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 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
10+ 0.12% |
$4.73K - $5.39K
|
8.57K
$4.51M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 1.59% |
$4.73K - $5.39K
|
640
$337K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 0.91% |
$4.73K - $5.39K
|
1.1K
$581K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9+ 1.84% |
$4.26K - $4.85K
|
497
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
9+ 1.76% |
$4.26K - $4.85K
|
520
$273K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.73% |
$4.26K - $4.85K
|
1.25K
$657K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
9+ 2.65% |
$4.26K - $4.85K
|
349
$184K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
BUY
|
- |
9+ 1.53% |
$4.26K - $4.85K
|
599
$315K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9+ 1.08% |
$4.26K - $4.85K
|
846
$445K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 900.0% |
$4.26K - $4.85K
|
10
$5.26K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
9+ 0.31% |
$4.26K - $4.85K
|
2.94K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 9.41% |
$3.79K - $4.31K
|
93
$48.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8+ 0.98% |
$3.79K - $4.31K
|
821
$432K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
8+ 0.06% |
$3.79K - $4.31K
|
12.5K
$6.59M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.49% |
$3.79K - $4.31K
|
1.66K
$871K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
6+ 1.48% |
$2.84K - $3.24K
|
411
$216K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 600.0% |
$2.84K - $3.24K
|
7
$3.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
6+ 60.0% |
$2.84K - $3.24K
|
16
$8.42K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 1.05% |
$2.84K - $3.24K
|
577
$303K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 0.47% |
$2.84K - $3.24K
|
1.29K
$677K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 2.26% |
$2.84K - $3.24K
|
271
$143K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5+ 0.68% |
$2.37K - $2.7K
|
744
$391K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
5New |
$2.37K - $2.7K
|
5
$2.63K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$2.37K - $2.7K
|
5
$2.63K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.21% |
$2.37K - $2.7K
|
2.43K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5+ 0.26% |
$2.37K - $2.7K
|
1.96K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5+ 0.88% |
$2.37K - $2.7K
|
576
$303K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4+ 0.21% |
$1.89K - $2.16K
|
1.91K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 50.0% |
$1.89K - $2.16K
|
12
$6.31K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
4+ 6.67% |
$1.89K - $2.16K
|
64
$33.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.58% |
$1.89K - $2.16K
|
690
$363K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4New |
$1.89K - $2.16K
|
4
$2.1K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 0.16% |
$1.89K - $2.16K
|
2.58K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.51% |
$1.42K - $1.62K
|
589
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.11% |
$1.42K - $1.62K
|
2.81K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 3.13% |
$1.42K - $1.62K
|
99
$52.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$1.42K - $1.62K
|
1.3K
$682K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.14% |
$1.42K - $1.62K
|
2.2K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
3+ 0.1% |
$1.42K - $1.62K
|
2.92K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$1.42K - $1.62K
|
3
$1.58K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3+ 0.21% |
$1.42K - $1.62K
|
1.46K
$768K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.04% |
$1.42K - $1.62K
|
8.51K
$4.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.43% |
$947 - $1.08K
|
463
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.35% |
$947 - $1.08K
|
581
$306K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
2+ 0.29% |
$947 - $1.08K
|
695
$366K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
2New |
$947 - $1.08K
|
2
$1.05K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$947 - $1.08K
|
2
$1.05K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.12% |
$947 - $1.08K
|
1.68K
$884K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.03% |
$947 - $1.08K
|
196
$103K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 25.0% |
$947 - $1.08K
|
10
$5.26K
|