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 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
6+ 0.61% |
$1.4K - $1.67K
|
984
$286K
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
6+ 0.13% |
$1.4K - $1.67K
|
4.68K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6+ 0.67% |
$1.4K - $1.67K
|
900
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
6+ 0.43% |
$1.4K - $1.67K
|
1.41K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.28% |
$1.4K - $1.67K
|
2.17K
$630K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.25% |
$1.17K - $1.39K
|
2.03K
$590K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.31% |
$1.17K - $1.39K
|
1.61K
$466K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
BUY
|
- |
5+ 0.31% |
$1.17K - $1.39K
|
1.61K
$466K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5+ 0.05% |
$1.17K - $1.39K
|
10.3K
$2.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.45% |
$1.17K - $1.39K
|
1.12K
$324K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
5+ 0.29% |
$1.17K - $1.39K
|
1.72K
$498K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.63% |
$1.17K - $1.39K
|
794
$230K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
5New |
$1.17K - $1.39K
|
5
$1.45K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5+ 0.32% |
$1.17K - $1.39K
|
1.55K
$451K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.17K - $1.39K
|
5.13K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
5+ 0.02% |
$1.17K - $1.39K
|
29.4K
$8.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5+ 0.28% |
$1.17K - $1.39K
|
1.76K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.24% |
$1.17K - $1.39K
|
2.1K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
5+ 0.05% |
$1.17K - $1.39K
|
10.6K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.52% |
$1.17K - $1.39K
|
964
$280K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
5+ 0.51% |
$1.17K - $1.39K
|
979
$284K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
5+ 0.56% |
$1.17K - $1.39K
|
905
$263K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$933 - $1.11K
|
1.42K
$413K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4+ 0.2% |
$933 - $1.11K
|
1.97K
$573K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4+ 0.26% |
$933 - $1.11K
|
1.57K
$454K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
4+ 0.16% |
$933 - $1.11K
|
2.55K
$741K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4+ 0.33% |
$933 - $1.11K
|
1.23K
$358K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4+ 2.05% |
$933 - $1.11K
|
199
$57.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.37% |
$933 - $1.11K
|
1.08K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4+ 0.26% |
$933 - $1.11K
|
1.56K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4+ 0.04% |
$933 - $1.11K
|
9.45K
$2.74M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.29% |
$933 - $1.11K
|
1.4K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
3+ 0.12% |
$700 - $833
|
2.59K
$753K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.56% |
$700 - $833
|
543
$158K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.26% |
$700 - $833
|
1.15K
$335K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.09% |
$700 - $833
|
3.47K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3+ 0.01% |
$700 - $833
|
23.8K
$6.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.09% |
$700 - $833
|
3.19K
$925K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
3+ 0.06% |
$700 - $833
|
4.94K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.06% |
$700 - $833
|
4.91K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3+ 0.04% |
$700 - $833
|
7.21K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3+ 0.29% |
$700 - $833
|
1.04K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.05% |
$700 - $833
|
5.92K
$1.72M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 3.16% |
$700 - $833
|
98
$28.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$466 - $556
|
2.96K
$858K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.06% |
$466 - $556
|
3.24K
$942K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.66% |
$466 - $556
|
307
$89.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.11% |
$466 - $556
|
1.87K
$543K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2+ 0.23% |
$466 - $556
|
876
$254K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.13% |
$466 - $556
|
1.56K
$453K
|