Purchases and Sales Made in Q4 2024 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q4 2024. 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 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.24K+ 49.98% |
$358K - $393K
|
3.72K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.22KNew |
$351K - $385K
|
1.22K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.21KNew |
$350K - $384K
|
1.21K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.2KNew |
$346K - $380K
|
1.2K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
1.2K+ 4.07% |
$346K - $379K
|
30.6K
$8.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 39.35% |
$343K - $377K
|
4.21K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.19K+ 14.7% |
$342K - $376K
|
9.26K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.16K+ 13.22% |
$335K - $368K
|
9.96K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.14K+ 24.52% |
$329K - $361K
|
5.79K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 6.25% |
$327K - $359K
|
19.3K
$5.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.13K+ 2.07% |
$326K - $357K
|
55.6K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.13KNew |
$325K - $356K
|
1.13K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.08K+ 68.86% |
$311K - $341K
|
2.64K
$762K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 5.31% |
$301K - $331K
|
20.7K
$5.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.03KNew |
$297K - $326K
|
1.03K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.01K+ 0.19% |
$292K - $320K
|
544K
$157M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.01K+ 2.25% |
$292K - $320K
|
45.9K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1KNew |
$288K - $317K
|
1K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$288K - $317K
|
1K
$289K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
984New |
$284K - $311K
|
984
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
973+ 0.94% |
$281K - $308K
|
104K
$30.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
971+ 70.26% |
$280K - $307K
|
2.35K
$679K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
966+ 9.53% |
$279K - $306K
|
11.1K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
955New |
$275K - $302K
|
955
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
939+ 4695.0% |
$271K - $297K
|
959
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
917+ 44.34% |
$265K - $290K
|
2.99K
$862K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
915New |
$264K - $290K
|
915
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
903New |
$260K - $286K
|
903
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
900+ 20.0% |
$260K - $285K
|
5.4K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
892+ 104.82% |
$257K - $282K
|
1.74K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
888New |
$256K - $281K
|
888
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
884+ 4.98% |
$255K - $280K
|
18.6K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
863+ 4.68% |
$249K - $273K
|
19.3K
$5.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
856+ 3.87% |
$247K - $271K
|
23K
$6.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
836+ 5.72% |
$241K - $265K
|
15.4K
$4.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
834New |
$241K - $264K
|
834
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
834New |
$241K - $264K
|
834
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
832+ 6.7% |
$240K - $263K
|
13.3K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
831New |
$240K - $263K
|
831
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
815New |
$235K - $258K
|
815
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
815+ 43.58% |
$235K - $258K
|
2.69K
$775K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
806New |
$233K - $255K
|
806
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
790+ 64.97% |
$228K - $250K
|
2.01K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
790New |
$228K - $250K
|
790
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
787+ 0.79% |
$227K - $249K
|
101K
$29.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
784New |
$226K - $248K
|
784
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
781New |
$225K - $247K
|
781
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
780New |
$225K - $247K
|
780
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
778+ 2.34% |
$224K - $246K
|
34K
$9.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
763+ 4.78% |
$220K - $242K
|
16.7K
$4.83M
|