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 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
159+ 5.42% |
$39.1K - $47.1K
|
3.09K
$887K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
159+ 19.11% |
$39.1K - $47.1K
|
991
$284K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
157+ 0.87% |
$38.7K - $46.6K
|
18.2K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
157+ 19.72% |
$38.7K - $46.6K
|
953
$273K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
155+ 10.35% |
$38.2K - $46K
|
1.65K
$474K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
153+ 6.56% |
$37.7K - $45.4K
|
2.48K
$713K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
153+ 3.94% |
$37.7K - $45.4K
|
4.04K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
153+ 6.0% |
$37.7K - $45.4K
|
2.71K
$776K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
153New |
$37.7K - $45.4K
|
153
$43.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
150+ 2.26% |
$36.9K - $44.5K
|
6.8K
$1.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
150+ 1.4% |
$36.9K - $44.5K
|
10.8K
$3.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
150+ 2.46% |
$36.9K - $44.5K
|
6.25K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
150+ 2.12% |
$36.9K - $44.5K
|
7.22K
$2.07M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$36.9K - $44.5K
|
150
$43K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
149+ 10.64% |
$36.7K - $44.2K
|
1.55K
$445K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
148+ 3.39% |
$36.4K - $43.9K
|
4.51K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
148New |
$36.4K - $43.9K
|
148
$42.5K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
148+ 3.63% |
$36.4K - $43.9K
|
4.22K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
147+ 3.48% |
$36.2K - $43.6K
|
4.37K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
146+ 7.28% |
$35.9K - $43.3K
|
2.15K
$617K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
146+ 1.01% |
$35.9K - $43.3K
|
14.6K
$4.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
146+ 0.76% |
$35.9K - $43.3K
|
19.4K
$5.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
146+ 6.47% |
$35.9K - $43.3K
|
2.4K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
145+ 1.06% |
$35.7K - $43K
|
13.9K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
143+ 15.38% |
$35.2K - $42.4K
|
1.07K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
142+ 11.29% |
$35K - $42.1K
|
1.4K
$402K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
142+ 0.13% |
$35K - $42.1K
|
113K
$32.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
141+ 0.89% |
$34.7K - $41.8K
|
16K
$4.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
141+ 1.3% |
$34.7K - $41.8K
|
11K
$3.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
141+ 13.1% |
$34.7K - $41.8K
|
1.22K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
141+ 0.95% |
$34.7K - $41.8K
|
15K
$4.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
141+ 1.24% |
$34.7K - $41.8K
|
11.5K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
140+ 111.11% |
$34.5K - $41.5K
|
266
$76.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
140+ 1.03% |
$34.5K - $41.5K
|
13.7K
$3.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
139+ 5.78% |
$34.2K - $41.2K
|
2.55K
$730K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
139+ 3.93% |
$34.2K - $41.2K
|
3.67K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
138+ 1.2% |
$34K - $40.9K
|
11.7K
$3.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
138+ 16.31% |
$34K - $40.9K
|
984
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
137+ 5.85% |
$33.7K - $40.6K
|
2.48K
$711K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
137+ 8.37% |
$33.7K - $40.6K
|
1.77K
$509K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
136+ 4.88% |
$33.5K - $40.3K
|
2.92K
$838K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
135+ 2.89% |
$33.2K - $40K
|
4.81K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
134+ 1.21% |
$33K - $39.7K
|
11.2K
$3.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
134+ 2.75% |
$33K - $39.7K
|
5.01K
$1.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
133+ 3.14% |
$32.7K - $39.4K
|
4.36K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
133New |
$32.7K - $39.4K
|
133
$38.2K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
132+ 2.55% |
$32.5K - $39.1K
|
5.32K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132+ 49.25% |
$32.5K - $39.1K
|
400
$115K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132+ 49.25% |
$32.5K - $39.1K
|
400
$115K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
131+ 10.81% |
$32.3K - $38.8K
|
1.34K
$385K
|