Purchases and Sales Made in Q1 2025 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q1 2025. The information is specifically focused on institutions that hold shares of MCKESSON CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30+ 21.58% |
$17K - $20.2K
|
169
$116K
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
30+ 3.64% |
$17K - $20.2K
|
854
$587K
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
29+ 5.03% |
$16.4K - $19.5K
|
606
$417K
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
29+ 6.37% |
$16.4K - $19.5K
|
484
$333K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
28+ 3.38% |
$15.9K - $18.8K
|
856
$589K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
28+ 1.27% |
$15.9K - $18.8K
|
2.23K
$1.53M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.4% |
$15.9K - $18.8K
|
2.04K
$1.4M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 0.49% |
$15.3K - $18.2K
|
5.58K
$3.83M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
27+ 23.48% |
$15.3K - $18.2K
|
142
$97.6K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 3.07% |
$14.7K - $17.5K
|
872
$600K
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
26+ 4.64% |
$14.7K - $17.5K
|
586
$403K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26+ 1.23% |
$14.7K - $17.5K
|
2.14K
$1.47M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
26New |
$14.7K - $17.5K
|
26
$17.9K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
25+ 2.54% |
$14.2K - $16.8K
|
1.01K
$694K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
25+ 3.91% |
$14.2K - $16.8K
|
664
$457K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
25New |
$14.2K - $16.8K
|
25
$17.2K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
24+ 1.16% |
$13.6K - $16.2K
|
2.1K
$1.44M
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
23+ 3.26% |
$13K - $15.5K
|
729
$501K
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
22+ 1.51% |
$12.5K - $14.8K
|
1.48K
$1.02M
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
22+ 4.27% |
$12.5K - $14.8K
|
537
$369K
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
21+ 4.94% |
$11.9K - $14.1K
|
446
$307K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
21+ 0.07% |
$11.9K - $14.1K
|
29.6K
$20.4M
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
21+ 0.92% |
$11.9K - $14.1K
|
2.32K
$1.59M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
20+ 1.34% |
$11.3K - $13.5K
|
1.52K
$1.04M
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20New |
$11.3K - $13.5K
|
20
$13.8K
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
18+ 0.91% |
$10.2K - $12.1K
|
2K
$1.38M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
18+ 3.53% |
$10.2K - $12.1K
|
528
$363K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
18+ 64.29% |
$10.2K - $12.1K
|
46
$31.6K
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18+ 5.1% |
$10.2K - $12.1K
|
371
$255K
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.36% |
$9.63K - $11.4K
|
4.8K
$3.3M
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
17+ 1.23% |
$9.63K - $11.4K
|
1.4K
$965K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
17New |
$9.63K - $11.4K
|
17
$11.7K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.64% |
$9.06K - $10.8K
|
2.5K
$1.72M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 6.0% |
$8.49K - $10.1K
|
265
$182K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
15+ 2.14% |
$8.49K - $10.1K
|
715
$492K
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
15New |
$8.49K - $10.1K
|
15
$10.3K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15+ 0.54% |
$8.49K - $10.1K
|
2.77K
$1.91M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14+ 1.78% |
$7.93K - $9.42K
|
801
$551K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
14New |
$7.93K - $9.42K
|
14
$9.63K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14+ 1.54% |
$7.93K - $9.42K
|
924
$635K
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
14+ 3.67% |
$7.93K - $9.42K
|
395
$272K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13+ 3.4% |
$7.36K - $8.75K
|
395
$272K
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
13+ 0.18% |
$7.36K - $8.75K
|
7.33K
$5.04M
|
|
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
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13New |
$7.36K - $8.75K
|
13
$8.94K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 2.77% |
$6.79K - $8.08K
|
445
$306K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 4.3% |
$6.79K - $8.08K
|
291
$200K
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
12+ 2.12% |
$6.79K - $8.08K
|
578
$397K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12+ 0.28% |
$6.79K - $8.08K
|
4.29K
$2.95M
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
12+ 3.01% |
$6.79K - $8.08K
|
411
$283K
|