Purchases and Sales Made in Q2 2023 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 1700.0% |
$30.1K - $36.3K
|
90
$47.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
83+ 5.41% |
$29.4K - $35.5K
|
1.62K
$850K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
83+ 3.14% |
$29.4K - $35.5K
|
2.73K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
81+ 10.86% |
$28.7K - $34.6K
|
827
$435K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
80+ 5.44% |
$28.3K - $34.2K
|
1.55K
$816K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
78+ 89.66% |
$27.6K - $33.3K
|
165
$86.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
77+ 1.31% |
$27.3K - $32.9K
|
5.96K
$3.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
76+ 0.2% |
$26.9K - $32.5K
|
38.3K
$20.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
76+ 0.7% |
$26.9K - $32.5K
|
10.9K
$5.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
71+ 0.88% |
$25.1K - $30.3K
|
8.12K
$4.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
71+ 19.94% |
$25.1K - $30.3K
|
427
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
70+ 24.73% |
$24.8K - $29.9K
|
353
$186K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
68+ 10.38% |
$24.1K - $29.1K
|
723
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
68+ 29.31% |
$24.1K - $29.1K
|
300
$158K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67+ 4.1% |
$23.7K - $28.6K
|
1.7K
$895K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
66+ 9.76% |
$23.4K - $28.2K
|
742
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
61+ 4.41% |
$21.6K - $26.1K
|
1.44K
$759K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 7.6% |
$20.9K - $25.2K
|
835
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 4.67% |
$19.8K - $23.9K
|
1.26K
$660K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56+ 4.78% |
$19.8K - $23.9K
|
1.23K
$645K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
55+ 7.46% |
$19.5K - $23.5K
|
792
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
53New |
$18.8K - $22.6K
|
53
$27.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
52+ 2.36% |
$18.4K - $22.2K
|
2.26K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
52New |
$18.4K - $22.2K
|
52
$27.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
51New |
$18.1K - $21.8K
|
51
$26.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
49New |
$17.3K - $20.9K
|
49
$25.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
47+ 313.33% |
$16.6K - $20.1K
|
62
$32.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 3.15% |
$15.9K - $19.2K
|
1.47K
$775K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
45+ 22.5% |
$15.9K - $19.2K
|
245
$129K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
44+ 6.95% |
$15.6K - $18.8K
|
677
$356K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
43+ 2.32% |
$15.2K - $18.4K
|
1.9K
$998K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
43+ 0.77% |
$15.2K - $18.4K
|
5.61K
$2.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
43+ 0.5% |
$15.2K - $18.4K
|
8.58K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
43+ 87.76% |
$15.2K - $18.4K
|
92
$48.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
42+ 4.21% |
$14.9K - $17.9K
|
1.04K
$546K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
40New |
$14.2K - $17.1K
|
40
$21K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
40+ 2.73% |
$14.2K - $17.1K
|
1.51K
$792K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
40+ 2.26% |
$14.2K - $17.1K
|
1.81K
$953K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39+ 1.68% |
$13.8K - $16.7K
|
2.36K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
39+ 10.51% |
$13.8K - $16.7K
|
410
$216K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
38+ 1.19% |
$13.5K - $16.2K
|
3.22K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
36+ 4.13% |
$12.7K - $15.4K
|
907
$477K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36+ 3.57% |
$12.7K - $15.4K
|
1.04K
$549K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
36+ 0.95% |
$12.7K - $15.4K
|
3.83K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
34+ 3.95% |
$12K - $14.5K
|
894
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
33New |
$11.7K - $14.1K
|
33
$17.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 4.37% |
$11.3K - $13.7K
|
765
$402K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31+ 1.43% |
$11K - $13.2K
|
2.2K
$1.16M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
30+ 0.96% |
$10.6K - $12.8K
|
3.14K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30+ 3.32% |
$10.6K - $12.8K
|
933
$491K
|