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 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
27+ 0.71% |
$7.11K - $8.02K
|
3.81K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
27+ 0.89% |
$7.11K - $8.02K
|
3.06K
$907K
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
26+ 3.02% |
$6.85K - $7.73K
|
886
$263K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
26+ 0.34% |
$6.85K - $7.73K
|
7.72K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
26+ 0.37% |
$6.85K - $7.73K
|
7.04K
$2.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
25+ 0.71% |
$6.59K - $7.43K
|
3.55K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
25+ 0.3% |
$6.59K - $7.43K
|
8.23K
$2.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
25+ 1.11% |
$6.59K - $7.43K
|
2.28K
$676K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
25+ 0.2% |
$6.59K - $7.43K
|
12.3K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
25+ 2.51% |
$6.59K - $7.43K
|
1.02K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
25+ 1.92% |
$6.59K - $7.43K
|
1.33K
$394K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
24+ 0.11% |
$6.32K - $7.13K
|
21.2K
$6.3M
|
|
|
Oct 18, 2023
Q3 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
23+ 1.77% |
$6.06K - $6.83K
|
1.32K
$392K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
23+ 2.68% |
$6.06K - $6.83K
|
882
$261K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
23+ 0.78% |
$6.06K - $6.83K
|
2.96K
$877K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
23+ 0.99% |
$6.06K - $6.83K
|
2.34K
$693K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
23+ 2.13% |
$6.06K - $6.83K
|
1.1K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
23+ 0.92% |
$6.06K - $6.83K
|
2.54K
$751K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
23+ 8.78% |
$6.06K - $6.83K
|
285
$84.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
22+ 0.67% |
$5.8K - $6.54K
|
3.32K
$984K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
22+ 0.31% |
$5.8K - $6.54K
|
7.23K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
21+ 0.73% |
$5.53K - $6.24K
|
2.88K
$853K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 2.14% |
$5.53K - $6.24K
|
1K
$298K
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
21+ 0.03% |
$5.53K - $6.24K
|
60.9K
$18M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
21+ 0.32% |
$5.53K - $6.24K
|
6.62K
$1.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21+ 1.61% |
$5.53K - $6.24K
|
1.32K
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.47% |
$5.53K - $6.24K
|
1.45K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
21+ 0.87% |
$5.53K - $6.24K
|
2.43K
$721K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
21+ 2.31% |
$5.53K - $6.24K
|
929
$275K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 1.4% |
$5.27K - $5.94K
|
1.45K
$431K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
20+ 1.38% |
$5.27K - $5.94K
|
1.47K
$436K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 5.57% |
$5.27K - $5.94K
|
379
$112K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20+ 1.68% |
$5.27K - $5.94K
|
1.21K
$358K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 0.4% |
$5.27K - $5.94K
|
5.07K
$1.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20+ 4.0% |
$5.27K - $5.94K
|
520
$154K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
20+ 0.3% |
$5.27K - $5.94K
|
6.62K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
20+ 0.54% |
$5.27K - $5.94K
|
3.7K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
20+ 0.81% |
$5.27K - $5.94K
|
2.48K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
20+ 0.97% |
$5.27K - $5.94K
|
2.08K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
20+ 0.28% |
$5.27K - $5.94K
|
7.18K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
20+ 1.93% |
$5.27K - $5.94K
|
1.06K
$313K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
19+ 2.0% |
$5.01K - $5.65K
|
971
$288K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
19+ 1.04% |
$5.01K - $5.65K
|
1.84K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 0.44% |
$5.01K - $5.65K
|
4.32K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
19+ 0.32% |
$5.01K - $5.65K
|
5.93K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.24% |
$4.48K - $5.05K
|
7K
$2.07M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
17+ 11.72% |
$4.48K - $5.05K
|
162
$48K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
17+ 0.35% |
$4.48K - $5.05K
|
4.81K
$1.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
17+ 1.55% |
$4.48K - $5.05K
|
1.11K
$329K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
17+ 0.44% |
$4.48K - $5.05K
|
3.9K
$1.16M
|