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 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.1% |
$566 - $673
|
971
$668K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
107+ 20.19% |
$60.6K - $72K
|
637
$438K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1+ 0.28% |
$566 - $673
|
357
$245K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
344+ 16.06% |
$195K - $232K
|
2.49K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.53K+ 67.34% |
$864K - $1.03M
|
3.79K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
679+ 19.09% |
$384K - $457K
|
4.24K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-10- 2.77% |
$5.66K - $6.73K
|
351
$241K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.85K+ 11.43% |
$2.18M - $2.59M
|
37.5K
$25.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.77K- 45.5% |
$4.97M - $5.9M
|
10.5K
$7.22M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
370New |
$209K - $249K
|
370
$254K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
357+ 76.45% |
$202K - $240K
|
824
$567K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-30- 4.15% |
$17K - $20.2K
|
693
$476K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71- 2.94% |
$40.2K - $47.8K
|
2.34K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
325New |
$184K - $219K
|
325
$223K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
301New |
$170K - $203K
|
301
$207K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 10.19% |
$678K - $806K
|
13K
$8.91M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
730New |
$413K - $491K
|
730
$502K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.38K+ 20.78% |
$1.35M - $1.6M
|
13.8K
$9.51M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2- 0.2% |
$1.13K - $1.35K
|
1.02K
$699K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8- 1.12% |
$4.53K - $5.38K
|
709
$487K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.75K- 17.68% |
$989K - $1.18M
|
8.13K
$5.59M
|
|
|
May 06, 2025
Q1 2025
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
923+ 3.7% |
$523K - $621K
|
25.9K
$17.8M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
813+ 0.87% |
$460K - $547K
|
94.1K
$64.7M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
350New |
$198K - $236K
|
350
$241K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-441- 4.11% |
$250K - $297K
|
10.3K
$7.07M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-146- 7.55% |
$82.7K - $98.3K
|
1.79K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-16- 0.46% |
$9.06K - $10.8K
|
3.49K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
306+ 81.17% |
$173K - $206K
|
683
$470K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
6.47KNew |
$3.66M - $4.35M
|
6.47K
$4.45M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.64K- 48.24% |
$1.49M - $1.77M
|
2.83K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.16% |
$566 - $673
|
643
$442K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-507- 12.51% |
$287K - $341K
|
3.55K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-10- 0.33% |
$5.66K - $6.73K
|
3.02K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
21+ 0.92% |
$11.9K - $14.1K
|
2.32K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-723- 15.79% |
$409K - $487K
|
3.86K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
413New |
$234K - $278K
|
413
$284K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
12+ 2.12% |
$6.79K - $8.08K
|
578
$397K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
371+ 9.91% |
$210K - $250K
|
4.12K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
137+ 31.35% |
$77.6K - $92.2K
|
574
$395K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
41+ 1366.67% |
$23.2K - $27.6K
|
44
$30.3K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
68+ 52.31% |
$38.5K - $45.8K
|
198
$136K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-258- 24.48% |
$146K - $174K
|
796
$547K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.69K+ 320.02% |
$1.52M - $1.81M
|
3.52K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 1.14% |
$1.7K - $2.02K
|
267
$184K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-226- 40.14% |
$128K - $152K
|
337
$232K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
358New |
$203K - $241K
|
358
$246K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-569- 23.64% |
$322K - $383K
|
1.84K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-34- 0.71% |
$19.3K - $22.9K
|
4.73K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-582- 2.74% |
$330K - $392K
|
20.6K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 3.98% |
$25.5K - $30.3K
|
1.18K
$809K
|