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 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4- 1.06% |
$2.26K - $2.69K
|
375
$265K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4- 2.6% |
$2.26K - $2.69K
|
150
$106K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4- 0.32% |
$2.26K - $2.69K
|
1.25K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4- 0.63% |
$2.26K - $2.69K
|
633
$447K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-4- 0.28% |
$2.26K - $2.69K
|
1.4K
$991K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5- -0.0% |
$2.83K - $3.36K
|
258K
$182M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 6.1% |
$2.83K - $3.36K
|
77
$54.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5- 0.41% |
$2.83K - $3.36K
|
1.21K
$854K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-5- 0.12% |
$2.83K - $3.36K
|
4.07K
$2.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5- 0.76% |
$2.83K - $3.36K
|
657
$464K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 26.32% |
$2.83K - $3.36K
|
14
$9.88K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 0.78% |
$2.83K - $3.36K
|
640
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.27% |
$2.83K - $3.36K
|
1.87K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-5- 1.04% |
$2.83K - $3.36K
|
477
$337K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5- 0.7% |
$2.83K - $3.36K
|
710
$501K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5- 0.54% |
$2.83K - $3.36K
|
915
$646K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-5- 0.15% |
$2.83K - $3.36K
|
3.41K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.78% |
$2.83K - $3.36K
|
640
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-6- 1.42% |
$3.4K - $4.04K
|
417
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 20.0% |
$3.4K - $4.04K
|
24
$16.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6- 0.55% |
$3.4K - $4.04K
|
1.09K
$768K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-7- 20.59% |
$3.96K - $4.71K
|
27
$19K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7- 1.7% |
$3.96K - $4.71K
|
405
$286K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-7- 0.5% |
$3.96K - $4.71K
|
1.4K
$986K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-7- 0.08% |
$3.96K - $4.71K
|
8.32K
$5.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-8- 2.25% |
$4.53K - $5.38K
|
348
$246K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-8- 1.07% |
$4.53K - $5.38K
|
741
$523K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8- 1.12% |
$4.53K - $5.38K
|
709
$500K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.57% |
$4.53K - $5.38K
|
1.39K
$980K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-8- 0.19% |
$4.53K - $5.38K
|
4.21K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8- 3.28% |
$4.53K - $5.38K
|
236
$167K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-8- 1.87% |
$4.53K - $5.38K
|
420
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-9- 1.99% |
$5.1K - $6.06K
|
443
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 1.89% |
$5.1K - $6.06K
|
468
$330K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9- 1.88% |
$5.1K - $6.06K
|
469
$331K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-9- 4.64% |
$5.1K - $6.06K
|
185
$131K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-10- 1.05% |
$5.66K - $6.73K
|
943
$665K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-10- 0.33% |
$5.66K - $6.73K
|
3.02K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-10- 2.77% |
$5.66K - $6.73K
|
351
$248K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10- 0.22% |
$5.66K - $6.73K
|
4.47K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-10- 1.77% |
$5.66K - $6.73K
|
554
$391K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-10- 0.34% |
$5.66K - $6.73K
|
2.9K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11- 2.39% |
$6.23K - $7.4K
|
449
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11- 0.63% |
$6.23K - $7.4K
|
1.75K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11- 2.42% |
$6.23K - $7.4K
|
443
$313K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-11- 0.47% |
$6.23K - $7.4K
|
2.35K
$1.66M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-12- 1.95% |
$6.79K - $8.08K
|
603
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13- 1.14% |
$7.36K - $8.75K
|
1.13K
$799K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-13- 1.9% |
$7.36K - $8.75K
|
673
$475K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-13- 0.03% |
$7.36K - $8.75K
|
38.5K
$27.2M
|