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 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-550- 13.92% |
$145K - $163K
|
3.4K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-552- 9.82% |
$145K - $164K
|
5.07K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-560- 3.75% |
$148K - $166K
|
14.4K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-561- 3.82% |
$148K - $167K
|
14.1K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-564- 4.35% |
$149K - $168K
|
12.4K
$3.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-568- 2.03% |
$150K - $169K
|
27.4K
$8.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-571- 2.24% |
$150K - $170K
|
24.9K
$7.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-573- 5.52% |
$151K - $170K
|
9.8K
$2.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-574- 1.66% |
$151K - $171K
|
34K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-576- 1.18% |
$152K - $171K
|
48.3K
$14.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-585- 6.37% |
$154K - $174K
|
8.6K
$2.53M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-588- 26.19% |
$155K - $175K
|
1.66K
$488K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-591- 4.89% |
$156K - $176K
|
11.5K
$3.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-591- 4.63% |
$156K - $176K
|
12.2K
$3.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-600- 12.1% |
$158K - $178K
|
4.36K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-607- 9.57% |
$160K - $180K
|
5.74K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-621- 1.43% |
$164K - $185K
|
42.8K
$12.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-635- 3.61% |
$167K - $189K
|
16.9K
$4.99M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-639- 2.65% |
$168K - $190K
|
23.4K
$6.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-640- 16.49% |
$169K - $190K
|
3.24K
$955K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-641- 34.54% |
$169K - $190K
|
1.22K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-650- 29.51% |
$171K - $193K
|
1.55K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-650- 29.51% |
$171K - $193K
|
1.55K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-658- 0.96% |
$173K - $196K
|
68.1K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-665- 11.41% |
$175K - $198K
|
5.16K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-673- 9.35% |
$177K - $200K
|
6.53K
$1.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-677- 3.88% |
$178K - $201K
|
16.8K
$4.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-679- 0.67% |
$179K - $202K
|
100K
$29.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-684- 22.43% |
$180K - $203K
|
2.37K
$697K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-698- 6.31% |
$184K - $207K
|
10.4K
$3.05M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-700- 5.91% |
$184K - $208K
|
11.1K
$3.28M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-709Closed |
$187K - $211K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-717- 4.24% |
$189K - $213K
|
16.2K
$4.77M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-717- 13.48% |
$189K - $213K
|
4.6K
$1.35M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-718- 4.02% |
$189K - $213K
|
17.1K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-724- 3.05% |
$191K - $215K
|
23K
$6.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-726- 0.67% |
$191K - $216K
|
107K
$31.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-728- 1.44% |
$192K - $216K
|
49.9K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-729- 7.05% |
$192K - $217K
|
9.62K
$2.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-735- 13.41% |
$194K - $218K
|
4.75K
$1.4M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-735Closed |
$194K - $218K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-759- 4.2% |
$200K - $226K
|
17.3K
$5.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-761- 2.9% |
$200K - $226K
|
25.4K
$7.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-765- 2.94% |
$202K - $227K
|
25.3K
$7.44M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-766- 21.58% |
$202K - $228K
|
2.78K
$820K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-771- 1.54% |
$203K - $229K
|
49.2K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-780- 0.93% |
$205K - $232K
|
82.9K
$24.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-781- 1.56% |
$206K - $232K
|
49.3K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-786- 0.99% |
$207K - $234K
|
78.9K
$23.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-795- 9.76% |
$209K - $236K
|
7.35K
$2.16M
|