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, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.2% |
$519 - $608
|
496
$286K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61+ 10.5% |
$31.6K - $37.1K
|
642
$370K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 20.0% |
$519 - $608
|
6
$3.46K
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
181+ 4.34% |
$93.9K - $110K
|
4.36K
$2.51M
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 3.46% |
$6.74K - $7.9K
|
389
$224K
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-147- 10.46% |
$76.3K - $89.3K
|
1.26K
$725K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
184+ 7.17% |
$95.5K - $112K
|
2.75K
$1.59M
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-210- 34.71% |
$109K - $128K
|
395
$228K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-94- 21.12% |
$48.8K - $57.1K
|
351
$202K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 1.46% |
$1.56K - $1.82K
|
208
$120K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-18- 0.12% |
$9.34K - $10.9K
|
14.9K
$8.57M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.49% |
$3.11K - $3.65K
|
1.22K
$701K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
17+ 9.77% |
$8.82K - $10.3K
|
191
$110K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26+ 27.37% |
$13.5K - $15.8K
|
121
$69.8K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-75- 4.11% |
$38.9K - $45.6K
|
1.75K
$1.01M
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15+ 3.11% |
$7.78K - $9.12K
|
497
$287K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
8+ 0.67% |
$4.15K - $4.86K
|
1.21K
$697K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.26% |
$1.56K - $1.82K
|
1.16K
$669K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
15+ 1.95% |
$7.78K - $9.12K
|
785
$453K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
360New |
$187K - $219K
|
360
$208K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
33+ 4.69% |
$17.1K - $20.1K
|
736
$424K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
25New |
$13K - $15.2K
|
25
$14.4K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7+ 1.83% |
$3.63K - $4.25K
|
390
$225K
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
400New |
$208K - $243K
|
400
$231K
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 2.79% |
$7.78K - $9.12K
|
553
$319K
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
425New |
$220K - $258K
|
425
$245K
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-536- 59.82% |
$278K - $326K
|
360
$208K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
364New |
$189K - $221K
|
364
$210K
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-26- 6.58% |
$13.5K - $15.8K
|
369
$213K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$10.4K - $12.2K
|
20
$11.5K
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
36+ 5.19% |
$18.7K - $21.9K
|
729
$420K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
13New |
$6.74K - $7.9K
|
13
$7.5K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
30New |
$15.6K - $18.2K
|
30
$17.3K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
563New |
$292K - $342K
|
563
$325K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-26- 48.15% |
$13.5K - $15.8K
|
28
$16.1K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$519 - $608
|
1
$577
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-32- 8.04% |
$16.6K - $19.4K
|
366
$211K
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-180- 2.1% |
$93.4K - $109K
|
8.39K
$4.84M
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1- 1.56% |
$519 - $608
|
63
$36.3K
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
SELL
|
- |
-18- 1.41% |
$9.34K - $10.9K
|
1.26K
$727K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.39KNew |
$1.24M - $1.45M
|
2.39K
$1.38M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-335- 7.35% |
$174K - $204K
|
4.22K
$2.44M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-10- 0.18% |
$5.19K - $6.08K
|
5.41K
$3.12M
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
16.5KNew |
$8.56M - $10M
|
16.5K
$9.52M
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-17- 2.36% |
$8.82K - $10.3K
|
703
$405K
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
947+ 51.52% |
$491K - $576K
|
2.79K
$1.61M
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
347New |
$180K - $211K
|
347
$200K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20New |
$10.4K - $12.2K
|
20
$11.5K
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-133- 2.52% |
$69K - $80.8K
|
5.14K
$2.97M
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-8- 0.38% |
$4.15K - $4.86K
|
2.09K
$1.2M
|