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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15+ 1.89% |
$8.49K - $10.1K
|
810
$571K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14+ 1.78% |
$7.93K - $9.42K
|
801
$565K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
14New |
$7.93K - $9.42K
|
14
$9.88K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14+ 1.54% |
$7.93K - $9.42K
|
924
$652K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
14+ 3.67% |
$7.93K - $9.42K
|
395
$279K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
14+ 1.98% |
$7.93K - $9.42K
|
721
$509K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13+ 3.4% |
$7.36K - $8.75K
|
395
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
13+ 0.18% |
$7.36K - $8.75K
|
7.33K
$5.17M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
13+ 3.43% |
$7.36K - $8.75K
|
392
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13New |
$7.36K - $8.75K
|
13
$9.17K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 2.77% |
$6.79K - $8.08K
|
445
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 4.3% |
$6.79K - $8.08K
|
291
$205K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
12+ 2.12% |
$6.79K - $8.08K
|
578
$408K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12+ 0.28% |
$6.79K - $8.08K
|
4.29K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
12+ 3.01% |
$6.79K - $8.08K
|
411
$290K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12+ 2.03% |
$6.79K - $8.08K
|
603
$425K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12+ 2.03% |
$6.79K - $8.08K
|
603
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 2.27% |
$6.23K - $7.4K
|
496
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 1.33% |
$5.66K - $6.73K
|
762
$538K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 2.58% |
$5.66K - $6.73K
|
398
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 43.48% |
$5.66K - $6.73K
|
33
$23.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 1.23% |
$5.66K - $6.73K
|
826
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 2.54% |
$5.66K - $6.73K
|
403
$284K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
10+ 0.79% |
$5.66K - $6.73K
|
1.27K
$899K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
10+ 1.07% |
$5.66K - $6.73K
|
941
$664K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
10+ 1.44% |
$5.66K - $6.73K
|
703
$496K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10+ 0.51% |
$5.66K - $6.73K
|
1.96K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 33.33% |
$5.1K - $6.06K
|
36
$25.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 1.91% |
$5.1K - $6.06K
|
481
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.62% |
$5.1K - $6.06K
|
1.47K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9+ 45.0% |
$5.1K - $6.06K
|
29
$20.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
9+ 2.06% |
$5.1K - $6.06K
|
445
$314K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 20.45% |
$5.1K - $6.06K
|
53
$37.4K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 2.36% |
$5.1K - $6.06K
|
391
$276K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 1.63% |
$5.1K - $6.06K
|
561
$396K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.57% |
$5.1K - $6.06K
|
1.59K
$1.12M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9New |
$5.1K - $6.06K
|
9
$6.35K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8New |
$4.53K - $5.38K
|
8
$5.64K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8+ 88.89% |
$4.53K - $5.38K
|
17
$12K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8+ 3.08% |
$4.53K - $5.38K
|
268
$189K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8New |
$4.53K - $5.38K
|
8
$5.64K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
8+ 1.73% |
$4.53K - $5.38K
|
470
$332K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
8New |
$4.53K - $5.38K
|
8
$5.64K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 1.57% |
$3.96K - $4.71K
|
452
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 26.92% |
$3.96K - $4.71K
|
33
$23.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7New |
$3.96K - $4.71K
|
7
$4.94K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7+ 1.39% |
$3.96K - $4.71K
|
512
$361K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$3.96K - $4.71K
|
7
$4.94K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 1.04% |
$3.96K - $4.71K
|
680
$480K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 1.72% |
$3.96K - $4.71K
|
413
$291K
|