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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
450+ 50.06% |
$213K - $243K
|
1.35K
$952K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
449+ 10.45% |
$213K - $242K
|
4.75K
$3.35M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
446+ 24.78% |
$211K - $241K
|
2.25K
$1.58M
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
445New |
$211K - $240K
|
445
$314K
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
445New |
$211K - $240K
|
445
$314K
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
445New |
$211K - $240K
|
445
$314K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
433+ 43.61% |
$205K - $233K
|
1.43K
$1.01M
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
430New |
$204K - $232K
|
430
$303K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
430+ 4.0% |
$204K - $232K
|
11.2K
$7.89M
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
427+ 67.78% |
$202K - $230K
|
1.06K
$746K
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
426New |
$202K - $230K
|
426
$301K
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
426New |
$202K - $230K
|
426
$301K
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
426New |
$202K - $230K
|
426
$301K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
425New |
$201K - $229K
|
425
$300K
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
424New |
$201K - $229K
|
424
$299K
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
423New |
$200K - $228K
|
423
$298K
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
421+ 32.02% |
$199K - $227K
|
1.74K
$1.22M
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
417New |
$197K - $225K
|
417
$294K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
417New |
$197K - $225K
|
417
$294K
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
417New |
$197K - $225K
|
417
$294K
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
415New |
$196K - $224K
|
415
$293K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
415New |
$196K - $224K
|
415
$293K
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
414New |
$196K - $223K
|
414
$292K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
414New |
$196K - $223K
|
414
$292K
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
414+ 32.52% |
$196K - $223K
|
1.69K
$1.19M
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
411New |
$195K - $222K
|
411
$290K
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
410+ 24.55% |
$194K - $221K
|
2.08K
$1.47M
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
410New |
$194K - $221K
|
410
$289K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
410New |
$194K - $221K
|
410
$289K
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
409New |
$194K - $221K
|
409
$289K
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
409+ 2.63% |
$194K - $221K
|
15.9K
$11.2M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
408New |
$193K - $220K
|
408
$288K
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
404New |
$191K - $218K
|
404
$285K
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
403New |
$191K - $217K
|
403
$284K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
398New |
$188K - $215K
|
398
$281K
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
397New |
$188K - $214K
|
397
$280K
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
397New |
$188K - $214K
|
397
$280K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
397New |
$188K - $214K
|
397
$280K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
395New |
$187K - $213K
|
395
$279K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
392+ 5.35% |
$186K - $211K
|
7.71K
$5.44M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
391+ 31.11% |
$185K - $211K
|
1.65K
$1.16M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
390+ 16.45% |
$185K - $210K
|
2.76K
$1.95M
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
388+ 2.22% |
$184K - $209K
|
17.9K
$12.6M
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
388New |
$184K - $209K
|
388
$274K
|
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
387New |
$183K - $209K
|
387
$273K
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
384New |
$182K - $207K
|
384
$271K
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
384New |
$182K - $207K
|
384
$271K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
383New |
$181K - $207K
|
383
$270K
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
383New |
$181K - $207K
|
383
$270K
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
381New |
$180K - $205K
|
381
$269K
|