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 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
341+ 4.7% |
$163K - $215K
|
7.59K
$3.99M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
340+ 12.63% |
$163K - $214K
|
3.03K
$1.59M
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
304+ 88.63% |
$146K - $192K
|
647
$340K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
301New |
$144K - $190K
|
301
$158K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
297+ 35.06% |
$142K - $187K
|
1.14K
$602K
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
294+ 68.53% |
$141K - $185K
|
723
$380K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
287+ 36.94% |
$137K - $181K
|
1.06K
$560K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
275+ 1.31% |
$132K - $173K
|
21.2K
$11.1M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
268+ 11.58% |
$128K - $169K
|
2.58K
$1.36M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
255+ 5.09% |
$122K - $161K
|
5.27K
$2.77M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
248+ 1.85% |
$119K - $156K
|
13.7K
$7.2M
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
244+ 2.6% |
$117K - $154K
|
9.64K
$5.07M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
240+ 27.0% |
$115K - $151K
|
1.13K
$594K
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
233+ 13.47% |
$112K - $147K
|
1.96K
$1.03M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
226+ 3.55% |
$108K - $142K
|
6.59K
$3.47M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
220+ 17.94% |
$105K - $139K
|
1.45K
$761K
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
220+ 6.19% |
$105K - $139K
|
3.77K
$1.98M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
220+ 31.43% |
$105K - $139K
|
920
$484K
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
209+ 50.0% |
$100K - $132K
|
627
$330K
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
203+ 4.33% |
$97.2K - $128K
|
4.89K
$2.57M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
189+ 609.68% |
$90.5K - $119K
|
220
$116K
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
181+ 9.54% |
$86.7K - $114K
|
2.08K
$1.09M
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
171+ 14.16% |
$81.9K - $108K
|
1.38K
$725K
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
170New |
$81.4K - $107K
|
170
$89.4K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
164+ 1.98% |
$78.6K - $103K
|
8.46K
$4.45M
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
153+ 8.16% |
$73.3K - $96.4K
|
2.03K
$1.07M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
149+ 1.63% |
$71.4K - $93.9K
|
9.32K
$4.9M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
147+ 5.76% |
$70.4K - $92.7K
|
2.7K
$1.42M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
146+ 3.46% |
$69.9K - $92K
|
4.36K
$2.29M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
143+ 34.54% |
$68.5K - $90.1K
|
557
$293K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
142+ 3.83% |
$68K - $89.5K
|
3.85K
$2.03M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
141+ 11.34% |
$67.5K - $88.9K
|
1.38K
$728K
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
130+ 9.35% |
$62.3K - $81.9K
|
1.52K
$799K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
128+ 9.07% |
$61.3K - $80.7K
|
1.54K
$809K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
125+ 7.56% |
$59.9K - $78.8K
|
1.78K
$935K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
125+ 3125.0% |
$59.9K - $78.8K
|
129
$67.8K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
116New |
$55.6K - $73.1K
|
116
$61K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114New |
$54.6K - $71.9K
|
114
$60K
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
112+ 2.23% |
$53.7K - $70.6K
|
5.14K
$2.7M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
112+ 2.96% |
$53.7K - $70.6K
|
3.9K
$2.05M
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
112+ 11.23% |
$53.7K - $70.6K
|
1.11K
$583K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
108+ 1.96% |
$51.7K - $68.1K
|
5.61K
$2.95M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
106+ 2.85% |
$50.8K - $66.8K
|
3.83K
$2.01M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
100+ 10.26% |
$47.9K - $63K
|
1.08K
$565K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
100+ 20.58% |
$47.9K - $63K
|
586
$308K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
99+ 16.98% |
$47.4K - $62.4K
|
682
$359K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
98+ 3.28% |
$46.9K - $61.8K
|
3.09K
$1.63M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
98+ 171.93% |
$46.9K - $61.8K
|
155
$81.5K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
97+ 10.36% |
$46.5K - $61.1K
|
1.03K
$543K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
95+ 5.44% |
$45.5K - $59.9K
|
1.84K
$968K
|