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 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$566 - $673
|
2.49K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1+ 7.14% |
$566 - $673
|
15
$10.8K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.16% |
$566 - $673
|
643
$464K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1+ 0.28% |
$566 - $673
|
357
$258K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1+ 0.05% |
$566 - $673
|
1.88K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.1% |
$566 - $673
|
955
$689K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.04% |
$566 - $673
|
2.66K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.21% |
$566 - $673
|
478
$345K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1+ 20.0% |
$566 - $673
|
6
$4.33K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 2.22% |
$566 - $673
|
46
$33.2K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$566 - $673
|
1
$722
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.23% |
$566 - $673
|
427
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1- 0.11% |
$566 - $673
|
951
$686K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 3.23% |
$566 - $673
|
30
$21.7K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.1% |
$566 - $673
|
971
$701K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-1- 0.04% |
$566 - $673
|
2.49K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1- 0.23% |
$566 - $673
|
433
$313K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1- 0.83% |
$566 - $673
|
120
$86.6K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 2.44% |
$1.13K - $1.35K
|
80
$57.7K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2- 0.2% |
$1.13K - $1.35K
|
1.02K
$734K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2- 0.52% |
$1.13K - $1.35K
|
382
$276K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.28% |
$1.13K - $1.35K
|
719
$519K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.36% |
$1.13K - $1.35K
|
556
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-3- 3.19% |
$1.7K - $2.02K
|
91
$65.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 2.73% |
$1.7K - $2.02K
|
107
$77.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-3- 0.54% |
$1.7K - $2.02K
|
550
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 8.82% |
$1.7K - $2.02K
|
31
$22.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3- 0.39% |
$1.7K - $2.02K
|
774
$559K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 6.52% |
$1.7K - $2.02K
|
43
$31K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 1.9% |
$1.7K - $2.02K
|
155
$112K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-3- 0.24% |
$1.7K - $2.02K
|
1.23K
$889K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-4- 1.13% |
$2.26K - $2.69K
|
351
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 80.0% |
$2.26K - $2.69K
|
1
$722
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.18% |
$2.26K - $2.69K
|
2.18K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.34% |
$2.26K - $2.69K
|
1.17K
$842K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4- 1.06% |
$2.26K - $2.69K
|
375
$271K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4- 2.6% |
$2.26K - $2.69K
|
150
$108K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4- 0.32% |
$2.26K - $2.69K
|
1.25K
$905K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4- 0.63% |
$2.26K - $2.69K
|
633
$457K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-4- 0.28% |
$2.26K - $2.69K
|
1.4K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5- -0.0% |
$2.83K - $3.36K
|
258K
$186M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 6.1% |
$2.83K - $3.36K
|
77
$55.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5- 0.41% |
$2.83K - $3.36K
|
1.21K
$874K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-5- 0.12% |
$2.83K - $3.36K
|
4.07K
$2.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5- 0.76% |
$2.83K - $3.36K
|
657
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 26.32% |
$2.83K - $3.36K
|
14
$10.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 0.78% |
$2.83K - $3.36K
|
640
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.27% |
$2.83K - $3.36K
|
1.87K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-5- 1.04% |
$2.83K - $3.36K
|
477
$344K
|