Purchases and Sales Made in Q4 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 18.09% |
$410K - $493K
|
10.9K
$3.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.65KNew |
$407K - $490K
|
1.65K
$483K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.65K+ 41.57% |
$405K - $488K
|
5.6K
$1.64M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.65K+ 41.57% |
$405K - $488K
|
5.6K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$400K - $481K
|
1.62K
$474K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
1.6K+ 30.08% |
$394K - $475K
|
6.92K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.6K+ 5.73% |
$393K - $473K
|
29.4K
$8.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.6K+ 11.92% |
$393K - $473K
|
15K
$4.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.59K+ 2.9% |
$391K - $471K
|
56.4K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.59K+ 6.44% |
$391K - $471K
|
26.2K
$7.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.58KNew |
$390K - $469K
|
1.58K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.57K+ 2.63% |
$386K - $465K
|
61.2K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.57KNew |
$385K - $464K
|
1.57K
$457K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.56K+ 17.94% |
$384K - $463K
|
10.3K
$3M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.56KNew |
$384K - $463K
|
1.56K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.52K+ 6.66% |
$375K - $452K
|
24.4K
$7.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.5KNew |
$369K - $445K
|
1.5K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.5KNew |
$369K - $445K
|
1.5K
$438K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.49K+ 32.77% |
$368K - $443K
|
6.05K
$1.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.49KNew |
$366K - $441K
|
1.49K
$435K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.48K+ 9.42% |
$364K - $439K
|
17.2K
$5.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.47K+ 12.8% |
$362K - $436K
|
13K
$3.79M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.47KNew |
$362K - $436K
|
1.47K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.47K+ 24433.33% |
$361K - $435K
|
1.47K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.45K+ 100.69% |
$357K - $430K
|
2.89K
$844K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.45K+ 6.43% |
$356K - $429K
|
24K
$7M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.44K+ 3.57% |
$355K - $428K
|
41.8K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.44KNew |
$355K - $427K
|
1.44K
$421K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.44KNew |
$355K - $427K
|
1.44K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.44K+ 12.16% |
$353K - $425K
|
13.2K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.43KNew |
$352K - $424K
|
1.43K
$418K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.43KNew |
$352K - $424K
|
1.43K
$418K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
1.43K+ 0.36% |
$351K - $423K
|
401K
$117M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.42KNew |
$350K - $421K
|
1.42K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.42KNew |
$348K - $420K
|
1.42K
$413K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.41KNew |
$347K - $418K
|
1.41K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.41K+ 68.96% |
$346K - $417K
|
3.45K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 5.99% |
$344K - $414K
|
24.7K
$7.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.4K+ 6350.0% |
$344K - $414K
|
1.42K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.39KNew |
$343K - $413K
|
1.39K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.38KNew |
$340K - $409K
|
1.38K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.38KNew |
$339K - $408K
|
1.38K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.38KNew |
$339K - $408K
|
1.38K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 41.17% |
$338K - $407K
|
4.71K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35KNew |
$333K - $401K
|
1.35K
$395K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.35KNew |
$333K - $401K
|
1.35K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.34K+ 248.7% |
$331K - $398K
|
1.88K
$550K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.32K+ 26.81% |
$326K - $392K
|
6.26K
$1.83M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.32K+ 26.81% |
$326K - $392K
|
6.26K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.32KNew |
$324K - $390K
|
1.32K
$384K
|