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 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
325New |
$184K - $219K
|
325
$223K
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
325New |
$184K - $219K
|
325
$223K
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
325+ 6.14% |
$184K - $219K
|
5.62K
$3.86M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
323New |
$183K - $217K
|
323
$222K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
321+ 10.89% |
$182K - $216K
|
3.27K
$2.25M
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
320+ 1.1% |
$181K - $215K
|
29.4K
$20.2M
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
320New |
$181K - $215K
|
320
$220K
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
318New |
$180K - $214K
|
318
$219K
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
316New |
$179K - $213K
|
316
$217K
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
315New |
$178K - $212K
|
315
$217K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
315New |
$178K - $212K
|
315
$217K
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
312+ 3.63% |
$177K - $210K
|
8.91K
$6.13M
|
|
May 09, 2025
Q1 2025
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
311New |
$176K - $209K
|
311
$214K
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
309New |
$175K - $208K
|
309
$212K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
306New |
$173K - $206K
|
306
$210K
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
306+ 81.17% |
$173K - $206K
|
683
$470K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
306New |
$173K - $206K
|
306
$210K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
305New |
$173K - $205K
|
305
$210K
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
305New |
$173K - $205K
|
305
$210K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
305New |
$173K - $205K
|
305
$210K
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
302+ 71.06% |
$171K - $203K
|
727
$500K
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
301New |
$170K - $203K
|
301
$207K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
300New |
$170K - $202K
|
300
$206K
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
300New |
$170K - $202K
|
300
$206K
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
300New |
$170K - $202K
|
300
$206K
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
300New |
$170K - $202K
|
300
$206K
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
300New |
$170K - $202K
|
300
$206K
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
300New |
$170K - $202K
|
300
$206K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
300New |
$170K - $202K
|
300
$206K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
299New |
$169K - $201K
|
299
$206K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
299+ 80.16% |
$169K - $201K
|
672
$462K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
295+ 7.81% |
$167K - $199K
|
4.07K
$2.8M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
293+ 12.32% |
$166K - $197K
|
2.67K
$1.84M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
288+ 4.3% |
$163K - $194K
|
6.99K
$4.81M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
285+ 23.13% |
$161K - $192K
|
1.52K
$1.04M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
280+ 8.35% |
$159K - $188K
|
3.64K
$2.5M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
277+ 29.47% |
$157K - $186K
|
1.22K
$837K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
277+ 2.41% |
$157K - $186K
|
11.8K
$8.09M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
271+ 4.94% |
$153K - $182K
|
5.76K
$3.96M
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
255+ 75.67% |
$144K - $172K
|
592
$407K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
250+ 18.45% |
$142K - $168K
|
1.61K
$1.1M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
244New |
$138K - $164K
|
244
$168K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
242+ 1.75% |
$137K - $163K
|
14.1K
$9.67M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
242+ 1.9% |
$137K - $163K
|
13K
$8.94M
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
241+ 1.69% |
$136K - $162K
|
14.5K
$9.96M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
237+ 6.5% |
$134K - $159K
|
3.88K
$2.67M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
223+ 23.35% |
$126K - $150K
|
1.18K
$810K
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
220+ 9.66% |
$125K - $148K
|
2.5K
$1.72M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
218+ 4.9% |
$123K - $147K
|
4.67K
$3.21M
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
218+ 27.53% |
$123K - $147K
|
1.01K
$694K
|