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 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
120New |
$67.9K - $80.8K
|
120
$82.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
119+ 10.1% |
$67.4K - $80.1K
|
1.3K
$892K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
119+ 1.09% |
$67.4K - $80.1K
|
11K
$7.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
113+ 13.11% |
$64K - $76K
|
975
$670K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
113+ 2.96% |
$64K - $76K
|
3.94K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
113+ 6.86% |
$64K - $76K
|
1.76K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
112+ 1.41% |
$63.4K - $75.4K
|
8.08K
$5.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
111+ 16.64% |
$62.8K - $74.7K
|
778
$535K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
110+ 4.18% |
$62.3K - $74K
|
2.74K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
108+ 0.66% |
$61.2K - $72.7K
|
16.4K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
107+ 20.19% |
$60.6K - $72K
|
637
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
104+ 7.44% |
$58.9K - $70K
|
1.5K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
104+ 5.73% |
$58.9K - $70K
|
1.92K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
104New |
$58.9K - $70K
|
104
$71.5K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
100+ 10.43% |
$56.6K - $67.3K
|
1.06K
$728K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
99+ 5.9% |
$56.1K - $66.6K
|
1.78K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
94+ 7.06% |
$53.2K - $63.3K
|
1.43K
$980K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
93+ 1.53% |
$52.7K - $62.6K
|
6.15K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
92+ 1840.0% |
$52.1K - $61.9K
|
97
$66.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
91+ 0.38% |
$51.5K - $61.2K
|
23.9K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
83+ 2.99% |
$47K - $55.9K
|
2.86K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
82+ 7.64% |
$46.4K - $55.2K
|
1.16K
$794K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
80+ 1.83% |
$45.3K - $53.8K
|
4.45K
$3.06M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
76+ 1.61% |
$43K - $51.1K
|
4.79K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
76+ 14.5% |
$43K - $51.1K
|
600
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
75+ 1.85% |
$42.5K - $50.5K
|
4.14K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
75+ 22.12% |
$42.5K - $50.5K
|
414
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
73+ 10.3% |
$41.3K - $49.1K
|
782
$538K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
73+ 3.54% |
$41.3K - $49.1K
|
2.14K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
72+ 10.03% |
$40.8K - $48.5K
|
790
$543K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 0.41% |
$40.2K - $47.8K
|
17.5K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
70New |
$39.6K - $47.1K
|
70
$48.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
69+ 1.41% |
$39.1K - $46.4K
|
4.95K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
68+ 11.28% |
$38.5K - $45.8K
|
671
$461K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
68+ 52.31% |
$38.5K - $45.8K
|
198
$136K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
68+ 1.71% |
$38.5K - $45.8K
|
4.05K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
67+ 1.27% |
$37.9K - $45.1K
|
5.36K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
67+ 11.71% |
$37.9K - $45.1K
|
639
$439K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
65+ 0.44% |
$36.8K - $43.7K
|
14.9K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 37.65% |
$36.2K - $43.1K
|
234
$161K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
63+ 3.53% |
$35.7K - $42.4K
|
1.85K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
60New |
$34K - $40.4K
|
60
$41.3K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
60+ 2.77% |
$34K - $40.4K
|
2.22K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.67% |
$34K - $40.4K
|
8.95K
$6.15M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
59+ 11.41% |
$33.4K - $39.7K
|
576
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58+ 6.3% |
$32.8K - $39K
|
979
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
55+ 2.29% |
$31.1K - $37K
|
2.46K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
53+ 7.13% |
$30K - $35.7K
|
796
$547K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
51+ 6.02% |
$28.9K - $34.3K
|
898
$617K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
50+ 3.96% |
$28.3K - $33.6K
|
1.31K
$903K
|