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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1New |
$479 - $630
|
1
$703
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.71K- 28.43% |
$818K - $1.08M
|
4.3K
$3.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-49- 9.42% |
$23.5K - $30.9K
|
471
$331K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-117- 15.02% |
$56.1K - $73.8K
|
662
$465K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
146+ 3.46% |
$69.9K - $92K
|
4.36K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-185- 8.02% |
$88.6K - $117K
|
2.12K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.87% |
$2.4K - $3.15K
|
567
$399K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.2KNew |
$1.53M - $2.02M
|
3.2K
$2.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 42.86% |
$1.44K - $1.89K
|
4
$2.81K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-135- 39.71% |
$64.7K - $85.1K
|
205
$144K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
53+ 32.12% |
$25.4K - $33.4K
|
218
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
15New |
$7.19K - $9.46K
|
15
$10.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-65- 1.11% |
$31.1K - $41K
|
5.8K
$4.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
9New |
$4.31K - $5.67K
|
9
$6.33K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-40- 1.25% |
$19.2K - $25.2K
|
3.17K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.1K+ 7.36% |
$5.8M - $7.64M
|
177K
$124M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.2K- 42.58% |
$9.18M - $12.1M
|
25.8K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$479 - $630
|
1
$703
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-12- 1.06% |
$5.75K - $7.56K
|
1.12K
$786K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-16- 0.56% |
$7.66K - $10.1K
|
2.83K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2- 4.44% |
$958 - $1.26K
|
43
$30.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-21- 26.25% |
$10.1K - $13.2K
|
59
$41.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
153+ 8.16% |
$73.3K - $96.4K
|
2.03K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
8+ 2.13% |
$3.83K - $5.04K
|
383
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
452New |
$217K - $285K
|
452
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
294+ 68.53% |
$141K - $185K
|
723
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
19+ 1900.0% |
$9.1K - $12K
|
20
$14.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
170New |
$81.4K - $107K
|
170
$119K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
10+ 2.0% |
$4.79K - $6.3K
|
509
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
80New |
$38.3K - $50.4K
|
80
$56.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-623- 50.12% |
$298K - $393K
|
620
$436K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-11- 0.69% |
$5.27K - $6.93K
|
1.58K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-759- 2.92% |
$364K - $478K
|
25.2K
$17.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.27KNew |
$2.52M - $3.32M
|
5.27K
$3.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5.59K- 91.29% |
$2.68M - $3.52M
|
533
$375K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.98K+ 139.58% |
$946K - $1.25M
|
3.39K
$2.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
815New |
$390K - $514K
|
815
$573K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 8.33% |
$479 - $630
|
11
$7.73K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-9- 9.09% |
$4.31K - $5.67K
|
90
$63.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 2.17% |
$479 - $630
|
45
$31.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3New |
$1.44K - $1.89K
|
3
$2.11K
|
|
| Q2 2024 | |||||||
|
Jul 24, 2025
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-59- 14.43% |
$30.6K - $35.9K
|
350
$246K
|
|
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-25- 4.27% |
$13K - $15.2K
|
561
$394K
|
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.48KClosed |
$765K - $897K
|
0
$0
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-383Closed |
$199K - $233K
|
0
$0
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
348New |
$181K - $212K
|
348
$245K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
100New |
$51.9K - $60.8K
|
100
$70.3K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
6.4K+ 14.95% |
$3.32M - $3.89M
|
49.2K
$34.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
BUY
|
- |
1.2KNew |
$623K - $730K
|
1.2K
$844K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
388New |
$201K - $236K
|
388
$273K
|
|