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 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-144- 40.45% |
$81.5K - $96.9K
|
212
$146K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-40- 7.33% |
$22.6K - $26.9K
|
506
$348K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
55+ 2.29% |
$31.1K - $37K
|
2.46K
$1.69M
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
30+ 3.93% |
$17K - $20.2K
|
794
$546K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20New |
$11.3K - $13.5K
|
20
$13.8K
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
200+ 47.39% |
$113K - $135K
|
622
$428K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-19- 67.86% |
$10.8K - $12.8K
|
9
$6.19K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
113+ 13.11% |
$64K - $76K
|
975
$670K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13- 1.14% |
$7.36K - $8.75K
|
1.13K
$778K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.22K- 8.28% |
$2.95M - $3.51M
|
57.8K
$39.8M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
21+ 4.94% |
$11.9K - $14.1K
|
446
$307K
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.37K+ 5.01% |
$1.34M - $1.6M
|
49.7K
$34.2M
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
464+ 23.95% |
$263K - $312K
|
2.4K
$1.65M
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-900- 17.31% |
$510K - $606K
|
4.3K
$2.96M
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-935- 13.33% |
$529K - $629K
|
6.08K
$4.18M
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5- 0.76% |
$2.83K - $3.36K
|
657
$452K
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-46- 3.16% |
$26K - $31K
|
1.41K
$968K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 2.54% |
$5.66K - $6.73K
|
403
$277K
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-90- 6.21% |
$51K - $60.6K
|
1.36K
$934K
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
6.99K+ 14.15% |
$3.96M - $4.7M
|
56.4K
$38.8M
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-123- 19.59% |
$69.6K - $82.8K
|
505
$347K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
192+ 19.81% |
$109K - $129K
|
1.16K
$798K
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.26K- 9.26% |
$713K - $847K
|
12.3K
$8.48M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.45K- 12.59% |
$821K - $976K
|
10.1K
$6.92M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.54K+ 20.21% |
$2.01M - $2.38M
|
21.1K
$14.5M
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-24- 0.3% |
$13.6K - $16.2K
|
8.09K
$5.56M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 1.89% |
$5.1K - $6.06K
|
468
$322K
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-80- 1.09% |
$45.3K - $53.8K
|
7.29K
$5.01M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.9K- 20.03% |
$7.3M - $8.67M
|
51.5K
$35.4M
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-157- 17.52% |
$88.9K - $106K
|
739
$508K
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
35New |
$19.8K - $23.6K
|
35
$24.1K
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.41K- 52.72% |
$801K - $952K
|
1.27K
$872K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 150.0% |
$1.7K - $2.02K
|
5
$3.44K
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-919- 62.86% |
$520K - $618K
|
543
$373K
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.76K- 4.42% |
$1.56M - $1.86M
|
59.7K
$41M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 0.41% |
$40.2K - $47.8K
|
17.5K
$12.1M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-901- 1.34% |
$510K - $606K
|
66.2K
$45.5M
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-27- 2.51% |
$15.3K - $18.2K
|
1.05K
$722K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
25+ 3.91% |
$14.2K - $16.8K
|
664
$457K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-274- 17.9% |
$155K - $184K
|
1.26K
$864K
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-21- 2.38% |
$11.9K - $14.1K
|
860
$591K
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
173+ 0.74% |
$98K - $116K
|
23.6K
$16.3M
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-1.28K- 13.71% |
$726K - $863K
|
8.08K
$5.55M
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-190- 12.39% |
$108K - $128K
|
1.34K
$924K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-25- 2.69% |
$14.2K - $16.8K
|
904
$622K
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-25- 1.26% |
$14.2K - $16.8K
|
1.95K
$1.34M
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-50- 5.56% |
$28.3K - $33.6K
|
850
$584K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
68+ 11.28% |
$38.5K - $45.8K
|
671
$461K
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.34KNew |
$1.32M - $1.57M
|
2.34K
$1.61M
|