Latest Institutional Transactions on Mckesson Corp (MCK)
This table provides information on the latest institutional transactions involving Mckesson Corp (MCK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
670+ 10.78% |
$321K - $422K
|
6.88K
$3.99M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.41K+ 38.24% |
$1.15M - $1.52M
|
8.7K
$5.04M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-35- 6.42% |
$16.8K - $22.1K
|
510
$295K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-98- 9.81% |
$46.9K - $61.8K
|
901
$522K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
143+ 34.54% |
$68.5K - $90.1K
|
557
$323K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-600- 19.36% |
$287K - $378K
|
2.5K
$1.45M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$479 - $630
|
1
$579
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-9- 1.28% |
$4.31K - $5.67K
|
695
$403K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.41KNew |
$673K - $886K
|
1.41K
$814K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
67+ 4.2% |
$32.1K - $42.2K
|
1.66K
$963K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-37- 3.68% |
$17.7K - $23.3K
|
968
$561K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-26- 0.68% |
$12.5K - $16.4K
|
3.77K
$2.18M
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.17KNew |
$1.52M - $2M
|
3.17K
$1.83M
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-72- 44.44% |
$34.5K - $45.4K
|
90
$52.1K
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.44K- 1.79% |
$1.17M - $1.53M
|
134K
$77.4M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-264- 1.75% |
$126K - $166K
|
14.8K
$8.58M
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
653New |
$313K - $412K
|
653
$378K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-400- 11.76% |
$192K - $252K
|
3K
$1.74M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.48K+ 19.13% |
$1.67M - $2.19M
|
21.6K
$12.5M
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
13+ 3.22% |
$6.23K - $8.19K
|
417
$242K
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.67K+ 22.25% |
$801K - $1.05M
|
9.18K
$5.32M
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-11.1K- 77.14% |
$5.29M - $6.97M
|
3.28K
$1.9M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
297+ 35.06% |
$142K - $187K
|
1.14K
$663K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
116New |
$55.6K - $73.1K
|
116
$67.2K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
8+ 1.12% |
$3.83K - $5.04K
|
724
$419K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
147+ 5.76% |
$70.4K - $92.7K
|
2.7K
$1.56M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-18- 2.72% |
$8.62K - $11.3K
|
643
$372K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.64K- 1.65% |
$2.22M - $2.93M
|
277K
$161M
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-7.04K- 76.27% |
$3.37M - $4.44M
|
2.19K
$1.27M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
84+ 7.32% |
$40.2K - $53K
|
1.23K
$714K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-25- 0.68% |
$12K - $15.8K
|
3.63K
$2.11M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.98K+ 11.89% |
$1.43M - $1.88M
|
28.1K
$16.3M
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.01K+ 8.0% |
$2.4M - $3.16M
|
67.7K
$39.2M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-486- 4.35% |
$233K - $306K
|
10.7K
$6.19M
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-21- 6.67% |
$10.1K - $13.2K
|
294
$170K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114New |
$54.6K - $71.9K
|
114
$66K
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.7K- 3.21% |
$814K - $1.07M
|
51.3K
$29.7M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.17% |
$3.35K - $4.41K
|
4.21K
$2.44M
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-50- 13.66% |
$24K - $31.5K
|
316
$183K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-137- 0.6% |
$65.6K - $86.4K
|
22.8K
$13.2M
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2- 0.08% |
$958 - $1.26K
|
2.62K
$1.52M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
275+ 1.31% |
$132K - $173K
|
21.2K
$12.3M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
58+ 4.1% |
$27.8K - $36.6K
|
1.47K
$853K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.16K- 48.45% |
$555K - $730K
|
1.23K
$714K
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-4- 0.3% |
$1.92K - $2.52K
|
1.35K
$780K
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
5KNew |
$2.39M - $3.15M
|
5K
$2.9M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.82K+ 14.07% |
$1.83M - $2.41M
|
30.9K
$17.9M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
21+ 2.45% |
$10.1K - $13.2K
|
879
$509K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-209- 10.89% |
$100K - $132K
|
1.71K
$991K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
98+ 171.93% |
$46.9K - $61.8K
|
155
$89.8K
|