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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
634New |
$220K - $252K
|
634
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
628New |
$218K - $250K
|
628
$330K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
625New |
$217K - $248K
|
625
$329K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
616+ 15.5% |
$214K - $245K
|
4.59K
$2.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
608New |
$211K - $242K
|
608
$320K
|
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
596+ 12.45% |
$207K - $237K
|
5.39K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
593New |
$206K - $236K
|
593
$312K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
588New |
$204K - $234K
|
588
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
588+ 18.24% |
$204K - $234K
|
3.81K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
582New |
$202K - $231K
|
582
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
580New |
$201K - $231K
|
580
$305K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
572New |
$198K - $227K
|
572
$301K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
571New |
$198K - $227K
|
571
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
563New |
$195K - $224K
|
563
$296K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
556New |
$193K - $221K
|
556
$292K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
556New |
$193K - $221K
|
556
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
551+ 11.38% |
$191K - $219K
|
5.39K
$2.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
546New |
$189K - $217K
|
546
$287K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
541New |
$188K - $215K
|
541
$285K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
539New |
$187K - $214K
|
539
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
539New |
$187K - $214K
|
539
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
534New |
$185K - $212K
|
534
$281K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
522+ 3.12% |
$181K - $208K
|
17.2K
$9.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
521+ 74.32% |
$181K - $207K
|
1.22K
$643K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
515+ 44.51% |
$179K - $205K
|
1.67K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
501+ 7.69% |
$174K - $199K
|
7.02K
$3.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
500+ 30.4% |
$173K - $199K
|
2.15K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
500+ 56.5% |
$173K - $199K
|
1.39K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
497+ 37.28% |
$172K - $198K
|
1.83K
$962K
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
490+ 8.71% |
$170K - $195K
|
6.11K
$3.22M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
481+ 60.43% |
$167K - $191K
|
1.28K
$672K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
479+ 11.14% |
$166K - $190K
|
4.78K
$2.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
475+ 0.46% |
$165K - $189K
|
103K
$54.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
470+ 5.53% |
$163K - $187K
|
8.96K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
470+ 11.55% |
$163K - $187K
|
4.54K
$2.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
455+ 3.55% |
$158K - $181K
|
13.3K
$6.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
446+ 3.36% |
$155K - $177K
|
13.7K
$7.21M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
436+ 49.27% |
$151K - $173K
|
1.32K
$695K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
427+ 294.48% |
$148K - $170K
|
572
$301K
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
425+ 9.82% |
$147K - $169K
|
4.76K
$2.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
424+ 25.34% |
$147K - $169K
|
2.1K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
412New |
$143K - $164K
|
412
$217K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
409New |
$142K - $163K
|
409
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
400+ 31.6% |
$139K - $159K
|
1.67K
$876K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
398+ 15.89% |
$138K - $158K
|
2.9K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
397+ 35.61% |
$138K - $158K
|
1.51K
$795K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
392+ 0.09% |
$136K - $156K
|
420K
$221M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
384New |
$133K - $153K
|
384
$202K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
360+ 1.8% |
$125K - $143K
|
20.3K
$10.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
359+ 4.08% |
$124K - $143K
|
9.16K
$4.82M
|