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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
30New |
$10.6K - $12.8K
|
30
$15.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
29+ 1.39% |
$10.3K - $12.4K
|
2.12K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
28+ 2.21% |
$9.91K - $12K
|
1.3K
$682K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
28+ 1.81% |
$9.91K - $12K
|
1.58K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
28+ 1.92% |
$9.91K - $12K
|
1.48K
$780K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
27+ 0.47% |
$9.56K - $11.5K
|
5.78K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
27+ 2.68% |
$9.56K - $11.5K
|
1.04K
$544K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
26New |
$9.2K - $11.1K
|
26
$13.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
25+ 1.7% |
$8.85K - $10.7K
|
1.5K
$787K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
25+ 12.95% |
$8.85K - $10.7K
|
218
$115K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
24+ 0.49% |
$8.5K - $10.3K
|
4.92K
$2.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24+ 11.65% |
$8.5K - $10.3K
|
230
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
24+ 0.98% |
$8.5K - $10.3K
|
2.47K
$1.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 7.01% |
$8.14K - $9.83K
|
351
$185K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
23+ 1.82% |
$8.14K - $9.83K
|
1.29K
$677K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23New |
$8.14K - $9.83K
|
23
$12.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
22+ 1.57% |
$7.79K - $9.4K
|
1.43K
$750K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 1.07% |
$7.43K - $8.97K
|
1.98K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
21+ 2.16% |
$7.43K - $8.97K
|
995
$523K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21+ 0.61% |
$7.43K - $8.97K
|
3.44K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 8.88% |
$6.73K - $8.12K
|
233
$123K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
18+ 1.94% |
$6.37K - $7.69K
|
946
$498K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
18+ 3.16% |
$6.37K - $7.69K
|
587
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18+ 0.22% |
$6.37K - $7.69K
|
8.25K
$4.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
17+ 0.88% |
$6.02K - $7.26K
|
1.95K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
17+ 0.57% |
$6.02K - $7.26K
|
2.97K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17+ 1.04% |
$6.02K - $7.26K
|
1.66K
$873K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
16+ 25.81% |
$5.66K - $6.84K
|
78
$41K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16+ 0.28% |
$5.66K - $6.84K
|
5.69K
$2.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15New |
$5.31K - $6.41K
|
15
$7.89K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15+ 0.54% |
$5.31K - $6.41K
|
2.78K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
15+ 1.08% |
$5.31K - $6.41K
|
1.4K
$738K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15+ 0.56% |
$5.31K - $6.41K
|
2.68K
$1.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
14New |
$4.96K - $5.98K
|
14
$7.36K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
14+ 1.78% |
$4.96K - $5.98K
|
802
$422K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 0.12% |
$4.6K - $5.56K
|
10.9K
$5.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
13+ 1.93% |
$4.6K - $5.56K
|
686
$361K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 5.85% |
$4.25K - $5.13K
|
217
$114K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
12+ 0.26% |
$4.25K - $5.13K
|
4.64K
$2.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12+ 0.48% |
$4.25K - $5.13K
|
2.5K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12+ 52.17% |
$4.25K - $5.13K
|
35
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12New |
$4.25K - $5.13K
|
12
$6.31K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10+ 1.23% |
$3.54K - $4.27K
|
824
$433K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.38% |
$3.54K - $4.27K
|
2.62K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
10+ 3.15% |
$3.54K - $4.27K
|
327
$172K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
10+ 0.4% |
$3.54K - $4.27K
|
2.5K
$1.32M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10New |
$3.54K - $4.27K
|
10
$5.26K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 13.89% |
$3.54K - $4.27K
|
82
$43.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9+ 0.2% |
$3.19K - $3.85K
|
4.4K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 0.51% |
$3.19K - $3.85K
|
1.77K
$931K
|