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 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 1.32% |
$3.26K - $3.66K
|
385
$271K
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
284New |
$185K - $208K
|
284
$200K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
30+ 10.0% |
$19.6K - $22K
|
330
$232K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
284New |
$185K - $208K
|
284
$200K
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
156+ 2.76% |
$102K - $114K
|
5.81K
$4.08M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-332- 2.39% |
$217K - $243K
|
13.6K
$9.55M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.24% |
$653 - $733
|
410
$288K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-674- 19.78% |
$440K - $494K
|
2.73K
$1.92M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-159- 7.48% |
$104K - $117K
|
1.97K
$1.38M
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-57- 9.74% |
$37.2K - $41.8K
|
528
$371K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11+ 3.61% |
$7.18K - $8.06K
|
316
$222K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
6+ 1.33% |
$3.92K - $4.4K
|
458
$322K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.32% |
$653 - $733
|
77
$54.1K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-13- 1.32% |
$8.49K - $9.53K
|
971
$682K
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-43- 1.09% |
$28.1K - $31.5K
|
3.9K
$2.74M
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
63+ 14.86% |
$41.1K - $46.2K
|
487
$342K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4- 0.5% |
$2.61K - $2.93K
|
792
$557K
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2- 0.5% |
$1.31K - $1.47K
|
397
$279K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 1.65% |
$9.14K - $10.3K
|
863
$607K
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-112- 5.92% |
$73.1K - $82.1K
|
1.78K
$1.25M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
68+ 5.89% |
$44.4K - $49.8K
|
1.22K
$860K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
40+ 8.83% |
$26.1K - $29.3K
|
493
$347K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 6.25% |
$1.31K - $1.47K
|
34
$23.9K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-86- 3.42% |
$56.1K - $63K
|
2.43K
$1.71M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8New |
$5.22K - $5.86K
|
8
$5.62K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.04K- 25.86% |
$1.33M - $1.5M
|
5.86K
$4.12M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 1.01% |
$3.92K - $4.4K
|
598
$420K
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-798- 18.54% |
$521K - $585K
|
3.51K
$2.47M
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.03K- 47.54% |
$669K - $751K
|
1.13K
$795K
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-10- 1.53% |
$6.53K - $7.33K
|
643
$452K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
45+ 1.62% |
$29.4K - $33K
|
2.82K
$1.98M
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-177- 3.97% |
$116K - $130K
|
4.28K
$3.01M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 1.88% |
$30.7K - $34.4K
|
2.55K
$1.79M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11+ 2.29% |
$7.18K - $8.06K
|
492
$346K
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5+ 0.65% |
$3.26K - $3.66K
|
778
$547K
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
819New |
$535K - $600K
|
819
$576K
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-202- 27.75% |
$132K - $148K
|
526
$370K
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-14- 1.92% |
$9.14K - $10.3K
|
717
$504K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
149+ 44.61% |
$97.3K - $109K
|
483
$339K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
320New |
$209K - $234K
|
320
$225K
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-978- 6.1% |
$638K - $717K
|
15.1K
$10.6M
|
|
Q1 2025 | |||||||
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.9K- 3.03% |
$15.2M - $18.1M
|
859K
$604M
|
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-50- 22.22% |
$28.3K - $33.6K
|
175
$123K
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
83New |
$47K - $55.9K
|
83
$58.3K
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-184- 23.9% |
$104K - $124K
|
586
$412K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
83New |
$47K - $55.9K
|
83
$58.3K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
105+ 7.28% |
$59.5K - $70.7K
|
1.55K
$1.09M
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
91.4KNew |
$51.8M - $61.5M
|
91.4K
$64.2M
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-900- 24.66% |
$510K - $606K
|
2.75K
$1.93M
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
4.71KNew |
$2.67M - $3.17M
|
4.71K
$3.31M
|