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
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.71KNew |
$607K - $732K
|
1.71K
$901K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 61.21% |
$584K - $705K
|
4.34K
$2.28M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 55.62% |
$572K - $691K
|
4.52K
$2.38M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$568K - $685K
|
1.6K
$844K
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.54KNew |
$544K - $656K
|
1.54K
$808K
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.53K+ 96.34% |
$541K - $653K
|
3.11K
$1.64M
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$531K - $641K
|
1.5K
$789K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.49K+ 1.43% |
$528K - $637K
|
105K
$55.5M
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.48K+ 0.7% |
$525K - $634K
|
213K
$112M
|
|
Aug 02, 2023
Q2 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.39K+ 52.34% |
$491K - $593K
|
4.04K
$2.12M
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
1.32KNew |
$469K - $566K
|
1.32K
$696K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.3K+ 4.2% |
$461K - $557K
|
32.3K
$17M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 6.43% |
$452K - $546K
|
21.1K
$11.1M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.27K+ 2585.71% |
$449K - $541K
|
1.32K
$692K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 2.24% |
$446K - $539K
|
57.5K
$30.2M
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 35.64% |
$444K - $536K
|
4.77K
$2.51M
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.25K+ 38.48% |
$443K - $535K
|
4.5K
$2.37M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 71.25% |
$440K - $532K
|
2.99K
$1.57M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.24K+ 3.37% |
$439K - $529K
|
38K
$20M
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.2KNew |
$425K - $513K
|
1.2K
$631K
|
|
Aug 14, 2023
Q2 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.2KNew |
$425K - $513K
|
1.2K
$631K
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
1.19K+ 34.79% |
$421K - $508K
|
4.61K
$2.42M
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.12KNew |
$397K - $479K
|
1.12K
$590K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.11K+ 1.3% |
$393K - $474K
|
86.4K
$45.4M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.08KNew |
$382K - $461K
|
1.08K
$568K
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.04K+ 2.71% |
$366K - $442K
|
39.2K
$20.6M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.02K+ 0.71% |
$361K - $435K
|
144K
$75.7M
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.01K+ 148.53% |
$358K - $432K
|
1.69K
$889K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1K+ 6.61% |
$355K - $428K
|
16.2K
$8.5M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
999+ 11.17% |
$354K - $427K
|
9.94K
$5.23M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
997New |
$353K - $426K
|
997
$524K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
990+ 6.13% |
$350K - $423K
|
17.1K
$9.01M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
990+ 5.41% |
$350K - $423K
|
19.3K
$10.1M
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
989New |
$350K - $423K
|
989
$520K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
988+ 1.02% |
$350K - $422K
|
98K
$51.5M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
984New |
$348K - $420K
|
984
$518K
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
970New |
$343K - $414K
|
970
$510K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
967+ 7.58% |
$342K - $413K
|
13.7K
$7.22M
|
|
Aug 11, 2023
Q2 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
960+ 5.34% |
$340K - $410K
|
18.9K
$9.96M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
949+ 82.81% |
$336K - $406K
|
2.1K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
940+ 3.74% |
$333K - $402K
|
26.1K
$13.7M
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
938+ 4.08% |
$332K - $401K
|
23.9K
$12.6M
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
929New |
$329K - $397K
|
929
$489K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
922+ 0.82% |
$326K - $394K
|
113K
$59.5M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
911+ 6.24% |
$323K - $389K
|
15.5K
$8.16M
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
900+ 36.0% |
$319K - $385K
|
3.4K
$1.79M
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
893+ 1.19% |
$316K - $382K
|
75.9K
$39.9M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
877+ 1.48% |
$310K - $375K
|
60.2K
$31.7M
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
876New |
$310K - $374K
|
876
$461K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
863New |
$306K - $369K
|
863
$454K
|