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 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
31+ 5.51% |
$14.7K - $16.7K
|
594
$312K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
31+ 0.51% |
$14.7K - $16.7K
|
6.12K
$3.22M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
31+ 6.71% |
$14.7K - $16.7K
|
493
$259K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
31+ 0.52% |
$14.7K - $16.7K
|
6.02K
$3.16M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
31+ 1.91% |
$14.7K - $16.7K
|
1.65K
$869K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
29+ 9.09% |
$13.7K - $15.6K
|
348
$183K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
28+ 280.0% |
$13.3K - $15.1K
|
38
$20K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
27+ 81.82% |
$12.8K - $14.6K
|
60
$31.6K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
26+ 260.0% |
$12.3K - $14K
|
36
$18.9K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
26+ 1.05% |
$12.3K - $14K
|
2.51K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 0.16% |
$11.8K - $13.5K
|
16.1K
$8.47M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25New |
$11.8K - $13.5K
|
25
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25+ 4.58% |
$11.8K - $13.5K
|
571
$300K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
24+ 2.76% |
$11.4K - $12.9K
|
892
$469K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
24+ 0.27% |
$11.4K - $12.9K
|
9.03K
$4.75M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
24+ 0.51% |
$11.4K - $12.9K
|
4.69K
$2.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
23+ 5.22% |
$10.9K - $12.4K
|
464
$244K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
23+ 1.54% |
$10.9K - $12.4K
|
1.51K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 6.73% |
$10.4K - $11.9K
|
349
$184K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
20+ 1.32% |
$9.47K - $10.8K
|
1.53K
$805K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 1.71% |
$8.99K - $10.2K
|
1.13K
$596K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
19+ 1.42% |
$8.99K - $10.2K
|
1.36K
$713K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
19+ 1.26% |
$8.99K - $10.2K
|
1.53K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
19+ 0.05% |
$8.99K - $10.2K
|
39.4K
$20.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18+ 4.21% |
$8.52K - $9.71K
|
446
$235K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
18+ 6.02% |
$8.52K - $9.71K
|
317
$167K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$8.52K - $9.71K
|
18
$9.47K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
18+ 2.01% |
$8.52K - $9.71K
|
913
$480K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17+ 3.57% |
$8.05K - $9.17K
|
493
$259K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
17+ 0.5% |
$8.05K - $9.17K
|
3.44K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
17+ 2.77% |
$8.05K - $9.17K
|
631
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
16+ 0.77% |
$7.57K - $8.63K
|
2.09K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 2.34% |
$7.1K - $8.09K
|
655
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
15+ 0.98% |
$7.1K - $8.09K
|
1.54K
$809K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
15+ 0.98% |
$7.1K - $8.09K
|
1.54K
$809K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 6.31% |
$6.63K - $7.55K
|
236
$124K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
14New |
$6.63K - $7.55K
|
14
$7.36K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14+ 2.99% |
$6.63K - $7.55K
|
482
$254K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
14+ 0.28% |
$6.63K - $7.55K
|
5.01K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
13+ 2.12% |
$6.15K - $7.01K
|
626
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
13+ 8.9% |
$6.15K - $7.01K
|
159
$83.6K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13+ 2.42% |
$6.15K - $7.01K
|
550
$289K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.63% |
$6.15K - $7.01K
|
2.06K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
13+ 0.1% |
$6.15K - $7.01K
|
13.6K
$7.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12+ 2.77% |
$5.68K - $6.47K
|
445
$234K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12+ 1.55% |
$5.68K - $6.47K
|
787
$414K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11+ 2.96% |
$5.21K - $5.93K
|
383
$201K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
11+ 1.08% |
$5.21K - $5.93K
|
1.03K
$543K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
11+ 1.21% |
$5.21K - $5.93K
|
918
$483K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.5% |
$4.73K - $5.39K
|
2.03K
$1.07M
|