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 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-481- 10.74% |
$127K - $143K
|
4K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-482- 0.56% |
$127K - $143K
|
85.2K
$24.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-482- 17.73% |
$127K - $143K
|
2.24K
$645K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-482- 13.52% |
$127K - $143K
|
3.08K
$890K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-482- 7.9% |
$127K - $143K
|
5.62K
$1.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-483- 3.63% |
$127K - $144K
|
12.8K
$3.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-487- 4.33% |
$128K - $145K
|
10.8K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-487- 26.48% |
$128K - $145K
|
1.35K
$390K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-488- 1.21% |
$129K - $145K
|
39.9K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-491- 29.85% |
$129K - $146K
|
1.15K
$333K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-494- 4.87% |
$130K - $147K
|
9.65K
$2.78M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-497- 1.63% |
$131K - $148K
|
30K
$8.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-499- 5.95% |
$131K - $148K
|
7.89K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-502- 1.48% |
$132K - $149K
|
33.4K
$9.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-505- 1.17% |
$133K - $150K
|
42.5K
$12.3M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-509- 0.89% |
$134K - $151K
|
56.4K
$16.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-509- 20.26% |
$134K - $151K
|
2K
$578K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-512- 4.26% |
$135K - $152K
|
11.5K
$3.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-513- 10.95% |
$135K - $152K
|
4.17K
$1.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-520- 6.28% |
$137K - $155K
|
7.77K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-520- 9.38% |
$137K - $155K
|
5.03K
$1.45M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-526- 77.47% |
$139K - $156K
|
153
$44.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-527- 6.88% |
$139K - $157K
|
7.13K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-531- 3.31% |
$140K - $158K
|
15.5K
$4.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-537- 2.52% |
$141K - $160K
|
20.8K
$5.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-538- 2.31% |
$142K - $160K
|
22.7K
$6.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-550- 27.5% |
$145K - $163K
|
1.45K
$418K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-550- 13.92% |
$145K - $163K
|
3.4K
$981K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-552- 9.82% |
$145K - $164K
|
5.07K
$1.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-560- 3.75% |
$148K - $166K
|
14.4K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-561- 3.82% |
$148K - $167K
|
14.1K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-564- 4.35% |
$149K - $168K
|
12.4K
$3.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-568- 2.03% |
$150K - $169K
|
27.4K
$7.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-571- 2.24% |
$150K - $170K
|
24.9K
$7.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-573- 5.52% |
$151K - $170K
|
9.8K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-574- 1.66% |
$151K - $171K
|
34K
$9.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-576- 1.18% |
$152K - $171K
|
48.3K
$13.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-585- 6.37% |
$154K - $174K
|
8.6K
$2.48M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-588- 26.19% |
$155K - $175K
|
1.66K
$478K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-591- 4.89% |
$156K - $176K
|
11.5K
$3.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-591- 4.63% |
$156K - $176K
|
12.2K
$3.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-600- 12.1% |
$158K - $178K
|
4.36K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-607- 9.57% |
$160K - $180K
|
5.74K
$1.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-621- 1.43% |
$164K - $185K
|
42.8K
$12.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-635- 3.61% |
$167K - $189K
|
16.9K
$4.89M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-639- 2.65% |
$168K - $190K
|
23.4K
$6.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-640- 16.49% |
$169K - $190K
|
3.24K
$935K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-641- 34.54% |
$169K - $190K
|
1.22K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-650- 29.51% |
$171K - $193K
|
1.55K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-650- 29.51% |
$171K - $193K
|
1.55K
$448K
|