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 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
9+ 0.99% |
$4.67K - $5.47K
|
921
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
9+ 0.11% |
$4.67K - $5.47K
|
8.52K
$4.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 2.16% |
$4.67K - $5.47K
|
426
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.55% |
$4.67K - $5.47K
|
1.63K
$945K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
8+ 1.08% |
$4.15K - $4.86K
|
752
$436K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8+ 0.46% |
$4.15K - $4.86K
|
1.75K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
8+ 0.67% |
$4.15K - $4.86K
|
1.21K
$700K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 5.76% |
$4.15K - $4.86K
|
147
$85.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8+ 1.67% |
$4.15K - $4.86K
|
487
$282K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 1.51% |
$3.63K - $4.25K
|
470
$272K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7New |
$3.63K - $4.25K
|
7
$4.05K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7+ 1.03% |
$3.63K - $4.25K
|
687
$398K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7+ 1.83% |
$3.63K - $4.25K
|
390
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 12.07% |
$3.63K - $4.25K
|
65
$37.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.44% |
$3.11K - $3.65K
|
1.37K
$792K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6+ 0.65% |
$3.11K - $3.65K
|
931
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 1.04% |
$3.11K - $3.65K
|
583
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
6+ 1.15% |
$3.11K - $3.65K
|
526
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6+ 1.38% |
$3.11K - $3.65K
|
440
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
6+ 1.05% |
$3.11K - $3.65K
|
577
$334K
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
6+ 0.39% |
$3.11K - $3.65K
|
1.56K
$901K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 45.45% |
$2.59K - $3.04K
|
16
$9.27K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 2.5% |
$2.59K - $3.04K
|
205
$119K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 1.07% |
$2.59K - $3.04K
|
471
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.73% |
$2.59K - $3.04K
|
688
$398K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.52% |
$2.59K - $3.04K
|
966
$559K
|
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
5+ 0.1% |
$2.59K - $3.04K
|
5.27K
$3.05M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5+ 0.87% |
$2.59K - $3.04K
|
578
$335K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
5+ 0.55% |
$2.59K - $3.04K
|
910
$527K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
4+ 0.14% |
$2.08K - $2.43K
|
2.92K
$1.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4+ 0.34% |
$2.08K - $2.43K
|
1.17K
$675K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
4+ 1.25% |
$2.08K - $2.43K
|
324
$188K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.56% |
$2.08K - $2.43K
|
716
$415K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4New |
$2.08K - $2.43K
|
4
$2.32K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
4+ 1.26% |
$2.08K - $2.43K
|
321
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
4+ 0.99% |
$2.08K - $2.43K
|
407
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.55% |
$2.08K - $2.43K
|
737
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4New |
$2.08K - $2.43K
|
4
$2.32K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
3+ 0.18% |
$1.56K - $1.82K
|
1.63K
$946K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.26% |
$1.56K - $1.82K
|
1.16K
$672K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 1.46% |
$1.56K - $1.82K
|
208
$120K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.17% |
$1.56K - $1.82K
|
1.77K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3+ 0.48% |
$1.56K - $1.82K
|
623
$361K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
3+ 0.21% |
$1.56K - $1.82K
|
1.45K
$838K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.17% |
$1.56K - $1.82K
|
1.75K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
3+ 0.13% |
$1.56K - $1.82K
|
2.27K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
2+ 0.13% |
$1.04K - $1.22K
|
1.59K
$920K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.07% |
$1.04K - $1.22K
|
2.81K
$1.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.45% |
$1.04K - $1.22K
|
448
$259K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
2+ 0.28% |
$1.04K - $1.22K
|
728
$422K
|