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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
76+ 0.96% |
$20K - $22.6K
|
8.02K
$2.38M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
76+ 3.52% |
$20K - $22.6K
|
2.24K
$662K
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
75+ 1.25% |
$19.8K - $22.3K
|
6.09K
$1.8M
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
74+ 2.42% |
$19.5K - $22K
|
3.13K
$927K
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
74+ 1.04% |
$19.5K - $22K
|
7.19K
$2.13M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
73+ 0.7% |
$19.2K - $21.7K
|
10.5K
$3.12M
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
BUY
|
- |
72+ 0.25% |
$19K - $21.4K
|
29.4K
$8.71M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
72+ 6.93% |
$19K - $21.4K
|
1.11K
$329K
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
BUY
|
- |
71+ 0.35% |
$18.7K - $21.1K
|
20.2K
$5.99M
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
71+ 7.85% |
$18.7K - $21.1K
|
975
$289K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
71+ 4.74% |
$18.7K - $21.1K
|
1.57K
$464K
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
70+ 7.68% |
$18.4K - $20.8K
|
981
$291K
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
70+ 0.22% |
$18.4K - $20.8K
|
32K
$9.47M
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
70+ 2.39% |
$18.4K - $20.8K
|
3K
$889K
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
70+ 8.03% |
$18.4K - $20.8K
|
942
$279K
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
70+ 1.57% |
$18.4K - $20.8K
|
4.53K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
70+ 1.46% |
$18.4K - $20.8K
|
4.86K
$1.44M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
69+ 2.77% |
$18.2K - $20.5K
|
2.56K
$759K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
69+ 4.83% |
$18.2K - $20.5K
|
1.5K
$444K
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
68+ 1.98% |
$17.9K - $20.2K
|
3.5K
$1.04M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67+ 0.8% |
$17.7K - $19.9K
|
8.44K
$2.5M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
67+ 18.21% |
$17.7K - $19.9K
|
435
$129K
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
67+ 0.84% |
$17.7K - $19.9K
|
8.05K
$2.38M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
66+ 1.15% |
$17.4K - $19.6K
|
5.82K
$1.72M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
66+ 0.65% |
$17.4K - $19.6K
|
10.2K
$3.03M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
66+ 0.25% |
$17.4K - $19.6K
|
26.8K
$7.95M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
66+ 1.28% |
$17.4K - $19.6K
|
5.2K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65+ 0.68% |
$17.1K - $19.3K
|
9.66K
$2.86M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
64+ 1.26% |
$16.9K - $19K
|
5.14K
$1.52M
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
64+ 0.37% |
$16.9K - $19K
|
17.2K
$5.11M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
64+ 3.66% |
$16.9K - $19K
|
1.81K
$537K
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
64+ 1.2% |
$16.9K - $19K
|
5.38K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
64+ 2.41% |
$16.9K - $19K
|
2.72K
$806K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64+ 1.76% |
$16.9K - $19K
|
3.7K
$1.1M
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
63+ 0.92% |
$16.6K - $18.7K
|
6.93K
$2.05M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
63+ 1.92% |
$16.6K - $18.7K
|
3.35K
$991K
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
63+ 7.27% |
$16.6K - $18.7K
|
930
$275K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
62+ 1.11% |
$16.3K - $18.4K
|
5.62K
$1.67M
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
62+ 0.33% |
$16.3K - $18.4K
|
19K
$5.64M
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
61+ 1.75% |
$16.1K - $18.1K
|
3.55K
$1.05M
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
61+ 5.18% |
$16.1K - $18.1K
|
1.24K
$367K
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
61+ 6.8% |
$16.1K - $18.1K
|
958
$284K
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
60+ 0.67% |
$15.8K - $17.8K
|
8.98K
$2.66M
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
60+ 2.54% |
$15.8K - $17.8K
|
2.42K
$717K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
60+ 2.13% |
$15.8K - $17.8K
|
2.87K
$851K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
60+ 3.51% |
$15.8K - $17.8K
|
1.77K
$523K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
60+ 0.52% |
$15.8K - $17.8K
|
11.5K
$3.4M
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
60+ 3.51% |
$15.8K - $17.8K
|
1.77K
$523K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
60+ 2.04% |
$15.8K - $17.8K
|
3K
$888K
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
59+ 1.19% |
$15.5K - $17.5K
|
5K
$1.48M
|