Purchases and Sales Made in Q4 2021 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
131+ 10.91% |
$26K - $32.6K
|
1.33K
$775K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
130+ 7.29% |
$25.8K - $32.4K
|
1.91K
$1.11M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
130+ 1.03% |
$25.8K - $32.4K
|
12.8K
$7.44M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
124+ 1.24% |
$24.6K - $30.9K
|
10.2K
$5.91M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
122+ 4.78% |
$24.2K - $30.4K
|
2.67K
$1.56M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
122+ 1.51% |
$24.2K - $30.4K
|
8.18K
$4.76M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
122+ 24.75% |
$24.2K - $30.4K
|
615
$358K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
122+ 24.75% |
$24.2K - $30.4K
|
615
$358K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
121+ 1.59% |
$24K - $30.1K
|
7.75K
$4.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
120+ 3.05% |
$23.8K - $29.9K
|
4.06K
$2.36M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
120+ 7.65% |
$23.8K - $29.9K
|
1.69K
$983K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
120+ 6.99% |
$23.8K - $29.9K
|
1.84K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
119+ 5.4% |
$23.6K - $29.6K
|
2.32K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
118+ 1.44% |
$23.4K - $29.4K
|
8.32K
$4.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
117+ 4.91% |
$23.2K - $29.1K
|
2.5K
$1.45M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
117+ 8.27% |
$23.2K - $29.1K
|
1.53K
$891K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
117+ 8.27% |
$23.2K - $29.1K
|
1.53K
$891K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
115New |
$22.8K - $28.6K
|
115
$66.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
114+ 19.72% |
$22.6K - $28.4K
|
692
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
113+ 1.87% |
$22.4K - $28.1K
|
6.17K
$3.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
113+ 4.6% |
$22.4K - $28.1K
|
2.57K
$1.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
112New |
$22.2K - $27.9K
|
112
$65.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
109+ 24.01% |
$21.6K - $27.1K
|
563
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 2.58% |
$20.6K - $25.9K
|
4.14K
$2.41M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
103New |
$20.4K - $25.6K
|
103
$59.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
103+ 1.14% |
$20.4K - $25.6K
|
9.17K
$5.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
103New |
$20.4K - $25.6K
|
103
$59.9K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
102New |
$20.2K - $25.4K
|
102
$59.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
102+ 4.81% |
$20.2K - $25.4K
|
2.22K
$1.29M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100New |
$19.8K - $24.9K
|
100
$58.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$19.8K - $24.9K
|
100
$58.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
100+ 1.87% |
$19.8K - $24.9K
|
5.44K
$3.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 1.68% |
$19.8K - $24.9K
|
6.06K
$3.53M
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
100New |
$19.8K - $24.9K
|
100
$58.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
97+ 1.63% |
$19.2K - $24.1K
|
6.05K
$3.52M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
94+ 5.83% |
$18.6K - $23.4K
|
1.71K
$992K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
93+ 8.66% |
$18.4K - $23.1K
|
1.17K
$679K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
90+ 7.26% |
$17.8K - $22.4K
|
1.33K
$773K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
86New |
$17K - $21.4K
|
86
$50K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
85+ 0.24% |
$16.8K - $21.2K
|
35.8K
$20.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
84+ 1.21% |
$16.6K - $20.9K
|
7.03K
$4.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
84+ 4.59% |
$16.6K - $20.9K
|
1.91K
$1.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
83New |
$16.5K - $20.7K
|
83
$48.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
82+ 5.47% |
$16.3K - $20.4K
|
1.58K
$920K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
81+ 5.08% |
$16.1K - $20.2K
|
1.68K
$975K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
80+ 5.17% |
$15.9K - $19.9K
|
1.63K
$946K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
79+ 35.75% |
$15.7K - $19.7K
|
300
$175K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79+ 3.36% |
$15.7K - $19.7K
|
2.43K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
77+ 3.79% |
$15.3K - $19.2K
|
2.11K
$1.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
76+ 1.38% |
$15.1K - $18.9K
|
5.57K
$3.24M
|