Latest Institutional Transactions on Mcdonalds Corp (MCD)
This table provides information on the latest institutional transactions involving Mcdonalds Corp (MCD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
14+ 1.83% |
$4.04K - $4.43K
|
778
$225K
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3+ 0.28% |
$865 - $950
|
1.08K
$311K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
52+ 2.75% |
$15K - $16.5K
|
1.94K
$561K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.4K- 15.69% |
$1.56M - $1.71M
|
29K
$8.39M
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.06K- 48.97% |
$595K - $653K
|
2.15K
$621K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-415- 4.67% |
$120K - $131K
|
8.47K
$2.45M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-9- 0.26% |
$2.6K - $2.85K
|
3.4K
$982K
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-971- 2.02% |
$280K - $307K
|
47.1K
$13.6M
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
88+ 1.8% |
$25.4K - $27.9K
|
4.97K
$1.44M
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6- 0.77% |
$1.73K - $1.9K
|
772
$223K
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
11+ 0.33% |
$3.17K - $3.48K
|
3.37K
$971K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
436+ 9.58% |
$126K - $138K
|
4.99K
$1.44M
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
234+ 6.59% |
$67.5K - $74.1K
|
3.78K
$1.09M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-35- 2.09% |
$10.1K - $11.1K
|
1.64K
$472K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-132- 3.9% |
$38.1K - $41.8K
|
3.25K
$939K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
101+ 3.15% |
$29.1K - $32K
|
3.31K
$955K
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-79- 5.99% |
$22.8K - $25K
|
1.24K
$358K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-110- 7.07% |
$31.7K - $34.8K
|
1.45K
$417K
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
12+ 0.37% |
$3.46K - $3.8K
|
3.28K
$948K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-443- 33.36% |
$128K - $140K
|
885
$255K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
587+ 1.54% |
$169K - $186K
|
38.7K
$11.2M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 10.16% |
$1.66M - $1.82M
|
62.3K
$18M
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-51- 1.63% |
$14.7K - $16.1K
|
3.07K
$887K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
618+ 25.22% |
$178K - $196K
|
3.07K
$886K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-69- 0.55% |
$19.9K - $21.8K
|
12.4K
$3.59M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
667+ 23.14% |
$192K - $211K
|
3.55K
$1.02M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.05K- 23.07% |
$1.17M - $1.28M
|
13.5K
$3.9M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-68- 7.86% |
$19.6K - $21.5K
|
797
$230K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-682- 7.32% |
$197K - $216K
|
8.64K
$2.49M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.67K- 6.44% |
$1.35M - $1.48M
|
67.8K
$19.6M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-348- 0.48% |
$100K - $110K
|
72.3K
$20.9M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.45K- 5.61% |
$417K - $458K
|
24.3K
$7.02M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
1.6KNew |
$462K - $506K
|
1.6K
$462K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
231+ 17.43% |
$66.6K - $73.1K
|
1.56K
$449K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 0.17% |
$3.75K - $4.12K
|
7.5K
$2.17M
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1+ 0.1% |
$288 - $317
|
965
$279K
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.29KNew |
$372K - $409K
|
1.29K
$373K
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.85K+ 38.27% |
$534K - $586K
|
6.68K
$1.93M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
34+ 3.93% |
$9.81K - $10.8K
|
900
$260K
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
45+ 0.41% |
$13K - $14.2K
|
11.1K
$3.21M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
114+ 9.42% |
$32.9K - $36.1K
|
1.32K
$382K
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.22KNew |
$641K - $703K
|
2.22K
$641K
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
834New |
$241K - $264K
|
834
$241K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
316+ 47.88% |
$91.2K - $100K
|
976
$282K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-97- 0.91% |
$28K - $30.7K
|
10.5K
$3.04M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
8+ 0.48% |
$2.31K - $2.53K
|
1.68K
$485K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.49K+ 37.28% |
$431K - $473K
|
5.5K
$1.59M
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-100- 29.67% |
$28.8K - $31.7K
|
237
$68.4K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.28K+ 289.49% |
$2.1M - $2.3M
|
9.79K
$2.83M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.13K+ 7.87% |
$614K - $674K
|
29.2K
$8.42M
|