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 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
610New |
$205K - $235K
|
610
$321K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
598+ 26.96% |
$201K - $231K
|
2.82K
$1.48M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
581+ 107.39% |
$195K - $224K
|
1.12K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
569New |
$191K - $220K
|
569
$299K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
565New |
$189K - $218K
|
565
$297K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
565New |
$189K - $218K
|
565
$297K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
564New |
$189K - $218K
|
564
$297K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
562New |
$188K - $217K
|
562
$296K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
561+ 22.65% |
$188K - $217K
|
3.04K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
554+ 48.6% |
$186K - $214K
|
1.69K
$891K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
541+ 46.56% |
$181K - $209K
|
1.7K
$896K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
515+ 7.07% |
$173K - $199K
|
7.8K
$4.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
515+ 2.21% |
$173K - $199K
|
23.8K
$12.5M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
510+ 0.0% |
$171K - $197K
|
12.5M
$6.58B
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
500+ 10.12% |
$168K - $193K
|
5.44K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
500+ 0.75% |
$168K - $193K
|
66.7K
$35.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
498+ 3.3% |
$167K - $192K
|
15.6K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
492+ 1.86% |
$165K - $190K
|
27K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
479+ 27.59% |
$161K - $185K
|
2.22K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
475+ 8.99% |
$159K - $183K
|
5.76K
$3.03M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
468+ 2.48% |
$157K - $181K
|
19.3K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
467+ 16.09% |
$157K - $180K
|
3.37K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
465+ 30.75% |
$156K - $180K
|
1.98K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
456+ 51.01% |
$153K - $176K
|
1.35K
$710K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
450New |
$151K - $174K
|
450
$237K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
449+ 0.77% |
$151K - $173K
|
58.7K
$30.9M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
439+ 45.12% |
$147K - $169K
|
1.41K
$743K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
419+ 15.79% |
$141K - $162K
|
3.07K
$1.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
415+ 39.3% |
$139K - $160K
|
1.47K
$774K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
412+ 2.29% |
$138K - $159K
|
18.4K
$9.67M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
410+ 47.34% |
$137K - $158K
|
1.28K
$671K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
400+ 6.67% |
$134K - $154K
|
6.4K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
397+ 20.39% |
$133K - $153K
|
2.34K
$1.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
381New |
$128K - $147K
|
381
$200K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
381+ 6.77% |
$128K - $147K
|
6.01K
$3.16M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
375+ 71.43% |
$126K - $145K
|
900
$473K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
375New |
$126K - $145K
|
375
$197K
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
374+ 4.52% |
$125K - $144K
|
8.65K
$4.55M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
371New |
$124K - $143K
|
371
$195K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
363+ 14.55% |
$122K - $140K
|
2.86K
$1.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
352+ 65.43% |
$118K - $136K
|
890
$468K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
346New |
$116K - $134K
|
346
$182K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
299+ 1.03% |
$100K - $115K
|
29.3K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
292+ 0.77% |
$97.9K - $113K
|
38.2K
$20.1M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
283+ 3.09% |
$94.9K - $109K
|
9.44K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
278+ 5.6% |
$93.2K - $107K
|
5.25K
$2.76M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
277+ 119.4% |
$92.9K - $107K
|
509
$268K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
269+ 3.21% |
$90.2K - $104K
|
8.65K
$4.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
267+ 2.57% |
$89.5K - $103K
|
10.6K
$5.6M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
267+ 28.5% |
$89.5K - $103K
|
1.2K
$633K
|