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 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-200- 2.37% |
$56.4K - $59.7K
|
8.24K
$2.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-200- 6.07% |
$56.4K - $59.7K
|
3.1K
$912K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 0.73% |
$56.4K - $59.7K
|
27.3K
$8.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-200- 18.6% |
$56.4K - $59.7K
|
875
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-200- 2.36% |
$56.4K - $59.7K
|
8.28K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Unio Capital LLC
|
SELL
|
- |
-200- 12.85% |
$56.4K - $59.7K
|
1.36K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 8.32% |
$56.4K - $59.7K
|
2.2K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 8.32% |
$56.4K - $59.7K
|
2.2K
$649K
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-200- 18.6% |
$56.4K - $59.7K
|
875
$258K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-201- 14.82% |
$56.7K - $60K
|
1.16K
$340K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-202- 1.64% |
$56.9K - $60.3K
|
12.1K
$3.56M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-202- 4.38% |
$56.9K - $60.3K
|
4.41K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-203- 3.88% |
$57.2K - $60.6K
|
5.03K
$1.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-204- 1.24% |
$57.5K - $60.9K
|
16.3K
$4.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-205- 7.41% |
$57.8K - $61.2K
|
2.56K
$754K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-205- 8.75% |
$57.8K - $61.2K
|
2.14K
$630K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-206- 16.02% |
$58.1K - $61.5K
|
1.08K
$318K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-208- 4.89% |
$58.6K - $62.1K
|
4.05K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-208- 3.35% |
$58.6K - $62.1K
|
6.01K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-208- 0.67% |
$58.6K - $62.1K
|
30.9K
$9.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-209- 5.49% |
$58.9K - $62.4K
|
3.6K
$1.06M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-209- 0.35% |
$58.9K - $62.4K
|
59.6K
$17.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-210- 23.1% |
$59.2K - $62.7K
|
699
$206K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-210- 1.31% |
$59.2K - $62.7K
|
15.8K
$4.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-210- 1.18% |
$59.2K - $62.7K
|
17.5K
$5.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-211- 1.11% |
$59.5K - $63K
|
18.9K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-211- 0.61% |
$59.5K - $63K
|
34.4K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-213- 5.25% |
$60K - $63.6K
|
3.85K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-215- 1.43% |
$60.6K - $64.2K
|
14.8K
$4.36M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-215- 7.93% |
$60.6K - $64.2K
|
2.5K
$735K
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-221- 17.08% |
$62.3K - $65.9K
|
1.07K
$316K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-221- 4.13% |
$62.3K - $65.9K
|
5.13K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-222- 20.22% |
$62.6K - $66.2K
|
876
$258K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-223- 9.53% |
$62.9K - $66.5K
|
2.12K
$624K
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-225- 5.04% |
$63.4K - $67.1K
|
4.24K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-227- 2.4% |
$64K - $67.7K
|
9.24K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-229- 5.4% |
$64.6K - $68.3K
|
4.01K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-230- 15.03% |
$64.8K - $68.6K
|
1.3K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-232- 4.02% |
$65.4K - $69.2K
|
5.54K
$1.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-233- 6.64% |
$65.7K - $69.5K
|
3.27K
$964K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-233- 0.83% |
$65.7K - $69.5K
|
27.8K
$8.19M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-234- 1.29% |
$66K - $69.8K
|
17.8K
$5.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-234- 12.06% |
$66K - $69.8K
|
1.71K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-234- 12.06% |
$66K - $69.8K
|
1.71K
$503K
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-235- 25.38% |
$66.2K - $70.1K
|
691
$203K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-235- 5.09% |
$66.2K - $70.1K
|
4.38K
$1.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-237- 2.34% |
$66.8K - $70.7K
|
9.87K
$2.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-238- 11.88% |
$67.1K - $71K
|
1.77K
$520K
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-238- 13.82% |
$67.1K - $71K
|
1.48K
$437K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-239- 7.51% |
$67.4K - $71.3K
|
2.94K
$866K
|