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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-321- 8.96% |
$152K - $173K
|
3.26K
$1.88M
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-25- 2.27% |
$11.8K - $13.5K
|
1.07K
$619K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25New |
$11.8K - $13.5K
|
25
$14.4K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
414New |
$196K - $223K
|
414
$239K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$1.42K - $1.62K
|
3
$1.73K
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
BUY
|
- |
9+ 1.53% |
$4.26K - $4.85K
|
599
$345K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
530New |
$251K - $286K
|
530
$306K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2- 50.0% |
$947 - $1.08K
|
2
$1.15K
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
375New |
$178K - $202K
|
375
$216K
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50- 7.41% |
$23.7K - $27K
|
625
$360K
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-14- 3.19% |
$6.63K - $7.55K
|
425
$245K
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-16- 2.83% |
$7.57K - $8.63K
|
550
$317K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
PUT |
1.2KNew |
$568K - $647K
|
1.2K
$692K
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-41- 14.04% |
$19.4K - $22.1K
|
251
$145K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$947 - $1.08K
|
2
$1.15K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
489New |
$232K - $264K
|
489
$282K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
26+ 260.0% |
$12.3K - $14K
|
36
$20.8K
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
375New |
$178K - $202K
|
375
$216K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
554+ 164.88% |
$262K - $299K
|
890
$513K
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
410+ 24.55% |
$194K - $221K
|
2.08K
$1.2M
|
|
May 06, 2024
Q1 2024
|
Settian Capital LP
|
BUY
|
- |
2K+ 28.57% |
$947K - $1.08M
|
9K
$5.19M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.06KNew |
$504K - $574K
|
1.06K
$614K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.41% |
$473 - $539
|
246
$142K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
11+ 1.08% |
$5.21K - $5.93K
|
1.03K
$595K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 1.49% |
$473 - $539
|
66
$38.1K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4New |
$1.89K - $2.16K
|
4
$2.31K
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 1.59% |
$4.73K - $5.39K
|
640
$369K
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
375New |
$178K - $202K
|
375
$216K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$16.6K - $18.9K
|
35
$20.2K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
93+ 4.54% |
$44K - $50.2K
|
2.14K
$1.24M
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-50- 6.22% |
$23.7K - $27K
|
754
$435K
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-58- 0.91% |
$27.5K - $31.3K
|
6.29K
$3.63M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
245+ 12.47% |
$116K - $132K
|
2.21K
$1.27M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 4.56% |
$16.1K - $18.3K
|
712
$411K
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
426New |
$202K - $230K
|
426
$246K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.2% |
$473 - $539
|
84
$48.4K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
417New |
$197K - $225K
|
417
$240K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
2+ 0.29% |
$947 - $1.08K
|
695
$401K
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.21% |
$473 - $539
|
473
$273K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-242- 11.58% |
$115K - $131K
|
1.85K
$1.07M
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.12K- 40.24% |
$529K - $603K
|
1.66K
$957K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-20- 3.82% |
$9.47K - $10.8K
|
504
$291K
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.05K- 9.52% |
$499K - $568K
|
10K
$5.78M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5- 0.78% |
$2.37K - $2.7K
|
637
$367K
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-310- 9.33% |
$147K - $167K
|
3.01K
$1.74M
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 1.56% |
$4.73K - $5.39K
|
633
$365K
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
5New |
$2.37K - $2.7K
|
5
$2.88K
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-24- 4.65% |
$11.4K - $12.9K
|
492
$284K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-17- 14.91% |
$8.05K - $9.17K
|
97
$55.9K
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
18.5KNew |
$8.74M - $9.96M
|
18.5K
$10.6M
|