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 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-791- 30.72% |
$195K - $235K
|
1.78K
$525K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-801- 31.54% |
$197K - $238K
|
1.74K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-803- 1.02% |
$198K - $238K
|
78.1K
$23M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-809- 5.39% |
$199K - $240K
|
14.2K
$4.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-819- 0.54% |
$202K - $243K
|
150K
$44.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-821- 25.32% |
$202K - $243K
|
2.42K
$713K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-834- 1.54% |
$205K - $247K
|
53.4K
$15.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-845- 14.65% |
$208K - $251K
|
4.92K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-855- 2.52% |
$210K - $254K
|
33.1K
$9.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-861- 7.03% |
$212K - $255K
|
11.4K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-866- 1.84% |
$213K - $257K
|
46.3K
$13.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-869- 10.43% |
$214K - $258K
|
7.46K
$2.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-869- 3.91% |
$214K - $258K
|
21.3K
$6.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-870- 29.0% |
$214K - $258K
|
2.13K
$627K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-872- 1.91% |
$215K - $259K
|
44.9K
$13.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-872- 2.6% |
$215K - $259K
|
32.7K
$9.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-873- 1.79% |
$215K - $259K
|
48K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-883- 2.27% |
$217K - $262K
|
38K
$11.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-895- 2.45% |
$220K - $265K
|
35.6K
$10.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-900- 47.37% |
$222K - $267K
|
1K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-905- 1.44% |
$223K - $268K
|
61.7K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-906- 1.8% |
$223K - $269K
|
49.5K
$14.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-907- 2.32% |
$223K - $269K
|
38.3K
$11.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-910- 31.11% |
$224K - $270K
|
2.02K
$593K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-922- 27.01% |
$227K - $273K
|
2.49K
$734K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-931- 7.92% |
$229K - $276K
|
10.8K
$3.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-932- 15.14% |
$229K - $276K
|
5.22K
$1.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-934- 1.07% |
$230K - $277K
|
86K
$25.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-939- 2.57% |
$231K - $278K
|
35.6K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-945- 27.67% |
$233K - $280K
|
2.47K
$727K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-952- 4.57% |
$234K - $282K
|
19.9K
$5.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-962- 33.54% |
$237K - $285K
|
1.91K
$561K
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-973- 11.51% |
$240K - $289K
|
7.48K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-982- 6.57% |
$242K - $291K
|
14K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-992- 4.03% |
$244K - $294K
|
23.6K
$6.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-995- 12.92% |
$245K - $295K
|
6.71K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1K- 55.87% |
$246K - $297K
|
790
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1K- 6.94% |
$246K - $297K
|
13.4K
$3.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.01K- 7.77% |
$247K - $298K
|
11.9K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.01K- 39.65% |
$248K - $299K
|
1.54K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.01K- 8.24% |
$248K - $299K
|
11.2K
$3.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.04K- 9.14% |
$255K - $307K
|
10.3K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.04K- 33.57% |
$256K - $308K
|
2.06K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.04K- 0.34% |
$256K - $308K
|
308K
$90.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.05K- 21.03% |
$258K - $310K
|
3.93K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.07K- 33.87% |
$262K - $316K
|
2.08K
$613K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.07K- 1.67% |
$264K - $318K
|
63.3K
$18.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.08K- 7.48% |
$265K - $319K
|
13.3K
$3.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.08K- 35.7% |
$266K - $320K
|
1.94K
$572K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.08K- 4.23% |
$266K - $321K
|
24.5K
$7.21M
|