Purchases and Sales Made in Q3 2024 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q3 2024. 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, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-198- 6.49% |
$94.9K - $125K
|
2.85K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-198- 9.24% |
$94.9K - $125K
|
1.95K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.92% |
$95.8K - $126K
|
21.5K
$12.4M
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-200- 13.79% |
$95.8K - $126K
|
1.25K
$724K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-201- 8.69% |
$96.3K - $127K
|
2.11K
$1.22M
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-204- 3.49% |
$97.7K - $129K
|
5.64K
$3.26M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-204- 2.54% |
$97.7K - $129K
|
7.84K
$4.54M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-205- 0.78% |
$98.2K - $129K
|
26.1K
$15.1M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-205- 0.87% |
$98.2K - $129K
|
23.2K
$13.5M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-206- 18.28% |
$98.7K - $130K
|
921
$533K
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-206- 2.46% |
$98.7K - $130K
|
8.16K
$4.72M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-207- 5.75% |
$99.2K - $130K
|
3.39K
$1.96M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-209- 10.89% |
$100K - $132K
|
1.71K
$991K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-209- 23.33% |
$100K - $132K
|
687
$398K
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-209- 0.49% |
$100K - $132K
|
42.8K
$24.8M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-216- 24.8% |
$103K - $136K
|
655
$379K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-217- 24.83% |
$104K - $137K
|
657
$380K
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-221- 0.11% |
$106K - $139K
|
199K
$115M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-223- 96.96% |
$107K - $141K
|
7
$4.05K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-225- 10.76% |
$108K - $142K
|
1.87K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-231- 3.1% |
$111K - $146K
|
7.21K
$4.18M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-232- 99.15% |
$111K - $146K
|
2
$1.16K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-237- 90.11% |
$114K - $149K
|
26
$15.1K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-240- 36.09% |
$115K - $151K
|
425
$246K
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-242- 5.27% |
$116K - $153K
|
4.35K
$2.52M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-244- 11.97% |
$117K - $154K
|
1.8K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-246- 30.64% |
$118K - $155K
|
557
$323K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-254- 4.6% |
$122K - $160K
|
5.27K
$3.05M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-256- 2.74% |
$123K - $161K
|
9.07K
$5.25M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-264- 1.75% |
$126K - $166K
|
14.8K
$8.58M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-265- 26.03% |
$127K - $167K
|
753
$436K
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-266- 39.12% |
$127K - $168K
|
414
$240K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-267- 1.26% |
$128K - $168K
|
21K
$12.2M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-269- 15.98% |
$129K - $170K
|
1.41K
$819K
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-272- 5.6% |
$130K - $171K
|
4.59K
$2.66M
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-274- 0.96% |
$131K - $173K
|
28.4K
$16.4M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-275- 1.89% |
$132K - $173K
|
14.3K
$8.29M
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-276- 3.02% |
$132K - $174K
|
8.86K
$5.13M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-277- 36.26% |
$133K - $175K
|
487
$282K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-278- 30.68% |
$133K - $175K
|
628
$364K
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-280- 14.76% |
$134K - $177K
|
1.62K
$936K
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-284- 4.26% |
$136K - $179K
|
6.39K
$3.7M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-287- 2.46% |
$137K - $181K
|
11.4K
$6.58M
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-295- 4.17% |
$141K - $186K
|
6.78K
$3.93M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-296- 2.45% |
$142K - $187K
|
11.8K
$6.83M
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-300- 2.35% |
$144K - $189K
|
12.5K
$7.22M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-300- 20.0% |
$144K - $189K
|
1.2K
$695K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-303- 5.81% |
$145K - $191K
|
4.91K
$2.84M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-305- 13.07% |
$146K - $192K
|
2.03K
$1.18M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-306- 32.69% |
$147K - $193K
|
630
$365K
|