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 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 42.86% |
$3.19K - $3.85K
|
30
$17.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
8New |
$2.83K - $3.42K
|
8
$4.65K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
8+ 1.1% |
$2.83K - $3.42K
|
733
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 3.31% |
$2.83K - $3.42K
|
250
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 0.13% |
$2.83K - $3.42K
|
6.38K
$3.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$2.83K - $3.42K
|
8
$4.65K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.48% |
$2.48K - $2.99K
|
1.47K
$856K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
7+ 0.86% |
$2.48K - $2.99K
|
818
$476K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
7+ 2.79% |
$2.48K - $2.99K
|
258
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7New |
$2.48K - $2.99K
|
7
$4.07K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
6+ 1.02% |
$2.12K - $2.56K
|
597
$347K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$2.12K - $2.56K
|
2.47K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.86% |
$2.12K - $2.56K
|
707
$411K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6+ 0.75% |
$2.12K - $2.56K
|
801
$466K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
5+ 0.43% |
$1.77K - $2.14K
|
1.17K
$679K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
5+ 2.86% |
$1.77K - $2.14K
|
180
$105K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5+ 0.12% |
$1.77K - $2.14K
|
4.19K
$2.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.17% |
$1.77K - $2.14K
|
2.91K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5+ 0.5% |
$1.77K - $2.14K
|
1.01K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 25.0% |
$1.77K - $2.14K
|
25
$14.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.26% |
$1.77K - $2.14K
|
403
$234K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.26% |
$1.77K - $2.14K
|
403
$234K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.91% |
$1.42K - $1.71K
|
445
$259K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$1.42K - $1.71K
|
4
$2.33K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4New |
$1.42K - $1.71K
|
4
$2.33K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 15.38% |
$1.42K - $1.71K
|
30
$17.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4+ 0.52% |
$1.42K - $1.71K
|
773
$450K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4+ 0.63% |
$1.42K - $1.71K
|
634
$369K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.11% |
$1.42K - $1.71K
|
3.62K
$2.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4+ 0.3% |
$1.42K - $1.71K
|
1.32K
$766K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4+ 0.48% |
$1.42K - $1.71K
|
836
$486K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4New |
$1.42K - $1.71K
|
4
$2.33K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4+ 8.89% |
$1.42K - $1.71K
|
49
$28.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 1.26% |
$1.42K - $1.71K
|
322
$187K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.11% |
$1.06K - $1.28K
|
2.8K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.03% |
$1.06K - $1.28K
|
9.15K
$5.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$1.06K - $1.28K
|
3
$1.75K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.17% |
$708 - $855
|
1.15K
$671K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.05% |
$708 - $855
|
3.78K
$2.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 3.92% |
$708 - $855
|
53
$30.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.2% |
$354 - $427
|
510
$297K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
1+ 0.18% |
$354 - $427
|
566
$329K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.54% |
$354 - $427
|
186
$108K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.02% |
$354 - $427
|
4.98K
$2.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.12% |
$354 - $427
|
830
$483K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.09% |
$354 - $427
|
1.16K
$674K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1+ 0.0% |
$354 - $427
|
295K
$171M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 1.04% |
$354 - $427
|
97
$56.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.03% |
$354 - $427
|
3.9K
$2.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1- 0.02% |
$354 - $427
|
5.01K
$2.91M
|