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 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-13- 7.69% |
$4.6K - $5.56K
|
156
$82K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 17.07% |
$4.96K - $5.98K
|
68
$35.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-15- 2.14% |
$5.31K - $6.41K
|
686
$361K
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-15- 0.97% |
$5.31K - $6.41K
|
1.53K
$806K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-15- 0.88% |
$5.31K - $6.41K
|
1.69K
$889K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-15- 2.51% |
$5.31K - $6.41K
|
583
$307K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16- 6.9% |
$5.66K - $6.84K
|
216
$114K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-16- 0.44% |
$5.66K - $6.84K
|
3.59K
$1.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 1.54% |
$6.02K - $7.26K
|
1.09K
$571K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-19- 5.49% |
$6.73K - $8.12K
|
327
$172K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-20- 1.2% |
$7.08K - $8.55K
|
1.65K
$868K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-20- 0.09% |
$7.08K - $8.55K
|
23.1K
$12.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-20- 2.53% |
$7.08K - $8.55K
|
772
$406K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-21- 4.91% |
$7.43K - $8.97K
|
407
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-21- 6.65% |
$7.43K - $8.97K
|
295
$155K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-22- 0.63% |
$7.79K - $9.4K
|
3.48K
$1.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-22- 1.09% |
$7.79K - $9.4K
|
1.99K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-22- 2.79% |
$7.79K - $9.4K
|
767
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-22- 0.51% |
$7.79K - $9.4K
|
4.28K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-22- 2.56% |
$7.79K - $9.4K
|
836
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-24- 0.25% |
$8.5K - $10.3K
|
9.42K
$4.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25- 4.02% |
$8.85K - $10.7K
|
597
$314K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 2.44% |
$8.85K - $10.7K
|
1K
$526K
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-25- 1.95% |
$8.85K - $10.7K
|
1.26K
$661K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 4.1% |
$8.85K - $10.7K
|
585
$308K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-27- 2.88% |
$9.56K - $11.5K
|
909
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-30- 0.7% |
$10.6K - $12.8K
|
4.28K
$2.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-31- 1.2% |
$11K - $13.2K
|
2.55K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-31- 8.64% |
$11K - $13.2K
|
328
$173K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-31- 8.64% |
$11K - $13.2K
|
328
$173K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-32- 4.23% |
$11.3K - $13.7K
|
725
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-33- 1.68% |
$11.7K - $14.1K
|
1.93K
$1.01M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-33- 1.68% |
$11.7K - $14.1K
|
1.93K
$1.01M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-34- 5.36% |
$12K - $14.5K
|
600
$316K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-35- 1.86% |
$12.4K - $15K
|
1.85K
$973K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-38- 2.27% |
$13.5K - $16.2K
|
1.64K
$861K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-38- 1.02% |
$13.5K - $16.2K
|
3.68K
$1.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-39- 13.83% |
$13.8K - $16.7K
|
243
$128K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-40- 2.31% |
$14.2K - $17.1K
|
1.69K
$891K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-40- 3.13% |
$14.2K - $17.1K
|
1.24K
$650K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-41- 3.98% |
$14.5K - $17.5K
|
990
$521K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-42- 5.5% |
$14.9K - $17.9K
|
721
$379K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-42- 1.54% |
$14.9K - $17.9K
|
2.68K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-42- 0.87% |
$14.9K - $17.9K
|
4.79K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-44- 4.3% |
$15.6K - $18.8K
|
980
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-45- 35.16% |
$15.9K - $19.2K
|
83
$43.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-45- 78.95% |
$15.9K - $19.2K
|
12
$6.31K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-46- 0.55% |
$16.3K - $19.7K
|
8.33K
$4.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-47- 1.46% |
$16.6K - $20.1K
|
3.18K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-49- 2.74% |
$17.3K - $20.9K
|
1.74K
$915K
|