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 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
572+ 9.04% |
$271K - $308K
|
6.9K
$4M
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
572+ 261.19% |
$271K - $308K
|
791
$458K
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
571New |
$270K - $308K
|
571
$331K
|
|
May 14, 2024
Q1 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
568+ 1.04% |
$269K - $306K
|
55.1K
$31.9M
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
560+ 11.34% |
$265K - $302K
|
5.5K
$3.18M
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
555New |
$263K - $299K
|
555
$321K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
554+ 164.88% |
$262K - $299K
|
890
$515K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
549New |
$260K - $296K
|
549
$318K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
548New |
$259K - $296K
|
548
$317K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
543New |
$257K - $293K
|
543
$314K
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
539+ 34.68% |
$255K - $291K
|
2.09K
$1.21M
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
538New |
$255K - $290K
|
538
$312K
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
535+ 111.0% |
$253K - $289K
|
1.02K
$589K
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
532+ 78.7% |
$252K - $287K
|
1.21K
$700K
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
531+ 97.61% |
$251K - $286K
|
1.08K
$623K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
530New |
$251K - $286K
|
530
$307K
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
523+ 13.91% |
$248K - $282K
|
4.28K
$2.48M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
523+ 1.71% |
$248K - $282K
|
31.1K
$18M
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
522New |
$247K - $281K
|
522
$302K
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
522+ 33.87% |
$247K - $281K
|
2.06K
$1.19M
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
513+ 2.66% |
$243K - $277K
|
19.8K
$11.5M
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
505New |
$239K - $272K
|
505
$292K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
500New |
$237K - $270K
|
500
$290K
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
500New |
$237K - $270K
|
500
$290K
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
498New |
$236K - $269K
|
498
$288K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
493New |
$233K - $266K
|
493
$286K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
492+ 473.08% |
$233K - $265K
|
596
$345K
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
490New |
$232K - $264K
|
490
$284K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
489New |
$232K - $264K
|
489
$283K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
482+ 3.39% |
$228K - $260K
|
14.7K
$8.52M
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
481New |
$228K - $259K
|
481
$279K
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
479New |
$227K - $258K
|
479
$277K
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
475+ 37.61% |
$225K - $256K
|
1.74K
$1.01M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
471+ 7.85% |
$223K - $254K
|
6.47K
$3.75M
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
469New |
$222K - $253K
|
469
$272K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
469+ 40.68% |
$222K - $253K
|
1.62K
$939K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
460+ 17.7% |
$218K - $248K
|
3.06K
$1.77M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
460New |
$218K - $248K
|
460
$266K
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
456+ 0.77% |
$216K - $246K
|
59.5K
$34.5M
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
451+ 46.3% |
$214K - $243K
|
1.43K
$825K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
451+ 9.14% |
$214K - $243K
|
5.39K
$3.12M
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
450+ 3.25% |
$213K - $243K
|
14.3K
$8.28M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
450+ 50.06% |
$213K - $243K
|
1.35K
$781K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
449+ 10.45% |
$213K - $242K
|
4.75K
$2.75M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
446+ 24.78% |
$211K - $241K
|
2.25K
$1.3M
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
445New |
$211K - $240K
|
445
$258K
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
445New |
$211K - $240K
|
445
$258K
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
445New |
$211K - $240K
|
445
$258K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
433+ 43.61% |
$205K - $233K
|
1.43K
$826K
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
430New |
$204K - $232K
|
430
$249K
|