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 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 10.59% |
$28.3K - $33.6K
|
522
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
48+ 12.77% |
$27.2K - $32.3K
|
424
$292K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
48+ 0.72% |
$27.2K - $32.3K
|
6.75K
$4.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46+ 0.52% |
$26K - $31K
|
8.9K
$6.12M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46+ 3.6% |
$26K - $31K
|
1.32K
$910K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45+ 6.49% |
$25.5K - $30.3K
|
738
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
45+ 6.64% |
$25.5K - $30.3K
|
723
$497K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 3.98% |
$25.5K - $30.3K
|
1.18K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
45+ 1.32% |
$25.5K - $30.3K
|
3.46K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
44+ 11.67% |
$24.9K - $29.6K
|
421
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
42+ 466.67% |
$23.8K - $28.3K
|
51
$35.1K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
42+ 12.88% |
$23.8K - $28.3K
|
368
$253K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41+ 1.77% |
$23.2K - $27.6K
|
2.35K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
41+ 1366.67% |
$23.2K - $27.6K
|
44
$30.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40+ 1.7% |
$22.6K - $26.9K
|
2.39K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
40+ 1.61% |
$22.6K - $26.9K
|
2.52K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37+ 1.18% |
$20.9K - $24.9K
|
3.16K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
37+ 5.57% |
$20.9K - $24.9K
|
701
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
36+ 8.31% |
$20.4K - $24.2K
|
469
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
36+ 0.78% |
$20.4K - $24.2K
|
4.64K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
36New |
$20.4K - $24.2K
|
36
$24.8K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
36+ 6.56% |
$20.4K - $24.2K
|
585
$402K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
36+ 0.54% |
$20.4K - $24.2K
|
6.74K
$4.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
35+ 1.9% |
$19.8K - $23.6K
|
1.88K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
35New |
$19.8K - $23.6K
|
35
$24.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
35+ 9.51% |
$19.8K - $23.6K
|
403
$277K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35+ 4.22% |
$19.8K - $23.6K
|
865
$595K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
35+ 4.34% |
$19.8K - $23.6K
|
842
$579K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
34New |
$19.3K - $22.9K
|
34
$23.4K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
33+ 6.95% |
$18.7K - $22.2K
|
508
$349K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
33+ 12.41% |
$18.7K - $22.2K
|
299
$206K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32+ 1.6% |
$18.1K - $21.5K
|
2.04K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
31+ 1.54% |
$17.6K - $20.9K
|
2.04K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
31+ 5.53% |
$17.6K - $20.9K
|
592
$407K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
31+ 25.83% |
$17.6K - $20.9K
|
151
$104K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
30+ 3.93% |
$17K - $20.2K
|
794
$546K
|
|
|
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
|