Purchases and Sales Made in Q3 2024 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
9New |
$4.31K - $5.67K
|
9
$6.19K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
9+ 6.47% |
$4.31K - $5.67K
|
148
$102K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8+ 1.56% |
$3.83K - $5.04K
|
521
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
8+ 2.13% |
$3.83K - $5.04K
|
383
$263K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 7.48% |
$3.83K - $5.04K
|
115
$79.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8New |
$3.83K - $5.04K
|
8
$5.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
8+ 1.12% |
$3.83K - $5.04K
|
724
$498K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 1.17% |
$3.35K - $4.41K
|
606
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$3.35K - $4.41K
|
7
$4.81K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.17% |
$3.35K - $4.41K
|
4.21K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7+ 0.33% |
$3.35K - $4.41K
|
2.12K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6+ 0.25% |
$2.87K - $3.78K
|
2.38K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
6+ 0.16% |
$2.87K - $3.78K
|
3.72K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6+ 18.75% |
$2.87K - $3.78K
|
38
$26.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
6New |
$2.87K - $3.78K
|
6
$4.13K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5+ 0.73% |
$2.4K - $3.15K
|
692
$476K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5+ 0.74% |
$2.4K - $3.15K
|
684
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
5+ 0.51% |
$2.4K - $3.15K
|
986
$678K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
5+ 0.22% |
$2.4K - $3.15K
|
2.27K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 3.03% |
$2.4K - $3.15K
|
170
$117K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5+ 0.86% |
$2.4K - $3.15K
|
587
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
5+ 1.17% |
$2.4K - $3.15K
|
432
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5+ 1.0% |
$2.4K - $3.15K
|
505
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 25.0% |
$1.92K - $2.52K
|
20
$13.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4+ 0.13% |
$1.92K - $2.52K
|
3.16K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
4+ 0.11% |
$1.92K - $2.52K
|
3.5K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.34% |
$1.92K - $2.52K
|
1.18K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
4+ 0.04% |
$1.92K - $2.52K
|
9.59K
$6.59M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3New |
$1.44K - $1.89K
|
3
$2.06K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.11% |
$1.44K - $1.89K
|
2.82K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3+ 0.63% |
$1.44K - $1.89K
|
483
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 2.04% |
$1.44K - $1.89K
|
150
$103K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3+ 0.28% |
$1.44K - $1.89K
|
1.08K
$743K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3New |
$1.44K - $1.89K
|
3
$2.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3+ 0.32% |
$1.44K - $1.89K
|
933
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$1.44K - $1.89K
|
2.48K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3+ 0.63% |
$1.44K - $1.89K
|
482
$331K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3+ 0.5% |
$1.44K - $1.89K
|
598
$411K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.43% |
$958 - $1.26K
|
472
$325K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$958 - $1.26K
|
1.37K
$941K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
2+ 0.13% |
$958 - $1.26K
|
1.59K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 2.2% |
$958 - $1.26K
|
93
$63.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 4.88% |
$958 - $1.26K
|
43
$29.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.11% |
$958 - $1.26K
|
1.89K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2+ 0.14% |
$958 - $1.26K
|
1.42K
$975K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
2+ 0.21% |
$958 - $1.26K
|
977
$672K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2+ 0.42% |
$958 - $1.26K
|
483
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2+ 0.94% |
$958 - $1.26K
|
214
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2New |
$958 - $1.26K
|
2
$1.38K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2New |
$958 - $1.26K
|
2
$1.38K
|