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
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
104+ 0.7% |
$25.6K - $30.8K
|
14.9K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
103+ 7.44% |
$25.4K - $30.5K
|
1.49K
$427K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 2.26% |
$25.1K - $30.2K
|
4.62K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
101+ 0.12% |
$24.9K - $29.9K
|
81.1K
$23.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
101+ 9.2% |
$24.9K - $29.9K
|
1.2K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
101+ 2.55% |
$24.9K - $29.9K
|
4.07K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
BUY
|
- |
100+ 7.37% |
$24.6K - $29.7K
|
1.46K
$418K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
100+ 2.56% |
$24.6K - $29.7K
|
4.01K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
100+ 6.87% |
$24.6K - $29.7K
|
1.56K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
100+ 2.51% |
$24.6K - $29.7K
|
4.08K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
100+ 4.39% |
$24.6K - $29.7K
|
2.38K
$682K
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
100+ 11.11% |
$24.6K - $29.7K
|
1K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 0.85% |
$24.6K - $29.7K
|
11.8K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 1.53% |
$24.6K - $29.7K
|
6.63K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100+ 15.48% |
$24.6K - $29.7K
|
746
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 1.68% |
$24.6K - $29.7K
|
6.07K
$1.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
99+ 0.5% |
$24.4K - $29.4K
|
19.9K
$5.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
99+ 1.0% |
$24.4K - $29.4K
|
9.99K
$2.87M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
99+ 6.47% |
$24.4K - $29.4K
|
1.63K
$468K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
98+ 7.63% |
$24.1K - $29.1K
|
1.38K
$397K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
98+ 6.22% |
$24.1K - $29.1K
|
1.67K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
98+ 2.52% |
$24.1K - $29.1K
|
3.99K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
96+ 0.34% |
$23.6K - $28.5K
|
28.1K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
96+ 0.34% |
$23.6K - $28.5K
|
28.7K
$8.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
94+ 2.17% |
$23.1K - $27.9K
|
4.42K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
94+ 8.52% |
$23.1K - $27.9K
|
1.2K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
94+ 0.25% |
$23.1K - $27.9K
|
37.2K
$10.7M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
93+ 0.71% |
$22.9K - $27.6K
|
13.3K
$3.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
91+ 4.66% |
$22.4K - $27K
|
2.04K
$586K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
90+ 3.92% |
$22.2K - $26.7K
|
2.39K
$685K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
90+ 2.11% |
$22.2K - $26.7K
|
4.35K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
90+ 1.14% |
$22.2K - $26.7K
|
7.98K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
89+ 1.15% |
$21.9K - $26.4K
|
7.81K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
88+ 0.58% |
$21.7K - $26.1K
|
15.2K
$4.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
BUY
|
- |
86+ 9.51% |
$21.2K - $25.5K
|
990
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
85+ 3.83% |
$20.9K - $25.2K
|
2.31K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
85+ 4.51% |
$20.9K - $25.2K
|
1.97K
$565K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
84+ 3.09% |
$20.7K - $24.9K
|
2.81K
$805K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
83+ 2.11% |
$20.4K - $24.6K
|
4.02K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
82+ 1.73% |
$20.2K - $24.3K
|
4.83K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
82+ 1.71% |
$20.2K - $24.3K
|
4.89K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
82+ 3.39% |
$20.2K - $24.3K
|
2.5K
$718K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.8% |
$20.2K - $24.3K
|
4.63K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
82+ 1.58% |
$20.2K - $24.3K
|
5.28K
$1.51M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
82+ 7.53% |
$20.2K - $24.3K
|
1.17K
$336K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
81+ 0.34% |
$19.9K - $24K
|
23.9K
$6.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
81+ 3.5% |
$19.9K - $24K
|
2.4K
$687K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
81+ 0.41% |
$19.9K - $24K
|
19.7K
$5.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
81+ 0.52% |
$19.9K - $24K
|
15.6K
$4.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
80+ 2.2% |
$19.7K - $23.7K
|
3.72K
$1.07M
|