Purchases and Sales Made in Q2 2024 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q2 2024. 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, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
50+ 2.9% |
$12.5K - $14K
|
1.78K
$509K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
50+ 3.97% |
$12.5K - $14K
|
1.31K
$376K
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
49+ 0.15% |
$12.2K - $13.7K
|
31.9K
$9.15M
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
48+ 5.79% |
$12K - $13.5K
|
877
$252K
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
46+ 1.62% |
$11.5K - $12.9K
|
2.88K
$826K
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
45+ 0.86% |
$11.2K - $12.6K
|
5.29K
$1.52M
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
45+ 3.16% |
$11.2K - $12.6K
|
1.47K
$421K
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
45+ 5.08% |
$11.2K - $12.6K
|
931
$267K
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
45+ 2.26% |
$11.2K - $12.6K
|
2.04K
$584K
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
45+ 0.36% |
$11.2K - $12.6K
|
12.6K
$3.61M
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
44+ 1.04% |
$11K - $12.3K
|
4.29K
$1.23M
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
44+ 3.88% |
$11K - $12.3K
|
1.18K
$338K
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
44+ 2.0% |
$11K - $12.3K
|
2.25K
$645K
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
43+ 3.62% |
$10.7K - $12K
|
1.23K
$353K
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
43+ 0.01% |
$10.7K - $12K
|
360K
$103M
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
43+ 2.26% |
$10.7K - $12K
|
1.95K
$559K
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
42+ 6.5% |
$10.5K - $11.8K
|
688
$197K
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
42+ 0.16% |
$10.5K - $11.8K
|
26.9K
$7.73M
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
41+ 0.19% |
$10.2K - $11.5K
|
21.3K
$6.1M
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.91% |
$10.2K - $11.5K
|
4.54K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
41+ 4.7% |
$10.2K - $11.5K
|
914
$262K
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40+ 0.65% |
$9.97K - $11.2K
|
6.17K
$1.77M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
40+ 2.99% |
$9.97K - $11.2K
|
1.38K
$395K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
40+ 12.78% |
$9.97K - $11.2K
|
353
$101K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
39+ 1.45% |
$9.73K - $10.9K
|
2.73K
$782K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
39+ 1.19% |
$9.73K - $10.9K
|
3.33K
$955K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
39+ 4.22% |
$9.73K - $10.9K
|
964
$277K
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
39+ 1.34% |
$9.73K - $10.9K
|
2.95K
$847K
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
39+ 4.21% |
$9.73K - $10.9K
|
965
$277K
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
38+ 1.23% |
$9.48K - $10.6K
|
3.13K
$897K
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
38+ 3.47% |
$9.48K - $10.6K
|
1.13K
$325K
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
38+ 0.05% |
$9.48K - $10.6K
|
74K
$21.2M
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
37+ 0.17% |
$9.23K - $10.4K
|
22.5K
$6.44M
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
37+ 0.14% |
$9.23K - $10.4K
|
25.7K
$7.37M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
36+ 0.73% |
$8.98K - $10.1K
|
4.98K
$1.43M
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
35+ 1.92% |
$8.73K - $9.81K
|
1.86K
$534K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 1.43% |
$8.73K - $9.81K
|
2.48K
$711K
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
34+ 2.66% |
$8.48K - $9.53K
|
1.31K
$377K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.45% |
$8.23K - $9.25K
|
7.29K
$2.09M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
33+ 2.9% |
$8.23K - $9.25K
|
1.17K
$336K
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
33+ 2.03% |
$8.23K - $9.25K
|
1.66K
$475K
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
32+ 1.79% |
$7.98K - $8.97K
|
1.82K
$522K
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
32+ 1.11% |
$7.98K - $8.97K
|
2.93K
$839K
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
32+ 1.88% |
$7.98K - $8.97K
|
1.73K
$497K
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
31+ 1.63% |
$7.73K - $8.69K
|
1.94K
$556K
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
31+ 2.82% |
$7.73K - $8.69K
|
1.13K
$325K
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
31+ 1.27% |
$7.73K - $8.69K
|
2.48K
$711K
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
31+ 1.66% |
$7.73K - $8.69K
|
1.9K
$545K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30+ 2.93% |
$7.48K - $8.41K
|
1.06K
$303K
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
30+ 3.86% |
$7.48K - $8.41K
|
808
$232K
|