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 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
931+ 14.02% |
$441K - $502K
|
7.57K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
921New |
$436K - $497K
|
921
$536K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
915+ 5.66% |
$433K - $493K
|
17.1K
$9.93M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
909+ 48.17% |
$430K - $490K
|
2.8K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
908New |
$430K - $490K
|
908
$528K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
907+ 146.53% |
$429K - $489K
|
1.53K
$888K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
882+ 136.96% |
$418K - $476K
|
1.53K
$888K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
865+ 0.83% |
$410K - $466K
|
105K
$60.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
851+ 5.48% |
$403K - $459K
|
16.4K
$9.52M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
837+ 9.98% |
$396K - $451K
|
9.22K
$5.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
805+ 53.38% |
$381K - $434K
|
2.31K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
791+ 11.68% |
$374K - $427K
|
7.56K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
784New |
$371K - $423K
|
784
$456K
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
781New |
$370K - $421K
|
781
$454K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
779New |
$369K - $420K
|
779
$453K
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
766+ 1.54% |
$363K - $413K
|
50.6K
$29.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
758New |
$359K - $409K
|
758
$441K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
742+ 11.27% |
$351K - $400K
|
7.32K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
739New |
$350K - $399K
|
739
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
734New |
$347K - $396K
|
734
$427K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
733+ 32.87% |
$347K - $395K
|
2.96K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
726+ 206.84% |
$344K - $392K
|
1.08K
$627K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
714+ 8.47% |
$338K - $385K
|
9.15K
$5.32M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
705+ 2.44% |
$334K - $380K
|
29.6K
$17.2M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
704New |
$333K - $380K
|
704
$410K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
700New |
$331K - $377K
|
700
$407K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
693+ 5.4% |
$328K - $374K
|
13.5K
$7.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
686+ 6.49% |
$325K - $370K
|
11.3K
$6.55M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
685+ 2.78% |
$324K - $369K
|
25.3K
$14.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
683+ 4.08% |
$323K - $368K
|
17.4K
$10.1M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
681+ 84.18% |
$322K - $367K
|
1.49K
$867K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
677+ 1.85% |
$321K - $365K
|
37.3K
$21.7M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
677New |
$321K - $365K
|
677
$394K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
673+ 78.9% |
$319K - $363K
|
1.53K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
673+ 0.23% |
$319K - $363K
|
294K
$171M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
670New |
$317K - $361K
|
670
$390K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
648+ 6.25% |
$307K - $349K
|
11K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
647New |
$306K - $349K
|
647
$376K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
646+ 13.07% |
$306K - $348K
|
5.59K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
639New |
$303K - $345K
|
639
$372K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
637+ 2.84% |
$302K - $344K
|
23K
$13.4M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
636+ 5.84% |
$301K - $343K
|
11.5K
$6.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
620New |
$294K - $334K
|
620
$361K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
620New |
$294K - $334K
|
620
$361K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
604+ 22.3% |
$286K - $326K
|
3.31K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
604+ 1.47% |
$286K - $326K
|
41.7K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
601+ 6.24% |
$285K - $324K
|
10.2K
$5.95M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
596New |
$282K - $321K
|
596
$347K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
574New |
$272K - $310K
|
574
$334K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
574+ 48.11% |
$272K - $310K
|
1.77K
$1.03M
|