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 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 7.69% |
$1.73K - $1.99K
|
70
$36.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.21% |
$1.73K - $1.99K
|
2.36K
$1.24M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5New |
$1.73K - $1.99K
|
5
$2.63K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$1.73K - $1.99K
|
5
$2.63K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4New |
$1.39K - $1.59K
|
4
$2.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4+ 0.23% |
$1.39K - $1.59K
|
1.72K
$904K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 16.0% |
$1.39K - $1.59K
|
29
$15.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.39K - $1.59K
|
4
$2.1K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 40.0% |
$1.39K - $1.59K
|
14
$7.36K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
3+ 0.25% |
$1.04K - $1.19K
|
1.22K
$640K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$1.04K - $1.19K
|
2.47K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3+ 3.0% |
$1.04K - $1.19K
|
103
$54.2K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$1.04K - $1.19K
|
3
$1.58K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$693 - $795
|
957
$503K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.19% |
$693 - $795
|
1.07K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2+ 0.1% |
$693 - $795
|
2.09K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2+ 0.34% |
$693 - $795
|
593
$312K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.63% |
$347 - $398
|
161
$84.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 5.56% |
$347 - $398
|
19
$9.99K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
1+ 0.13% |
$347 - $398
|
762
$401K
|
|
|
Feb 01, 2023
Q4 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1+ 0.08% |
$347 - $398
|
1.28K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$347 - $398
|
1.57K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.15% |
$347 - $398
|
672
$353K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1- 0.12% |
$347 - $398
|
825
$434K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 2.17% |
$347 - $398
|
45
$23.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1- 0.13% |
$347 - $398
|
767
$403K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.4% |
$347 - $398
|
246
$129K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.04% |
$347 - $398
|
2.67K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$347 - $398
|
3.51K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1- 0.07% |
$347 - $398
|
1.4K
$734K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1- 0.01% |
$347 - $398
|
17.8K
$9.36M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.12% |
$347 - $398
|
833
$438K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 0.32% |
$693 - $795
|
625
$329K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 6.9% |
$693 - $795
|
27
$14.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 11.76% |
$693 - $795
|
15
$7.89K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.13% |
$693 - $795
|
1.51K
$793K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2- 28.57% |
$693 - $795
|
5
$2.63K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-3- 0.26% |
$1.04K - $1.19K
|
1.16K
$608K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-4- 0.08% |
$1.39K - $1.59K
|
5.01K
$2.63M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 0.33% |
$1.73K - $1.99K
|
1.53K
$805K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5- 0.25% |
$1.73K - $1.99K
|
2.01K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-5- 0.2% |
$1.73K - $1.99K
|
2.45K
$1.29M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.33% |
$1.73K - $1.99K
|
1.53K
$805K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.32% |
$2.08K - $2.39K
|
1.88K
$990K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.32% |
$2.08K - $2.39K
|
1.88K
$990K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-7- 1.82% |
$2.43K - $2.78K
|
378
$199K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 2.93% |
$2.43K - $2.78K
|
232
$122K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7- 0.43% |
$2.43K - $2.78K
|
1.63K
$857K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 0.29% |
$2.43K - $2.78K
|
2.44K
$1.28M
|