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 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3- 0.07% |
$1.42K - $1.62K
|
4.26K
$2.24M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 6.67% |
$1.42K - $1.62K
|
42
$22.1K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4- 0.48% |
$1.89K - $2.16K
|
826
$434K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.8% |
$1.89K - $2.16K
|
496
$261K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-5- 0.33% |
$2.37K - $2.7K
|
1.5K
$787K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5- 0.43% |
$2.37K - $2.7K
|
1.15K
$605K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-5- 0.29% |
$2.37K - $2.7K
|
1.71K
$897K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5- 0.78% |
$2.37K - $2.7K
|
637
$335K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.27% |
$2.37K - $2.7K
|
1.82K
$958K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5- 71.43% |
$2.37K - $2.7K
|
2
$1.05K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-6- 31.58% |
$2.84K - $3.24K
|
13
$6.84K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6- 0.2% |
$2.84K - $3.24K
|
2.97K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-6- 0.63% |
$2.84K - $3.24K
|
952
$501K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-6- 0.1% |
$2.84K - $3.24K
|
5.96K
$3.13M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6- 1.23% |
$2.84K - $3.24K
|
480
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-7- 0.77% |
$3.31K - $3.77K
|
904
$475K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 0.11% |
$3.31K - $3.77K
|
6.08K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-7- 1.62% |
$3.31K - $3.77K
|
426
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 19.15% |
$4.26K - $4.85K
|
38
$20K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-9- 2.07% |
$4.26K - $4.85K
|
425
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-10- 1.62% |
$4.73K - $5.39K
|
606
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 1.56% |
$4.73K - $5.39K
|
633
$333K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-10- 1.35% |
$4.73K - $5.39K
|
731
$384K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-10- 1.69% |
$4.73K - $5.39K
|
582
$306K
|
|
|
May 13, 2024
Q1 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-10- 0.19% |
$4.73K - $5.39K
|
5.26K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-10- 4.98% |
$4.73K - $5.39K
|
191
$100K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 1.4% |
$4.73K - $5.39K
|
706
$371K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-10- 1.67% |
$4.73K - $5.39K
|
590
$310K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-11- 2.12% |
$5.21K - $5.93K
|
508
$267K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 1.09% |
$5.21K - $5.93K
|
1K
$526K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-12- 0.35% |
$5.68K - $6.47K
|
3.42K
$1.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 2.69% |
$5.68K - $6.47K
|
434
$228K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-12- 0.54% |
$5.68K - $6.47K
|
2.2K
$1.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-13- 1.87% |
$6.15K - $7.01K
|
683
$359K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 27.08% |
$6.15K - $7.01K
|
35
$18.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-13- 2.88% |
$6.15K - $7.01K
|
438
$230K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-13- 0.67% |
$6.15K - $7.01K
|
1.92K
$1.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-14- 4.95% |
$6.63K - $7.55K
|
269
$141K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-14- 2.2% |
$6.63K - $7.55K
|
622
$327K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-14- 0.07% |
$6.63K - $7.55K
|
20.1K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-14- 0.12% |
$6.63K - $7.55K
|
12K
$6.31M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-14- 3.19% |
$6.63K - $7.55K
|
425
$224K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-15- 7.46% |
$7.1K - $8.09K
|
186
$97.8K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-15- 2.24% |
$7.1K - $8.09K
|
655
$344K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-16- 2.83% |
$7.57K - $8.63K
|
550
$289K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-16- 3.4% |
$7.57K - $8.63K
|
454
$239K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-17- 14.91% |
$8.05K - $9.17K
|
97
$51K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-17- 0.01% |
$8.05K - $9.17K
|
142K
$74.6M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-17- 2.24% |
$8.05K - $9.17K
|
742
$390K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-18- 1.31% |
$8.52K - $9.71K
|
1.35K
$711K
|