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
|
Xml Financial, LLC
|
BUY
|
- |
237+ 3.34% |
$58.3K - $70.3K
|
7.32K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
236+ 34.71% |
$58.1K - $70K
|
916
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
235+ 1.61% |
$57.9K - $69.7K
|
14.9K
$4.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
234+ 9.89% |
$57.6K - $69.4K
|
2.6K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
234New |
$57.6K - $69.4K
|
234
$66.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
233+ 20.19% |
$57.4K - $69.1K
|
1.39K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
232+ 3.29% |
$57.1K - $68.8K
|
7.29K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
230+ 3.28% |
$56.6K - $68.2K
|
7.24K
$2.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
230+ 38.21% |
$56.6K - $68.2K
|
832
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
230+ 5.82% |
$56.6K - $68.2K
|
4.18K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
229+ 1.42% |
$56.4K - $67.9K
|
16.4K
$4.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
226+ 2.52% |
$55.6K - $67K
|
9.2K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
226+ 0.79% |
$55.6K - $67K
|
28.8K
$8.18M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
226+ 0.79% |
$55.6K - $67K
|
28.8K
$8.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
225+ 6.56% |
$55.4K - $66.7K
|
3.65K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
225+ 10.44% |
$55.4K - $66.7K
|
2.38K
$677K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
224+ 3.13% |
$55.1K - $66.4K
|
7.39K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
224+ 1.17% |
$55.1K - $66.4K
|
19.4K
$5.52M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
222+ 7.97% |
$54.7K - $65.8K
|
3.01K
$855K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
222+ 14.58% |
$54.7K - $65.8K
|
1.75K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
221+ 5.89% |
$54.4K - $65.5K
|
3.97K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
220+ 2.93% |
$54.2K - $65.2K
|
7.74K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
219+ 75.26% |
$53.9K - $64.9K
|
510
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
219New |
$53.9K - $64.9K
|
219
$62.3K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
216+ 19.62% |
$53.2K - $64K
|
1.32K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
216+ 15.57% |
$53.2K - $64K
|
1.6K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
213+ 3.65% |
$52.4K - $63.2K
|
6.05K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
211+ 1.46% |
$51.9K - $62.6K
|
14.7K
$4.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
210+ 7.88% |
$51.7K - $62.3K
|
2.88K
$818K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
210+ 6.65% |
$51.7K - $62.3K
|
3.37K
$959K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
209+ 2.15% |
$51.5K - $62K
|
9.95K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
208+ 1.65% |
$51.2K - $61.7K
|
12.8K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
208+ 16.71% |
$51.2K - $61.7K
|
1.45K
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
207+ 4.68% |
$51K - $61.4K
|
4.63K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
206+ 7.17% |
$50.7K - $61.1K
|
3.08K
$876K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
205+ 6.75% |
$50.5K - $60.8K
|
3.24K
$922K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
205New |
$50.5K - $60.8K
|
205
$58.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
205New |
$50.5K - $60.8K
|
205
$58.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
204+ 12.3% |
$50.2K - $60.5K
|
1.86K
$530K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
204New |
$50.2K - $60.5K
|
204
$58K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
204+ 17.32% |
$50.2K - $60.5K
|
1.38K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
203+ 25.34% |
$50K - $60.2K
|
1K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
203+ 3.93% |
$50K - $60.2K
|
5.36K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
203New |
$50K - $60.2K
|
203
$57.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
203+ 22.43% |
$50K - $60.2K
|
1.11K
$315K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
203New |
$50K - $60.2K
|
203
$57.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
201+ 40.2% |
$49.5K - $59.6K
|
701
$199K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
200+ 2.88% |
$49.2K - $59.3K
|
7.13K
$2.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
200+ 24.72% |
$49.2K - $59.3K
|
1.01K
$287K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
200+ 3.29% |
$49.2K - $59.3K
|
6.29K
$1.79M
|