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 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
341+ 20.21% |
$137K - $152K
|
2.03K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
340+ 7.88% |
$137K - $152K
|
4.66K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
340+ 6.65% |
$137K - $152K
|
5.46K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
339+ 12.62% |
$136K - $151K
|
3.03K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
335+ 9.46% |
$135K - $150K
|
3.88K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
331+ 29.04% |
$133K - $148K
|
1.47K
$848K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
326+ 9.82% |
$131K - $146K
|
3.65K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
322+ 1.12% |
$130K - $144K
|
29K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
308+ 7.45% |
$124K - $137K
|
4.44K
$2.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
303New |
$122K - $135K
|
303
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
300+ 29.64% |
$121K - $134K
|
1.31K
$757K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
296+ 19.96% |
$119K - $132K
|
1.78K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
295+ 9.97% |
$119K - $132K
|
3.26K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
293+ 34.55% |
$118K - $131K
|
1.14K
$658K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
282+ 8.98% |
$113K - $126K
|
3.42K
$1.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
277+ 1.62% |
$111K - $124K
|
17.4K
$10M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
277+ 9.68% |
$111K - $124K
|
3.14K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
277+ 6925.0% |
$111K - $124K
|
281
$162K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
275+ 123.87% |
$111K - $123K
|
497
$287K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
274+ 3.41% |
$110K - $122K
|
8.31K
$4.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
273+ 67.91% |
$110K - $122K
|
675
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
271+ 14.23% |
$109K - $121K
|
2.18K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
270New |
$109K - $121K
|
270
$156K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
265+ 33.29% |
$107K - $118K
|
1.06K
$612K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
264+ 0.18% |
$106K - $118K
|
145K
$83.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
262+ 2.82% |
$105K - $117K
|
9.57K
$5.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
259+ 6.1% |
$104K - $116K
|
4.5K
$2.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
257+ 24.09% |
$103K - $115K
|
1.32K
$764K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
257+ 1.22% |
$103K - $115K
|
21.4K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
252+ 7.14% |
$101K - $112K
|
3.78K
$2.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
251+ 24.16% |
$101K - $112K
|
1.29K
$744K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
247+ 21.52% |
$99.4K - $110K
|
1.4K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
245+ 50.41% |
$98.6K - $109K
|
731
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
244+ 697.14% |
$98.2K - $109K
|
279
$161K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
242+ 11.19% |
$97.4K - $108K
|
2.4K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
239+ 2.13% |
$96.2K - $107K
|
11.5K
$6.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
236+ 2.17% |
$95K - $105K
|
11.1K
$6.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
235+ 12.49% |
$94.6K - $105K
|
2.12K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
234+ 13.54% |
$94.2K - $104K
|
1.96K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
231+ 5.88% |
$93K - $103K
|
4.16K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
224+ 0.11% |
$90.1K - $100K
|
201K
$116M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
222+ 5.78% |
$89.3K - $99.1K
|
4.07K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
221New |
$88.9K - $98.7K
|
221
$127K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
219+ 4.94% |
$88.1K - $97.8K
|
4.65K
$2.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
211+ 11.54% |
$84.9K - $94.2K
|
2.04K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
210+ 5.52% |
$84.5K - $93.7K
|
4.02K
$2.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
202+ 4.64% |
$81.3K - $90.2K
|
4.55K
$2.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
199+ 7.95% |
$80.1K - $88.8K
|
2.7K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
195+ 3.38% |
$78.5K - $87.1K
|
5.97K
$3.44M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
195+ 12.63% |
$78.5K - $87.1K
|
1.74K
$1M
|