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 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
186+ 20.51% |
$74.8K - $83K
|
1.09K
$575K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
185+ 23.96% |
$74.4K - $82.6K
|
957
$503K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
180+ 8.19% |
$72.4K - $80.4K
|
2.38K
$1.25M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
179+ 1.59% |
$72K - $79.9K
|
11.4K
$6.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
179+ 7.89% |
$72K - $79.9K
|
2.45K
$1.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
177+ 17.84% |
$71.2K - $79K
|
1.17K
$615K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
175+ 13.5% |
$70.4K - $78.1K
|
1.47K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
171+ 3.98% |
$68.8K - $76.3K
|
4.47K
$2.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
166+ 4.04% |
$66.8K - $74.1K
|
4.28K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
166+ 8.51% |
$66.8K - $74.1K
|
2.12K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
164+ 9.29% |
$66K - $73.2K
|
1.93K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
161+ 15.83% |
$64.8K - $71.9K
|
1.18K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
158+ 2.82% |
$63.6K - $70.5K
|
5.77K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
158+ 12.78% |
$63.6K - $70.5K
|
1.39K
$733K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
156+ 17.33% |
$62.8K - $69.6K
|
1.06K
$555K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
154+ 385.0% |
$62K - $68.7K
|
194
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
148+ 13.17% |
$59.6K - $66.1K
|
1.27K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
147+ 0.43% |
$59.2K - $65.6K
|
34.1K
$17.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
144+ 2.62% |
$57.9K - $64.3K
|
5.65K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
144+ 3.32% |
$57.9K - $64.3K
|
4.49K
$2.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
144New |
$57.9K - $64.3K
|
144
$75.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
140New |
$56.3K - $62.5K
|
140
$73.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
132+ 7.36% |
$53.1K - $58.9K
|
1.93K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
131+ 154.12% |
$52.7K - $58.5K
|
216
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
130+ 3.43% |
$52.3K - $58K
|
3.93K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
128+ 8.5% |
$51.5K - $57.1K
|
1.63K
$859K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
125+ 4.45% |
$50.3K - $55.8K
|
2.94K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
124+ 10.77% |
$49.9K - $55.4K
|
1.28K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
124+ 0.31% |
$49.9K - $55.4K
|
40.2K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
117+ 39.66% |
$47.1K - $52.2K
|
412
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
115+ 12.94% |
$46.3K - $51.3K
|
1K
$528K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
114+ 0.2% |
$45.9K - $50.9K
|
57.8K
$30.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
112+ 12.54% |
$45.1K - $50K
|
1.01K
$529K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
112+ 8.76% |
$45.1K - $50K
|
1.39K
$731K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
109+ 2.95% |
$43.9K - $48.7K
|
3.8K
$2M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
104+ 0.58% |
$41.8K - $46.4K
|
18K
$9.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
104+ 17.99% |
$41.8K - $46.4K
|
682
$359K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
103+ 0.39% |
$41.4K - $46K
|
26.4K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103+ 8.39% |
$41.4K - $46K
|
1.33K
$700K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
103+ 5.39% |
$41.4K - $46K
|
2.02K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
102+ 15.09% |
$41K - $45.5K
|
778
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
102+ 12.75% |
$41K - $45.5K
|
902
$474K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
100+ 2500.0% |
$40.2K - $44.6K
|
104
$54.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
100+ 7.02% |
$40.2K - $44.6K
|
1.52K
$802K
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 2.13% |
$40.2K - $44.6K
|
4.8K
$2.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
100+ 1.43% |
$40.2K - $44.6K
|
7.11K
$3.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
100+ 4.0% |
$40.2K - $44.6K
|
2.6K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
100+ 11.96% |
$40.2K - $44.6K
|
936
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
99+ 1.89% |
$39.8K - $44.2K
|
5.35K
$2.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
98+ 6.69% |
$39.4K - $43.7K
|
1.56K
$822K
|