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 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-9- 9.18% |
$2.22K - $2.67K
|
89
$25.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-9- 0.24% |
$2.22K - $2.67K
|
3.75K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.62% |
$2.22K - $2.67K
|
1.44K
$412K
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-9- 1.11% |
$2.22K - $2.67K
|
800
$230K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-10- 0.69% |
$2.46K - $2.97K
|
1.44K
$414K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-10- 0.58% |
$2.46K - $2.97K
|
1.71K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-10- 0.95% |
$2.46K - $2.97K
|
1.04K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.08% |
$2.46K - $2.97K
|
12.9K
$3.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10- 0.09% |
$2.46K - $2.97K
|
11K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 0.13% |
$2.46K - $2.97K
|
7.75K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-10- 0.92% |
$2.46K - $2.97K
|
1.07K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-10- 0.12% |
$2.46K - $2.97K
|
8.13K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-10- 0.09% |
$2.46K - $2.97K
|
11.1K
$3.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-11- 0.37% |
$2.71K - $3.26K
|
2.93K
$839K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-12- 0.74% |
$2.95K - $3.56K
|
1.61K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-12- 0.93% |
$2.95K - $3.56K
|
1.28K
$367K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-13- 0.66% |
$3.2K - $3.85K
|
1.97K
$564K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-13- 0.93% |
$3.2K - $3.85K
|
1.38K
$397K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-14- 1.11% |
$3.45K - $4.15K
|
1.24K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-14- 0.64% |
$3.45K - $4.15K
|
2.16K
$620K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-14- 0.45% |
$3.45K - $4.15K
|
3.08K
$885K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-14- 0.04% |
$3.45K - $4.15K
|
36.7K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-14- 0.49% |
$3.45K - $4.15K
|
2.83K
$811K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-14- 0.27% |
$3.45K - $4.15K
|
5.13K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14- 0.68% |
$3.45K - $4.15K
|
2.05K
$587K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-15- 1.39% |
$3.69K - $4.45K
|
1.07K
$306K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-15- 0.24% |
$3.69K - $4.45K
|
6.17K
$1.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-15- 0.46% |
$3.69K - $4.45K
|
3.24K
$929K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.29% |
$3.69K - $4.45K
|
5.21K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-15- 1.24% |
$3.69K - $4.45K
|
1.19K
$343K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-15- 0.5% |
$3.69K - $4.45K
|
3.01K
$864K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-15- 1.02% |
$3.69K - $4.45K
|
1.46K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.46% |
$3.69K - $4.45K
|
3.21K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-15- 0.24% |
$3.69K - $4.45K
|
6.2K
$1.78M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-15- 0.61% |
$3.69K - $4.45K
|
2.45K
$703K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-16- 0.45% |
$3.94K - $4.74K
|
3.53K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-16- 0.05% |
$3.94K - $4.74K
|
29.4K
$8.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-16- 1.06% |
$3.94K - $4.74K
|
1.5K
$430K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-16- 0.35% |
$3.94K - $4.74K
|
4.55K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-16- 0.66% |
$3.94K - $4.74K
|
2.41K
$690K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-16- 1.29% |
$3.94K - $4.74K
|
1.22K
$351K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-17- 0.05% |
$4.19K - $5.04K
|
34.5K
$9.9M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-17- 10.49% |
$4.19K - $5.04K
|
145
$41.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-17- 2.17% |
$4.19K - $5.04K
|
766
$220K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-17- 0.18% |
$4.19K - $5.04K
|
9.46K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-17- 0.17% |
$4.19K - $5.04K
|
9.75K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-17- 0.97% |
$4.19K - $5.04K
|
1.74K
$500K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-18- 0.48% |
$4.43K - $5.34K
|
3.73K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-18- 1.21% |
$4.43K - $5.34K
|
1.47K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-19- 0.72% |
$4.68K - $5.63K
|
2.6K
$747K
|