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 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 1.52% |
$3.4K - $4.04K
|
402
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
6+ 0.82% |
$3.4K - $4.04K
|
734
$518K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6+ 0.08% |
$3.4K - $4.04K
|
7.73K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6New |
$3.4K - $4.04K
|
6
$4.24K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6+ 0.07% |
$3.4K - $4.04K
|
8.62K
$6.09M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6New |
$3.4K - $4.04K
|
6
$4.24K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 166.67% |
$2.83K - $3.36K
|
8
$5.65K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5New |
$2.83K - $3.36K
|
5
$3.53K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5New |
$2.83K - $3.36K
|
5
$3.53K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5+ 1.26% |
$2.83K - $3.36K
|
403
$285K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5+ 0.65% |
$2.83K - $3.36K
|
773
$546K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 80.0% |
$2.26K - $2.69K
|
9
$6.36K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 1.01% |
$2.26K - $2.69K
|
399
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.66% |
$2.26K - $2.69K
|
608
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$2.26K - $2.69K
|
4
$2.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.14% |
$2.26K - $2.69K
|
2.82K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 40.0% |
$2.26K - $2.69K
|
14
$9.89K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4New |
$2.26K - $2.69K
|
4
$2.83K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4+ 0.63% |
$2.26K - $2.69K
|
636
$449K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
4+ 1.26% |
$2.26K - $2.69K
|
321
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 27.27% |
$1.7K - $2.02K
|
14
$9.89K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.63% |
$1.7K - $2.02K
|
478
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.58% |
$1.7K - $2.02K
|
522
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.95% |
$1.7K - $2.02K
|
319
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$1.7K - $2.02K
|
2.75K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 150.0% |
$1.7K - $2.02K
|
5
$3.53K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 5.45% |
$1.7K - $2.02K
|
58
$41K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3New |
$1.7K - $2.02K
|
3
$2.12K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
3+ 0.3% |
$1.7K - $2.02K
|
1.01K
$713K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 1.14% |
$1.7K - $2.02K
|
267
$189K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.72% |
$1.7K - $2.02K
|
419
$296K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3+ 0.31% |
$1.7K - $2.02K
|
983
$694K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
3New |
$1.7K - $2.02K
|
3
$2.12K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$1.13K - $1.35K
|
1.35K
$955K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$1.13K - $1.35K
|
2
$1.41K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.32% |
$1.13K - $1.35K
|
154
$109K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2+ 0.02% |
$1.13K - $1.35K
|
8.43K
$5.95M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.16% |
$1.13K - $1.35K
|
174
$123K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.8% |
$1.13K - $1.35K
|
253
$179K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2+ 0.31% |
$1.13K - $1.35K
|
653
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
2+ 0.12% |
$1.13K - $1.35K
|
1.67K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2+ 0.48% |
$1.13K - $1.35K
|
417
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2+ 0.13% |
$1.13K - $1.35K
|
1.48K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.18% |
$1.13K - $1.35K
|
1.14K
$808K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.29% |
$1.13K - $1.35K
|
691
$488K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.72% |
$1.13K - $1.35K
|
118
$83.3K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2+ 0.53% |
$1.13K - $1.35K
|
380
$268K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2+ 0.28% |
$1.13K - $1.35K
|
718
$507K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.29% |
$1.13K - $1.35K
|
695
$491K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2+ 0.24% |
$1.13K - $1.35K
|
835
$590K
|