Purchases and Sales Made in Q3 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
635+ 42.65% |
$167K - $189K
|
2.12K
$613K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
631New |
$166K - $187K
|
631
$182K
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
629+ 7.05% |
$166K - $187K
|
9.55K
$2.75M
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
628+ 6.95% |
$165K - $187K
|
9.67K
$2.79M
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
628+ 9.77% |
$165K - $187K
|
7.06K
$2.04M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
627+ 4.54% |
$165K - $186K
|
14.4K
$4.17M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
626+ 2.5% |
$165K - $186K
|
25.6K
$7.39M
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
622+ 1.09% |
$164K - $185K
|
57.4K
$16.6M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
615+ 2.26% |
$162K - $183K
|
27.8K
$8.03M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
610+ 47.81% |
$161K - $181K
|
1.89K
$544K
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
609+ 6.91% |
$160K - $181K
|
9.42K
$2.72M
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
607+ 16.88% |
$160K - $180K
|
4.2K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
604+ 1.93% |
$159K - $179K
|
31.9K
$9.19M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
600+ 10.43% |
$158K - $178K
|
6.35K
$1.83M
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
600+ 29.78% |
$158K - $178K
|
2.62K
$754K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
592+ 44.98% |
$156K - $176K
|
1.91K
$550K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
588+ 6.75% |
$155K - $175K
|
9.3K
$2.68M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
581+ 3.97% |
$153K - $173K
|
15.2K
$4.38M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
579+ 0.48% |
$153K - $172K
|
122K
$35.1M
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
573+ 19.31% |
$151K - $170K
|
3.54K
$1.02M
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
569+ 8.09% |
$150K - $169K
|
7.6K
$2.19M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
563+ 9.44% |
$148K - $167K
|
6.53K
$1.88M
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
562+ 11.07% |
$148K - $167K
|
5.64K
$1.63M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
556+ 16.02% |
$146K - $165K
|
4.03K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
556+ 62.9% |
$146K - $165K
|
1.44K
$415K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
552+ 9.21% |
$145K - $164K
|
6.54K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
551+ 8.3% |
$145K - $164K
|
7.19K
$2.07M
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
548+ 5.86% |
$144K - $163K
|
9.89K
$2.85M
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
547+ 0.44% |
$144K - $163K
|
126K
$36.3M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
542+ 14.17% |
$143K - $161K
|
4.37K
$1.26M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
535+ 6.68% |
$141K - $159K
|
8.55K
$2.47M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
535+ 1.43% |
$141K - $159K
|
38.1K
$11M
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
533+ 64.61% |
$140K - $158K
|
1.36K
$392K
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
530+ 68.74% |
$140K - $157K
|
1.3K
$375K
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
525+ 47.99% |
$138K - $156K
|
1.62K
$467K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
525+ 8.18% |
$138K - $156K
|
6.94K
$2M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
516+ 5.21% |
$136K - $153K
|
10.4K
$3.01M
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
511+ 2.75% |
$135K - $152K
|
19.1K
$5.51M
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
508+ 4.31% |
$134K - $151K
|
12.3K
$3.55M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
502+ 4.92% |
$132K - $149K
|
10.7K
$3.09M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
499New |
$131K - $148K
|
499
$144K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
498+ 6.55% |
$131K - $148K
|
8.11K
$2.34M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
496+ 3.47% |
$131K - $147K
|
14.8K
$4.27M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
495+ 2.93% |
$130K - $147K
|
17.4K
$5.01M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
492+ 3.39% |
$130K - $146K
|
15K
$4.33M
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
491+ 2.56% |
$129K - $146K
|
19.7K
$5.67M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
491+ 54.5% |
$129K - $146K
|
1.39K
$402K
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
490+ 6.16% |
$129K - $146K
|
8.44K
$2.43M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
488+ 18.57% |
$129K - $145K
|
3.12K
$899K
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
485+ 3.08% |
$128K - $144K
|
16.3K
$4.69M
|