Latest Institutional Transactions on Mckesson Corp (MCK)
This table provides information on the latest institutional transactions involving Mckesson Corp (MCK) 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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-120- 1.49% |
$67.9K - $80.8K
|
7.91K
$5.44M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
835New |
$473K - $562K
|
835
$574K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-43.9K- 45.59% |
$24.9M - $29.6M
|
52.4K
$36M
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-194- 39.35% |
$110K - $131K
|
299
$206K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.63K- 75.0% |
$922K - $1.1M
|
543
$373K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
92+ 1840.0% |
$52.1K - $61.9K
|
97
$66.7K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3New |
$1.7K - $2.02K
|
3
$2.06K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.25% |
$113K - $135K
|
5.95K
$4.09M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-64- 8.14% |
$36.2K - $43.1K
|
722
$496K
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
852+ 1.26% |
$482K - $573K
|
68.7K
$47.2M
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-15- 1.12% |
$8.49K - $10.1K
|
1.32K
$907K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
35+ 9.51% |
$19.8K - $23.6K
|
403
$277K
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
336New |
$190K - $226K
|
336
$231K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8+ 88.89% |
$4.53K - $5.38K
|
17
$11.7K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.82K+ 50.08% |
$1.03M - $1.22M
|
5.45K
$3.74M
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
44+ 11.67% |
$24.9K - $29.6K
|
421
$289K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.7K+ 26.03% |
$6.62M - $7.87M
|
56.6K
$38.9M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
9.48K+ 10.79% |
$5.37M - $6.38M
|
97.3K
$66.9M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
217+ 0.76% |
$123K - $146K
|
28.8K
$19.8M
|
|
Apr 30, 2025
Q1 2025
|
Investment Management Associates Inc
|
SELL
|
- |
-1.52K- 5.77% |
$862K - $1.02M
|
24.9K
$17.1M
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
12.1KNew |
$6.84M - $8.13M
|
12.1K
$8.3M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15+ 0.54% |
$8.49K - $10.1K
|
2.77K
$1.91M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
21+ 0.07% |
$11.9K - $14.1K
|
29.6K
$20.4M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
280+ 8.35% |
$159K - $188K
|
3.64K
$2.5M
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2+ 0.13% |
$1.13K - $1.35K
|
1.48K
$1.02M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
9+ 2.06% |
$5.1K - $6.06K
|
445
$306K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-710- 6.64% |
$402K - $478K
|
9.98K
$6.86M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
99+ 5.9% |
$56.1K - $66.6K
|
1.78K
$1.22M
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.79K- 7.21% |
$1.58M - $1.88M
|
36K
$24.7M
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
300New |
$170K - $202K
|
300
$206K
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
309New |
$175K - $208K
|
309
$212K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.79K- 17.04% |
$1.01M - $1.2M
|
8.69K
$5.97M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-389- 9.41% |
$220K - $262K
|
3.74K
$2.57M
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
351New |
$199K - $236K
|
351
$241K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
328New |
$186K - $221K
|
328
$226K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.24K+ 3.17% |
$1.27M - $1.51M
|
73K
$50.2M
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-81- 4.73% |
$45.9K - $54.5K
|
1.63K
$1.12M
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-93- 0.75% |
$52.7K - $62.6K
|
12.3K
$8.48M
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
63+ 3.53% |
$35.7K - $42.4K
|
1.85K
$1.27M
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-8.58K- 95.65% |
$4.86M - $5.78M
|
390
$268K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
182New |
$103K - $122K
|
182
$125K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.1K+ 22.99% |
$620K - $737K
|
5.86K
$4.03M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11- 2.42% |
$6.23K - $7.4K
|
443
$305K
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
13+ 3.43% |
$7.36K - $8.75K
|
392
$270K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9+ 45.0% |
$5.1K - $6.06K
|
29
$19.9K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-105- 1.92% |
$59.5K - $70.7K
|
5.37K
$3.69M
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2+ 0.48% |
$1.13K - $1.35K
|
417
$287K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 4.0% |
$6.16M - $7.32M
|
283K
$194M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-940- 59.64% |
$532K - $633K
|
636
$437K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
153+ 16.7% |
$86.6K - $103K
|
1.07K
$735K
|