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 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.16K+ 13.22% |
$335K - $368K
|
9.96K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.16K+ 3.23% |
$335K - $368K
|
37.1K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
1.15K+ 9.71% |
$333K - $365K
|
13K
$3.84M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.14K+ 24.52% |
$329K - $361K
|
5.79K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 6.25% |
$327K - $359K
|
19.3K
$5.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.13K+ 2.07% |
$326K - $357K
|
55.6K
$16.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.13KNew |
$325K - $356K
|
1.13K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.1K+ 7.96% |
$318K - $349K
|
15K
$4.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.1K+ 0.88% |
$317K - $348K
|
126K
$37M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.1K+ 35.13% |
$316K - $347K
|
4.22K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.09KNew |
$316K - $346K
|
1.09K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.08K+ 68.86% |
$311K - $341K
|
2.64K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.08K+ 21.63% |
$310K - $341K
|
6.05K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.08K+ 12.27% |
$310K - $340K
|
9.84K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.08KNew |
$310K - $340K
|
1.08K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.05K+ 4.15% |
$302K - $331K
|
26.2K
$7.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 5.31% |
$301K - $331K
|
20.7K
$6.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.03KNew |
$297K - $326K
|
1.03K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.01K+ 0.19% |
$292K - $320K
|
544K
$160M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.01K+ 84.62% |
$292K - $320K
|
2.21K
$650K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.01K+ 2.25% |
$292K - $320K
|
45.9K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1KNew |
$288K - $317K
|
1K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$288K - $317K
|
1K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
984New |
$284K - $311K
|
984
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
973+ 0.94% |
$281K - $308K
|
104K
$30.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
971+ 70.26% |
$280K - $307K
|
2.35K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
969New |
$280K - $307K
|
969
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
966+ 9.53% |
$279K - $306K
|
11.1K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
962New |
$278K - $305K
|
962
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
955New |
$275K - $302K
|
955
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
939+ 4695.0% |
$271K - $297K
|
959
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
928New |
$268K - $294K
|
928
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
922New |
$266K - $292K
|
922
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
917+ 44.34% |
$265K - $290K
|
2.99K
$878K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
915New |
$264K - $290K
|
915
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
903New |
$260K - $286K
|
903
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
900+ 20.0% |
$260K - $285K
|
5.4K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
895+ 17.36% |
$258K - $283K
|
6.05K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
894+ 25.59% |
$258K - $283K
|
4.39K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
892+ 104.82% |
$257K - $282K
|
1.74K
$513K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
888New |
$256K - $281K
|
888
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
884+ 4.98% |
$255K - $280K
|
18.6K
$5.48M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
863+ 4.68% |
$249K - $273K
|
19.3K
$5.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
856+ 3.87% |
$247K - $271K
|
23K
$6.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
836+ 5.72% |
$241K - $265K
|
15.4K
$4.54M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
834New |
$241K - $264K
|
834
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
834New |
$241K - $264K
|
834
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
832+ 6.7% |
$240K - $263K
|
13.3K
$3.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
831New |
$240K - $263K
|
831
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
830+ 4.27% |
$239K - $263K
|
20.3K
$5.97M
|