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 |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 24.19% |
$5.03K - $5.79K
|
47
$24.7K
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-15- 0.54% |
$5.03K - $5.79K
|
2.77K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 39.53% |
$5.7K - $6.56K
|
26
$13.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-17- 0.56% |
$5.7K - $6.56K
|
3.02K
$1.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-17- 0.97% |
$5.7K - $6.56K
|
1.74K
$913K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17- 0.9% |
$5.7K - $6.56K
|
1.87K
$981K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17- 0.9% |
$5.7K - $6.56K
|
1.87K
$981K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-18- 0.45% |
$6.04K - $6.95K
|
4.03K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-18- 0.39% |
$6.04K - $6.95K
|
4.63K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 5.37% |
$6.04K - $6.95K
|
317
$167K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-19- 5.48% |
$6.37K - $7.34K
|
328
$173K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-19- 13.38% |
$6.37K - $7.34K
|
123
$64.7K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-19- 5.07% |
$6.37K - $7.34K
|
356
$187K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 6.6% |
$6.71K - $7.72K
|
283
$149K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-20- 1.71% |
$6.71K - $7.72K
|
1.15K
$605K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-20- 1.07% |
$6.71K - $7.72K
|
1.85K
$972K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-21- 2.82% |
$7.04K - $8.11K
|
725
$381K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-21- 23.86% |
$7.04K - $8.11K
|
67
$35.2K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-22- 0.58% |
$7.38K - $8.49K
|
3.79K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-22- 0.5% |
$7.38K - $8.49K
|
4.38K
$2.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-23- 1.55% |
$7.71K - $8.88K
|
1.46K
$768K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-24- 0.98% |
$8.05K - $9.27K
|
2.44K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25- 1.5% |
$8.38K - $9.65K
|
1.64K
$862K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-26- 1.65% |
$8.72K - $10K
|
1.55K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-26- 0.36% |
$8.72K - $10K
|
7.28K
$3.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-27- 1.74% |
$9.05K - $10.4K
|
1.52K
$802K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-29- 1.5% |
$9.73K - $11.2K
|
1.9K
$998K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 0.21% |
$9.73K - $11.2K
|
13.7K
$7.21M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-30- 1.95% |
$10.1K - $11.6K
|
1.51K
$794K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-32- 3.11% |
$10.7K - $12.4K
|
997
$524K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-32- 0.61% |
$10.7K - $12.4K
|
5.22K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-32- 0.66% |
$10.7K - $12.4K
|
4.83K
$2.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-33- 0.5% |
$11.1K - $12.7K
|
6.55K
$3.44M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-35- 7.87% |
$11.7K - $13.5K
|
410
$216K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-35- 7.87% |
$11.7K - $13.5K
|
410
$216K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-35- 70.0% |
$11.7K - $13.5K
|
15
$7.89K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-35- 2.1% |
$11.7K - $13.5K
|
1.63K
$857K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-36- 0.22% |
$12.1K - $13.9K
|
16.1K
$8.49M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-37- 2.04% |
$12.4K - $14.3K
|
1.78K
$934K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-37- 1.15% |
$12.4K - $14.3K
|
3.18K
$1.67M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-39- 2.7% |
$13.1K - $15.1K
|
1.4K
$738K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-39- 66.1% |
$13.1K - $15.1K
|
20
$10.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-39- 4.08% |
$13.1K - $15.1K
|
918
$483K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-39- 1.13% |
$13.1K - $15.1K
|
3.42K
$1.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-40- 2.02% |
$13.4K - $15.4K
|
1.95K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-40- 0.47% |
$13.4K - $15.4K
|
8.43K
$4.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-40- 1.61% |
$13.4K - $15.4K
|
2.45K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-41- 2.4% |
$13.7K - $15.8K
|
1.67K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-42- 3.45% |
$14.1K - $16.2K
|
1.17K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-44- 2.44% |
$14.8K - $17K
|
1.76K
$924K
|