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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
13+ 1.28% |
$3.24K - $3.64K
|
1.03K
$296K
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
13+ 1.13% |
$3.24K - $3.64K
|
1.16K
$333K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
13New |
$3.24K - $3.64K
|
13
$3.73K
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
13+ 52.0% |
$3.24K - $3.64K
|
38
$10.9K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
13+ 0.52% |
$3.24K - $3.64K
|
2.52K
$723K
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
13+ 0.17% |
$3.24K - $3.64K
|
7.64K
$2.19M
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
13+ 0.39% |
$3.24K - $3.64K
|
3.34K
$958K
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
13+ 0.68% |
$3.24K - $3.64K
|
1.93K
$554K
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
13+ 0.65% |
$3.24K - $3.64K
|
2.01K
$577K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 0.7% |
$3.24K - $3.64K
|
1.86K
$533K
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.63% |
$3.24K - $3.64K
|
2.06K
$591K
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
13+ 0.61% |
$3.24K - $3.64K
|
2.15K
$618K
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
12+ 1.55% |
$2.99K - $3.36K
|
786
$226K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.15% |
$2.99K - $3.36K
|
8.02K
$2.3M
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
12+ 0.37% |
$2.99K - $3.36K
|
3.3K
$946K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
11+ 0.17% |
$2.74K - $3.08K
|
6.57K
$1.88M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11+ 0.17% |
$2.74K - $3.08K
|
6.63K
$1.9M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11+ 0.45% |
$2.74K - $3.08K
|
2.48K
$712K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
11+ 1.22% |
$2.74K - $3.08K
|
915
$263K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 0.68% |
$2.74K - $3.08K
|
1.63K
$468K
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
11+ 1.1% |
$2.74K - $3.08K
|
1.01K
$291K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
11New |
$2.74K - $3.08K
|
11
$3.16K
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11+ 1.14% |
$2.74K - $3.08K
|
972
$279K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.3% |
$2.49K - $2.8K
|
3.34K
$958K
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
10+ 0.35% |
$2.49K - $2.8K
|
2.89K
$828K
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
10+ 0.73% |
$2.49K - $2.8K
|
1.38K
$396K
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
10+ 0.04% |
$2.49K - $2.8K
|
24.9K
$7.14M
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
10+ 0.16% |
$2.49K - $2.8K
|
6.34K
$1.82M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10+ 2.69% |
$2.49K - $2.8K
|
382
$110K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
9+ 0.21% |
$2.24K - $2.52K
|
4.36K
$1.25M
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9+ 0.38% |
$2.24K - $2.52K
|
2.37K
$679K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
9+ 0.04% |
$2.24K - $2.52K
|
20.1K
$5.75M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
9+ 0.23% |
$2.24K - $2.52K
|
3.9K
$1.12M
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
9+ 0.31% |
$2.24K - $2.52K
|
2.96K
$849K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9+ 0.81% |
$2.24K - $2.52K
|
1.12K
$322K
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
BUY
|
- |
9+ 0.74% |
$2.24K - $2.52K
|
1.23K
$353K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9+ 0.5% |
$2.24K - $2.52K
|
1.8K
$517K
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
9+ 0.15% |
$2.24K - $2.52K
|
6.06K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.36% |
$2.24K - $2.52K
|
2.5K
$718K
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
8+ 0.37% |
$1.99K - $2.24K
|
2.17K
$622K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$1.99K - $2.24K
|
8
$2.3K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
8New |
$1.99K - $2.24K
|
8
$2.3K
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.08% |
$1.99K - $2.24K
|
9.74K
$2.79M
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7+ 0.72% |
$1.75K - $1.96K
|
985
$283K
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7+ 35.0% |
$1.75K - $1.96K
|
27
$7.75K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7+ 0.2% |
$1.75K - $1.96K
|
3.56K
$1.02M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
7+ 0.53% |
$1.75K - $1.96K
|
1.32K
$378K
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
7+ 0.6% |
$1.75K - $1.96K
|
1.18K
$339K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.53% |
$1.75K - $1.96K
|
1.33K
$381K
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
7+ 0.05% |
$1.75K - $1.96K
|
14.3K
$4.11M
|