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 |
---|---|---|---|---|---|---|---|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
557+ 13.29% |
$224K - $249K
|
4.75K
$2.5M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
555+ 3.8% |
$223K - $248K
|
15.2K
$7.97M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
553New |
$223K - $247K
|
553
$291K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
534New |
$215K - $238K
|
534
$281K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
533+ 0.37% |
$214K - $238K
|
144K
$75.9M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
528+ 17.72% |
$212K - $236K
|
3.51K
$1.84M
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
524New |
$211K - $234K
|
524
$276K
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
524New |
$211K - $234K
|
524
$276K
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
523New |
$210K - $233K
|
523
$275K
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
516New |
$208K - $230K
|
516
$271K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
505New |
$203K - $225K
|
505
$266K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
500New |
$201K - $223K
|
500
$263K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
499New |
$201K - $223K
|
499
$262K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
497+ 77.17% |
$200K - $222K
|
1.14K
$600K
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
495New |
$199K - $221K
|
495
$260K
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
487New |
$196K - $217K
|
487
$256K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
486New |
$196K - $217K
|
486
$256K
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
484+ 4.17% |
$195K - $216K
|
12.1K
$6.37M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
483New |
$194K - $216K
|
483
$254K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
482New |
$194K - $215K
|
482
$254K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
476New |
$192K - $212K
|
476
$250K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
473New |
$190K - $211K
|
473
$249K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
463New |
$186K - $207K
|
463
$244K
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
460New |
$185K - $205K
|
460
$242K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
451+ 27.07% |
$181K - $201K
|
2.12K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
446+ 92.34% |
$179K - $199K
|
929
$489K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
438+ 34.65% |
$176K - $196K
|
1.7K
$895K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
437+ 11.11% |
$176K - $195K
|
4.37K
$2.3M
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
437+ 28.98% |
$176K - $195K
|
1.95K
$1.02M
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
437+ 28.98% |
$176K - $195K
|
1.95K
$1.02M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
432+ 26.07% |
$174K - $193K
|
2.09K
$1.1M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
427+ 24.12% |
$172K - $191K
|
2.2K
$1.16M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
415+ 13.88% |
$167K - $185K
|
3.41K
$1.79M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
412+ 2.43% |
$166K - $184K
|
17.4K
$9.14M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 6.01% |
$161K - $179K
|
7.05K
$3.71M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
398+ 21.7% |
$160K - $178K
|
2.23K
$1.17M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
396+ 7.49% |
$159K - $177K
|
5.68K
$2.99M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
386+ 3.3% |
$155K - $172K
|
12.1K
$6.35M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
380+ 52.7% |
$153K - $170K
|
1.1K
$579K
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
378+ 14.18% |
$152K - $169K
|
3.04K
$1.6M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
378+ 2.38% |
$152K - $169K
|
16.3K
$8.56M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
373+ 8.04% |
$150K - $167K
|
5.01K
$2.64M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
364+ 21.49% |
$146K - $162K
|
2.06K
$1.08M
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
362+ 60.84% |
$146K - $162K
|
957
$503K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
358New |
$144K - $160K
|
358
$188K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
353+ 18.07% |
$142K - $158K
|
2.31K
$1.21M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
351+ 6.67% |
$141K - $157K
|
5.61K
$2.95M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
350+ 14.38% |
$141K - $156K
|
2.78K
$1.46M
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
346New |
$139K - $154K
|
346
$182K
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
341+ 20.21% |
$137K - $152K
|
2.03K
$1.07M
|