Purchases and Sales Made in Q4 2022 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.97% |
$8.67K - $9.94K
|
2.59K
$1.36M
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 3.89% |
$8.67K - $9.94K
|
667
$351K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
23+ 0.32% |
$7.97K - $9.14K
|
7.29K
$3.83M
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
23+ 3.56% |
$7.97K - $9.14K
|
669
$352K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
22New |
$7.63K - $8.75K
|
22
$11.6K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
22+ 0.5% |
$7.63K - $8.75K
|
4.4K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
22+ 0.21% |
$7.63K - $8.75K
|
10.6K
$5.56M
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
21+ 1.26% |
$7.28K - $8.35K
|
1.69K
$889K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 0.17% |
$6.93K - $7.95K
|
12K
$6.3M
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18New |
$6.24K - $7.16K
|
18
$9.47K
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
17New |
$5.89K - $6.76K
|
17
$8.94K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
17+ 0.14% |
$5.89K - $6.76K
|
11.9K
$6.24M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
17New |
$5.89K - $6.76K
|
17
$8.94K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 1.27% |
$5.89K - $6.76K
|
1.35K
$711K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 0.2% |
$5.89K - $6.76K
|
8.52K
$4.48M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
16+ 0.57% |
$5.55K - $6.36K
|
2.82K
$1.48M
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
14+ 1.96% |
$4.85K - $5.57K
|
727
$382K
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
14+ 0.19% |
$4.85K - $5.57K
|
7.25K
$3.82M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
14+ 1.69% |
$4.85K - $5.57K
|
843
$443K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.83% |
$4.85K - $5.57K
|
1.7K
$891K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
13New |
$4.51K - $5.17K
|
13
$6.84K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
12New |
$4.16K - $4.77K
|
12
$6.31K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
12New |
$4.16K - $4.77K
|
12
$6.31K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.89% |
$4.16K - $4.77K
|
1.36K
$717K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11+ 0.77% |
$3.81K - $4.37K
|
1.44K
$757K
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
10+ 0.39% |
$3.47K - $3.98K
|
2.56K
$1.35M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
10+ 0.22% |
$3.47K - $3.98K
|
4.61K
$2.42M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10+ 0.27% |
$3.47K - $3.98K
|
3.7K
$1.95M
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.54% |
$3.47K - $3.98K
|
1.85K
$975K
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10+ 0.61% |
$3.47K - $3.98K
|
1.65K
$870K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 5.26% |
$3.47K - $3.98K
|
200
$105K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 3.05% |
$3.12K - $3.58K
|
304
$160K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9+ 0.45% |
$3.12K - $3.58K
|
2.02K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9New |
$3.12K - $3.58K
|
9
$4.73K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 4.88% |
$2.77K - $3.18K
|
172
$90.5K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
8New |
$2.77K - $3.18K
|
8
$4.21K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8+ 0.34% |
$2.77K - $3.18K
|
2.33K
$1.23M
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
8+ 0.84% |
$2.77K - $3.18K
|
961
$505K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
8+ 3.25% |
$2.77K - $3.18K
|
254
$134K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
8+ 0.89% |
$2.77K - $3.18K
|
904
$475K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8+ 1.34% |
$2.77K - $3.18K
|
604
$318K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 2.38% |
$2.43K - $2.78K
|
301
$158K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 16.67% |
$2.43K - $2.78K
|
49
$25.8K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 1.16% |
$2.43K - $2.78K
|
608
$320K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
6New |
$2.08K - $2.39K
|
6
$3.16K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$2.08K - $2.39K
|
6
$3.16K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 1.76% |
$2.08K - $2.39K
|
347
$183K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5New |
$1.73K - $1.99K
|
5
$2.63K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
5New |
$1.73K - $1.99K
|
5
$2.63K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.44% |
$1.73K - $1.99K
|
1.15K
$603K
|