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 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-53- 31.18% |
$30K - $35.7K
|
117
$82.5K
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-53- 3.98% |
$30K - $35.7K
|
1.28K
$902K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-56- 1.89% |
$31.7K - $37.7K
|
2.9K
$2.05M
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-56- 2.51% |
$31.7K - $37.7K
|
2.17K
$1.53M
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-56- 5.08% |
$31.7K - $37.7K
|
1.05K
$738K
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-57- 2.81% |
$32.3K - $38.4K
|
1.97K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-58- 6.69% |
$32.8K - $39K
|
809
$571K
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-59- 6.0% |
$33.4K - $39.7K
|
925
$653K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-60- 4.55% |
$34K - $40.4K
|
1.26K
$889K
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-60- 9.49% |
$34K - $40.4K
|
572
$404K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-60- 0.76% |
$34K - $40.4K
|
7.84K
$5.53M
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-63- 6.98% |
$35.7K - $42.4K
|
839
$592K
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-63- 1.89% |
$35.7K - $42.4K
|
3.28K
$2.31M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-64- 8.14% |
$36.2K - $43.1K
|
722
$509K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-65- 4.71% |
$36.8K - $43.7K
|
1.32K
$929K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 3.75% |
$36.8K - $43.7K
|
1.67K
$1.18M
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-66- 8.28% |
$37.4K - $44.4K
|
731
$516K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66- 1.04% |
$37.4K - $44.4K
|
6.3K
$4.44M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-67- 4.24% |
$37.9K - $45.1K
|
1.52K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-67- 1.66% |
$37.9K - $45.1K
|
3.97K
$2.8M
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-67- 0.49% |
$37.9K - $45.1K
|
13.7K
$9.66M
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-67- 1.03% |
$37.9K - $45.1K
|
6.45K
$4.55M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-70- 2.77% |
$39.6K - $47.1K
|
2.45K
$1.73M
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-70- 6.86% |
$39.6K - $47.1K
|
950
$670K
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-70- 3.92% |
$39.6K - $47.1K
|
1.72K
$1.21M
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-70- 9.99% |
$39.6K - $47.1K
|
631
$445K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71- 2.94% |
$40.2K - $47.8K
|
2.34K
$1.65M
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-72- 3.16% |
$40.8K - $48.5K
|
2.21K
$1.56M
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-72- 0.19% |
$40.8K - $48.5K
|
38.6K
$27.2M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-72- 4.92% |
$40.8K - $48.5K
|
1.39K
$981K
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-73- 4.67% |
$41.3K - $49.1K
|
1.49K
$1.05M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-76- 3.55% |
$43K - $51.1K
|
2.07K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-76- 0.64% |
$43K - $51.1K
|
11.7K
$8.27M
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-77- 87.5% |
$43.6K - $51.8K
|
11
$7.76K
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-80- 1.09% |
$45.3K - $53.8K
|
7.29K
$5.14M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 3.81% |
$45.3K - $53.8K
|
2.02K
$1.43M
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-81- 4.73% |
$45.9K - $54.5K
|
1.63K
$1.15M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-83- 19.62% |
$47K - $55.9K
|
340
$240K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-84- 4.27% |
$47.6K - $56.5K
|
1.88K
$1.33M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-84- 2.96% |
$47.6K - $56.5K
|
2.75K
$1.94M
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-86- 3.31% |
$48.7K - $57.9K
|
2.52K
$1.77M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-86- 3.82% |
$48.7K - $57.9K
|
2.17K
$1.53M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-87- 4.35% |
$49.3K - $58.6K
|
1.91K
$1.35M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-88- 10.41% |
$49.8K - $59.2K
|
757
$534K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-88- 7.95% |
$49.8K - $59.2K
|
1.02K
$719K
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-90- 16.27% |
$51K - $60.6K
|
463
$327K
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-90- 6.21% |
$51K - $60.6K
|
1.36K
$959K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.83% |
$51K - $60.6K
|
10.8K
$7.62M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-90- 15.93% |
$51K - $60.6K
|
475
$335K
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-91- 12.69% |
$51.5K - $61.2K
|
626
$442K
|