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 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
427New |
$222K - $260K
|
427
$248K
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
425+ 12.5% |
$220K - $258K
|
3.82K
$2.22M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
425New |
$220K - $258K
|
425
$247K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
422New |
$219K - $256K
|
422
$245K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
418+ 6.72% |
$217K - $254K
|
6.64K
$3.86M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
418New |
$217K - $254K
|
418
$243K
|
|
Aug 13, 2024
Q2 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
417+ 56.81% |
$216K - $253K
|
1.15K
$670K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
416New |
$216K - $253K
|
416
$242K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
414New |
$215K - $252K
|
414
$241K
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
410+ 13.34% |
$213K - $249K
|
3.48K
$2.03M
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
410New |
$213K - $249K
|
410
$239K
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
407New |
$211K - $247K
|
407
$237K
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
403+ 9.41% |
$209K - $245K
|
4.69K
$2.73M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
403New |
$209K - $245K
|
403
$234K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
400New |
$208K - $243K
|
400
$233K
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
400New |
$208K - $243K
|
400
$233K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
399+ 7.41% |
$207K - $243K
|
5.79K
$3.37M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
398New |
$206K - $242K
|
398
$232K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
395+ 67.06% |
$205K - $240K
|
984
$572K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
395+ 5.89% |
$205K - $240K
|
7.1K
$4.13M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
394New |
$204K - $239K
|
394
$229K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
393+ 14.71% |
$204K - $239K
|
3.06K
$1.78M
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
391+ 2.18% |
$203K - $238K
|
18.3K
$10.6M
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
389+ 57.54% |
$202K - $236K
|
1.07K
$620K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
388New |
$201K - $236K
|
388
$226K
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
387+ 47.14% |
$201K - $235K
|
1.21K
$703K
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
384+ 8.58% |
$199K - $233K
|
4.86K
$2.83M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
381New |
$198K - $232K
|
381
$222K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
379New |
$197K - $230K
|
379
$220K
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
379New |
$197K - $230K
|
379
$220K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
378New |
$196K - $230K
|
378
$220K
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
378New |
$196K - $230K
|
378
$220K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
376New |
$195K - $229K
|
376
$219K
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
376+ 80.17% |
$195K - $229K
|
845
$492K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
374+ 11.21% |
$194K - $227K
|
3.71K
$2.16M
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
372New |
$193K - $226K
|
372
$216K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
371+ 0.52% |
$192K - $225K
|
72K
$41.9M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
371+ 17.93% |
$192K - $225K
|
2.44K
$1.42M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
369+ 18.26% |
$191K - $224K
|
2.39K
$1.39M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
369New |
$191K - $224K
|
369
$215K
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
368New |
$191K - $224K
|
368
$214K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
367New |
$190K - $223K
|
367
$213K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
366New |
$190K - $222K
|
366
$213K
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
366New |
$190K - $222K
|
366
$213K
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
365New |
$189K - $222K
|
365
$212K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
364New |
$189K - $221K
|
364
$212K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
364New |
$189K - $221K
|
364
$212K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
363New |
$188K - $221K
|
363
$211K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
361New |
$187K - $219K
|
361
$210K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
360New |
$187K - $219K
|
360
$209K
|