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
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-608- 31.7% |
$150K - $180K
|
1.31K
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-609- 19.12% |
$150K - $181K
|
2.58K
$805K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-610- 6.05% |
$150K - $181K
|
9.48K
$2.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-611- 41.14% |
$150K - $181K
|
874
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-613- 5.25% |
$151K - $182K
|
11.1K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-627- 2.08% |
$154K - $186K
|
29.5K
$9.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-628- 0.76% |
$155K - $186K
|
82.3K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-632- 5.09% |
$156K - $187K
|
11.8K
$3.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-637- 12.57% |
$157K - $189K
|
4.43K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-638- 4.05% |
$157K - $189K
|
15.1K
$4.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-640- 26.37% |
$158K - $190K
|
1.79K
$558K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-642- 16.87% |
$158K - $190K
|
3.16K
$988K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-646- 6.36% |
$159K - $192K
|
9.52K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-646- 0.46% |
$159K - $192K
|
139K
$43.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-657- 7.22% |
$162K - $195K
|
8.44K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-661- 0.42% |
$163K - $196K
|
156K
$48.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-662- 13.43% |
$163K - $196K
|
4.27K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-665- 22.66% |
$164K - $197K
|
2.27K
$709K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-665- 22.66% |
$164K - $197K
|
2.27K
$709K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-669- 4.27% |
$165K - $198K
|
15K
$4.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-671- 1.21% |
$165K - $199K
|
55K
$17.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-672- 48.21% |
$165K - $199K
|
722
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-678- 37.38% |
$167K - $201K
|
1.14K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-686- 2.93% |
$169K - $203K
|
22.7K
$7.1M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-691- 1.74% |
$170K - $205K
|
39K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-693- 4.41% |
$171K - $205K
|
15K
$4.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-702- 8.13% |
$173K - $208K
|
7.93K
$2.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-705- 2.77% |
$174K - $209K
|
24.7K
$7.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-710- 4.6% |
$175K - $211K
|
14.7K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-712- 2.81% |
$175K - $211K
|
24.6K
$7.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-713- 61.2% |
$176K - $211K
|
452
$141K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-715- 35.86% |
$176K - $212K
|
1.28K
$400K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-725- 1.71% |
$178K - $215K
|
41.8K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-725- 5.79% |
$178K - $215K
|
11.8K
$3.69M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-734- 4.43% |
$181K - $218K
|
15.8K
$4.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-736- 8.72% |
$181K - $218K
|
7.71K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-739- 22.88% |
$182K - $219K
|
2.49K
$778K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-742- 4.23% |
$183K - $220K
|
16.8K
$5.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-743- 19.49% |
$183K - $220K
|
3.07K
$959K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-752- 5.42% |
$185K - $223K
|
13.1K
$4.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-752- 6.12% |
$185K - $223K
|
11.5K
$3.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-758- 0.65% |
$187K - $225K
|
116K
$36.3M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-768- 12.11% |
$189K - $228K
|
5.58K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-777- 7.76% |
$191K - $230K
|
9.24K
$2.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-779- 7.01% |
$192K - $231K
|
10.3K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-780- 4.28% |
$192K - $231K
|
17.4K
$5.45M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-783- 4.16% |
$193K - $232K
|
18K
$5.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-785- 13.96% |
$193K - $233K
|
4.84K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-791- 30.72% |
$195K - $235K
|
1.78K
$557K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-801- 31.54% |
$197K - $238K
|
1.74K
$543K
|