Purchases and Sales Made in Q3 2021 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28+ 59.57% |
$5.28K - $5.84K
|
75
$43.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 4.81% |
$5.28K - $5.84K
|
610
$353K
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
28+ 2.9% |
$5.28K - $5.84K
|
992
$574K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 13.17% |
$5.09K - $5.63K
|
232
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27+ 0.56% |
$5.09K - $5.63K
|
4.83K
$2.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 0.5% |
$4.71K - $5.22K
|
4.99K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25+ 1.78% |
$4.71K - $5.22K
|
1.43K
$829K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 51.28% |
$3.77K - $4.17K
|
59
$34.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
20+ 0.18% |
$3.77K - $4.17K
|
10.9K
$6.3M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
20+ 0.45% |
$3.77K - $4.17K
|
4.51K
$2.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 22.22% |
$3.39K - $3.76K
|
99
$57.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18+ 0.75% |
$3.39K - $3.76K
|
2.43K
$1.41M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
17New |
$3.2K - $3.55K
|
17
$9.85K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
17+ 4.64% |
$3.2K - $3.55K
|
383
$222K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17+ 0.99% |
$3.2K - $3.55K
|
1.73K
$1M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
17+ 1.25% |
$3.2K - $3.55K
|
1.38K
$800K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17+ 0.84% |
$3.2K - $3.55K
|
2.03K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
15+ 0.27% |
$2.83K - $3.13K
|
5.65K
$3.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15+ 1.42% |
$2.83K - $3.13K
|
1.07K
$622K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 3.75% |
$2.83K - $3.13K
|
415
$240K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
15+ 9.55% |
$2.83K - $3.13K
|
172
$99.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 4.68% |
$2.45K - $2.71K
|
291
$169K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
13New |
$2.45K - $2.71K
|
13
$7.53K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13+ 0.14% |
$2.45K - $2.71K
|
9.07K
$5.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 2.38% |
$2.26K - $2.5K
|
516
$299K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
11New |
$2.07K - $2.3K
|
11
$6.37K
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$1.88K - $2.09K
|
7.6K
$4.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$1.88K - $2.09K
|
4.03K
$2.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 6.98% |
$1.7K - $1.88K
|
138
$79.9K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
9+ 0.58% |
$1.7K - $1.88K
|
1.56K
$902K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 29.03% |
$1.7K - $1.88K
|
40
$23.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9+ 0.08% |
$1.7K - $1.88K
|
10.7K
$6.21M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8New |
$1.51K - $1.67K
|
8
$4.63K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
7+ 0.55% |
$1.32K - $1.46K
|
1.29K
$745K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
6+ 0.37% |
$1.13K - $1.25K
|
1.61K
$933K
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.18% |
$942 - $1.04K
|
2.77K
$1.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5+ 0.17% |
$942 - $1.04K
|
2.9K
$1.68M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 2.17% |
$754 - $835
|
188
$109K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.33% |
$754 - $835
|
1.2K
$696K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
2+ 1.0% |
$377 - $417
|
202
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.27% |
$377 - $417
|
746
$432K
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
2+ 0.01% |
$377 - $417
|
13.8K
$8.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$377 - $417
|
1.78K
$1.03M
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2+ 0.05% |
$377 - $417
|
3.73K
$2.16M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.12% |
$188 - $209
|
830
$481K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.06% |
$188 - $209
|
1.54K
$894K
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
1+ 0.07% |
$188 - $209
|
1.41K
$815K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.04% |
$188 - $209
|
2.68K
$1.55M
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.09% |
$188 - $209
|
1.09K
$633K
|