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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 1.14% |
$1.7K - $2.02K
|
267
$184K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.72% |
$1.7K - $2.02K
|
419
$288K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3+ 0.31% |
$1.7K - $2.02K
|
983
$676K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$1.13K - $1.35K
|
1.35K
$930K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$1.13K - $1.35K
|
2
$1.38K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.32% |
$1.13K - $1.35K
|
154
$106K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2+ 0.02% |
$1.13K - $1.35K
|
8.43K
$5.79M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.16% |
$1.13K - $1.35K
|
174
$120K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.8% |
$1.13K - $1.35K
|
253
$174K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2+ 0.31% |
$1.13K - $1.35K
|
653
$449K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
2+ 0.12% |
$1.13K - $1.35K
|
1.67K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2+ 0.48% |
$1.13K - $1.35K
|
417
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2+ 0.13% |
$1.13K - $1.35K
|
1.48K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.18% |
$1.13K - $1.35K
|
1.14K
$787K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.29% |
$1.13K - $1.35K
|
691
$475K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.72% |
$1.13K - $1.35K
|
118
$81.1K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2+ 0.53% |
$1.13K - $1.35K
|
380
$261K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2+ 0.28% |
$1.13K - $1.35K
|
718
$494K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.29% |
$1.13K - $1.35K
|
695
$478K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.11% |
$566 - $673
|
931
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.24% |
$566 - $673
|
411
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.08% |
$566 - $673
|
1.33K
$911K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 3.23% |
$566 - $673
|
32
$22K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$566 - $673
|
1
$688
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 1.49% |
$566 - $673
|
68
$46.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$566 - $673
|
1
$688
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 2.78% |
$566 - $673
|
37
$25.4K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.15% |
$566 - $673
|
671
$461K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1+ 0.83% |
$566 - $673
|
121
$83.2K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$566 - $673
|
1
$688
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$566 - $673
|
2.49K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1+ 7.14% |
$566 - $673
|
15
$10.3K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.16% |
$566 - $673
|
643
$442K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1+ 0.28% |
$566 - $673
|
357
$245K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1+ 0.05% |
$566 - $673
|
1.88K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.1% |
$566 - $673
|
955
$657K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.04% |
$566 - $673
|
2.66K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.23% |
$566 - $673
|
427
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1- 0.11% |
$566 - $673
|
951
$654K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 3.23% |
$566 - $673
|
30
$20.6K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.1% |
$566 - $673
|
971
$668K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-1- 0.04% |
$566 - $673
|
2.49K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1- 0.23% |
$566 - $673
|
433
$298K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 2.44% |
$1.13K - $1.35K
|
80
$55K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2- 0.2% |
$1.13K - $1.35K
|
1.02K
$699K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2- 0.52% |
$1.13K - $1.35K
|
382
$263K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.28% |
$1.13K - $1.35K
|
719
$494K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-3- 3.19% |
$1.7K - $2.02K
|
91
$62.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 2.73% |
$1.7K - $2.02K
|
107
$73.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-3- 0.54% |
$1.7K - $2.02K
|
550
$378K
|