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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
184+ 22.77% |
$65.1K - $78.6K
|
992
$522K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
177+ 13.84% |
$62.7K - $75.6K
|
1.46K
$766K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
175+ 4.77% |
$62K - $74.8K
|
3.84K
$2.02M
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
171+ 5.07% |
$60.5K - $73.1K
|
3.54K
$1.86M
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
170+ 0.76% |
$60.2K - $72.6K
|
22.6K
$11.9M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
169+ 2.64% |
$59.8K - $72.2K
|
6.58K
$3.46M
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
163+ 14.3% |
$57.7K - $69.7K
|
1.3K
$685K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
156+ 9.32% |
$55.2K - $66.7K
|
1.83K
$962K
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
155+ 3.59% |
$54.9K - $66.2K
|
4.47K
$2.35M
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
155+ 41.33% |
$54.9K - $66.2K
|
530
$279K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
154+ 9.4% |
$54.5K - $65.8K
|
1.79K
$943K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
151+ 22.04% |
$53.5K - $64.5K
|
836
$440K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
150New |
$53.1K - $64.1K
|
150
$78.9K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
150+ 17.81% |
$53.1K - $64.1K
|
992
$522K
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
146+ 8.08% |
$51.7K - $62.4K
|
1.95K
$1.03M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
144+ 6.94% |
$51K - $61.5K
|
2.22K
$1.17M
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
142+ 18.91% |
$50.3K - $60.7K
|
893
$470K
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
142+ 0.42% |
$50.3K - $60.7K
|
33.9K
$17.8M
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
139+ 0.88% |
$49.2K - $59.4K
|
15.9K
$8.39M
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
139+ 7.32% |
$49.2K - $59.4K
|
2.04K
$1.07M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
138+ 5.69% |
$48.9K - $59K
|
2.57K
$1.35M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
136+ 2.59% |
$48.1K - $58.1K
|
5.38K
$2.83M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
131+ 4.42% |
$46.4K - $56K
|
3.09K
$1.63M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
129+ 9.23% |
$45.7K - $55.1K
|
1.53K
$803K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
127+ 14.27% |
$45K - $54.3K
|
1.02K
$535K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
125+ 62.5% |
$44.3K - $53.4K
|
325
$171K
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
121+ 12.79% |
$42.8K - $51.7K
|
1.07K
$561K
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
121+ 3.39% |
$42.8K - $51.7K
|
3.69K
$1.94M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
120+ 13.33% |
$42.5K - $51.3K
|
1.02K
$536K
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
119+ 1.73% |
$42.1K - $50.8K
|
7.01K
$3.69M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
116+ 4.51% |
$41.1K - $49.6K
|
2.69K
$1.41M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
114+ 3.77% |
$40.4K - $48.7K
|
3.14K
$1.65M
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
114+ 11.47% |
$40.4K - $48.7K
|
1.11K
$583K
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
112+ 1.68% |
$39.6K - $47.9K
|
6.79K
$3.57M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
112+ 19.86% |
$39.6K - $47.9K
|
676
$356K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
112+ 12.0% |
$39.6K - $47.9K
|
1.05K
$550K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
111+ 24.5% |
$39.3K - $47.4K
|
564
$297K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
105+ 2.08% |
$37.2K - $44.9K
|
5.14K
$2.7M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
104+ 6.26% |
$36.8K - $44.4K
|
1.77K
$928K
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
102+ 7.25% |
$36.1K - $43.6K
|
1.51K
$793K
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
101+ 15.01% |
$35.8K - $43.2K
|
774
$407K
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 1.53% |
$35.4K - $42.7K
|
6.65K
$3.5M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 2.85% |
$35.4K - $42.7K
|
3.61K
$1.9M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$35.4K - $42.7K
|
100
$52.6K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
98+ 2.43% |
$34.7K - $41.9K
|
4.12K
$2.17M
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
95New |
$33.6K - $40.6K
|
95
$50K
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
87+ 0.43% |
$30.8K - $37.2K
|
20.5K
$10.8M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
87+ 5.05% |
$30.8K - $37.2K
|
1.81K
$951K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
86+ 15.14% |
$30.4K - $36.7K
|
654
$344K
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
85+ 8.78% |
$30.1K - $36.3K
|
1.05K
$554K
|