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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20New |
$10.4K - $12.2K
|
20
$10.2K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-6- 2.54% |
$3.11K - $3.65K
|
230
$117K
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-170K- 88.43% |
$88M - $103M
|
22.2K
$11.3M
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-133- 2.52% |
$69K - $80.8K
|
5.14K
$2.62M
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
136+ 15.8% |
$70.6K - $82.7K
|
997
$509K
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
201+ 16.9% |
$104K - $122K
|
1.39K
$709K
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-191- 10.49% |
$99.1K - $116K
|
1.63K
$832K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
416New |
$216K - $253K
|
416
$212K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
313+ 55.79% |
$162K - $190K
|
874
$446K
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-286- 3.47% |
$148K - $174K
|
7.96K
$4.06M
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-8- 0.38% |
$4.15K - $4.86K
|
2.09K
$1.06M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 9.09% |
$519 - $608
|
10
$5.1K
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-74- 0.88% |
$38.4K - $45K
|
8.35K
$4.26M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-938- 12.84% |
$487K - $570K
|
6.37K
$3.25M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
418+ 6.72% |
$217K - $254K
|
6.64K
$3.39M
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
247+ 2.7% |
$128K - $150K
|
9.39K
$4.79M
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
35+ 2.08% |
$18.2K - $21.3K
|
1.72K
$878K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-17- 2.24% |
$8.82K - $10.3K
|
743
$379K
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
24.2K+ 16.73% |
$12.5M - $14.7M
|
169K
$86.1M
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-140- 6.08% |
$72.6K - $85.1K
|
2.16K
$1.1M
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
130K+ 98.97% |
$67.2M - $78.7M
|
260K
$133M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-24- 2.61% |
$12.5K - $14.6K
|
896
$457K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
94+ 14.03% |
$48.8K - $57.1K
|
764
$390K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-25- 4.02% |
$13K - $15.2K
|
597
$305K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
28+ 4.14% |
$14.5K - $17K
|
705
$360K
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24+ 1.56% |
$12.5K - $14.6K
|
1.56K
$797K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
313+ 66.17% |
$162K - $190K
|
786
$401K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11+ 2.77% |
$5.71K - $6.69K
|
408
$208K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
2+ 0.28% |
$1.04K - $1.22K
|
728
$371K
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4- 0.63% |
$2.08K - $2.43K
|
632
$322K
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-15.8K- 21.02% |
$8.18M - $9.58M
|
59.3K
$30.2M
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
63+ 14.16% |
$32.7K - $38.3K
|
508
$259K
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-308- 6.96% |
$160K - $187K
|
4.12K
$2.1M
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 2.13% |
$15.6K - $18.2K
|
1.38K
$704K
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1+ 0.17% |
$519 - $608
|
595
$304K
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
359New |
$186K - $218K
|
359
$183K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7New |
$3.63K - $4.25K
|
7
$3.57K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-99- 8.6% |
$51.4K - $60.2K
|
1.05K
$537K
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
63+ 6.51% |
$32.7K - $38.3K
|
1.03K
$526K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-75- 2.85% |
$38.9K - $45.6K
|
2.55K
$1.3M
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12- 1.25% |
$6.23K - $7.29K
|
948
$484K
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1- 0.04% |
$519 - $608
|
2.82K
$1.44M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 2.5% |
$2.59K - $3.04K
|
205
$105K
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
120+ 11.8% |
$62.3K - $72.9K
|
1.14K
$580K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9- 2.27% |
$4.67K - $5.47K
|
388
$198K
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-13- 2.76% |
$6.74K - $7.9K
|
458
$234K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-774- 49.9% |
$402K - $470K
|
777
$396K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
729+ 9.63% |
$378K - $443K
|
8.3K
$4.23M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14K- 7.69% |
$7.26M - $8.51M
|
168K
$85.7M
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.09% |
$51.9K - $60.8K
|
113K
$57.5M
|