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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
397+ 21.03% |
$190K - $250K
|
2.29K
$1.32M
|
|
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
391+ 3.99% |
$187K - $246K
|
10.2K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
388+ 6.78% |
$186K - $245K
|
6.11K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
384+ 48.61% |
$184K - $242K
|
1.17K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
369+ 13.61% |
$177K - $233K
|
3.08K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
364+ 5.82% |
$174K - $229K
|
6.61K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
361+ 71.06% |
$173K - $228K
|
869
$503K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
352+ 6.71% |
$169K - $222K
|
5.6K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 47.75% |
$168K - $221K
|
1.08K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
350+ 32.86% |
$168K - $221K
|
1.42K
$819K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
347+ 5.89% |
$166K - $219K
|
6.24K
$3.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
341+ 4.7% |
$163K - $215K
|
7.59K
$4.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
340+ 12.63% |
$163K - $214K
|
3.03K
$1.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
325+ 10.95% |
$156K - $205K
|
3.29K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
319+ 1.72% |
$153K - $201K
|
18.9K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
319+ 2.86% |
$153K - $201K
|
11.5K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
315+ 102.27% |
$151K - $199K
|
623
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
308+ 16.12% |
$148K - $194K
|
2.22K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
304+ 88.63% |
$146K - $192K
|
647
$375K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
301New |
$144K - $190K
|
301
$174K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
297+ 35.06% |
$142K - $187K
|
1.14K
$663K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
294+ 68.53% |
$141K - $185K
|
723
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
291+ 0.75% |
$139K - $183K
|
39K
$22.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
287+ 36.94% |
$137K - $181K
|
1.06K
$616K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
287+ 4.33% |
$137K - $181K
|
6.92K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
287+ 13.66% |
$137K - $181K
|
2.39K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
285+ 5.07% |
$137K - $180K
|
5.9K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
275+ 1.31% |
$132K - $173K
|
21.2K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
269+ 12.37% |
$129K - $170K
|
2.44K
$1.41M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
269+ 6.43% |
$129K - $170K
|
4.45K
$2.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
268+ 11.58% |
$128K - $169K
|
2.58K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
261+ 63.66% |
$125K - $165K
|
671
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
259+ 19.79% |
$124K - $163K
|
1.57K
$908K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
255+ 5.09% |
$122K - $161K
|
5.27K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
251+ 11.85% |
$120K - $158K
|
2.37K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
248+ 1.85% |
$119K - $156K
|
13.7K
$7.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
244+ 2.6% |
$117K - $154K
|
9.64K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
244+ 8.4% |
$117K - $154K
|
3.15K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
240+ 27.0% |
$115K - $151K
|
1.13K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
239+ 23.05% |
$114K - $151K
|
1.28K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
237+ 18.26% |
$114K - $149K
|
1.54K
$889K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
233+ 13.47% |
$112K - $147K
|
1.96K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
229+ 15.22% |
$110K - $144K
|
1.73K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
226+ 3.55% |
$108K - $142K
|
6.59K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
220+ 17.94% |
$105K - $139K
|
1.45K
$837K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
220+ 31.43% |
$105K - $139K
|
920
$533K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
220+ 6.19% |
$105K - $139K
|
3.77K
$2.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
210+ 8.37% |
$101K - $132K
|
2.72K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
209+ 50.0% |
$100K - $132K
|
627
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
206+ 0.15% |
$98.7K - $130K
|
141K
$81.8M
|