Institutional Owners for MCD
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ADVISORY RESEARCH INC COM 2301 $1,048,756 3,537 0.00 0.00 -2,063 -36.84 12-31-2023
PYA WALTMAN CAPITAL LLC COM 2302 $931,370 3,535 0.00 0.00 474 15.49 09-30-2023
REDWOOD WEALTH MANAGEMENT GROUP LLC COM 2303 $1,047,570 3,533 0.00 0.00 -16 -0.45 12-31-2023
JENTNER CORP COM 2304 $1,053,310 3,530 0.00 0.00 18 0.51 06-30-2023
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