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 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
12+ 2.12% |
$6.79K - $8.08K
|
578
$417K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12+ 0.28% |
$6.79K - $8.08K
|
4.29K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
12+ 3.01% |
$6.79K - $8.08K
|
411
$297K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12+ 2.03% |
$6.79K - $8.08K
|
603
$435K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12+ 2.03% |
$6.79K - $8.08K
|
603
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 2.27% |
$6.23K - $7.4K
|
496
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 1.33% |
$5.66K - $6.73K
|
762
$550K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 2.58% |
$5.66K - $6.73K
|
398
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 43.48% |
$5.66K - $6.73K
|
33
$23.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 1.23% |
$5.66K - $6.73K
|
826
$596K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 2.54% |
$5.66K - $6.73K
|
403
$291K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
10+ 0.79% |
$5.66K - $6.73K
|
1.27K
$920K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
10+ 1.07% |
$5.66K - $6.73K
|
941
$679K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
10+ 1.44% |
$5.66K - $6.73K
|
703
$507K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10+ 0.51% |
$5.66K - $6.73K
|
1.96K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 33.33% |
$5.1K - $6.06K
|
36
$26K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 1.91% |
$5.1K - $6.06K
|
481
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.62% |
$5.1K - $6.06K
|
1.47K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9+ 45.0% |
$5.1K - $6.06K
|
29
$20.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
9+ 2.06% |
$5.1K - $6.06K
|
445
$321K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 20.45% |
$5.1K - $6.06K
|
53
$38.3K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 2.36% |
$5.1K - $6.06K
|
391
$282K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 1.63% |
$5.1K - $6.06K
|
561
$405K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.57% |
$5.1K - $6.06K
|
1.59K
$1.15M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9New |
$5.1K - $6.06K
|
9
$6.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8New |
$4.53K - $5.38K
|
8
$5.77K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8+ 88.89% |
$4.53K - $5.38K
|
17
$12.3K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8+ 3.08% |
$4.53K - $5.38K
|
268
$193K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8New |
$4.53K - $5.38K
|
8
$5.77K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
8+ 1.73% |
$4.53K - $5.38K
|
470
$339K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
8New |
$4.53K - $5.38K
|
8
$5.77K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 1.57% |
$3.96K - $4.71K
|
452
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 26.92% |
$3.96K - $4.71K
|
33
$23.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7New |
$3.96K - $4.71K
|
7
$5.05K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7+ 1.39% |
$3.96K - $4.71K
|
512
$370K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$3.96K - $4.71K
|
7
$5.05K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 1.04% |
$3.96K - $4.71K
|
680
$491K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 1.72% |
$3.96K - $4.71K
|
413
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 1.52% |
$3.4K - $4.04K
|
402
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
6+ 0.82% |
$3.4K - $4.04K
|
734
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6+ 0.08% |
$3.4K - $4.04K
|
7.73K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6New |
$3.4K - $4.04K
|
6
$4.33K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6+ 0.07% |
$3.4K - $4.04K
|
8.62K
$6.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 166.67% |
$2.83K - $3.36K
|
8
$5.77K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5New |
$2.83K - $3.36K
|
5
$3.61K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5New |
$2.83K - $3.36K
|
5
$3.61K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5+ 1.26% |
$2.83K - $3.36K
|
403
$291K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5+ 0.65% |
$2.83K - $3.36K
|
773
$558K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 80.0% |
$2.26K - $2.69K
|
9
$6.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 1.01% |
$2.26K - $2.69K
|
399
$288K
|