Purchases and Sales Made in Q1 2023 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q1 2023. The information is specifically focused on institutions that hold shares of MCKESSON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
9+ 16.98% |
$3.02K - $3.47K
|
62
$32.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8+ 0.82% |
$2.68K - $3.09K
|
981
$516K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
8+ 0.77% |
$2.68K - $3.09K
|
1.04K
$549K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 3.33% |
$2.68K - $3.09K
|
248
$130K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8+ 15.69% |
$2.68K - $3.09K
|
59
$31K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
7+ 4.17% |
$2.35K - $2.7K
|
175
$92K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7New |
$2.35K - $2.7K
|
7
$3.68K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.17% |
$2.35K - $2.7K
|
4.19K
$2.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.31% |
$2.01K - $2.32K
|
1.94K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 0.15% |
$2.01K - $2.32K
|
4.08K
$2.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5+ 0.8% |
$1.68K - $1.93K
|
630
$331K
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.68K - $1.93K
|
6.29K
$3.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 2.5% |
$1.68K - $1.93K
|
205
$108K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$1.68K - $1.93K
|
2.19K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
5+ 0.32% |
$1.68K - $1.93K
|
1.57K
$827K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
4+ 50.0% |
$1.34K - $1.54K
|
12
$6.31K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 1.6% |
$1.34K - $1.54K
|
254
$134K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4+ 66.67% |
$1.34K - $1.54K
|
10
$5.26K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.16% |
$1.34K - $1.54K
|
2.53K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.23% |
$1.34K - $1.54K
|
1.72K
$906K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4New |
$1.34K - $1.54K
|
4
$2.1K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 0.63% |
$1.34K - $1.54K
|
638
$336K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3+ 0.45% |
$1.01K - $1.16K
|
677
$356K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.16% |
$1.01K - $1.16K
|
1.86K
$977K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 1.83% |
$1.01K - $1.16K
|
167
$87.8K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3New |
$1.01K - $1.16K
|
3
$1.58K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.47% |
$1.01K - $1.16K
|
644
$339K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3New |
$1.01K - $1.16K
|
3
$1.58K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.07% |
$671 - $772
|
2.88K
$1.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.33% |
$671 - $772
|
610
$321K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$671 - $772
|
2
$1.05K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$671 - $772
|
2
$1.05K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
2+ 0.06% |
$671 - $772
|
3.42K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.17% |
$671 - $772
|
1.15K
$606K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 4.08% |
$671 - $772
|
51
$26.8K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.01% |
$671 - $772
|
14.6K
$7.68M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.09% |
$335 - $386
|
1.15K
$604K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.15% |
$335 - $386
|
673
$354K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.41% |
$335 - $386
|
245
$129K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.07% |
$335 - $386
|
1.47K
$774K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.1% |
$335 - $386
|
974
$512K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.09% |
$335 - $386
|
1.16K
$609K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.07% |
$335 - $386
|
1.53K
$806K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1+ 0.1% |
$335 - $386
|
1.04K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
1+ 3.45% |
$335 - $386
|
30
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.14% |
$335 - $386
|
701
$369K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.62% |
$335 - $386
|
160
$84.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.67% |
$335 - $386
|
14
$7.36K
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-2- 0.07% |
$671 - $772
|
2.73K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-2- 0.08% |
$671 - $772
|
2.4K
$1.26M
|