Purchases and Sales Made in Q1 2025 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q1 2025. 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 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
104+ 5.73% |
$58.9K - $70K
|
1.92K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
104New |
$58.9K - $70K
|
104
$73.4K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
104+ 12.71% |
$58.9K - $70K
|
922
$651K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
100+ 10.43% |
$56.6K - $67.3K
|
1.06K
$747K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
99+ 5.9% |
$56.1K - $66.6K
|
1.78K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
96+ 18.75% |
$54.4K - $64.6K
|
608
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
94+ 7.06% |
$53.2K - $63.3K
|
1.43K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
94+ 8.77% |
$53.2K - $63.3K
|
1.17K
$823K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
93+ 1.53% |
$52.7K - $62.6K
|
6.15K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
93+ 6.87% |
$52.7K - $62.6K
|
1.45K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
92+ 1840.0% |
$52.1K - $61.9K
|
97
$68.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
91+ 0.38% |
$51.5K - $61.2K
|
23.9K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
83+ 2.99% |
$47K - $55.9K
|
2.86K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
83+ 5.12% |
$47K - $55.9K
|
1.71K
$1.2M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
83New |
$47K - $55.9K
|
83
$58.6K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
83New |
$47K - $55.9K
|
83
$58.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
82+ 7.64% |
$46.4K - $55.2K
|
1.16K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
82+ 8.88% |
$46.4K - $55.2K
|
1.01K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
81+ 4.86% |
$45.9K - $54.5K
|
1.75K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
80+ 1.83% |
$45.3K - $53.8K
|
4.45K
$3.14M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
76+ 1.61% |
$43K - $51.1K
|
4.79K
$3.38M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
76+ 14.5% |
$43K - $51.1K
|
600
$423K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
76+ 1.1% |
$43K - $51.1K
|
6.96K
$4.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
75+ 1.85% |
$42.5K - $50.5K
|
4.14K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
75+ 22.12% |
$42.5K - $50.5K
|
414
$292K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
75+ 4.83% |
$42.5K - $50.5K
|
1.63K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
73+ 10.3% |
$41.3K - $49.1K
|
782
$552K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
73+ 3.54% |
$41.3K - $49.1K
|
2.14K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73+ 7.38% |
$41.3K - $49.1K
|
1.06K
$749K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
72+ 10.03% |
$40.8K - $48.5K
|
790
$557K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 0.41% |
$40.2K - $47.8K
|
17.5K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
70New |
$39.6K - $47.1K
|
70
$49.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
69+ 1.41% |
$39.1K - $46.4K
|
4.95K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
68+ 11.28% |
$38.5K - $45.8K
|
671
$473K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
68+ 52.31% |
$38.5K - $45.8K
|
198
$140K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
68+ 1.71% |
$38.5K - $45.8K
|
4.05K
$2.85M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
67+ 1.27% |
$37.9K - $45.1K
|
5.36K
$3.78M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
67+ 11.71% |
$37.9K - $45.1K
|
639
$451K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
67+ 17.09% |
$37.9K - $45.1K
|
459
$324K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
65+ 0.44% |
$36.8K - $43.7K
|
14.9K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 37.65% |
$36.2K - $43.1K
|
234
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
63+ 3.53% |
$35.7K - $42.4K
|
1.85K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
62+ 4.12% |
$35.1K - $41.7K
|
1.57K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
60New |
$34K - $40.4K
|
60
$42.3K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
60+ 2.77% |
$34K - $40.4K
|
2.22K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.67% |
$34K - $40.4K
|
8.95K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60+ 4.32% |
$34K - $40.4K
|
1.45K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
59+ 11.41% |
$33.4K - $39.7K
|
576
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58+ 6.3% |
$32.8K - $39K
|
979
$691K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
58+ 1.93% |
$32.8K - $39K
|
3.07K
$2.16M
|