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
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
140New |
$46.9K - $54K
|
140
$81.1K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
139+ 25.46% |
$46.6K - $53.7K
|
685
$397K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
139+ 1.28% |
$46.6K - $53.7K
|
11K
$6.35M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
136+ 8.65% |
$45.6K - $52.5K
|
1.71K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
135+ 94.41% |
$45.3K - $52.1K
|
278
$161K
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
135+ 1.28% |
$45.3K - $52.1K
|
10.7K
$6.2M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
125+ 4166.67% |
$41.9K - $48.3K
|
128
$74.1K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
120+ 127.66% |
$40.2K - $46.3K
|
214
$124K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
119+ 12.11% |
$39.9K - $45.9K
|
1.1K
$638K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
118+ 17.88% |
$39.6K - $45.6K
|
778
$451K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
117+ 2.09% |
$39.2K - $45.2K
|
5.73K
$3.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
107+ 5.44% |
$35.9K - $41.3K
|
2.08K
$1.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
106+ 12.3% |
$35.5K - $40.9K
|
968
$561K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
104+ 16.94% |
$34.9K - $40.2K
|
718
$416K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
102New |
$34.2K - $39.4K
|
102
$59.1K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
102+ 5.5% |
$34.2K - $39.4K
|
1.96K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
101+ 6.47% |
$33.9K - $39K
|
1.66K
$962K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
94New |
$31.5K - $36.3K
|
94
$54.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
88+ 5.18% |
$29.5K - $34K
|
1.79K
$1.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
87+ 5.95% |
$29.2K - $33.6K
|
1.55K
$898K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
85New |
$28.5K - $32.8K
|
85
$49.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
85+ 0.67% |
$28.5K - $32.8K
|
12.7K
$7.37M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
85+ 7.25% |
$28.5K - $32.8K
|
1.26K
$728K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
85+ 5.82% |
$28.5K - $32.8K
|
1.55K
$895K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
84+ 5.06% |
$28.2K - $32.4K
|
1.74K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
80New |
$26.8K - $30.9K
|
80
$46.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
79+ 4.16% |
$26.5K - $30.5K
|
1.98K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
79+ 3.72% |
$26.5K - $30.5K
|
2.21K
$1.28M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
79+ 11.84% |
$26.5K - $30.5K
|
746
$432K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
77+ 13.85% |
$25.8K - $29.7K
|
633
$367K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
77+ 0.33% |
$25.8K - $29.7K
|
23.1K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
75+ 10.81% |
$25.2K - $29K
|
769
$445K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
74+ 11.23% |
$24.8K - $28.6K
|
733
$425K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
73+ 6.6% |
$24.5K - $28.2K
|
1.18K
$683K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
72+ 10.23% |
$24.1K - $27.8K
|
776
$449K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
72+ 7.56% |
$24.1K - $27.8K
|
1.02K
$593K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
72New |
$24.1K - $27.8K
|
72
$41.7K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
67+ 1.97% |
$22.5K - $25.9K
|
3.47K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
65+ 2.47% |
$21.8K - $25.1K
|
2.7K
$1.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
62New |
$20.8K - $23.9K
|
62
$35.9K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
61+ 4.06% |
$20.5K - $23.5K
|
1.56K
$905K
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
60+ 1.16% |
$20.1K - $23.2K
|
5.24K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
60+ 4.3% |
$20.1K - $23.2K
|
1.46K
$843K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
59+ 4.41% |
$19.8K - $22.8K
|
1.4K
$809K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
58+ 5.96% |
$19.5K - $22.4K
|
1.03K
$597K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
57New |
$19.1K - $22K
|
57
$33K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
56+ 3.27% |
$18.8K - $21.6K
|
1.77K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
54+ 9.8% |
$18.1K - $20.8K
|
605
$350K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
54+ 9.8% |
$18.1K - $20.8K
|
605
$350K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
53+ 4.26% |
$17.8K - $20.5K
|
1.3K
$751K
|