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 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 4.81% |
$5.28K - $5.84K
|
610
$321K
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
28+ 2.9% |
$5.28K - $5.84K
|
992
$522K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 13.17% |
$5.09K - $5.63K
|
232
$122K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27+ 0.56% |
$5.09K - $5.63K
|
4.83K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25+ 1.78% |
$4.71K - $5.22K
|
1.43K
$753K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 0.5% |
$4.71K - $5.22K
|
4.99K
$2.62M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
20+ 0.18% |
$3.77K - $4.17K
|
10.9K
$5.72M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 51.28% |
$3.77K - $4.17K
|
59
$31K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
20+ 0.45% |
$3.77K - $4.17K
|
4.51K
$2.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 22.22% |
$3.39K - $3.76K
|
99
$52.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18+ 0.75% |
$3.39K - $3.76K
|
2.43K
$1.28M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17+ 0.84% |
$3.2K - $3.55K
|
2.03K
$1.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
17+ 1.25% |
$3.2K - $3.55K
|
1.38K
$726K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
17+ 4.64% |
$3.2K - $3.55K
|
383
$201K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17+ 0.99% |
$3.2K - $3.55K
|
1.73K
$911K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
17New |
$3.2K - $3.55K
|
17
$8.94K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
15+ 0.27% |
$2.83K - $3.13K
|
5.65K
$2.97M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
15+ 9.55% |
$2.83K - $3.13K
|
172
$90.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15+ 1.42% |
$2.83K - $3.13K
|
1.07K
$565K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 3.75% |
$2.83K - $3.13K
|
415
$218K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13+ 0.14% |
$2.45K - $2.71K
|
9.07K
$4.77M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 4.68% |
$2.45K - $2.71K
|
291
$153K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
13New |
$2.45K - $2.71K
|
13
$6.84K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 2.38% |
$2.26K - $2.5K
|
516
$271K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
11New |
$2.07K - $2.3K
|
11
$5.79K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$1.88K - $2.09K
|
4.03K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$1.88K - $2.09K
|
7.6K
$4M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9+ 0.08% |
$1.7K - $1.88K
|
10.7K
$5.64M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
9+ 0.58% |
$1.7K - $1.88K
|
1.56K
$819K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 29.03% |
$1.7K - $1.88K
|
40
$21K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 6.98% |
$1.7K - $1.88K
|
138
$72.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8New |
$1.51K - $1.67K
|
8
$4.21K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
7+ 0.55% |
$1.32K - $1.46K
|
1.29K
$677K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
6+ 0.37% |
$1.13K - $1.25K
|
1.61K
$847K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5+ 0.17% |
$942 - $1.04K
|
2.9K
$1.52M
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.18% |
$942 - $1.04K
|
2.77K
$1.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 2.17% |
$754 - $835
|
188
$98.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.33% |
$754 - $835
|
1.2K
$632K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2+ 0.05% |
$377 - $417
|
3.73K
$1.96M
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
2+ 1.0% |
$377 - $417
|
202
$106K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.27% |
$377 - $417
|
746
$392K
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
2+ 0.01% |
$377 - $417
|
13.8K
$7.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$377 - $417
|
1.78K
$934K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.06% |
$188 - $209
|
1.54K
$812K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.04% |
$188 - $209
|
2.68K
$1.41M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.12% |
$188 - $209
|
830
$437K
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
1+ 0.07% |
$188 - $209
|
1.41K
$740K
|
|
|
Nov 17, 2021
Q3 2021
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-1- 0.08% |
$188 - $209
|
1.23K
$648K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 3.45% |
$188 - $209
|
28
$14.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.09% |
$188 - $209
|
1.09K
$575K
|