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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24+ 1.06% |
$12.5K - $14.6K
|
2.29K
$1.33M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24+ 1.56% |
$12.5K - $14.6K
|
1.56K
$905K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
23+ 5.69% |
$11.9K - $14K
|
427
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
23+ 3.65% |
$11.9K - $14K
|
654
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 3.24% |
$11.4K - $13.4K
|
700
$405K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 0.85% |
$11.4K - $13.4K
|
2.6K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
22+ 122.22% |
$11.4K - $13.4K
|
40
$23.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
21+ 0.53% |
$10.9K - $12.8K
|
3.96K
$2.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
21+ 1.19% |
$10.9K - $12.8K
|
1.79K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21+ 1.32% |
$10.9K - $12.8K
|
1.61K
$932K
|
|
|
Jul 16, 2024
Q2 2024
|
Qv Investors Inc.
|
BUY
|
- |
20+ 0.58% |
$10.4K - $12.2K
|
3.48K
$2.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20New |
$10.4K - $12.2K
|
20
$11.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$10.4K - $12.2K
|
20
$11.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
19+ 3.28% |
$9.86K - $11.5K
|
599
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
19+ 0.38% |
$9.86K - $11.5K
|
5.03K
$2.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19New |
$9.86K - $11.5K
|
19
$11K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
19New |
$9.86K - $11.5K
|
19
$11K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
17+ 9.77% |
$8.82K - $10.3K
|
191
$111K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
17+ 2.16% |
$8.82K - $10.3K
|
804
$466K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 1.58% |
$8.82K - $10.3K
|
1.09K
$634K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 6.88% |
$8.82K - $10.3K
|
264
$153K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17+ 0.54% |
$8.82K - $10.3K
|
3.16K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17+ 4.1% |
$8.82K - $10.3K
|
432
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16+ 38.1% |
$8.3K - $9.72K
|
58
$33.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
15New |
$7.78K - $9.12K
|
15
$8.69K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
15+ 3.23% |
$7.78K - $9.12K
|
479
$277K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 2.79% |
$7.78K - $9.12K
|
553
$320K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15+ 3.11% |
$7.78K - $9.12K
|
497
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 15.15% |
$7.78K - $9.12K
|
114
$66K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
15+ 1.95% |
$7.78K - $9.12K
|
785
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 0.25% |
$7.78K - $9.12K
|
6.14K
$3.55M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 2.04% |
$7.26K - $8.51K
|
701
$406K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
14New |
$7.26K - $8.51K
|
14
$8.11K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
13New |
$6.74K - $7.9K
|
13
$7.53K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 3.46% |
$6.74K - $7.9K
|
389
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13+ 13.83% |
$6.74K - $7.9K
|
107
$62K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
12+ 0.39% |
$6.23K - $7.29K
|
3.07K
$1.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12New |
$6.23K - $7.29K
|
12
$6.95K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
12+ 1.35% |
$6.23K - $7.29K
|
904
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
12+ 3.61% |
$6.23K - $7.29K
|
344
$199K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11+ 2.77% |
$5.71K - $6.69K
|
408
$236K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
11+ 2.42% |
$5.71K - $6.69K
|
466
$270K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10New |
$5.19K - $6.08K
|
10
$5.79K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
10+ 0.48% |
$5.19K - $6.08K
|
2.11K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10+ 1.14% |
$5.19K - $6.08K
|
889
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$5.19K - $6.08K
|
10
$5.79K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
10+ 2.87% |
$5.19K - $6.08K
|
359
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.81% |
$5.19K - $6.08K
|
1.25K
$725K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
10+ 1.43% |
$5.19K - $6.08K
|
708
$410K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 10.0% |
$4.67K - $5.47K
|
99
$57.3K
|