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 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
98+ 6.69% |
$39.4K - $43.7K
|
1.56K
$901K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
97+ 4.62% |
$39K - $43.3K
|
2.2K
$1.27M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
97+ 4.62% |
$39K - $43.3K
|
2.2K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
94+ 5.2% |
$37.8K - $42K
|
1.9K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
92+ 3.95% |
$37K - $41.1K
|
2.42K
$1.4M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
88+ 3.25% |
$35.4K - $39.3K
|
2.8K
$1.61M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
88+ 3.43% |
$35.4K - $39.3K
|
2.66K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
86+ 2.31% |
$34.6K - $38.4K
|
3.81K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
86+ 6.95% |
$34.6K - $38.4K
|
1.32K
$763K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
85+ 6.84% |
$34.2K - $37.9K
|
1.33K
$766K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
84+ 0.61% |
$33.8K - $37.5K
|
13.8K
$7.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
81+ 10.49% |
$32.6K - $36.2K
|
853
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
81+ 10.1% |
$32.6K - $36.2K
|
883
$509K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
81+ 3.17% |
$32.6K - $36.2K
|
2.64K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
79+ 7.81% |
$31.8K - $35.3K
|
1.09K
$629K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
78+ 9.34% |
$31.4K - $34.8K
|
913
$527K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
78+ 0.54% |
$31.4K - $34.8K
|
14.5K
$8.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 3.22% |
$31K - $34.4K
|
2.47K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
77New |
$31K - $34.4K
|
77
$44.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
76+ 6.77% |
$30.6K - $33.9K
|
1.2K
$691K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
75+ 10.81% |
$30.2K - $33.5K
|
769
$444K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
74+ 4.02% |
$29.8K - $33K
|
1.92K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
73+ 7.72% |
$29.4K - $32.6K
|
1.02K
$588K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
73+ 8.92% |
$29.4K - $32.6K
|
891
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
73+ 0.65% |
$29.4K - $32.6K
|
11.3K
$6.54M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
70+ 1.59% |
$28.2K - $31.2K
|
4.48K
$2.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 9.33% |
$28.2K - $31.2K
|
820
$473K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
69+ 46.94% |
$27.8K - $30.8K
|
216
$125K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
68+ 5.27% |
$27.4K - $30.4K
|
1.36K
$783K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
66+ 2.1% |
$26.6K - $29.5K
|
3.2K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
65+ 5.66% |
$26.2K - $29K
|
1.21K
$700K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
65+ 5.66% |
$26.2K - $29K
|
1.21K
$700K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
64New |
$25.8K - $28.6K
|
64
$36.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
64New |
$25.8K - $28.6K
|
64
$36.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
63New |
$25.4K - $28.1K
|
63
$36.3K
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
61+ 2.09% |
$24.5K - $27.2K
|
2.98K
$1.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
60+ 3.16% |
$24.1K - $26.8K
|
1.96K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
58+ 0.93% |
$23.3K - $25.9K
|
6.31K
$3.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
57+ 0.04% |
$22.9K - $25.4K
|
130K
$75M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
56+ 1.81% |
$22.5K - $25K
|
3.15K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
56+ 8.27% |
$22.5K - $25K
|
733
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
55+ 6.21% |
$22.1K - $24.6K
|
941
$543K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
55+ 6.49% |
$22.1K - $24.6K
|
902
$520K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
54+ 1.13% |
$21.7K - $24.1K
|
4.84K
$2.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
53+ 3.47% |
$21.3K - $23.7K
|
1.58K
$911K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
53+ 7.33% |
$21.3K - $23.7K
|
776
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
52New |
$20.9K - $23.2K
|
52
$30K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
50+ 0.72% |
$20.1K - $22.3K
|
6.98K
$4.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
49+ 3.89% |
$19.7K - $21.9K
|
1.31K
$756K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
49+ 3.03% |
$19.7K - $21.9K
|
1.67K
$960K
|