Purchases and Sales Made in Q4 2022 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.29KNew |
$300K - $357K
|
1.29K
$371K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.28K+ 11.99% |
$299K - $357K
|
12K
$3.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.27K+ 10.0% |
$295K - $352K
|
13.9K
$4.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.26KNew |
$294K - $350K
|
1.26K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.26KNew |
$293K - $349K
|
1.26K
$362K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
1.24K+ 5.44% |
$289K - $345K
|
24.1K
$6.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.24K+ 9.05% |
$289K - $344K
|
14.9K
$4.31M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.24K+ 4.82% |
$289K - $344K
|
27K
$7.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.24K+ 6.84% |
$289K - $344K
|
19.3K
$5.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 3.22% |
$287K - $342K
|
39.5K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.23K+ 2.34% |
$286K - $341K
|
53.6K
$15.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
1.21KNew |
$282K - $336K
|
1.21K
$349K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.21K+ 16.07% |
$281K - $335K
|
8.7K
$2.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
1.2K+ 8.24% |
$281K - $334K
|
15.8K
$4.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$279K - $332K
|
1.2K
$345K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.19KNew |
$278K - $332K
|
1.19K
$344K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.19KNew |
$277K - $330K
|
1.19K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.19KNew |
$277K - $329K
|
1.19K
$342K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.18KNew |
$276K - $329K
|
1.18K
$342K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$275K - $328K
|
1.18K
$340K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.17K+ 1.51% |
$274K - $326K
|
79.1K
$22.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.17KNew |
$274K - $326K
|
1.17K
$339K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.17KNew |
$273K - $325K
|
1.17K
$337K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.16KNew |
$271K - $323K
|
1.16K
$336K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.16K+ 7.1% |
$271K - $323K
|
17.6K
$5.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.16K+ 6.81% |
$271K - $322K
|
18.2K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.15KNew |
$268K - $320K
|
1.15K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.15K+ 62.8% |
$268K - $319K
|
2.98K
$858K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.13K+ 3.01% |
$264K - $315K
|
38.8K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
1.13K+ 1.61% |
$263K - $313K
|
71.1K
$20.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.12K+ 16.99% |
$261K - $311K
|
7.72K
$2.23M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.12KNew |
$261K - $311K
|
1.12K
$323K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.12KNew |
$261K - $311K
|
1.12K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.12K+ 2.02% |
$261K - $311K
|
56.4K
$16.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.12K+ 10.01% |
$260K - $310K
|
12.3K
$3.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.11K+ 1.74% |
$258K - $308K
|
65K
$18.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.11K+ 15.31% |
$258K - $307K
|
8.33K
$2.4M
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.1K+ 0.53% |
$257K - $306K
|
208K
$60M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$255K - $304K
|
1.1K
$316K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.09KNew |
$255K - $303K
|
1.09K
$315K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.09K+ 10.52% |
$253K - $302K
|
11.4K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.09KNew |
$253K - $302K
|
1.09K
$314K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
1.08K+ 16.1% |
$252K - $301K
|
7.8K
$2.25M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.08KNew |
$251K - $299K
|
1.08K
$310K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.07K+ 121.63% |
$250K - $298K
|
1.96K
$565K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.07KNew |
$250K - $298K
|
1.07K
$309K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
1.07KNew |
$250K - $298K
|
1.07K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.07K+ 9.55% |
$249K - $297K
|
12.3K
$3.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.07K+ 11.48% |
$249K - $296K
|
10.3K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.07KNew |
$248K - $296K
|
1.07K
$307K
|