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 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-40- 1.61% |
$13.4K - $15.4K
|
2.45K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-41- 2.4% |
$13.7K - $15.8K
|
1.67K
$965K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-42- 3.45% |
$14.1K - $16.2K
|
1.17K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-44- 2.44% |
$14.8K - $17K
|
1.76K
$1.02M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-44- 10.92% |
$14.8K - $17K
|
359
$208K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-45- 10.74% |
$15.1K - $17.4K
|
374
$217K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-46- 3.04% |
$15.4K - $17.8K
|
1.47K
$848K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-46- 2.88% |
$15.4K - $17.8K
|
1.55K
$898K
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-47- 1.55% |
$15.8K - $18.1K
|
3K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-49- 4.97% |
$16.4K - $18.9K
|
936
$542K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-50- 7.09% |
$16.8K - $19.3K
|
655
$379K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-50- 0.85% |
$16.8K - $19.3K
|
5.8K
$3.36M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-50- 0.86% |
$16.8K - $19.3K
|
5.77K
$3.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-54- 0.49% |
$18.1K - $20.8K
|
11K
$6.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-55- 10.83% |
$18.4K - $21.2K
|
453
$262K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-56- 0.52% |
$18.8K - $21.6K
|
10.7K
$6.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-57- 0.44% |
$19.1K - $22K
|
13K
$7.53M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-57- 26.51% |
$19.1K - $22K
|
158
$91.5K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-57- 2.88% |
$19.1K - $22K
|
1.92K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-58- 3.17% |
$19.5K - $22.4K
|
1.77K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 3.13% |
$20.1K - $23.2K
|
1.85K
$1.07M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 3.13% |
$20.1K - $23.2K
|
1.85K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-61- 7.91% |
$20.5K - $23.5K
|
710
$411K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-62- 7.26% |
$20.8K - $23.9K
|
792
$459K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-62- 6.74% |
$20.8K - $23.9K
|
858
$497K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-63- 1.97% |
$21.1K - $24.3K
|
3.13K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-64- 3.87% |
$21.5K - $24.7K
|
1.59K
$920K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-64- 2.93% |
$21.5K - $24.7K
|
2.12K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67- 1.77% |
$22.5K - $25.9K
|
3.73K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-68- 3.92% |
$22.8K - $26.3K
|
1.67K
$965K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-68- 48.23% |
$22.8K - $26.3K
|
73
$42.3K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-69- 0.83% |
$23.1K - $26.6K
|
8.23K
$4.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-70- 3.18% |
$23.5K - $27K
|
2.13K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-70- 2.97% |
$23.5K - $27K
|
2.28K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-71- 9.5% |
$23.8K - $27.4K
|
676
$391K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-71- 2.54% |
$23.8K - $27.4K
|
2.72K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-71- 27.73% |
$23.8K - $27.4K
|
185
$107K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-72- 4.05% |
$24.1K - $27.8K
|
1.71K
$987K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-72- 8.03% |
$24.1K - $27.8K
|
825
$478K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-73- 0.97% |
$24.5K - $28.2K
|
7.46K
$4.32M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-74- 2.67% |
$24.8K - $28.6K
|
2.69K
$1.56M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-76- 62.81% |
$25.5K - $29.3K
|
45
$26.1K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-77- 1.09% |
$25.8K - $29.7K
|
7K
$4.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-79- 2.16% |
$26.5K - $30.5K
|
3.58K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-79- 4.78% |
$26.5K - $30.5K
|
1.58K
$912K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-80- 3.44% |
$26.8K - $30.9K
|
2.24K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-80Closed |
$26.8K - $30.9K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-81- 28.22% |
$27.2K - $31.3K
|
206
$119K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-83- 9.28% |
$27.8K - $32K
|
811
$470K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
SELL
|
- |
-83- 9.01% |
$27.8K - $32K
|
838
$485K
|