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 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
65+ 122.64% |
$42.4K - $47.6K
|
118
$82.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3New |
$1.96K - $2.2K
|
3
$2.11K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
31+ 4.37% |
$20.2K - $22.7K
|
740
$520K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.37KNew |
$1.55M - $1.74M
|
2.37K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
38+ 5.72% |
$24.8K - $27.8K
|
702
$493K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
311New |
$203K - $228K
|
311
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2- 0.43% |
$1.31K - $1.47K
|
466
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-42- 2.82% |
$27.4K - $30.8K
|
1.45K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
355+ 65.38% |
$232K - $260K
|
898
$631K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-91- 0.38% |
$59.4K - $66.7K
|
23.6K
$16.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
590New |
$385K - $432K
|
590
$415K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-190- 3.79% |
$124K - $139K
|
4.82K
$3.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
593New |
$387K - $435K
|
593
$417K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-142- 7.41% |
$92.7K - $104K
|
1.78K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-4- 0.21% |
$2.61K - $2.93K
|
1.87K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-188- 10.47% |
$123K - $138K
|
1.61K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-30.5K- 3.9% |
$19.9M - $22.4M
|
753K
$529M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-35- 4.05% |
$22.8K - $25.6K
|
830
$583K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-100- 10.26% |
$65.3K - $73.3K
|
875
$615K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
13+ 4.32% |
$8.49K - $9.53K
|
314
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
169+ 15.05% |
$110K - $124K
|
1.29K
$908K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.11KNew |
$725K - $813K
|
1.11K
$780K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
273+ 2.07% |
$178K - $200K
|
13.5K
$9.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
197+ 45.39% |
$129K - $144K
|
631
$444K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15+ 3.73% |
$9.79K - $11K
|
417
$293K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
129+ 9.75% |
$84.2K - $94.5K
|
1.45K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-4- 0.53% |
$2.61K - $2.93K
|
756
$531K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
79+ 46.75% |
$51.6K - $57.9K
|
248
$174K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-167- 5.11% |
$109K - $122K
|
3.1K
$2.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
4.25K+ 45.9% |
$2.78M - $3.12M
|
13.5K
$9.5M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.27K- 1.23% |
$830K - $931K
|
102K
$71.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
31.3K+ 23.88% |
$20.4M - $22.9M
|
162K
$114M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-3.5K- 38.46% |
$2.28M - $2.56M
|
5.6K
$3.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
499New |
$326K - $366K
|
499
$351K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
283+ 11.34% |
$185K - $207K
|
2.78K
$1.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
102+ 18.51% |
$66.6K - $74.7K
|
653
$459K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
64+ 7.45% |
$41.8K - $46.9K
|
923
$649K
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-104K- 9.63% |
$68.1M - $76.4M
|
978K
$688M
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-10.3K- 63.19% |
$6.72M - $7.55M
|
6K
$4.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-43- 4.45% |
$28.1K - $31.5K
|
923
$649K
|
|
|
Jul 25, 2025
Q2 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
2K+ 18.18% |
$1.31M - $1.47M
|
13K
$9.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-56- 2.81% |
$36.6K - $41K
|
1.94K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
284New |
$185K - $208K
|
284
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
211+ 11.88% |
$138K - $155K
|
1.99K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-5- 1.19% |
$3.26K - $3.66K
|
415
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.47K+ 25.11% |
$2.92M - $3.27M
|
22.3K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1.02K- 46.87% |
$665K - $747K
|
1.16K
$812K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-50- 7.9% |
$32.6K - $36.6K
|
583
$410K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
792+ 5.73% |
$517K - $580K
|
14.6K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6+ 2.62% |
$3.92K - $4.4K
|
235
$165K
|