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 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
10.4KNew |
$2.57M - $3.09M
|
10.4K
$3.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 19.96% |
$2.54M - $3.06M
|
62K
$18.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
10.2KNew |
$2.51M - $3.03M
|
10.2K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
10K+ 33.33% |
$2.46M - $2.97M
|
40K
$11.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.75K+ 2.05% |
$2.4M - $2.89M
|
486K
$143M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.73K+ 2.86% |
$2.4M - $2.89M
|
350K
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.7K+ 99.55% |
$2.39M - $2.88M
|
19.5K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
9.7KNew |
$2.39M - $2.88M
|
9.7K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
9.68KNew |
$2.38M - $2.87M
|
9.68K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.59KNew |
$2.36M - $2.84M
|
9.59K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.59K+ 1.64% |
$2.36M - $2.84M
|
593K
$175M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.55KNew |
$2.35M - $2.83M
|
9.55K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
9.48K+ 0.42% |
$2.33M - $2.81M
|
2.26M
$668M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
BUY
|
- |
9.36K+ 46.26% |
$2.3M - $2.77M
|
29.6K
$8.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.26K+ 184.2% |
$2.28M - $2.75M
|
14.3K
$4.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.18K+ 2.45% |
$2.26M - $2.72M
|
384K
$113M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
8.94KNew |
$2.2M - $2.65M
|
8.94K
$2.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.84K+ 3.04% |
$2.18M - $2.62M
|
300K
$88.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.57K+ 13.06% |
$2.11M - $2.54M
|
74.2K
$21.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.54K+ 0.67% |
$2.1M - $2.53M
|
1.29M
$379M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
8.44K+ 197.03% |
$2.08M - $2.5M
|
12.7K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8.38K+ 10.62% |
$2.06M - $2.48M
|
87.3K
$25.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
8.36K+ 16.47% |
$2.06M - $2.48M
|
59.1K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
8.34K+ 34.61% |
$2.05M - $2.47M
|
32.4K
$9.56M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8.32K+ 10.55% |
$2.05M - $2.47M
|
87.2K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.32K+ 466.78% |
$2.05M - $2.47M
|
10.1K
$2.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.21K+ 15.52% |
$2.02M - $2.43M
|
61.1K
$18M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
8.16KNew |
$2.01M - $2.42M
|
8.16K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8.15K+ 77.51% |
$2.01M - $2.42M
|
18.7K
$5.5M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
8.11KNew |
$2M - $2.4M
|
8.11K
$2.39M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
8.01KNew |
$1.97M - $2.37M
|
8.01K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
BUY
|
- |
7.93K+ 40.48% |
$1.95M - $2.35M
|
27.5K
$8.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.89K+ 16.22% |
$1.94M - $2.34M
|
56.5K
$16.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
7.86K+ 14.9% |
$1.93M - $2.33M
|
60.6K
$17.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.83K+ 2933.33% |
$1.93M - $2.32M
|
8.1K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.82K+ 5.11% |
$1.93M - $2.32M
|
161K
$47.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.73K+ 16.05% |
$1.9M - $2.29M
|
55.9K
$16.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
7.62KNew |
$1.88M - $2.26M
|
7.62K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.52K+ 134.12% |
$1.85M - $2.23M
|
13.1K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
7.5KNew |
$1.85M - $2.22M
|
7.5K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
7.45K+ 19.97% |
$1.83M - $2.21M
|
44.7K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
7.45K+ 8.37% |
$1.83M - $2.21M
|
96.4K
$28.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.42KNew |
$1.83M - $2.2M
|
7.42K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
7.35K+ 77.97% |
$1.81M - $2.18M
|
16.8K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.3K+ 2.24% |
$1.8M - $2.17M
|
333K
$98.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
7.28K+ 7.75% |
$1.79M - $2.16M
|
101K
$29.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
7.28K+ 0.51% |
$1.79M - $2.16M
|
1.44M
$426M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7.26K+ 24.34% |
$1.79M - $2.15M
|
37.1K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
7.16KNew |
$1.76M - $2.12M
|
7.16K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.03K+ 73.42% |
$1.73M - $2.08M
|
16.6K
$4.89M
|