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
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-222- 13.64% |
$54.7K - $65.8K
|
1.41K
$421K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-224- 3.84% |
$55.1K - $66.4K
|
5.61K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-224- 2.32% |
$55.1K - $66.4K
|
9.43K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-227- 24.89% |
$55.9K - $67.3K
|
685
$205K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-228- 1.55% |
$56.1K - $67.6K
|
14.5K
$4.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-228- 4.47% |
$56.1K - $67.6K
|
4.87K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-228- 3.74% |
$56.1K - $67.6K
|
5.86K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-229- 1.85% |
$56.4K - $67.9K
|
12.1K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-231- 1.19% |
$56.9K - $68.5K
|
19.1K
$5.72M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-232- 2.12% |
$57.1K - $68.8K
|
10.7K
$3.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-233- 3.62% |
$57.4K - $69.1K
|
6.2K
$1.85M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-233- 10.92% |
$57.4K - $69.1K
|
1.9K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-234- 22.99% |
$57.6K - $69.4K
|
784
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-234- 1.85% |
$57.6K - $69.4K
|
12.4K
$3.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-235- 2.1% |
$57.9K - $69.7K
|
10.9K
$3.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-237- 0.72% |
$58.3K - $70.3K
|
32.9K
$9.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-237- 0.65% |
$58.3K - $70.3K
|
36.2K
$10.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-239- 3.84% |
$58.8K - $70.9K
|
5.99K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-243- 1.39% |
$59.8K - $72.1K
|
17.2K
$5.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-245- 3.0% |
$60.3K - $72.6K
|
7.91K
$2.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-245- 0.17% |
$60.3K - $72.6K
|
143K
$42.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-250- 4.41% |
$61.5K - $74.1K
|
5.42K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 15.94% |
$61.5K - $74.1K
|
1.32K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-251- 23.86% |
$61.8K - $74.4K
|
801
$240K
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-254- 12.93% |
$62.5K - $75.3K
|
1.71K
$512K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-254- 50.9% |
$62.5K - $75.3K
|
245
$73.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-254- 4.29% |
$62.5K - $75.3K
|
5.67K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-255- 1.77% |
$62.8K - $75.6K
|
14.2K
$4.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-255- 0.54% |
$62.8K - $75.6K
|
46.9K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-255Closed |
$62.8K - $75.6K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-256- 9.48% |
$63K - $75.9K
|
2.44K
$731K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-258- 11.76% |
$63.5K - $76.5K
|
1.94K
$579K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-258- 6.45% |
$63.5K - $76.5K
|
3.75K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-262- 0.12% |
$64.5K - $77.7K
|
212K
$63.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-262- 66.5% |
$64.5K - $77.7K
|
132
$39.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-270- 5.43% |
$66.5K - $80.1K
|
4.71K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-271- 4.86% |
$66.7K - $80.4K
|
5.31K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-271- 0.24% |
$66.7K - $80.4K
|
112K
$33.5M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-275- 15.49% |
$67.7K - $81.5K
|
1.5K
$449K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-280- 3.25% |
$68.9K - $83K
|
8.33K
$2.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-282- 16.17% |
$69.4K - $83.6K
|
1.46K
$437K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-283- 4.92% |
$69.7K - $83.9K
|
5.47K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-284- 6.97% |
$69.9K - $84.2K
|
3.79K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-287- 24.14% |
$70.7K - $85.1K
|
902
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-288- 14.34% |
$70.9K - $85.4K
|
1.72K
$515K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-288- 2.75% |
$70.9K - $85.4K
|
10.2K
$3.05M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-288- 9.61% |
$70.9K - $85.4K
|
2.71K
$811K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-289- 27.06% |
$71.1K - $85.7K
|
779
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-289- 4.53% |
$71.1K - $85.7K
|
6.1K
$1.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-289- 2.01% |
$71.1K - $85.7K
|
14.1K
$4.22M
|