58M
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-72- 0.71% |
$20.3K - $21.5K
|
10K
$2.96M
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-73- 3.16% |
$20.6K - $21.8K
|
2.24K
$663K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-73- 3.38% |
$20.6K - $21.8K
|
2.09K
$618K
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-74- 0.71% |
$20.9K - $22.1K
|
10.4K
$3.07M
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-74- 6.06% |
$20.9K - $22.1K
|
1.15K
$340K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-74- 0.46% |
$20.9K - $22.1K
|
16K
$4.75M
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-75- 0.74% |
$21.1K - $22.4K
|
10.1K
$2.99M
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-75- 7.78% |
$21.1K - $22.4K
|
889
$263K
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-75- 5.5% |
$21.1K - $22.4K
|
1.29K
$382K
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-75- 2.49% |
$21.1K - $22.4K
|
2.94K
$870K
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-75- 5.48% |
$21.1K - $22.4K
|
1.29K
$383K
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-76- 5.91% |
$21.4K - $22.7K
|
1.21K
$358K
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-76- 1.26% |
$21.4K - $22.7K
|
5.93K
$1.76M
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-76- 0.29% |
$21.4K - $22.7K
|
25.9K
$7.67M
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-77- 3.54% |
$21.7K - $23K
|
2.1K
$622K
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-77- 5.4% |
$21.7K - $23K
|
1.35K
$399K
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-77- 1.31% |
$21.7K - $23K
|
5.8K
$1.72M
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-77- 0.76% |
$21.7K - $23K
|
10K
$2.97M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-77- 2.29% |
$21.7K - $23K
|
3.28K
$972K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-78- 7.86% |
$22K - $23.3K
|
914
$271K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-78- 3.18% |
$22K - $23.3K
|
2.38K
$704K
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-78- 2.23% |
$22K - $23.3K
|
3.42K
$1.01M
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-78- 0.62% |
$22K - $23.3K
|
12.5K
$3.71M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-78- 34.51% |
$22K - $23.3K
|
148
$43.8K
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-79- 8.99% |
$22.3K - $23.6K
|
800
$237K
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-79- 6.72% |
$22.3K - $23.6K
|
1.1K
$325K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-79- 0.05% |
$22.3K - $23.6K
|
144K
$42.6M
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-80- 4.29% |
$22.6K - $23.9K
|
1.79K
$529K
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-80- 1.63% |
$22.6K - $23.9K
|
4.84K
$1.43M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-80- 8.74% |
$22.6K - $23.9K
|
835
$247K
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-80- 1.29% |
$22.6K - $23.9K
|
6.1K
$1.81M
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-80- 1.05% |
$22.6K - $23.9K
|
7.53K
$2.23M
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-81- 4.03% |
$22.8K - $24.2K
|
1.93K
$571K
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-82- 0.28% |
$23.1K - $24.5K
|
29.3K
$8.69M
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-82- 7.86% |
$23.1K - $24.5K
|
961
$285K
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-82- 2.32% |
$23.1K - $24.5K
|
3.45K
$1.02M
|