Purchases and Sales Made in Q3 2023 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q3 2023. 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 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
49+ 6.19% |
$19.7K - $21.9K
|
841
$489K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
48+ 2.0% |
$19.3K - $21.4K
|
2.45K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
47+ 7.95% |
$18.9K - $21K
|
638
$371K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 7.71% |
$18.5K - $20.5K
|
643
$374K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
46+ 6.0% |
$18.5K - $20.5K
|
813
$473K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
46+ 5.13% |
$18.5K - $20.5K
|
942
$548K
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
45+ 0.91% |
$18.1K - $20.1K
|
4.99K
$2.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
44+ 2.26% |
$17.7K - $19.6K
|
1.99K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
44+ 7.5% |
$17.7K - $19.6K
|
631
$367K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
44+ 30.14% |
$17.7K - $19.6K
|
190
$111K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
43+ 2.51% |
$17.3K - $19.2K
|
1.76K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
43+ 7.85% |
$17.3K - $19.2K
|
591
$344K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
42+ 1.78% |
$16.9K - $18.7K
|
2.41K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
41+ 1.18% |
$16.5K - $18.3K
|
3.51K
$2.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
40+ 17.39% |
$16.1K - $17.9K
|
270
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 1.31% |
$15.3K - $17K
|
2.94K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37+ 1.94% |
$14.9K - $16.5K
|
1.95K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
36+ 0.9% |
$14.5K - $16.1K
|
4.05K
$2.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
35+ 2.45% |
$14.1K - $15.6K
|
1.46K
$850K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 5.2% |
$13.7K - $15.2K
|
688
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
34+ 20.73% |
$13.7K - $15.2K
|
198
$115K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
33+ 2.73% |
$13.3K - $14.7K
|
1.24K
$723K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33+ 1.09% |
$13.3K - $14.7K
|
3.07K
$1.79M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 3.87% |
$12.9K - $14.3K
|
859
$500K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30+ 1.34% |
$12.1K - $13.4K
|
2.28K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
29+ 3.47% |
$11.7K - $12.9K
|
865
$503K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29+ 0.55% |
$11.7K - $12.9K
|
5.35K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
29+ 9.86% |
$11.7K - $12.9K
|
323
$188K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28+ 50.0% |
$11.3K - $12.5K
|
84
$48.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
28+ 11.02% |
$11.3K - $12.5K
|
282
$164K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27+ 0.09% |
$10.9K - $12.1K
|
30.4K
$17.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25+ 156.25% |
$10.1K - $11.2K
|
41
$23.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25+ 1.07% |
$10.1K - $11.2K
|
2.35K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$9.26K - $10.3K
|
23
$13.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22+ 3.2% |
$8.85K - $9.82K
|
710
$413K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 8.61% |
$8.45K - $9.37K
|
265
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 5.98% |
$8.45K - $9.37K
|
372
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 7.84% |
$8.05K - $8.93K
|
275
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20+ 0.12% |
$8.05K - $8.93K
|
16.2K
$9.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
19+ 7.36% |
$7.65K - $8.48K
|
277
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 5.49% |
$7.24K - $8.04K
|
346
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18+ 0.22% |
$7.24K - $8.04K
|
8.27K
$4.81M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 5.49% |
$7.24K - $8.04K
|
346
$201K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 3.01% |
$6.84K - $7.59K
|
581
$338K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17+ 2.29% |
$6.84K - $7.59K
|
759
$442K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17+ 18.48% |
$6.84K - $7.59K
|
109
$63.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17+ 0.29% |
$6.84K - $7.59K
|
5.92K
$3.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
17+ 21.79% |
$6.84K - $7.59K
|
95
$55.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
15+ 0.18% |
$6.04K - $6.7K
|
8.14K
$4.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15+ 7.08% |
$6.04K - $6.7K
|
227
$132K
|