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 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-106- 4.29% |
$42.7K - $47.3K
|
2.36K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-106- 9.52% |
$42.7K - $47.3K
|
1.01K
$530K
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-108- 2.41% |
$43.5K - $48.2K
|
4.37K
$2.3M
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-108- 0.75% |
$43.5K - $48.2K
|
14.3K
$7.51M
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-111- 4.97% |
$44.7K - $49.6K
|
2.12K
$1.12M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-112- 3.25% |
$45.1K - $50K
|
3.34K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-113- 0.48% |
$45.5K - $50.4K
|
23.4K
$12.3M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-113- 11.08% |
$45.5K - $50.4K
|
907
$477K
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-122- 14.25% |
$49.1K - $54.5K
|
734
$386K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-122- 5.5% |
$49.1K - $54.5K
|
2.1K
$1.1M
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-123- 12.05% |
$49.5K - $54.9K
|
898
$472K
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-125- 1.82% |
$50.3K - $55.8K
|
6.75K
$3.55M
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-126- 1.02% |
$50.7K - $56.2K
|
12.2K
$6.43M
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-128- 6.28% |
$51.5K - $57.1K
|
1.91K
$1M
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-130- 13.13% |
$52.3K - $58K
|
860
$452K
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-131- 2.8% |
$52.7K - $58.5K
|
4.55K
$2.39M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-134- 5.22% |
$53.9K - $59.8K
|
2.43K
$1.28M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-136- 16.5% |
$54.7K - $60.7K
|
688
$362K
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-139- 0.93% |
$55.9K - $62.1K
|
14.8K
$7.81M
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-140- 1.88% |
$56.3K - $62.5K
|
7.32K
$3.85M
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-140- 63.06% |
$56.3K - $62.5K
|
82
$43.1K
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-142- 5.19% |
$57.1K - $63.4K
|
2.59K
$1.36M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-145- 0.57% |
$58.3K - $64.7K
|
25.4K
$13.4M
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-147- 0.64% |
$59.2K - $65.6K
|
22.9K
$12M
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-147- 4.08% |
$59.2K - $65.6K
|
3.46K
$1.82M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-148- 5.27% |
$59.6K - $66.1K
|
2.66K
$1.4M
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-148- 3.88% |
$59.6K - $66.1K
|
3.67K
$1.93M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150- 7.12% |
$60.4K - $67K
|
1.96K
$1.03M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-158- 15.13% |
$63.6K - $70.5K
|
886
$466K
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-161- 7.71% |
$64.8K - $71.9K
|
1.93K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-162- 6.04% |
$65.2K - $72.3K
|
2.52K
$1.32M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-163- 6.77% |
$65.6K - $72.8K
|
2.24K
$1.18M
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-163- 4.56% |
$65.6K - $72.8K
|
3.41K
$1.8M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-163- 46.18% |
$65.6K - $72.8K
|
190
$99.9K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-163- 1.49% |
$65.6K - $72.8K
|
10.8K
$5.66M
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-165- 17.41% |
$66.4K - $73.7K
|
783
$412K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-168- 3.16% |
$67.6K - $75K
|
5.15K
$2.71M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-169- 11.33% |
$68K - $75.4K
|
1.32K
$696K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-176- 1.99% |
$70.8K - $78.6K
|
8.67K
$4.56M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-179- 4.42% |
$72K - $79.9K
|
3.87K
$2.04M
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-182- 2.71% |
$73.2K - $81.2K
|
6.54K
$3.44M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-182- 16.96% |
$73.2K - $81.2K
|
891
$469K
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-182- 16.96% |
$73.2K - $81.2K
|
891
$469K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-184- 27.88% |
$74K - $82.1K
|
476
$250K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-185- 22.13% |
$74.4K - $82.6K
|
651
$342K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-187- 19.87% |
$75.2K - $83.5K
|
754
$397K
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-188- 8.31% |
$75.7K - $83.9K
|
2.08K
$1.09M
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-190- 4.23% |
$76.5K - $84.8K
|
4.3K
$2.26M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-190- 16.51% |
$76.5K - $84.8K
|
961
$505K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-190- 1.73% |
$76.5K - $84.8K
|
10.8K
$5.69M
|