Purchases and Sales Made in Q3 2024 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q3 2024. 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, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.05K+ 70.15% |
$258K - $319K
|
2.54K
$743K
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.04K+ 2.15% |
$255K - $316K
|
49.3K
$14.4M
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.04KNew |
$254K - $315K
|
1.04K
$302K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.03K+ 0.94% |
$254K - $314K
|
111K
$32.5M
|
|
Nov 14, 2024
Q3 2024
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
1.03K+ 1.11% |
$254K - $314K
|
94.4K
$27.6M
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.03KNew |
$253K - $314K
|
1.03K
$301K
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.02KNew |
$251K - $311K
|
1.02K
$299K
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$250K - $309K
|
1.02K
$297K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.02K+ 97.78% |
$250K - $309K
|
2.05K
$600K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.01K+ 11.54% |
$249K - $309K
|
9.8K
$2.86M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.01K+ 6.94% |
$248K - $307K
|
15.5K
$4.54M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.01K+ 47.14% |
$248K - $307K
|
3.14K
$918K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1K+ 7.67% |
$247K - $305K
|
14.1K
$4.11M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1KNew |
$246K - $305K
|
1K
$292K
|
|
Nov 13, 2024
Q3 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1KNew |
$246K - $305K
|
1K
$292K
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
993+ 5.98% |
$244K - $302K
|
17.6K
$5.14M
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
992New |
$244K - $302K
|
992
$290K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
985New |
$242K - $300K
|
985
$288K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
977New |
$240K - $298K
|
977
$285K
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
975+ 121.72% |
$240K - $297K
|
1.78K
$519K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
963+ 0.97% |
$237K - $293K
|
100K
$29.3M
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
962New |
$236K - $293K
|
962
$281K
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
960New |
$236K - $292K
|
960
$280K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
958+ 15.67% |
$235K - $292K
|
7.07K
$2.07M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
953New |
$234K - $290K
|
953
$278K
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
938+ 10.73% |
$231K - $286K
|
9.68K
$2.83M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
934New |
$230K - $284K
|
934
$273K
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
927+ 2.22% |
$228K - $282K
|
42.7K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
927New |
$228K - $282K
|
927
$271K
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
913+ 12.05% |
$224K - $278K
|
8.49K
$2.48M
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
912+ 22.43% |
$224K - $278K
|
4.98K
$1.45M
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
897+ 4.14% |
$221K - $273K
|
22.6K
$6.59M
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
889New |
$219K - $271K
|
889
$260K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
888+ 21.81% |
$218K - $270K
|
4.96K
$1.45M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
885+ 3.46% |
$218K - $269K
|
26.5K
$7.74M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
878+ 7.94% |
$216K - $267K
|
11.9K
$3.49M
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
873New |
$215K - $266K
|
873
$255K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
870+ 8.25% |
$214K - $265K
|
11.4K
$3.34M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
869+ 2.38% |
$214K - $265K
|
37.5K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
865+ 4.9% |
$213K - $263K
|
18.5K
$5.41M
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
864+ 62.34% |
$212K - $263K
|
2.25K
$657K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
859New |
$211K - $262K
|
859
$251K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
855+ 18.47% |
$210K - $260K
|
5.48K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
840New |
$206K - $256K
|
840
$245K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
833+ 20.8% |
$205K - $254K
|
4.84K
$1.41M
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
826New |
$203K - $252K
|
826
$241K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
825New |
$203K - $251K
|
825
$241K
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
825New |
$203K - $251K
|
825
$241K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
824+ 10.42% |
$203K - $251K
|
8.73K
$2.55M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
823+ 2.5% |
$202K - $251K
|
33.8K
$9.87M
|