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 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
59+ 1.09% |
$15.5K - $17.5K
|
5.48K
$1.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
58+ 0.37% |
$15.3K - $17.2K
|
15.7K
$4.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
58+ 3.65% |
$15.3K - $17.2K
|
1.65K
$478K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
58+ 1.98% |
$15.3K - $17.2K
|
2.99K
$868K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
57+ 1.04% |
$15K - $16.9K
|
5.56K
$1.61M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
57+ 1.21% |
$15K - $16.9K
|
4.77K
$1.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
56+ 2.18% |
$14.8K - $16.6K
|
2.62K
$761K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
55+ 0.66% |
$14.5K - $16.3K
|
8.37K
$2.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
55+ 0.65% |
$14.5K - $16.3K
|
8.5K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
55+ 7.37% |
$14.5K - $16.3K
|
801
$233K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
54+ 2.75% |
$14.2K - $16K
|
2.02K
$586K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
52+ 0.85% |
$13.7K - $15.5K
|
6.16K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
52+ 3.48% |
$13.7K - $15.5K
|
1.55K
$449K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
51+ 1.49% |
$13.4K - $15.2K
|
3.48K
$1.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
50+ 2.46% |
$13.2K - $14.9K
|
2.08K
$603K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
50+ 2.6% |
$13.2K - $14.9K
|
1.97K
$573K
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
50+ 0.57% |
$13.2K - $14.9K
|
8.89K
$2.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
50+ 1.97% |
$13.2K - $14.9K
|
2.59K
$752K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
50+ 0.52% |
$13.2K - $14.9K
|
9.75K
$2.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
50+ 1.61% |
$13.2K - $14.9K
|
3.15K
$914K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 3.53% |
$13.2K - $14.9K
|
1.47K
$425K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
49+ 1.97% |
$12.9K - $14.6K
|
2.54K
$737K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
49+ 2.15% |
$12.9K - $14.6K
|
2.33K
$675K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
49+ 350.0% |
$12.9K - $14.6K
|
63
$18.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
49+ 0.39% |
$12.9K - $14.6K
|
12.6K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
49New |
$12.9K - $14.6K
|
49
$14.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 3.3% |
$12.6K - $14.3K
|
1.5K
$436K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
48+ 1.75% |
$12.6K - $14.3K
|
2.79K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
48+ 2.98% |
$12.6K - $14.3K
|
1.66K
$482K
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
BUY
|
- |
47+ 2.21% |
$12.4K - $14K
|
2.17K
$630K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
47+ 1.49% |
$12.4K - $14K
|
3.2K
$928K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
47New |
$12.4K - $14K
|
47
$13.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
47+ 2.57% |
$12.4K - $14K
|
1.87K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
47+ 0.26% |
$12.4K - $14K
|
18.4K
$5.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
46+ 3.21% |
$12.1K - $13.7K
|
1.48K
$429K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
46+ 4.8% |
$12.1K - $13.7K
|
1.01K
$292K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
46+ 6.24% |
$12.1K - $13.7K
|
783
$227K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
45+ 1.91% |
$11.9K - $13.4K
|
2.41K
$698K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
45+ 0.73% |
$11.9K - $13.4K
|
6.18K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
45+ 4.37% |
$11.9K - $13.4K
|
1.07K
$312K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
44+ 5.43% |
$11.6K - $13.1K
|
855
$248K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
44+ 2.8% |
$11.6K - $13.1K
|
1.61K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
44+ 0.53% |
$11.6K - $13.1K
|
8.31K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 6.54% |
$11.6K - $13.1K
|
717
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
44+ 0.1% |
$11.6K - $13.1K
|
45.6K
$13.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
43+ 0.94% |
$11.3K - $12.8K
|
4.6K
$1.33M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
43+ 4.63% |
$11.3K - $12.8K
|
971
$282K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
42+ 51.85% |
$11.1K - $12.5K
|
123
$35.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 1.19% |
$11.1K - $12.5K
|
3.56K
$1.03M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
42+ 0.66% |
$11.1K - $12.5K
|
6.37K
$1.85M
|