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
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-55- 1.44% |
$22.1K - $24.6K
|
3.77K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-55- 2.92% |
$22.1K - $24.6K
|
1.83K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-56- 8.01% |
$22.5K - $25K
|
643
$371K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-57- 10.82% |
$22.9K - $25.4K
|
470
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-57- 0.7% |
$22.9K - $25.4K
|
8.14K
$4.69M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-58- 0.08% |
$23.3K - $25.9K
|
71.8K
$41.4M
|
|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-58- 0.15% |
$23.3K - $25.9K
|
38.3K
$22.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-59- 1.08% |
$23.7K - $26.3K
|
5.41K
$3.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-59- 5.16% |
$23.7K - $26.3K
|
1.09K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-59- 37.82% |
$23.7K - $26.3K
|
97
$55.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-60- 3.36% |
$24.1K - $26.8K
|
1.73K
$996K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-60- 0.57% |
$24.1K - $26.8K
|
10.5K
$6.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-61- 1.89% |
$24.5K - $27.2K
|
3.17K
$1.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-63- 1.43% |
$25.4K - $28.1K
|
4.34K
$2.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-63- 3.93% |
$25.4K - $28.1K
|
1.54K
$889K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-64- 2.96% |
$25.8K - $28.6K
|
2.1K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-64- 0.64% |
$25.8K - $28.6K
|
9.87K
$5.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-65- 0.39% |
$26.2K - $29K
|
16.7K
$9.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-68- 4.0% |
$27.4K - $30.4K
|
1.63K
$942K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-68- 1.21% |
$27.4K - $30.4K
|
5.53K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-68- 5.03% |
$27.4K - $30.4K
|
1.28K
$741K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-68- 6.33% |
$27.4K - $30.4K
|
1.01K
$581K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-71- 12.54% |
$28.6K - $31.7K
|
495
$285K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-72- 0.48% |
$29K - $32.1K
|
15K
$8.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-72- 0.81% |
$29K - $32.1K
|
8.8K
$5.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-73- 10.98% |
$29.4K - $32.6K
|
592
$341K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-73- 8.17% |
$29.4K - $32.6K
|
821
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-74- 1.38% |
$29.8K - $33K
|
5.31K
$3.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-77- 0.49% |
$31K - $34.4K
|
15.7K
$9.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 4.31% |
$32.2K - $35.7K
|
1.78K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-83- 3.25% |
$33.4K - $37.1K
|
2.47K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-84- 2.04% |
$33.8K - $37.5K
|
4.04K
$2.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-85- 6.25% |
$34.2K - $37.9K
|
1.27K
$735K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-87- 12.0% |
$35K - $38.8K
|
638
$368K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-87- 3.85% |
$35K - $38.8K
|
2.17K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-87- 0.51% |
$35K - $38.8K
|
16.9K
$9.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-88- 12.29% |
$35.4K - $39.3K
|
628
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-88- 6.29% |
$35.4K - $39.3K
|
1.31K
$756K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-90- 6.21% |
$36.2K - $40.2K
|
1.36K
$784K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-91- 4.45% |
$36.6K - $40.6K
|
1.95K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-94- 2.71% |
$37.8K - $42K
|
3.38K
$1.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-95- 1.95% |
$38.2K - $42.4K
|
4.77K
$2.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-95- 1.32% |
$38.2K - $42.4K
|
7.1K
$4.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-96- 5.95% |
$38.6K - $42.9K
|
1.52K
$876K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-97- 7.37% |
$39K - $43.3K
|
1.22K
$703K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 1.6% |
$40.2K - $44.6K
|
6.15K
$3.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-100- 1.74% |
$40.2K - $44.6K
|
5.65K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-102- 2.28% |
$41K - $45.5K
|
4.37K
$2.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-103- 2.94% |
$41.4K - $46K
|
3.4K
$1.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-104- 2.32% |
$41.8K - $46.4K
|
4.37K
$2.52M
|