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 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-28- 5.6% |
$15.9K - $18.8K
|
472
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.34% |
$2.26K - $2.69K
|
1.17K
$802K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20- 1.67% |
$11.3K - $13.5K
|
1.18K
$810K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
305New |
$173K - $205K
|
305
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4New |
$2.26K - $2.69K
|
4
$2.75K
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-4.75K- 25.61% |
$2.69M - $3.2M
|
13.8K
$9.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-34- 16.75% |
$19.3K - $22.9K
|
169
$116K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
218+ 27.53% |
$123K - $147K
|
1.01K
$694K
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
425+ 10.95% |
$241K - $286K
|
4.31K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 24.09% |
$956K - $1.14M
|
8.7K
$5.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-53.8K- 23.24% |
$30.5M - $36.2M
|
178K
$122M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$1.7K - $2.02K
|
2.75K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-430- 56.95% |
$243K - $289K
|
325
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-20- 3.48% |
$11.3K - $13.5K
|
555
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-306- 19.18% |
$173K - $206K
|
1.29K
$886K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4- 1.06% |
$2.26K - $2.69K
|
375
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
160+ 16.9% |
$90.6K - $108K
|
1.11K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-100- 5.78% |
$56.6K - $67.3K
|
1.63K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-287- 12.53% |
$163K - $193K
|
2K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.67K+ 36.25% |
$1.51M - $1.8M
|
10K
$6.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-73- 4.67% |
$41.3K - $49.1K
|
1.49K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
481New |
$272K - $324K
|
481
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.18% |
$2.26K - $2.69K
|
2.18K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
320+ 1.1% |
$181K - $215K
|
29.4K
$20.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-101- 20.08% |
$57.2K - $68K
|
402
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
218+ 4.9% |
$123K - $147K
|
4.67K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-4K- 26.67% |
$2.26M - $2.69M
|
11K
$7.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
154+ 17.99% |
$87.2K - $104K
|
1.01K
$694K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.14% |
$2.26K - $2.69K
|
2.82K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.58% |
$1.7K - $2.02K
|
522
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
327New |
$185K - $220K
|
327
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
626New |
$354K - $421K
|
626
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-242- 2.72% |
$137K - $163K
|
8.67K
$5.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.44K- 54.6% |
$2.52M - $2.99M
|
3.69K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
342New |
$194K - $230K
|
342
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.66K+ 18.89% |
$2.07M - $2.46M
|
23K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.51K+ 5803.85% |
$854K - $1.02M
|
1.54K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-203- 16.23% |
$115K - $137K
|
1.05K
$721K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.62% |
$5.1K - $6.06K
|
1.47K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-280- 45.83% |
$159K - $188K
|
331
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-345- 14.6% |
$195K - $232K
|
2.02K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 40.0% |
$2.26K - $2.69K
|
14
$9.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
450New |
$255K - $303K
|
450
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
349New |
$198K - $235K
|
349
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
300New |
$170K - $202K
|
300
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-8.88K- 2.28% |
$5.03M - $5.97M
|
381K
$262M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
354New |
$200K - $238K
|
354
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 1.23% |
$5.66K - $6.73K
|
826
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 2.27% |
$6.23K - $7.4K
|
496
$341K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
17+ 1.23% |
$9.63K - $11.4K
|
1.4K
$965K
|