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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.32% |
$1.13K - $1.35K
|
154
$107K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$1.13K - $1.35K
|
1.35K
$938K
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2+ 0.02% |
$1.13K - $1.35K
|
8.43K
$5.85M
|
|
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 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 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 3.23% |
$566 - $673
|
32
$22.2K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.11% |
$566 - $673
|
931
$646K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.23% |
$566 - $673
|
427
$296K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-3- 0.54% |
$1.7K - $2.02K
|
550
$382K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 2.73% |
$1.7K - $2.02K
|
107
$74.3K
|
|
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 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-6- 1.42% |
$3.4K - $4.04K
|
417
$289K
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-7- 20.59% |
$3.96K - $4.71K
|
27
$18.7K
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-8- 2.25% |
$4.53K - $5.38K
|
348
$242K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-10- 1.05% |
$5.66K - $6.73K
|
943
$654K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11- 0.63% |
$6.23K - $7.4K
|
1.75K
$1.21M
|
|
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 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-14- 2.6% |
$7.93K - $9.42K
|
525
$364K
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-15- 2.5% |
$8.49K - $10.1K
|
585
$406K
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-15- 2.96% |
$8.49K - $10.1K
|
492
$341K
|
|
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
|
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 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 10.48% |
$14.7K - $17.5K
|
222
$154K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-26- 5.36% |
$14.7K - $17.5K
|
459
$319K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-29- 4.03% |
$16.4K - $19.5K
|
690
$479K
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-30- 19.48% |
$17K - $20.2K
|
124
$86.1K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-35- 13.94% |
$19.8K - $23.6K
|
216
$150K
|
|
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 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-44- 6.71% |
$24.9K - $29.6K
|
612
$425K
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-46- 13.86% |
$26K - $31K
|
286
$198K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-47- 4.7% |
$26.6K - $31.6K
|
953
$661K
|
|
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 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-120- 4.92% |
$67.9K - $80.8K
|
2.32K
$1.61M
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-127- 14.84% |
$71.9K - $85.5K
|
729
$506K
|