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 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6- 0.75% |
$2.41K - $2.68K
|
795
$459K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 8.75% |
$2.82K - $3.12K
|
73
$42.1K
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.95% |
$3.22K - $3.57K
|
832
$480K
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-8- 0.19% |
$3.22K - $3.57K
|
4.23K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-8- 0.66% |
$3.22K - $3.57K
|
1.2K
$692K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8- 0.51% |
$3.22K - $3.57K
|
1.55K
$895K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 10.2% |
$4.02K - $4.46K
|
88
$50.8K
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.27% |
$4.02K - $4.46K
|
3.67K
$2.11M
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 1.29% |
$4.02K - $4.46K
|
767
$442K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.8% |
$4.02K - $4.46K
|
1.25K
$718K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 4.29% |
$4.02K - $4.46K
|
223
$129K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 4.0% |
$4.02K - $4.46K
|
240
$138K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 20.75% |
$4.43K - $4.91K
|
42
$24.2K
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-11- 2.15% |
$4.43K - $4.91K
|
501
$289K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-12- 0.35% |
$4.83K - $5.36K
|
3.41K
$1.96M
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-13- 0.77% |
$5.23K - $5.8K
|
1.67K
$963K
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-14- 2.81% |
$5.63K - $6.25K
|
484
$279K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-14- 3.7% |
$5.63K - $6.25K
|
364
$210K
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-14- 43.75% |
$5.63K - $6.25K
|
18
$10.4K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14- 1.9% |
$5.63K - $6.25K
|
724
$418K
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-15- 2.27% |
$6.04K - $6.7K
|
645
$372K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15- 1.2% |
$6.04K - $6.7K
|
1.24K
$713K
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-15- 1.72% |
$6.04K - $6.7K
|
857
$494K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-16- 3.24% |
$6.44K - $7.14K
|
478
$276K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-16- 0.37% |
$6.44K - $7.14K
|
4.27K
$2.46M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-17- 1.14% |
$6.84K - $7.59K
|
1.48K
$853K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-17- 0.16% |
$6.84K - $7.59K
|
10.9K
$6.3M
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-17- 0.86% |
$6.84K - $7.59K
|
1.96K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-17- 1.08% |
$6.84K - $7.59K
|
1.56K
$902K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18- 1.75% |
$7.24K - $8.04K
|
1.01K
$583K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-18- 0.42% |
$7.24K - $8.04K
|
4.26K
$2.46M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-18- 1.08% |
$7.24K - $8.04K
|
1.64K
$946K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18- 78.26% |
$7.24K - $8.04K
|
5
$2.88K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19- 3.65% |
$7.65K - $8.48K
|
502
$290K
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-19- 3.89% |
$7.65K - $8.48K
|
470
$271K
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-20- 3.93% |
$8.05K - $8.93K
|
489
$282K
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-20- 3.33% |
$8.05K - $8.93K
|
580
$335K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-21- 1.12% |
$8.45K - $9.37K
|
1.85K
$1.07M
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-22- 2.22% |
$8.85K - $9.82K
|
967
$558K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-23- 1.06% |
$9.26K - $10.3K
|
2.15K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-23- 4.5% |
$9.26K - $10.3K
|
488
$281K
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-23- 1.49% |
$9.26K - $10.3K
|
1.52K
$874K
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-24- 3.43% |
$9.66K - $10.7K
|
675
$389K
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-24- 0.25% |
$9.66K - $10.7K
|
9.54K
$5.5M
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-25- 2.08% |
$10.1K - $11.2K
|
1.18K
$680K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-25- 1.78% |
$10.1K - $11.2K
|
1.38K
$797K
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-25- 1.61% |
$10.1K - $11.2K
|
1.53K
$881K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-25- 1.1% |
$10.1K - $11.2K
|
2.25K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-25- 1.69% |
$10.1K - $11.2K
|
1.45K
$836K
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-25- 0.64% |
$10.1K - $11.2K
|
3.9K
$2.25M
|