Purchases and Sales Made in Q1 2024 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q1 2024. 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 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
194+ 18.51% |
$91.8K - $105K
|
1.24K
$653K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
191+ 39.22% |
$90.4K - $103K
|
678
$357K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
190New |
$89.9K - $102K
|
190
$99.9K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
185+ 4.8% |
$87.6K - $99.8K
|
4.04K
$2.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
184+ 7.72% |
$87.1K - $99.2K
|
2.57K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
184+ 18.42% |
$87.1K - $99.2K
|
1.18K
$622K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
180+ 3.35% |
$85.2K - $97.1K
|
5.55K
$2.92M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
179New |
$84.7K - $96.5K
|
179
$94.1K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
177+ 8.39% |
$83.8K - $95.4K
|
2.29K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
174+ 1.25% |
$82.4K - $93.8K
|
14.1K
$7.43M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
174+ 19.71% |
$82.4K - $93.8K
|
1.06K
$556K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
172+ 34.82% |
$81.4K - $92.8K
|
666
$350K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
169+ 32.31% |
$80K - $91.1K
|
692
$364K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
166+ 44.74% |
$78.6K - $89.5K
|
537
$282K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
165+ 7.16% |
$78.1K - $89K
|
2.47K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
161+ 3.73% |
$76.2K - $86.8K
|
4.47K
$2.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
159+ 31.24% |
$75.3K - $85.7K
|
668
$351K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
158+ 0.84% |
$74.8K - $85.2K
|
18.9K
$9.93M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
152+ 3.03% |
$72K - $82K
|
5.16K
$2.72M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
151+ 22.88% |
$71.5K - $81.4K
|
811
$427K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
150New |
$71K - $80.9K
|
150
$78.9K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
141+ 26.36% |
$66.8K - $76K
|
676
$356K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
141+ 1.06% |
$66.8K - $76K
|
13.5K
$7.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
139+ 12.83% |
$65.8K - $75K
|
1.22K
$643K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
139+ 3.05% |
$65.8K - $75K
|
4.7K
$2.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
135+ 3.28% |
$63.9K - $72.8K
|
4.26K
$2.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
131+ 8.4% |
$62K - $70.6K
|
1.69K
$889K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
130+ 3.32% |
$61.5K - $70.1K
|
4.05K
$2.13M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
128+ 3.65% |
$60.6K - $69K
|
3.64K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
127+ 4.12% |
$60.1K - $68.5K
|
3.21K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
124New |
$58.7K - $66.9K
|
124
$65.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
122+ 7.36% |
$57.8K - $65.8K
|
1.78K
$936K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
122+ 5.86% |
$57.8K - $65.8K
|
2.21K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
118+ 22.14% |
$55.9K - $63.6K
|
651
$342K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
118+ 10.97% |
$55.9K - $63.6K
|
1.19K
$628K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
116+ 15.3% |
$54.9K - $62.6K
|
874
$460K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
115+ 12.29% |
$54.4K - $62K
|
1.05K
$553K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
112+ 5.61% |
$53K - $60.4K
|
2.11K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
110+ 7.74% |
$52.1K - $59.3K
|
1.53K
$805K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
110+ 16.08% |
$52.1K - $59.3K
|
794
$418K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
110+ 17.16% |
$52.1K - $59.3K
|
751
$395K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
110+ 6.06% |
$52.1K - $59.3K
|
1.93K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
109+ 24.06% |
$51.6K - $58.8K
|
562
$296K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
107+ 4.7% |
$50.7K - $57.7K
|
2.38K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
106+ 0.27% |
$50.2K - $57.2K
|
39.2K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
106+ 179.66% |
$50.2K - $57.2K
|
165
$86.8K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
105+ 29.09% |
$49.7K - $56.6K
|
466
$245K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
105New |
$49.7K - $56.6K
|
105
$55.2K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
103+ 6.68% |
$48.8K - $55.5K
|
1.65K
$866K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
101+ 2.88% |
$47.8K - $54.5K
|
3.61K
$1.9M
|