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 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
852+ 1.26% |
$482K - $573K
|
68.7K
$47.2M
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
840New |
$476K - $565K
|
840
$578K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
835New |
$473K - $562K
|
835
$574K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
813+ 0.87% |
$460K - $547K
|
94.1K
$64.7M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
730New |
$413K - $491K
|
730
$502K
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
723New |
$409K - $487K
|
723
$497K
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
704+ 5.16% |
$399K - $474K
|
14.3K
$9.86M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
703+ 6.62% |
$398K - $473K
|
11.3K
$7.79M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
679+ 19.09% |
$384K - $457K
|
4.24K
$2.91M
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
664+ 49.19% |
$376K - $447K
|
2.01K
$1.38M
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
661+ 12.12% |
$374K - $445K
|
6.11K
$4.2M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
658+ 14.07% |
$373K - $443K
|
5.34K
$3.67M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
642New |
$364K - $432K
|
642
$441K
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
626New |
$354K - $421K
|
626
$430K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
626+ 11.55% |
$354K - $421K
|
6.04K
$4.16M
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
624+ 0.42% |
$353K - $420K
|
148K
$102M
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
611+ 11.41% |
$346K - $411K
|
5.97K
$4.1M
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
604New |
$342K - $406K
|
604
$415K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
603+ 33.57% |
$341K - $406K
|
2.4K
$1.65M
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
603+ 0.06% |
$341K - $406K
|
1.08M
$744M
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
600New |
$340K - $404K
|
600
$413K
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
600+ 14.72% |
$340K - $404K
|
4.68K
$3.21M
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
597+ 146.32% |
$338K - $402K
|
1.01K
$691K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
596+ 1.6% |
$337K - $401K
|
37.9K
$26.1M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
593+ 10.1% |
$336K - $399K
|
6.47K
$4.44M
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
585New |
$331K - $394K
|
585
$402K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
567+ 93.41% |
$321K - $382K
|
1.17K
$807K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
564New |
$319K - $380K
|
564
$388K
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
557+ 2.07% |
$315K - $375K
|
27.4K
$18.9M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
556New |
$315K - $374K
|
556
$382K
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
530+ 40.74% |
$300K - $357K
|
1.83K
$1.26M
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
500New |
$283K - $336K
|
500
$344K
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
486New |
$275K - $327K
|
486
$334K
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
481New |
$272K - $324K
|
481
$331K
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
480New |
$272K - $323K
|
480
$330K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
471+ 77.09% |
$267K - $317K
|
1.08K
$744K
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
464+ 23.95% |
$263K - $312K
|
2.4K
$1.65M
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
455New |
$258K - $306K
|
455
$313K
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
453New |
$256K - $305K
|
453
$311K
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
450New |
$255K - $303K
|
450
$309K
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
444New |
$251K - $299K
|
444
$305K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
442+ 29.29% |
$250K - $297K
|
1.95K
$1.34M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
435New |
$246K - $293K
|
435
$299K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
433New |
$245K - $291K
|
433
$298K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
427+ 20.34% |
$242K - $287K
|
2.53K
$1.74M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
427New |
$242K - $287K
|
427
$294K
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
425+ 10.95% |
$241K - $286K
|
4.31K
$2.96M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
413+ 1.32% |
$234K - $278K
|
31.8K
$21.9M
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
413New |
$234K - $278K
|
413
$284K
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
400New |
$226K - $269K
|
400
$275K
|