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 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-118- 2.12% |
$29.1K - $35K
|
5.44K
$1.6M
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-118- 2.03% |
$29.1K - $35K
|
5.69K
$1.68M
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-119- 1.02% |
$29.3K - $35.3K
|
11.5K
$3.38M
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-120- 5.69% |
$29.5K - $35.6K
|
1.99K
$586K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-120- 0.45% |
$29.5K - $35.6K
|
26.5K
$7.8M
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-120- 6.0% |
$29.5K - $35.6K
|
1.88K
$554K
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-121- 4.72% |
$29.8K - $35.9K
|
2.44K
$719K
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-122- 1.07% |
$30K - $36.2K
|
11.2K
$3.31M
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-122- 22.76% |
$30K - $36.2K
|
414
$122K
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-122- 5.35% |
$30K - $36.2K
|
2.16K
$636K
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-122- 1.24% |
$30K - $36.2K
|
9.71K
$2.86M
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-123- 1.54% |
$30.3K - $36.5K
|
7.85K
$2.31M
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-124- 4.61% |
$30.5K - $36.8K
|
2.56K
$755K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-124- 4.56% |
$30.5K - $36.8K
|
2.6K
$764K
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-124- 1.87% |
$30.5K - $36.8K
|
6.5K
$1.92M
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-125- 3.83% |
$30.8K - $37.1K
|
3.14K
$925K
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-125- 1.17% |
$30.8K - $37.1K
|
10.5K
$3.1M
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-125- 12.25% |
$30.8K - $37.1K
|
895
$264K
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-125- 10.16% |
$30.8K - $37.1K
|
1.11K
$325K
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-125- 1.77% |
$30.8K - $37.1K
|
6.94K
$2.04M
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-125- 12.25% |
$30.8K - $37.1K
|
895
$264K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-126- 0.81% |
$31K - $37.4K
|
15.4K
$4.52M
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-127- 1.58% |
$31.3K - $37.7K
|
7.9K
$2.33M
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-127- 47.04% |
$31.3K - $37.7K
|
143
$42.1K
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-127- 2.91% |
$31.3K - $37.7K
|
4.24K
$1.25M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-127- 0.42% |
$31.3K - $37.7K
|
29.8K
$8.77M
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-128- 2.03% |
$31.5K - $38K
|
6.19K
$1.82M
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-129- 1.9% |
$31.8K - $38.2K
|
6.66K
$1.96M
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-129- 7.3% |
$31.8K - $38.2K
|
1.64K
$482K
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-130- 9.69% |
$32K - $38.5K
|
1.21K
$357K
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-130- 4.92% |
$32K - $38.5K
|
2.51K
$739K
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-132- 2.37% |
$32.5K - $39.1K
|
5.44K
$1.6M
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-132- 1.35% |
$32.5K - $39.1K
|
9.67K
$2.85M
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-133- 6.4% |
$32.7K - $39.4K
|
1.95K
$573K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-133- 5.5% |
$32.7K - $39.4K
|
2.29K
$673K
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-133- 10.12% |
$32.7K - $39.4K
|
1.18K
$348K
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-134- 14.35% |
$33K - $39.7K
|
800
$236K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-136- 13.68% |
$33.5K - $40.3K
|
858
$253K
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-137- 8.94% |
$33.7K - $40.6K
|
1.4K
$411K
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-137- 3.47% |
$33.7K - $40.6K
|
3.81K
$1.12M
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-137- 7.46% |
$33.7K - $40.6K
|
1.7K
$501K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-137- 0.73% |
$33.7K - $40.6K
|
18.6K
$5.49M
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-138- 1.5% |
$34K - $40.9K
|
9.09K
$2.68M
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-139- 3.96% |
$34.2K - $41.2K
|
3.37K
$992K
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-139- 3.02% |
$34.2K - $41.2K
|
4.46K
$1.31M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-139- 3.33% |
$34.2K - $41.2K
|
4.03K
$1.19M
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-139- 4.35% |
$34.2K - $41.2K
|
3.05K
$899K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-141- 0.15% |
$34.7K - $41.8K
|
94.6K
$27.8M
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-142- 2.61% |
$35K - $42.1K
|
5.3K
$1.56M
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-143- 0.47% |
$35.2K - $42.4K
|
30.4K
$8.95M
|