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 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$263 - $297
|
3.95K
$1.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$263 - $297
|
2.44K
$722K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.04% |
$263 - $297
|
2.24K
$664K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.09% |
$263 - $297
|
1.14K
$337K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.09% |
$263 - $297
|
1.08K
$319K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.03% |
$263 - $297
|
3.96K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.05% |
$263 - $297
|
2.19K
$648K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.19% |
$263 - $297
|
520
$154K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1+ 0.01% |
$263 - $297
|
19.8K
$5.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$263 - $297
|
1.48K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$263 - $297
|
3.94K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1+ 0.02% |
$263 - $297
|
5.81K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1+ 0.09% |
$263 - $297
|
1.14K
$338K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.09% |
$263 - $297
|
1.17K
$346K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$263 - $297
|
7.47K
$2.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1+ 0.03% |
$263 - $297
|
3.28K
$973K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$263 - $297
|
603
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.38% |
$263 - $297
|
267
$79.1K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.05% |
$263 - $297
|
1.9K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.25% |
$263 - $297
|
396
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.05% |
$263 - $297
|
1.96K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1+ 0.12% |
$263 - $297
|
842
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.0% |
$263 - $297
|
20.8K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.07% |
$263 - $297
|
1.35K
$400K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.19% |
$263 - $297
|
524
$155K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1+ 0.08% |
$263 - $297
|
1.25K
$372K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$263 - $297
|
5.2K
$1.54M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.04% |
$263 - $297
|
2.76K
$818K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1- 0.08% |
$263 - $297
|
1.19K
$352K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1- 0.05% |
$263 - $297
|
1.84K
$546K
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1- 0.13% |
$263 - $297
|
772
$229K
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1- 0.08% |
$263 - $297
|
1.26K
$372K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1- 0.05% |
$263 - $297
|
2.18K
$647K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1- 0.03% |
$263 - $297
|
3.92K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1- 0.07% |
$263 - $297
|
1.39K
$411K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1- 0.06% |
$263 - $297
|
1.61K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1- 0.12% |
$263 - $297
|
842
$250K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1- 0.52% |
$263 - $297
|
193
$57.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-2- 0.11% |
$527 - $594
|
1.74K
$517K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-2- 0.09% |
$527 - $594
|
2.17K
$644K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2- 0.04% |
$527 - $594
|
4.6K
$1.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-2- 2.67% |
$527 - $594
|
73
$21.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 0.45% |
$527 - $594
|
443
$131K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2- 0.16% |
$527 - $594
|
1.26K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2- 0.11% |
$527 - $594
|
1.81K
$535K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2- -0.0% |
$527 - $594
|
91.2K
$27M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2- 0.12% |
$527 - $594
|
1.71K
$508K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-3- 0.1% |
$790 - $891
|
3.15K
$935K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3- 0.18% |
$790 - $891
|
1.62K
$481K
|