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
|
Ntv Asset Management LLC
|
BUY
|
- |
17+ 0.88% |
$4.48K - $5.05K
|
1.94K
$563K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
17New |
$4.48K - $5.05K
|
17
$4.93K
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
16+ 1.8% |
$4.22K - $4.75K
|
905
$263K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.31% |
$4.22K - $4.75K
|
5.1K
$1.48M
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 1.58% |
$3.95K - $4.46K
|
962
$279K
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
15+ 0.13% |
$3.95K - $4.46K
|
11.4K
$3.32M
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
15+ 0.43% |
$3.95K - $4.46K
|
3.51K
$1.02M
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
15+ 1.88% |
$3.95K - $4.46K
|
815
$237K
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
15+ 1.23% |
$3.95K - $4.46K
|
1.24K
$359K
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15+ 0.64% |
$3.95K - $4.46K
|
2.34K
$680K
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
14+ 0.56% |
$3.69K - $4.16K
|
2.52K
$731K
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
14+ 0.87% |
$3.69K - $4.16K
|
1.63K
$473K
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
14+ 0.73% |
$3.69K - $4.16K
|
1.94K
$563K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
14+ 0.53% |
$3.69K - $4.16K
|
2.63K
$764K
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
14+ 0.5% |
$3.69K - $4.16K
|
2.83K
$821K
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
14+ 0.9% |
$3.69K - $4.16K
|
1.56K
$454K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13+ 0.68% |
$3.42K - $3.86K
|
1.93K
$561K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
13+ 0.98% |
$3.42K - $3.86K
|
1.35K
$391K
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
13+ 0.28% |
$3.42K - $3.86K
|
4.64K
$1.35M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13+ 0.51% |
$3.42K - $3.86K
|
2.56K
$744K
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
13+ 0.36% |
$3.42K - $3.86K
|
3.59K
$1.04M
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
13+ 1.15% |
$3.42K - $3.86K
|
1.15K
$333K
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
13+ 0.34% |
$3.42K - $3.86K
|
3.81K
$1.11M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12+ 0.27% |
$3.16K - $3.57K
|
4.43K
$1.29M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12+ 1.17% |
$3.16K - $3.57K
|
1.04K
$302K
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
12+ 0.18% |
$3.16K - $3.57K
|
6.58K
$1.91M
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
12+ 0.42% |
$3.16K - $3.57K
|
2.85K
$827K
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12+ 0.16% |
$3.16K - $3.57K
|
7.72K
$2.24M
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
12+ 0.66% |
$3.16K - $3.57K
|
1.82K
$529K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.51% |
$3.16K - $3.57K
|
2.36K
$685K
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
12New |
$3.16K - $3.57K
|
12
$3.48K
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
12+ 0.18% |
$3.16K - $3.57K
|
6.58K
$1.91M
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
11+ 1.86% |
$2.9K - $3.27K
|
602
$175K
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
11+ 0.79% |
$2.9K - $3.27K
|
1.4K
$405K
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
11+ 0.51% |
$2.9K - $3.27K
|
2.16K
$626K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11+ 0.12% |
$2.9K - $3.27K
|
8.98K
$2.61M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11+ 1.88% |
$2.9K - $3.27K
|
597
$173K
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
11+ 0.26% |
$2.9K - $3.27K
|
4.26K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11+ 1.17% |
$2.9K - $3.27K
|
955
$277K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
10+ 1.22% |
$2.63K - $2.97K
|
828
$240K
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
10+ 0.61% |
$2.63K - $2.97K
|
1.66K
$482K
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
10+ 0.24% |
$2.63K - $2.97K
|
4.22K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
10+ 0.52% |
$2.63K - $2.97K
|
1.92K
$557K
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
10+ 1.09% |
$2.63K - $2.97K
|
928
$269K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10+ 0.47% |
$2.63K - $2.97K
|
2.15K
$624K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10+ 0.57% |
$2.63K - $2.97K
|
1.77K
$513K
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
BUY
|
- |
9+ 0.03% |
$2.37K - $2.67K
|
34.1K
$9.9M
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
9+ 0.08% |
$2.37K - $2.67K
|
11.2K
$3.25M
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.34% |
$2.37K - $2.67K
|
2.68K
$777K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.37% |
$2.37K - $2.67K
|
2.41K
$700K
|