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
|
Thrive Wealth Management, LLC
|
BUY
|
- |
22+ 1.51% |
$12.5K - $14.8K
|
1.48K
$1.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
18+ 0.91% |
$10.2K - $12.1K
|
2K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
18+ 3.53% |
$10.2K - $12.1K
|
528
$366K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.36% |
$9.63K - $11.4K
|
4.8K
$3.33M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.64% |
$9.06K - $10.8K
|
2.5K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14+ 1.78% |
$7.93K - $9.42K
|
801
$556K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13+ 3.4% |
$7.36K - $8.75K
|
395
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
13+ 0.18% |
$7.36K - $8.75K
|
7.33K
$5.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 1.33% |
$5.66K - $6.73K
|
762
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 1.91% |
$5.1K - $6.06K
|
481
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 1.52% |
$3.4K - $4.04K
|
402
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 166.67% |
$2.83K - $3.36K
|
8
$5.55K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 80.0% |
$2.26K - $2.69K
|
9
$6.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 1.01% |
$2.26K - $2.69K
|
399
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$1.13K - $1.35K
|
2
$1.39K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$1.13K - $1.35K
|
1.35K
$938K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.11% |
$566 - $673
|
931
$646K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$566 - $673
|
1
$694
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 1.49% |
$566 - $673
|
68
$47.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.24% |
$566 - $673
|
411
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.08% |
$566 - $673
|
1.33K
$920K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 3.23% |
$566 - $673
|
32
$22.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.23% |
$566 - $673
|
427
$296K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-3- 3.19% |
$1.7K - $2.02K
|
91
$63.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-4- 1.13% |
$2.26K - $2.69K
|
351
$244K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5- -0.0% |
$2.83K - $3.36K
|
258K
$179M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 6.1% |
$2.83K - $3.36K
|
77
$53.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-8- 2.25% |
$4.53K - $5.38K
|
348
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11- 2.39% |
$6.23K - $7.4K
|
449
$312K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-12- 1.95% |
$6.79K - $8.08K
|
603
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.79% |
$8.49K - $10.1K
|
1.89K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-15- 2.5% |
$8.49K - $10.1K
|
585
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-16- 0.8% |
$9.06K - $10.8K
|
1.98K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.55% |
$11.3K - $13.5K
|
1.27K
$879K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-24- 4.42% |
$13.6K - $16.2K
|
519
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-26- 5.36% |
$14.7K - $17.5K
|
459
$319K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 10.48% |
$14.7K - $17.5K
|
222
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-30- 19.48% |
$17K - $20.2K
|
124
$86.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-35- 4.08% |
$19.8K - $23.6K
|
823
$571K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-36- 1.46% |
$20.4K - $24.2K
|
2.43K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-46- 13.86% |
$26K - $31K
|
286
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-48- 0.23% |
$27.2K - $32.3K
|
20.4K
$14.2M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-52- 5.32% |
$29.4K - $35K
|
925
$642K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-63- 6.98% |
$35.7K - $42.4K
|
839
$582K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-66- 8.28% |
$37.4K - $44.4K
|
731
$507K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-86- 3.31% |
$48.7K - $57.9K
|
2.52K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-90- 16.27% |
$51K - $60.6K
|
463
$321K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-92- 2.28% |
$52.1K - $61.9K
|
3.94K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-99- 0.26% |
$56.1K - $66.6K
|
37.4K
$25.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-127- 14.84% |
$71.9K - $85.5K
|
729
$506K
|