Purchases and Sales Made in Q2 2024 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q2 2024. 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 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
243+ 1215.0% |
$126K - $148K
|
263
$152K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
241+ 12.75% |
$125K - $146K
|
2.13K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
240+ 3.97% |
$125K - $146K
|
6.29K
$3.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
240New |
$125K - $146K
|
240
$139K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
234+ 0.4% |
$121K - $142K
|
59.2K
$34.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
233+ 6.35% |
$121K - $142K
|
3.91K
$2.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
232+ 7.83% |
$120K - $141K
|
3.2K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
231+ 0.07% |
$120K - $140K
|
335K
$194M
|
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
230+ 0.73% |
$119K - $140K
|
31.8K
$18.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
228+ 5.05% |
$118K - $139K
|
4.74K
$2.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
227+ 4.13% |
$118K - $138K
|
5.72K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
223+ 7.64% |
$116K - $136K
|
3.14K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
222+ 258.14% |
$115K - $135K
|
308
$178K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
219+ 4.38% |
$114K - $133K
|
5.22K
$3.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
215+ 6.14% |
$112K - $131K
|
3.72K
$2.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
212+ 56.99% |
$110K - $129K
|
584
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
211+ 12.56% |
$109K - $128K
|
1.89K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
205+ 0.39% |
$106K - $125K
|
52.7K
$30.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
203+ 8.88% |
$105K - $123K
|
2.49K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
201+ 16.9% |
$104K - $122K
|
1.39K
$805K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
200+ 6.25% |
$104K - $122K
|
3.4K
$1.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
197+ 0.39% |
$102K - $120K
|
50.4K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
197+ 11.9% |
$102K - $120K
|
1.85K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
193+ 7.59% |
$100K - $117K
|
2.74K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
190+ 5.46% |
$98.6K - $115K
|
3.67K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
189+ 1.4% |
$98.1K - $115K
|
13.7K
$7.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
184+ 7.17% |
$95.5K - $112K
|
2.75K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
184+ 7.9% |
$95.5K - $112K
|
2.51K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
183+ 7.62% |
$94.9K - $111K
|
2.58K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
182+ 2.49% |
$94.4K - $111K
|
7.51K
$4.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
181New |
$93.9K - $110K
|
181
$105K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
181+ 4.34% |
$93.9K - $110K
|
4.36K
$2.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
181+ 94.76% |
$93.9K - $110K
|
372
$215K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
179+ 31.18% |
$92.9K - $109K
|
753
$436K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
177+ 2.17% |
$91.8K - $108K
|
8.35K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
176+ 11.5% |
$91.3K - $107K
|
1.71K
$989K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
174+ 20.57% |
$90.3K - $106K
|
1.02K
$591K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
174+ 20.94% |
$90.3K - $106K
|
1.01K
$582K
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
173+ 9.3% |
$89.8K - $105K
|
2.03K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
173+ 8.78% |
$89.8K - $105K
|
2.14K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
172+ 4.45% |
$89.2K - $105K
|
4.04K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
167+ 4.74% |
$86.6K - $102K
|
3.69K
$2.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
165+ 9.65% |
$85.6K - $100K
|
1.88K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
165+ 25.82% |
$85.6K - $100K
|
804
$466K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
163+ 4.29% |
$84.6K - $99.1K
|
3.96K
$2.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
163+ 7.13% |
$84.6K - $99.1K
|
2.45K
$1.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
161+ 555.17% |
$83.5K - $97.9K
|
190
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
160+ 6.91% |
$83K - $97.2K
|
2.48K
$1.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
159+ 7.84% |
$82.5K - $96.6K
|
2.19K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
157+ 38.29% |
$81.5K - $95.4K
|
567
$328K
|