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 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.06% |
$354 - $427
|
1.72K
$903K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1- 0.1% |
$354 - $427
|
1.04K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 1.89% |
$354 - $427
|
52
$27.3K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 33.33% |
$354 - $427
|
2
$1.05K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 0.04% |
$354 - $427
|
2.57K
$1.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2- 0.19% |
$708 - $855
|
1.03K
$541K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2- 0.35% |
$708 - $855
|
575
$302K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 1.2% |
$708 - $855
|
164
$86.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3- 0.44% |
$1.06K - $1.28K
|
674
$354K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3- 1.33% |
$1.06K - $1.28K
|
222
$117K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3- 0.11% |
$1.06K - $1.28K
|
2.81K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.22% |
$1.06K - $1.28K
|
1.36K
$715K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3- 1.8% |
$1.06K - $1.28K
|
164
$86.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.19% |
$1.06K - $1.28K
|
1.56K
$822K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.13% |
$1.06K - $1.28K
|
2.34K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 6.15% |
$1.42K - $1.71K
|
61
$32.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 1.61% |
$1.42K - $1.71K
|
244
$128K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-4- 0.28% |
$1.42K - $1.71K
|
1.45K
$762K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4- 0.2% |
$1.42K - $1.71K
|
2.04K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4- 1.57% |
$1.42K - $1.71K
|
250
$131K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-5- 0.32% |
$1.77K - $2.14K
|
1.56K
$819K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5- 0.4% |
$1.77K - $2.14K
|
1.25K
$658K
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-5- 0.08% |
$1.77K - $2.14K
|
6.28K
$3.3M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 8.93% |
$1.77K - $2.14K
|
51
$26.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5- 0.1% |
$1.77K - $2.14K
|
4.87K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5- 0.22% |
$1.77K - $2.14K
|
2.28K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-5- 0.11% |
$1.77K - $2.14K
|
4.41K
$2.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-6- 1.47% |
$2.12K - $2.56K
|
402
$211K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6- 0.61% |
$2.12K - $2.56K
|
975
$513K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6- 0.32% |
$2.12K - $2.56K
|
1.84K
$969K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6- 2.3% |
$2.12K - $2.56K
|
255
$134K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 50.0% |
$2.48K - $2.99K
|
7
$3.68K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7- 0.4% |
$2.48K - $2.99K
|
1.73K
$909K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-7- 17.95% |
$2.48K - $2.99K
|
32
$16.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-8- 2.74% |
$2.83K - $3.42K
|
284
$149K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8- 9.09% |
$2.83K - $3.42K
|
80
$42.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 11.11% |
$3.19K - $3.85K
|
72
$37.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9- 1.2% |
$3.19K - $3.85K
|
738
$388K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 2.67% |
$3.54K - $4.27K
|
364
$191K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10- 0.33% |
$3.54K - $4.27K
|
2.99K
$1.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10- 1.64% |
$3.54K - $4.27K
|
600
$316K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-10- 0.34% |
$3.54K - $4.27K
|
2.97K
$1.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-10- 15.63% |
$3.54K - $4.27K
|
54
$28.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-10- 0.64% |
$3.54K - $4.27K
|
1.55K
$816K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12- 0.79% |
$4.25K - $5.13K
|
1.51K
$794K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-12- 0.23% |
$4.25K - $5.13K
|
5.29K
$2.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13- 8.13% |
$4.6K - $5.56K
|
147
$77.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13- 1.15% |
$4.6K - $5.56K
|
1.12K
$590K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-13- 27.08% |
$4.6K - $5.56K
|
35
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13- 1.02% |
$4.6K - $5.56K
|
1.26K
$662K
|