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 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-37- 1.0% |
$9.75K - $11K
|
3.66K
$1.06M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-37- 0.63% |
$9.75K - $11K
|
5.81K
$1.69M
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-37- 3.2% |
$9.75K - $11K
|
1.12K
$325K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-37- 0.92% |
$9.75K - $11K
|
3.97K
$1.15M
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-38- 0.89% |
$10K - $11.3K
|
4.21K
$1.22M
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38- 0.2% |
$10K - $11.3K
|
19.2K
$5.58M
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-38- 1.69% |
$10K - $11.3K
|
2.21K
$643K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-38- 1.24% |
$10K - $11.3K
|
3.04K
$881K
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-38- 3.95% |
$10K - $11.3K
|
923
$268K
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-38- 1.87% |
$10K - $11.3K
|
1.99K
$578K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-39- 0.28% |
$10.3K - $11.6K
|
13.9K
$4.03M
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-39- 2.0% |
$10.3K - $11.6K
|
1.91K
$554K
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 3.37% |
$10.3K - $11.6K
|
1.12K
$325K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-39- 0.32% |
$10.3K - $11.6K
|
12K
$3.48M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-39- 0.87% |
$10.3K - $11.6K
|
4.42K
$1.28M
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-40- 3.5% |
$10.5K - $11.9K
|
1.1K
$320K
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40- 1.22% |
$10.5K - $11.9K
|
3.23K
$937K
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 1.8% |
$10.5K - $11.9K
|
2.18K
$633K
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-40- 0.93% |
$10.5K - $11.9K
|
4.28K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-40- 1.94% |
$10.5K - $11.9K
|
2.03K
$588K
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-41- 0.44% |
$10.8K - $12.2K
|
9.3K
$2.7M
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-41- 3.74% |
$10.8K - $12.2K
|
1.06K
$306K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-41- 0.69% |
$10.8K - $12.2K
|
5.92K
$1.72M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-41- 2.68% |
$10.8K - $12.2K
|
1.49K
$433K
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-41- 2.84% |
$10.8K - $12.2K
|
1.4K
$407K
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-42- 1.19% |
$11.1K - $12.5K
|
3.48K
$1.01M
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-43- 0.71% |
$11.3K - $12.8K
|
5.99K
$1.74M
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-43- 3.86% |
$11.3K - $12.8K
|
1.07K
$311K
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-44- 1.0% |
$11.6K - $13.1K
|
4.37K
$1.27M
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-45- 0.35% |
$11.9K - $13.4K
|
12.9K
$3.75M
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-45- 0.65% |
$11.9K - $13.4K
|
6.93K
$2.01M
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-45- 0.41% |
$11.9K - $13.4K
|
10.9K
$3.17M
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-45- 0.58% |
$11.9K - $13.4K
|
7.76K
$2.25M
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-45- 1.21% |
$11.9K - $13.4K
|
3.68K
$1.07M
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-46- 3.11% |
$12.1K - $13.7K
|
1.43K
$415K
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-47- 0.81% |
$12.4K - $14K
|
5.76K
$1.67M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-47- 2.31% |
$12.4K - $14K
|
1.99K
$578K
|
|
Nov 03, 2023
Q3 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-47- 38.21% |
$12.4K - $14K
|
76
$22.1K
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-47- 0.25% |
$12.4K - $14K
|
18.6K
$5.4M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-48- 5.83% |
$12.6K - $14.3K
|
775
$225K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-48- 3.23% |
$12.6K - $14.3K
|
1.44K
$418K
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-48- 0.69% |
$12.6K - $14.3K
|
6.87K
$2M
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-48- 2.55% |
$12.6K - $14.3K
|
1.84K
$533K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 1.28% |
$12.9K - $14.6K
|
3.77K
$1.1M
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 14.54% |
$12.9K - $14.6K
|
288
$83.6K
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-49- 1.03% |
$12.9K - $14.6K
|
4.69K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-49- 0.37% |
$12.9K - $14.6K
|
13.2K
$3.82M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-50- 4.47% |
$13.2K - $14.9K
|
1.07K
$310K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-50- 6.13% |
$13.2K - $14.9K
|
765
$222K
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 3.08% |
$13.2K - $14.9K
|
1.58K
$457K
|