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 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
15+ 2.95% |
$6.04K - $6.7K
|
523
$302K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14+ 1.43% |
$5.63K - $6.25K
|
994
$573K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 1.98% |
$5.63K - $6.25K
|
721
$416K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
13New |
$5.23K - $5.8K
|
13
$7.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 7.93% |
$5.23K - $5.8K
|
177
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
13+ 1.88% |
$5.23K - $5.8K
|
705
$407K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13+ 0.24% |
$5.23K - $5.8K
|
5.32K
$3.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12+ 2.93% |
$4.83K - $5.36K
|
421
$243K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12+ 1.48% |
$4.83K - $5.36K
|
823
$475K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11+ 1.66% |
$4.43K - $4.91K
|
672
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11+ 20.37% |
$4.43K - $4.91K
|
65
$37.5K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
11+ 0.21% |
$4.43K - $4.91K
|
5.15K
$2.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
10+ 1.95% |
$4.02K - $4.46K
|
522
$301K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
10+ 1.75% |
$4.02K - $4.46K
|
583
$336K
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
9+ 0.18% |
$3.62K - $4.02K
|
4.99K
$2.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9New |
$3.62K - $4.02K
|
9
$5.19K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.25% |
$3.62K - $4.02K
|
3.6K
$2.07M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
9+ 1.5% |
$3.62K - $4.02K
|
609
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8New |
$3.22K - $3.57K
|
8
$4.61K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
7+ 1.38% |
$2.82K - $3.12K
|
515
$297K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
7+ 0.6% |
$2.82K - $3.12K
|
1.18K
$678K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7New |
$2.82K - $3.12K
|
7
$4.04K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 116.67% |
$2.82K - $3.12K
|
13
$7.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.46% |
$2.82K - $3.12K
|
1.52K
$874K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7+ 1.45% |
$2.82K - $3.12K
|
490
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.24% |
$2.82K - $3.12K
|
2.97K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7+ 2.05% |
$2.82K - $3.12K
|
348
$201K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7+ 28.0% |
$2.82K - $3.12K
|
32
$18.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6+ 17.14% |
$2.41K - $2.68K
|
41
$23.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6+ 0.57% |
$2.41K - $2.68K
|
1.06K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 11.54% |
$2.41K - $2.68K
|
58
$33.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5+ 0.68% |
$2.01K - $2.23K
|
738
$426K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.87% |
$2.01K - $2.23K
|
580
$335K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.91% |
$2.01K - $2.23K
|
555
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5New |
$2.01K - $2.23K
|
5
$2.88K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 5.0% |
$2.01K - $2.23K
|
105
$60.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.14% |
$1.61K - $1.79K
|
2.81K
$1.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
4+ 0.14% |
$1.61K - $1.79K
|
2.91K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.2% |
$1.61K - $1.79K
|
1.99K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 8.51% |
$1.61K - $1.79K
|
51
$29.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
3+ 0.5% |
$1.21K - $1.34K
|
600
$346K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$1.21K - $1.34K
|
3
$1.73K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$1.21K - $1.34K
|
709
$409K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 1.39% |
$1.21K - $1.34K
|
219
$126K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 3.33% |
$1.21K - $1.34K
|
93
$53.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$1.21K - $1.34K
|
3.79K
$2.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.62% |
$1.21K - $1.34K
|
490
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$1.21K - $1.34K
|
3
$1.73K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3+ 0.5% |
$1.21K - $1.34K
|
606
$350K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2+ 0.05% |
$805 - $893
|
4.16K
$2.4M
|