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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.69% |
$46.6K - $55.6K
|
3.19K
$926K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
200+ 16.6% |
$46.6K - $55.6K
|
1.41K
$408K
|
|
|
Feb 10, 2023
Q4 2022
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
200+ 1.7% |
$46.6K - $55.6K
|
12K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
200+ 3.31% |
$46.6K - $55.6K
|
6.24K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
200+ 4.01% |
$46.6K - $55.6K
|
5.19K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
200+ 5.19% |
$46.6K - $55.6K
|
4.06K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
200+ 0.46% |
$46.6K - $55.6K
|
43.4K
$12.6M
|
|
|
Feb 09, 2024
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
200+ 22.86% |
$46.6K - $55.6K
|
1.08K
$312K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
199+ 9.07% |
$46.4K - $55.3K
|
2.39K
$695K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
195+ 0.94% |
$45.5K - $54.2K
|
20.9K
$6.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
195New |
$45.5K - $54.2K
|
195
$56.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
194+ 2.3% |
$45.2K - $53.9K
|
8.62K
$2.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
192+ 19.88% |
$44.8K - $53.3K
|
1.16K
$336K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
191+ 14.84% |
$44.5K - $53.1K
|
1.48K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
191+ 0.47% |
$44.5K - $53.1K
|
41K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
191+ 8.37% |
$44.5K - $53.1K
|
2.47K
$718K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
190+ 1.54% |
$44.3K - $52.8K
|
12.5K
$3.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
189+ 2.88% |
$44.1K - $52.5K
|
6.76K
$1.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
186+ 364.71% |
$43.4K - $51.7K
|
237
$68.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
185+ 0.12% |
$43.1K - $51.4K
|
154K
$44.6M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
185New |
$43.1K - $51.4K
|
185
$53.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
184+ 2.56% |
$42.9K - $51.1K
|
7.38K
$2.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
182+ 13.2% |
$42.4K - $50.6K
|
1.56K
$453K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
182+ 1.46% |
$42.4K - $50.6K
|
12.6K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
180+ 16.93% |
$42K - $50K
|
1.24K
$361K
|
|
|
Jan 26, 2023
Q4 2022
|
Tlw Wealth Management, LLC
|
BUY
|
- |
179+ 1.88% |
$41.7K - $49.7K
|
9.7K
$2.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
179+ 0.42% |
$41.7K - $49.7K
|
42.6K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
179+ 3.49% |
$41.7K - $49.7K
|
5.31K
$1.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
177+ 1.8% |
$41.3K - $49.2K
|
10K
$2.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
172+ 3.73% |
$40.1K - $47.8K
|
4.79K
$1.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
170+ 8.33% |
$39.6K - $47.2K
|
2.21K
$642K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
169+ 0.3% |
$39.4K - $46.9K
|
56.4K
$16.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
169New |
$39.4K - $46.9K
|
169
$49.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
166+ 2.61% |
$38.7K - $46.1K
|
6.53K
$1.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
166+ 2.37% |
$38.7K - $46.1K
|
7.16K
$2.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
165+ 2.9% |
$38.5K - $45.8K
|
5.86K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
165+ 2.86% |
$38.5K - $45.8K
|
5.94K
$1.73M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
165+ 13.85% |
$38.5K - $45.8K
|
1.36K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
164+ 0.22% |
$38.2K - $45.6K
|
74.2K
$21.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
162+ 11.87% |
$37.8K - $45K
|
1.53K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
162+ 11.1% |
$37.8K - $45K
|
1.62K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
161New |
$37.5K - $44.7K
|
161
$46.7K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
161+ 6.32% |
$37.5K - $44.7K
|
2.71K
$787K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
160+ 4.22% |
$37.3K - $44.4K
|
3.95K
$1.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
160+ 1.31% |
$37.3K - $44.4K
|
12.4K
$3.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
160+ 1.71% |
$37.3K - $44.4K
|
9.52K
$2.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
159+ 40.05% |
$37.1K - $44.2K
|
556
$161K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
158+ 0.19% |
$36.8K - $43.9K
|
84.2K
$24.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
158+ 0.5% |
$36.8K - $43.9K
|
31.6K
$9.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
157+ 2.57% |
$36.6K - $43.6K
|
6.27K
$1.82M
|