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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-364- 8.27% |
$89.6K - $108K
|
4.04K
$1.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-364- 6.04% |
$89.6K - $108K
|
5.67K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-368- 5.21% |
$90.6K - $109K
|
6.69K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-371- 1.43% |
$91.3K - $110K
|
25.7K
$7.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-372- 6.75% |
$91.6K - $110K
|
5.14K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-372- 10.87% |
$91.6K - $110K
|
3.05K
$913K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-374- 6.44% |
$92.1K - $111K
|
5.43K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-375- 7.04% |
$92.3K - $111K
|
4.95K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-379- 8.53% |
$93.3K - $112K
|
4.07K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-379- 9.2% |
$93.3K - $112K
|
3.74K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-384- 0.48% |
$94.5K - $114K
|
80.1K
$24M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-385- 0.37% |
$94.8K - $114K
|
105K
$31.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-388- 4.76% |
$95.5K - $115K
|
7.77K
$2.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-390- 14.8% |
$96K - $116K
|
2.25K
$672K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-390- 4.78% |
$96K - $116K
|
7.77K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-390- 1.02% |
$96K - $116K
|
38K
$11.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-392- 9.08% |
$96.5K - $116K
|
3.92K
$1.17M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-393- 2.86% |
$96.8K - $117K
|
13.4K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-398- 33.14% |
$98K - $118K
|
803
$240K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-400- 13.42% |
$98.5K - $119K
|
2.58K
$772K
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-400- 6.19% |
$98.5K - $119K
|
6.06K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 6.94% |
$98.5K - $119K
|
5.37K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-400- 2.17% |
$98.5K - $119K
|
18K
$5.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-402- 34.69% |
$99K - $119K
|
757
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-403- 1.1% |
$99.2K - $119K
|
36.4K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-408- 8.55% |
$100K - $121K
|
4.36K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-409- 6.53% |
$101K - $121K
|
5.86K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-410- 1.37% |
$101K - $122K
|
29.6K
$8.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-410- 22.32% |
$101K - $122K
|
1.43K
$427K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-413- 0.64% |
$102K - $122K
|
64.4K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-413- 1.18% |
$102K - $122K
|
34.5K
$10.3M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-413- 5.98% |
$102K - $122K
|
6.5K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-417- 3.07% |
$103K - $124K
|
13.2K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-418- 6.2% |
$103K - $124K
|
6.33K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-419- 5.01% |
$103K - $124K
|
7.95K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-420- 1.21% |
$103K - $125K
|
34.2K
$10.2M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-420- 7.06% |
$103K - $125K
|
5.53K
$1.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-422- 14.65% |
$104K - $125K
|
2.46K
$736K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-431- 0.2% |
$106K - $128K
|
220K
$65.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-431- 0.73% |
$106K - $128K
|
58.9K
$17.6M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-438- 2.89% |
$108K - $130K
|
14.7K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-439- 17.76% |
$108K - $130K
|
2.03K
$608K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-440- 13.85% |
$108K - $130K
|
2.74K
$819K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-440- 27.85% |
$108K - $130K
|
1.14K
$341K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-443- 0.86% |
$109K - $131K
|
51.2K
$15.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-447- 10.82% |
$110K - $133K
|
3.68K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-447- 0.2% |
$110K - $133K
|
220K
$65.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-448- 0.31% |
$110K - $133K
|
143K
$42.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-448- 5.5% |
$110K - $133K
|
7.69K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-450- 0.94% |
$111K - $133K
|
47.5K
$14.2M
|