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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.69K- 0.75% |
$801K - $912K
|
223K
$153M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25New |
$11.8K - $13.5K
|
25
$17.2K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
414New |
$196K - $223K
|
414
$285K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$1.42K - $1.62K
|
3
$2.06K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2- 50.0% |
$947 - $1.08K
|
2
$1.38K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-16- 2.83% |
$7.57K - $8.63K
|
550
$378K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
PUT |
1.2KNew |
$568K - $647K
|
1.2K
$825K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$947 - $1.08K
|
2
$1.38K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
489New |
$232K - $264K
|
489
$336K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
26+ 260.0% |
$12.3K - $14K
|
36
$24.8K
|
|
|
May 06, 2024
Q1 2024
|
Settian Capital LP
|
BUY
|
- |
2K+ 28.57% |
$947K - $1.08M
|
9K
$6.19M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.06KNew |
$504K - $574K
|
1.06K
$732K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.41% |
$473 - $539
|
246
$169K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
11+ 1.08% |
$5.21K - $5.93K
|
1.03K
$710K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4New |
$1.89K - $2.16K
|
4
$2.75K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 1.59% |
$4.73K - $5.39K
|
640
$440K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$16.6K - $18.9K
|
35
$24.1K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
93+ 4.54% |
$44K - $50.2K
|
2.14K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-50- 6.22% |
$23.7K - $27K
|
754
$518K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-58- 0.91% |
$27.5K - $31.3K
|
6.29K
$4.33M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
245+ 12.47% |
$116K - $132K
|
2.21K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
426New |
$202K - $230K
|
426
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.2% |
$473 - $539
|
84
$57.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
417New |
$197K - $225K
|
417
$287K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-242- 11.58% |
$115K - $131K
|
1.85K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.05K- 9.52% |
$499K - $568K
|
10K
$6.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-310- 9.33% |
$147K - $167K
|
3.01K
$2.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 1.56% |
$4.73K - $5.39K
|
633
$435K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
5New |
$2.37K - $2.7K
|
5
$3.44K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-17- 14.91% |
$8.05K - $9.17K
|
97
$66.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
18.5KNew |
$8.74M - $9.96M
|
18.5K
$12.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
408New |
$193K - $220K
|
408
$281K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-453- 15.3% |
$214K - $244K
|
2.51K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
378New |
$179K - $204K
|
378
$260K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.22% |
$473 - $539
|
465
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
54New |
$25.6K - $29.1K
|
54
$37.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3- 0.3% |
$1.42K - $1.62K
|
984
$677K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-6- 31.58% |
$2.84K - $3.24K
|
13
$8.94K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
411New |
$195K - $222K
|
411
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-50- 3.28% |
$23.7K - $27K
|
1.47K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
430New |
$204K - $232K
|
430
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
28+ 280.0% |
$13.3K - $15.1K
|
38
$26.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$6.6M - $7.52M
|
13.9K
$9.59M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
74New |
$35K - $39.9K
|
74
$50.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 1.0% |
$9.47K - $10.8K
|
1.98K
$1.36M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.99K- 43.94% |
$1.42M - $1.61M
|
3.82K
$2.62M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
234New |
$111K - $126K
|
234
$161K
|
|
| Q4 2023 | |||||||
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
710New |
$311K - $334K
|
710
$488K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 90.0% |
$3.94K - $4.24K
|
1
$688
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.8KClosed |
$1.22M - $1.32M
|
0
$0
|
|