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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
105New |
$49.7K - $56.6K
|
105
$60.8K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
103+ 6.68% |
$48.8K - $55.5K
|
1.65K
$953K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
101+ 2.88% |
$47.8K - $54.5K
|
3.61K
$2.09M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
100+ 6.72% |
$47.3K - $53.9K
|
1.59K
$920K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100+ 11.48% |
$47.3K - $53.9K
|
971
$562K
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
99+ 3.0% |
$46.9K - $53.4K
|
3.4K
$1.97M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
94New |
$44.5K - $50.7K
|
94
$54.4K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
93+ 4.54% |
$44K - $50.2K
|
2.14K
$1.24M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
91New |
$43.1K - $49.1K
|
91
$52.7K
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
91+ 6.02% |
$43.1K - $49.1K
|
1.6K
$928K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
90New |
$42.6K - $48.5K
|
90
$52.1K
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
90+ 5.99% |
$42.6K - $48.5K
|
1.59K
$923K
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
90+ 11.42% |
$42.6K - $48.5K
|
878
$508K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 3.2% |
$41.7K - $47.5K
|
2.84K
$1.64M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
85+ 386.36% |
$40.2K - $45.8K
|
107
$62K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
84+ 16.37% |
$39.8K - $45.3K
|
597
$346K
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
84+ 1.96% |
$39.8K - $45.3K
|
4.38K
$2.54M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
83+ 10.88% |
$39.3K - $44.8K
|
846
$490K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
83+ 11.23% |
$39.3K - $44.8K
|
822
$476K
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
82+ 2.44% |
$38.8K - $44.2K
|
3.44K
$1.99M
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
80+ 15.56% |
$37.9K - $43.1K
|
594
$344K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
78+ 3.87% |
$36.9K - $42.1K
|
2.1K
$1.21M
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
76+ 6.23% |
$36K - $41K
|
1.3K
$751K
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
75New |
$35.5K - $40.4K
|
75
$43.4K
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
75+ 2.96% |
$35.5K - $40.4K
|
2.61K
$1.51M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
74New |
$35K - $39.9K
|
74
$42.9K
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
74+ 8.9% |
$35K - $39.9K
|
905
$524K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
73+ 12.7% |
$34.6K - $39.4K
|
648
$375K
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
70+ 5.03% |
$33.1K - $37.7K
|
1.46K
$847K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
69+ 5.19% |
$32.7K - $37.2K
|
1.4K
$810K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
67+ 3.69% |
$31.7K - $36.1K
|
1.88K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
67+ 6.27% |
$31.7K - $36.1K
|
1.14K
$657K
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
66+ 3.99% |
$31.2K - $35.6K
|
1.72K
$996K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
66+ 3.09% |
$31.2K - $35.6K
|
2.2K
$1.28M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
65+ 20.9% |
$30.8K - $35.1K
|
376
$218K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65+ 18.62% |
$30.8K - $35.1K
|
414
$240K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 1.42% |
$29.8K - $34K
|
4.51K
$2.61M
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
63+ 0.82% |
$29.8K - $34K
|
7.77K
$4.5M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
62+ 2.65% |
$29.4K - $33.4K
|
2.4K
$1.39M
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
62+ 1.35% |
$29.4K - $33.4K
|
4.67K
$2.7M
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
61+ 1.57% |
$28.9K - $32.9K
|
3.94K
$2.28M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
60+ 2.7% |
$28.4K - $32.4K
|
2.29K
$1.32M
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
59+ 0.53% |
$27.9K - $31.8K
|
11.2K
$6.48M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
59+ 11.75% |
$27.9K - $31.8K
|
561
$325K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
58+ 1.97% |
$27.5K - $31.3K
|
3K
$1.74M
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
56+ 9.69% |
$26.5K - $30.2K
|
634
$367K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
55+ 2.74% |
$26K - $29.7K
|
2.07K
$1.2M
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
55+ 0.66% |
$26K - $29.7K
|
8.43K
$4.88M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 6.2% |
$26K - $29.7K
|
942
$546K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
54New |
$25.6K - $29.1K
|
54
$31.3K
|