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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Paralel Advisors LLC
|
BUY
|
- |
3.97KNew |
$2.59M - $2.91M
|
3.97K
$2.79M
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-60- 1.2% |
$39.2K - $44K
|
4.95K
$3.48M
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-40- 2.6% |
$26.1K - $29.3K
|
1.5K
$1.05M
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
19+ 4.67% |
$12.4K - $13.9K
|
426
$299K
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
375New |
$245K - $275K
|
375
$264K
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
17+ 1.45% |
$11.1K - $12.5K
|
1.19K
$837K
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.5K- 74.39% |
$981K - $1.1M
|
517
$363K
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
95+ 27.86% |
$62K - $69.6K
|
436
$306K
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.3K- 5.58% |
$1.5M - $1.69M
|
38.9K
$27.4M
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.76% |
$1.96K - $2.2K
|
392
$276K
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18+ 1.85% |
$11.8K - $13.2K
|
989
$695K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.93% |
$1.31K - $1.47K
|
217
$153K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
26New |
$17K - $19.1K
|
26
$18.3K
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
14+ 2.22% |
$9.14K - $10.3K
|
645
$453K
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.32K+ 2.66% |
$864K - $969K
|
51K
$35.9M
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
444New |
$290K - $325K
|
444
$312K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-1- 3.03% |
$653 - $733
|
32
$22.5K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-299- 14.47% |
$195K - $219K
|
1.77K
$1.24M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22- 3.29% |
$14.4K - $16.1K
|
647
$455K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85+ 4.21% |
$55.5K - $62.3K
|
2.11K
$1.48M
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-94.3K- 8.66% |
$61.6M - $69.1M
|
995K
$699M
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
69+ 1.29% |
$45K - $50.6K
|
5.43K
$3.81M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
67+ 5.51% |
$43.7K - $49.1K
|
1.28K
$902K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
35+ 6.7% |
$22.8K - $25.6K
|
557
$392K
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 0.78% |
$3.26K - $3.66K
|
635
$446K
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-2.1K- 8.36% |
$1.37M - $1.54M
|
23.1K
$16.2M
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
443+ 0.67% |
$289K - $325K
|
66.7K
$46.9M
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.11% |
$1.96K - $2.2K
|
2.83K
$1.99M
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-125- 2.58% |
$81.6K - $91.6K
|
4.72K
$3.32M
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
130+ 32.1% |
$84.9K - $95.3K
|
535
$376K
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
65+ 16.13% |
$42.4K - $47.6K
|
468
$329K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11- 0.45% |
$7.18K - $8.06K
|
2.45K
$1.72M
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 3.39% |
$2.61K - $2.93K
|
114
$80.1K
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 6.53% |
$729K - $819K
|
16K
$11.2M
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.8K- 33.27% |
$1.83M - $2.05M
|
5.62K
$3.95M
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
9+ 0.87% |
$5.88K - $6.6K
|
1.04K
$734K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-508- 40.41% |
$332K - $372K
|
749
$526K
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-55- 14.67% |
$35.9K - $40.3K
|
320
$225K
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.74K+ 6.82% |
$2.44M - $2.74M
|
58.5K
$41.1M
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-286- 1.77% |
$187K - $210K
|
15.8K
$11.1M
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-213- 2.38% |
$139K - $156K
|
8.74K
$6.14M
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
21+ 0.39% |
$13.7K - $15.4K
|
5.36K
$3.76M
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
395+ 43.31% |
$258K - $289K
|
1.31K
$919K
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-85- 3.09% |
$55.5K - $62.3K
|
2.67K
$1.88M
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
1+ 0.29% |
$653 - $733
|
351
$247K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
150+ 16.32% |
$97.9K - $110K
|
1.07K
$751K
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.29K- 45.48% |
$845K - $948K
|
1.55K
$1.09M
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-3.61K- 65.94% |
$2.35M - $2.64M
|
1.86K
$1.31M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-24- 2.29% |
$15.7K - $17.6K
|
1.03K
$721K
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
19.9KNew |
$13M - $14.6M
|
19.9K
$14M
|