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 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
130New |
$32K - $38.5K
|
130
$37.3K
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
129+ 3.88% |
$31.8K - $38.2K
|
3.45K
$990K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
129+ 7.08% |
$31.8K - $38.2K
|
1.95K
$560K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
129+ 17.99% |
$31.8K - $38.2K
|
846
$243K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
128+ 5.85% |
$31.5K - $38K
|
2.32K
$664K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
128New |
$31.5K - $38K
|
128
$36.7K
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
127+ 4.6% |
$31.3K - $37.7K
|
2.89K
$829K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
127+ 4.89% |
$31.3K - $37.7K
|
2.72K
$782K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
127+ 4.89% |
$31.3K - $37.7K
|
2.72K
$782K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
125+ 32.98% |
$30.8K - $37.1K
|
504
$145K
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
125+ 10.02% |
$30.8K - $37.1K
|
1.37K
$394K
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
125+ 5.6% |
$30.8K - $37.1K
|
2.36K
$676K
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
124+ 2.75% |
$30.5K - $36.8K
|
4.63K
$1.33M
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
124+ 1.97% |
$30.5K - $36.8K
|
6.43K
$1.85M
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
124+ 9.64% |
$30.5K - $36.8K
|
1.41K
$405K
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
124+ 3.35% |
$30.5K - $36.8K
|
3.83K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
124+ 1.74% |
$30.5K - $36.8K
|
7.26K
$2.08M
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
124+ 0.59% |
$30.5K - $36.8K
|
21K
$6.03M
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
120+ 2.26% |
$29.5K - $35.6K
|
5.42K
$1.55M
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
120+ 9.29% |
$29.5K - $35.6K
|
1.41K
$405K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
120+ 1.07% |
$29.5K - $35.6K
|
11.3K
$3.25M
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
119+ 8.13% |
$29.3K - $35.3K
|
1.58K
$454K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
118+ 0.11% |
$29.1K - $35K
|
109K
$31.3M
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
118+ 3.18% |
$29.1K - $35K
|
3.83K
$1.1M
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
118+ 5.49% |
$29.1K - $35K
|
2.27K
$650K
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
118+ 6.92% |
$29.1K - $35K
|
1.82K
$523K
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
117+ 12.83% |
$28.8K - $34.7K
|
1.03K
$295K
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
117+ 11.09% |
$28.8K - $34.7K
|
1.17K
$336K
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
117+ 4.65% |
$28.8K - $34.7K
|
2.63K
$755K
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
116+ 5.04% |
$28.6K - $34.4K
|
2.42K
$693K
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
116+ 3.7% |
$28.6K - $34.4K
|
3.25K
$932K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
116New |
$28.6K - $34.4K
|
116
$33.3K
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
115+ 6.24% |
$28.3K - $34.1K
|
1.96K
$562K
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
114+ 12.17% |
$28.1K - $33.8K
|
1.05K
$302K
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
114+ 1.23% |
$28.1K - $33.8K
|
9.41K
$2.7M
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
114+ 4.97% |
$28.1K - $33.8K
|
2.41K
$691K
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
114+ 6.08% |
$28.1K - $33.8K
|
1.99K
$570K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
113+ 4.21% |
$27.8K - $33.5K
|
2.8K
$802K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
113+ 0.92% |
$27.8K - $33.5K
|
12.4K
$3.57M
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
113+ 1.08% |
$27.8K - $33.5K
|
10.5K
$3.02M
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 1.2% |
$27.3K - $32.9K
|
9.33K
$2.68M
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
110+ 3.89% |
$27.1K - $32.6K
|
2.94K
$843K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
110+ 11.01% |
$27.1K - $32.6K
|
1.11K
$318K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
110+ 34.7% |
$27.1K - $32.6K
|
427
$123K
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
109+ 4.01% |
$26.8K - $32.3K
|
2.82K
$810K
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
108+ 1.23% |
$26.6K - $32K
|
8.91K
$2.56M
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
107+ 2.45% |
$26.3K - $31.7K
|
4.47K
$1.28M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
105New |
$25.8K - $31.1K
|
105
$30.1K
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
105+ 0.31% |
$25.8K - $31.1K
|
34K
$9.74M
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
104+ 1.51% |
$25.6K - $30.8K
|
6.98K
$2M
|