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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5- 0.7% |
$2.83K - $3.36K
|
710
$512K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5- 0.54% |
$2.83K - $3.36K
|
915
$660K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-5- 0.15% |
$2.83K - $3.36K
|
3.41K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.78% |
$2.83K - $3.36K
|
640
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-6- 1.42% |
$3.4K - $4.04K
|
417
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 20.0% |
$3.4K - $4.04K
|
24
$17.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6- 0.55% |
$3.4K - $4.04K
|
1.09K
$785K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-7- 20.59% |
$3.96K - $4.71K
|
27
$19.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7- 1.7% |
$3.96K - $4.71K
|
405
$292K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-7- 0.5% |
$3.96K - $4.71K
|
1.4K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-7- 0.08% |
$3.96K - $4.71K
|
8.32K
$6.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-8- 2.25% |
$4.53K - $5.38K
|
348
$251K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-8- 1.07% |
$4.53K - $5.38K
|
741
$535K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8- 1.12% |
$4.53K - $5.38K
|
709
$512K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.57% |
$4.53K - $5.38K
|
1.39K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-8- 0.19% |
$4.53K - $5.38K
|
4.21K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8- 3.28% |
$4.53K - $5.38K
|
236
$170K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-9- 1.99% |
$5.1K - $6.06K
|
443
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 1.89% |
$5.1K - $6.06K
|
468
$338K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9- 1.88% |
$5.1K - $6.06K
|
469
$339K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-9- 4.64% |
$5.1K - $6.06K
|
185
$134K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-10- 1.05% |
$5.66K - $6.73K
|
943
$681K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-10- 0.33% |
$5.66K - $6.73K
|
3.02K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-10- 2.77% |
$5.66K - $6.73K
|
351
$253K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10- 0.22% |
$5.66K - $6.73K
|
4.47K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-10- 1.77% |
$5.66K - $6.73K
|
554
$400K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-10- 0.34% |
$5.66K - $6.73K
|
2.9K
$2.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11- 2.39% |
$6.23K - $7.4K
|
449
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11- 0.63% |
$6.23K - $7.4K
|
1.75K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11- 2.42% |
$6.23K - $7.4K
|
443
$320K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-11- 0.47% |
$6.23K - $7.4K
|
2.35K
$1.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-12- 1.95% |
$6.79K - $8.08K
|
603
$435K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13- 1.14% |
$7.36K - $8.75K
|
1.13K
$817K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-13- 1.9% |
$7.36K - $8.75K
|
673
$486K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-13- 0.03% |
$7.36K - $8.75K
|
38.5K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-13- 0.35% |
$7.36K - $8.75K
|
3.7K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-14- 2.6% |
$7.93K - $9.42K
|
525
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-14- 3.06% |
$7.93K - $9.42K
|
444
$320K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-14- 9.72% |
$7.93K - $9.42K
|
130
$93.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.79% |
$8.49K - $10.1K
|
1.89K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-15- 2.5% |
$8.49K - $10.1K
|
585
$422K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-15- 2.96% |
$8.49K - $10.1K
|
492
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-15- 1.12% |
$8.49K - $10.1K
|
1.32K
$952K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-15- 1.11% |
$8.49K - $10.1K
|
1.33K
$961K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-15- 10.34% |
$8.49K - $10.1K
|
130
$93.8K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-15- 0.39% |
$8.49K - $10.1K
|
3.85K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-16- 0.8% |
$9.06K - $10.8K
|
1.98K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-16- 0.46% |
$9.06K - $10.8K
|
3.49K
$2.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-17- 4.64% |
$9.63K - $11.4K
|
349
$252K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-18- 0.57% |
$10.2K - $12.1K
|
3.14K
$2.26M
|