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 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13+ 3.16% |
$8.49K - $9.53K
|
424
$298K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.31K - $1.47K
|
1.51K
$1.06M
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
18New |
$11.8K - $13.2K
|
18
$12.7K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
14+ 2.66% |
$9.14K - $10.3K
|
541
$380K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
70+ 3.04% |
$45.7K - $51.3K
|
2.37K
$1.67M
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-18- 1.35% |
$11.8K - $13.2K
|
1.32K
$928K
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-630- 2.72% |
$411K - $462K
|
22.5K
$15.8M
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.6KNew |
$3M - $3.37M
|
4.6K
$3.23M
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
515+ 11.02% |
$336K - $377K
|
5.19K
$3.65M
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-11- 0.35% |
$7.18K - $8.06K
|
3.13K
$2.2M
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 50.0% |
$4.57K - $5.13K
|
21
$14.8K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 23.98% |
$673K - $755K
|
5.33K
$3.75M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29+ 9.97% |
$18.9K - $21.3K
|
320
$225K
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 535.71% |
$49K - $55K
|
89
$62.6K
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
968+ 3.37% |
$632K - $709K
|
29.7K
$20.9M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
59New |
$38.5K - $43.2K
|
59
$41.5K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-20- 0.86% |
$13.1K - $14.7K
|
2.3K
$1.62M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
25+ 4.08% |
$16.3K - $18.3K
|
638
$448K
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
373+ 114.77% |
$244K - $273K
|
698
$491K
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
148+ 28.03% |
$96.6K - $108K
|
676
$475K
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-115- 2.06% |
$75.1K - $84.3K
|
5.47K
$3.84M
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-540- 42.89% |
$353K - $396K
|
719
$505K
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-66- 18.8% |
$43.1K - $48.4K
|
285
$200K
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.32% |
$653 - $733
|
309
$217K
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-86- 6.67% |
$56.1K - $63K
|
1.2K
$846K
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-3.53K- 35.18% |
$2.31M - $2.59M
|
6.51K
$4.57M
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
11+ 1.55% |
$7.18K - $8.06K
|
721
$507K
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-52- 9.45% |
$33.9K - $38.1K
|
498
$350K
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
545+ 22.26% |
$356K - $399K
|
2.99K
$2.1M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-31- 3.08% |
$20.2K - $22.7K
|
974
$685K
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22- 2.92% |
$14.4K - $16.1K
|
731
$514K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 3.45% |
$1.31K - $1.47K
|
56
$39.4K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-97- 1.07% |
$63.3K - $71.1K
|
8.96K
$6.3M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.21% |
$653 - $733
|
466
$328K
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-110- 8.83% |
$71.8K - $80.6K
|
1.14K
$798K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7+ 1.01% |
$4.57K - $5.13K
|
697
$490K
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-89- 10.6% |
$58.1K - $65.2K
|
751
$528K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
437New |
$285K - $320K
|
437
$307K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 37.5% |
$1.96K - $2.2K
|
11
$7.73K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
261+ 25.87% |
$170K - $191K
|
1.27K
$893K
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
128+ 2.76% |
$83.6K - $93.8K
|
4.77K
$3.35M
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-26- 2.1% |
$17K - $19.1K
|
1.22K
$854K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
362+ 3.08% |
$236K - $265K
|
12.1K
$8.53M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-38- 2.97% |
$24.8K - $27.8K
|
1.24K
$872K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.33K- 2.11% |
$870K - $977K
|
62K
$43.6M
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
400New |
$261K - $293K
|
400
$281K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 5.75% |
$6.53K - $7.33K
|
184
$129K
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-5- 1.09% |
$3.26K - $3.66K
|
454
$319K
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-57- 0.72% |
$37.2K - $41.8K
|
7.85K
$5.52M
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1+ 0.22% |
$653 - $733
|
460
$323K
|