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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.62% |
$335 - $386
|
160
$92.7K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.67% |
$335 - $386
|
14
$8.11K
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-2- 0.07% |
$671 - $772
|
2.73K
$1.58M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-2- 0.08% |
$671 - $772
|
2.4K
$1.39M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2- 0.12% |
$671 - $772
|
1.72K
$994K
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$671 - $772
|
2.46K
$1.43M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2- 0.14% |
$671 - $772
|
1.44K
$835K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.15% |
$671 - $772
|
1.36K
$789K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3- 0.15% |
$1.01K - $1.16K
|
2.02K
$1.17M
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-3- 0.52% |
$1.01K - $1.16K
|
577
$334K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3- 0.09% |
$1.01K - $1.16K
|
3.23K
$1.87M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 11.11% |
$1.01K - $1.16K
|
24
$13.9K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3- 1.18% |
$1.01K - $1.16K
|
251
$145K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.18% |
$1.01K - $1.16K
|
1.64K
$947K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 33.33% |
$1.01K - $1.16K
|
6
$3.47K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3- 2.91% |
$1.01K - $1.16K
|
100
$57.9K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 0.7% |
$1.34K - $1.54K
|
568
$329K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 1.63% |
$1.34K - $1.54K
|
242
$140K
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4- 1.06% |
$1.34K - $1.54K
|
372
$215K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4- 0.11% |
$1.34K - $1.54K
|
3.51K
$2.03M
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-5- 0.16% |
$1.68K - $1.93K
|
3.11K
$1.8M
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-5- 0.23% |
$1.68K - $1.93K
|
2.14K
$1.24M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 7.14% |
$1.68K - $1.93K
|
65
$37.6K
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-5- 0.3% |
$1.68K - $1.93K
|
1.68K
$975K
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-5- 0.11% |
$1.68K - $1.93K
|
4.42K
$2.56M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5Closed |
$1.68K - $1.93K
|
0
$0
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5- 0.2% |
$1.68K - $1.93K
|
2.54K
$1.47M
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-6- 0.89% |
$2.01K - $2.32K
|
670
$388K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6- 1.73% |
$2.01K - $2.32K
|
341
$197K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6- 20.69% |
$2.01K - $2.32K
|
23
$13.3K
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-6- 7.79% |
$2.01K - $2.32K
|
71
$41.1K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7- 0.3% |
$2.35K - $2.7K
|
2.32K
$1.35M
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-7- 0.23% |
$2.35K - $2.7K
|
3.01K
$1.74M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 2.33% |
$2.35K - $2.7K
|
294
$170K
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7- 0.56% |
$2.35K - $2.7K
|
1.24K
$719K
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-8- 0.88% |
$2.68K - $3.09K
|
896
$519K
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-8- 0.55% |
$2.68K - $3.09K
|
1.45K
$841K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-9- 0.57% |
$3.02K - $3.47K
|
1.56K
$905K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-9- 56.25% |
$3.02K - $3.47K
|
7
$4.05K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-9- 1.18% |
$3.02K - $3.47K
|
754
$437K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-10- 0.96% |
$3.35K - $3.86K
|
1.03K
$595K
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-10- 1.3% |
$3.35K - $3.86K
|
757
$438K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-10- 2.22% |
$3.35K - $3.86K
|
441
$255K
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-10- 1.33% |
$3.35K - $3.86K
|
742
$430K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-10- 0.47% |
$3.35K - $3.86K
|
2.12K
$1.23M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 16.42% |
$3.69K - $4.25K
|
56
$32.4K
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-12- 1.62% |
$4.02K - $4.63K
|
731
$423K
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-13- 2.13% |
$4.36K - $5.02K
|
598
$346K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14- 1.66% |
$4.69K - $5.4K
|
829
$480K
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14- 9.27% |
$4.69K - $5.4K
|
137
$79.3K
|