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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
994New |
$345K - $395K
|
994
$578K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
985New |
$341K - $392K
|
985
$573K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
981New |
$340K - $390K
|
981
$571K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
977New |
$339K - $388K
|
977
$568K
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
973New |
$337K - $387K
|
973
$566K
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
940+ 5.44% |
$326K - $374K
|
18.2K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
927New |
$321K - $369K
|
927
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
920New |
$319K - $366K
|
920
$535K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
905New |
$314K - $360K
|
905
$526K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
903+ 25.49% |
$313K - $359K
|
4.45K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
890New |
$309K - $354K
|
890
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
890New |
$309K - $354K
|
890
$518K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
878New |
$304K - $349K
|
878
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
877+ 33.98% |
$304K - $349K
|
3.46K
$2.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
876+ 8.84% |
$304K - $348K
|
10.8K
$6.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
868New |
$301K - $345K
|
868
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
855+ 7.4% |
$296K - $340K
|
12.4K
$7.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
854+ 0.78% |
$296K - $340K
|
110K
$64.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
850+ 22.08% |
$295K - $338K
|
4.7K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
846+ 39.94% |
$293K - $336K
|
2.96K
$1.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
843+ 135.97% |
$292K - $335K
|
1.46K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
809+ 89.99% |
$280K - $322K
|
1.71K
$994K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
803+ 2.93% |
$278K - $319K
|
28.2K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
800New |
$277K - $318K
|
800
$465K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
800+ 45.79% |
$277K - $318K
|
2.55K
$1.48M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
787New |
$273K - $313K
|
787
$458K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
766New |
$266K - $305K
|
766
$446K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
763New |
$265K - $303K
|
763
$444K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
763New |
$265K - $303K
|
763
$444K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
753New |
$261K - $299K
|
753
$438K
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
752New |
$261K - $299K
|
752
$437K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
749+ 2.65% |
$260K - $298K
|
29K
$16.9M
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
749New |
$260K - $298K
|
749
$436K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
744+ 48.5% |
$258K - $296K
|
2.28K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
743New |
$258K - $295K
|
743
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
740New |
$257K - $294K
|
740
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
712New |
$247K - $283K
|
712
$414K
|
|
|
Feb 17, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
712+ 0.22% |
$247K - $283K
|
324K
$189M
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
712+ 0.22% |
$247K - $283K
|
324K
$189M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
705New |
$244K - $280K
|
705
$410K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
704New |
$244K - $280K
|
704
$410K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
699New |
$242K - $278K
|
699
$407K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
694New |
$241K - $276K
|
694
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
689New |
$239K - $274K
|
689
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
687+ 43.67% |
$238K - $273K
|
2.26K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
686+ 0.88% |
$238K - $273K
|
78.3K
$45.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
677+ 29.52% |
$235K - $269K
|
2.97K
$1.73M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
665New |
$231K - $264K
|
665
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
661New |
$229K - $263K
|
661
$385K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
654New |
$227K - $260K
|
654
$380K
|