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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
470+ 7.67% |
$116K - $139K
|
6.6K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
463+ 3.12% |
$114K - $137K
|
15.3K
$4.51M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
462+ 6.39% |
$114K - $137K
|
7.69K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
461+ 1.22% |
$113K - $137K
|
38.4K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
460+ 6.28% |
$113K - $136K
|
7.79K
$2.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
458+ 5.35% |
$113K - $136K
|
9.02K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
458+ 2.68% |
$113K - $136K
|
17.5K
$5.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
453+ 3.9% |
$112K - $134K
|
12.1K
$3.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
450+ 9.8% |
$111K - $133K
|
5.04K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
450+ 5.18% |
$111K - $133K
|
9.14K
$2.69M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
444+ 1.84% |
$109K - $132K
|
24.6K
$7.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
443+ 7.24% |
$109K - $131K
|
6.56K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
442+ 2.03% |
$109K - $131K
|
22.2K
$6.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
442New |
$109K - $131K
|
442
$130K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
441+ 6.41% |
$109K - $131K
|
7.32K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
439+ 4.91% |
$108K - $130K
|
9.38K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
438+ 5.08% |
$108K - $130K
|
9.07K
$2.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
430+ 36.97% |
$106K - $127K
|
1.59K
$469K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
430+ 1.91% |
$106K - $127K
|
23K
$6.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
428+ 4.98% |
$105K - $127K
|
9.03K
$2.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
428+ 14.27% |
$105K - $127K
|
3.43K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
427+ 8.93% |
$105K - $127K
|
5.21K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
425+ 5.4% |
$105K - $126K
|
8.29K
$2.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
419+ 1.9% |
$103K - $124K
|
22.5K
$6.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
419+ 10.41% |
$103K - $124K
|
4.45K
$1.31M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
417+ 5.55% |
$103K - $124K
|
7.93K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
413+ 9.81% |
$102K - $122K
|
4.63K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
408+ 7.24% |
$100K - $121K
|
6.04K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
407+ 45.07% |
$100K - $121K
|
1.31K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
401+ 20.53% |
$98.7K - $119K
|
2.35K
$693K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
400+ 3.08% |
$98.5K - $119K
|
13.4K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
400+ 0.18% |
$98.5K - $119K
|
219K
$64.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
400New |
$98.5K - $119K
|
400
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
400New |
$98.5K - $119K
|
400
$118K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
397+ 6.25% |
$97.7K - $118K
|
6.75K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
397+ 12.03% |
$97.7K - $118K
|
3.7K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
395+ 2.04% |
$97.2K - $117K
|
19.8K
$5.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
393+ 1.54% |
$96.8K - $117K
|
25.8K
$7.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
393+ 27.07% |
$96.8K - $117K
|
1.85K
$543K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
392+ 2.3% |
$96.5K - $116K
|
17.4K
$5.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
392+ 2.6% |
$96.5K - $116K
|
15.5K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
389+ 0.64% |
$95.8K - $115K
|
61.1K
$18M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
388+ 16.07% |
$95.5K - $115K
|
2.8K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
387+ 29.36% |
$95.3K - $115K
|
1.71K
$502K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
385+ 5.16% |
$94.8K - $114K
|
7.84K
$2.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
384+ 3.59% |
$94.5K - $114K
|
11.1K
$3.26M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
383+ 8.49% |
$94.3K - $114K
|
4.9K
$1.44M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
382+ 44.16% |
$94K - $113K
|
1.25K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
380+ 0.56% |
$93.6K - $113K
|
68K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
378+ 1.53% |
$93.1K - $112K
|
25.1K
$7.4M
|