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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5Closed |
$2.01K - $2.23K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
12.6KNew |
$5.09M - $5.64M
|
12.6K
$7.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-29- 5.8% |
$11.7K - $12.9K
|
471
$272K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$1.21K - $1.34K
|
3
$1.73K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.22KNew |
$489K - $543K
|
1.22K
$701K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-19- 3.89% |
$7.65K - $8.48K
|
470
$271K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 8.75% |
$2.82K - $3.12K
|
73
$42.1K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
270New |
$109K - $121K
|
270
$156K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
140New |
$56.3K - $62.5K
|
140
$80.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-8.55K- 83.44% |
$3.44M - $3.82M
|
1.7K
$979K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
500New |
$201K - $223K
|
500
$288K
|
|
|
Nov 07, 2023
Q3 2023
|
Harbor Advisors LLC
|
BUY
|
- |
1KNew |
$402K - $446K
|
1K
$577K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
137KNew |
$55.1M - $61.1M
|
137K
$79M
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-22- 2.22% |
$8.85K - $9.82K
|
967
$558K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
1.3KNew |
$522K - $579K
|
1.3K
$749K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9New |
$3.62K - $4.02K
|
9
$5.19K
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
580New |
$233K - $259K
|
580
$334K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 6.94% |
$2.01K - $2.23K
|
67
$38.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
484+ 4.17% |
$195K - $216K
|
12.1K
$6.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-498- 10.12% |
$200K - $222K
|
4.43K
$2.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15+ 7.08% |
$6.04K - $6.7K
|
227
$131K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-27- 55.1% |
$10.9K - $12.1K
|
22
$12.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-184- 27.88% |
$74K - $82.1K
|
476
$275K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
524New |
$211K - $234K
|
524
$302K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
460New |
$185K - $205K
|
460
$265K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
834New |
$336K - $372K
|
834
$481K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
131+ 154.12% |
$52.7K - $58.5K
|
216
$125K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-34- 0.44% |
$13.7K - $15.2K
|
7.67K
$4.42M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
70+ 1.59% |
$28.2K - $31.2K
|
4.48K
$2.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 1.29% |
$4.02K - $4.46K
|
767
$442K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
2.5KNew |
$1.01M - $1.12M
|
2.5K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.69K- 31.42% |
$680K - $754K
|
3.69K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
63New |
$25.4K - $28.1K
|
63
$36.3K
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-5- 0.71% |
$2.01K - $2.23K
|
695
$401K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
1.7KNew |
$684K - $759K
|
1.7K
$980K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6+ 17.14% |
$2.41K - $2.68K
|
41
$23.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
5.19KNew |
$2.09M - $2.32M
|
5.19K
$2.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.37KNew |
$1.36M - $1.5M
|
3.37K
$1.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25+ 156.25% |
$10.1K - $11.2K
|
41
$23.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7New |
$2.82K - $3.12K
|
7
$4.04K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$1.21K - $1.34K
|
3
$1.73K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-94- 2.71% |
$37.8K - $42K
|
3.38K
$1.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
612New |
$246K - $273K
|
612
$353K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.22KClosed |
$431K - $520K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.37K- 40.51% |
$1.9M - $2.3M
|
7.89K
$4.55M
|
|
|
Jan 03, 2024
Q2 2023
|
Arga Investment Management, LP
|
BUY
|
- |
11.1K+ 736.91% |
$3.94M - $4.75M
|
12.6K
$7.28M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-30.2K- 69.18% |
$10.7M - $12.9M
|
13.4K
$7.75M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
51New |
$18.1K - $21.8K
|
51
$29.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
30New |
$10.6K - $12.8K
|
30
$17.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
13+ 1.93% |
$4.6K - $5.56K
|
686
$396K
|
|