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 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-18- 0.41% |
$4.74K - $5.35K
|
4.35K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-18- 2.02% |
$4.74K - $5.35K
|
872
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-18- 0.36% |
$4.74K - $5.35K
|
4.96K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-19- 3.44% |
$5.01K - $5.65K
|
534
$155K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-19- 1.7% |
$5.01K - $5.65K
|
1.1K
$319K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-19- 0.31% |
$5.01K - $5.65K
|
6.17K
$1.79M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-19- 1.17% |
$5.01K - $5.65K
|
1.6K
$465K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-20- 1.42% |
$5.27K - $5.94K
|
1.39K
$404K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-20- 2.22% |
$5.27K - $5.94K
|
880
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-20- 0.33% |
$5.27K - $5.94K
|
5.99K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20- 1.31% |
$5.27K - $5.94K
|
1.5K
$437K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.36% |
$5.53K - $6.24K
|
5.82K
$1.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-21- 0.09% |
$5.53K - $6.24K
|
22.5K
$6.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-21- 2.53% |
$5.53K - $6.24K
|
809
$235K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 4.53% |
$5.53K - $6.24K
|
443
$129K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-21- 0.57% |
$5.53K - $6.24K
|
3.64K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-21- 2.25% |
$5.53K - $6.24K
|
912
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-21- 1.16% |
$5.53K - $6.24K
|
1.79K
$519K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-22- 2.63% |
$5.8K - $6.54K
|
813
$236K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-22- 0.36% |
$5.8K - $6.54K
|
6.06K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-22- 0.27% |
$5.8K - $6.54K
|
8.06K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-22- 0.45% |
$5.8K - $6.54K
|
4.92K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22- 0.26% |
$5.8K - $6.54K
|
8.55K
$2.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-22- 15.07% |
$5.8K - $6.54K
|
124
$36K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-22- 0.77% |
$5.8K - $6.54K
|
2.83K
$822K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-23- 0.23% |
$6.06K - $6.83K
|
9.84K
$2.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-23- 1.15% |
$6.06K - $6.83K
|
1.98K
$574K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-23- 2.59% |
$6.06K - $6.83K
|
866
$251K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23- 0.58% |
$6.06K - $6.83K
|
3.96K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-23- 0.3% |
$6.06K - $6.83K
|
7.66K
$2.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-24- 1.46% |
$6.32K - $7.13K
|
1.62K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-24- 0.58% |
$6.32K - $7.13K
|
4.12K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-25- 0.26% |
$6.59K - $7.43K
|
9.46K
$2.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-25- 2.39% |
$6.59K - $7.43K
|
1.02K
$296K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-25- 0.47% |
$6.59K - $7.43K
|
5.3K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-25- 2.57% |
$6.59K - $7.43K
|
946
$275K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-25- 1.29% |
$6.59K - $7.43K
|
1.92K
$556K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-25- 0.53% |
$6.59K - $7.43K
|
4.68K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-25- 0.52% |
$6.59K - $7.43K
|
4.76K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-25- 0.75% |
$6.59K - $7.43K
|
3.31K
$962K
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-25- 0.98% |
$6.59K - $7.43K
|
2.54K
$736K
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-25- 3.16% |
$6.59K - $7.43K
|
766
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 0.52% |
$6.59K - $7.43K
|
4.79K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-25- 0.21% |
$6.59K - $7.43K
|
11.8K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-25- 0.72% |
$6.59K - $7.43K
|
3.43K
$994K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-25- 1.22% |
$6.59K - $7.43K
|
2.03K
$589K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-26- 0.65% |
$6.85K - $7.73K
|
3.99K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-26- 0.72% |
$6.85K - $7.73K
|
3.58K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-26- 2.7% |
$6.85K - $7.73K
|
937
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-26- 5.65% |
$6.85K - $7.73K
|
434
$126K
|