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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$805 - $893
|
2.47K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.82% |
$805 - $893
|
247
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
2+ 0.14% |
$805 - $893
|
1.45K
$760K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 6.67% |
$805 - $893
|
32
$16.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.02% |
$402 - $446
|
6.28K
$3.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.13% |
$402 - $446
|
775
$408K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.15% |
$402 - $446
|
687
$361K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1+ 0.11% |
$402 - $446
|
910
$479K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.09% |
$402 - $446
|
1.08K
$569K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.09% |
$402 - $446
|
1.16K
$607K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$402 - $446
|
1.57K
$826K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.12% |
$402 - $446
|
831
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.08% |
$402 - $446
|
1.26K
$661K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1+ 0.05% |
$402 - $446
|
2.1K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$402 - $446
|
658
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 14.29% |
$402 - $446
|
8
$4.21K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1New |
$402 - $446
|
1
$526
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$402 - $446
|
5.69K
$2.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$402 - $446
|
2.73K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1- 0.09% |
$402 - $446
|
1.16K
$609K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1- 0.18% |
$402 - $446
|
556
$292K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$805 - $893
|
1.98K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2- 0.41% |
$805 - $893
|
486
$256K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$805 - $893
|
2.54K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 0.34% |
$805 - $893
|
587
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2- 4.08% |
$805 - $893
|
47
$24.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.82% |
$805 - $893
|
241
$127K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-2- 2.7% |
$805 - $893
|
72
$37.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2- 1.63% |
$805 - $893
|
121
$63.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2- 0.7% |
$805 - $893
|
282
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
SELL
|
- |
-2- 6.67% |
$805 - $893
|
28
$14.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.28% |
$1.21K - $1.34K
|
1.08K
$570K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 75.0% |
$1.21K - $1.34K
|
1
$526
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3- 0.39% |
$1.21K - $1.34K
|
762
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3- 0.05% |
$1.21K - $1.34K
|
5.46K
$2.87M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3- 0.39% |
$1.21K - $1.34K
|
762
$401K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4- 1.22% |
$1.61K - $1.79K
|
323
$170K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5- 0.58% |
$2.01K - $2.23K
|
858
$451K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 71.43% |
$2.01K - $2.23K
|
2
$1.05K
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-5- 0.71% |
$2.01K - $2.23K
|
695
$366K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5- 0.94% |
$2.01K - $2.23K
|
529
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 6.94% |
$2.01K - $2.23K
|
67
$35.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5- 0.32% |
$2.01K - $2.23K
|
1.56K
$819K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5Closed |
$2.01K - $2.23K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5- 0.32% |
$2.01K - $2.23K
|
1.57K
$828K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-6- 0.07% |
$2.41K - $2.68K
|
8.32K
$4.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 0.41% |
$2.41K - $2.68K
|
1.47K
$772K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-6- 2.97% |
$2.41K - $2.68K
|
196
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6- 75.0% |
$2.41K - $2.68K
|
2
$1.05K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6- 0.75% |
$2.41K - $2.68K
|
795
$418K
|