Purchases and Sales Made in Q4 2023 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q4 2023. 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 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
213+ 18.59% |
$93.2K - $100K
|
1.36K
$787K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
212+ 21.03% |
$92.7K - $99.8K
|
1.22K
$707K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
212+ 0.09% |
$92.7K - $99.8K
|
225K
$130M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
207+ 2.35% |
$90.5K - $97.4K
|
9.01K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
207+ 5.68% |
$90.5K - $97.4K
|
3.85K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
205+ 35.16% |
$89.7K - $96.5K
|
788
$456K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
203+ 27.96% |
$88.8K - $95.5K
|
929
$538K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
203+ 3.25% |
$88.8K - $95.5K
|
6.45K
$3.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
202+ 13.88% |
$88.4K - $95.1K
|
1.66K
$960K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
202+ 3.55% |
$88.4K - $95.1K
|
5.89K
$3.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 116.28% |
$87.5K - $94.1K
|
372
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
200+ 41.15% |
$87.5K - $94.1K
|
686
$397K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
196+ 25.99% |
$85.7K - $92.2K
|
950
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
196+ 27.07% |
$85.7K - $92.2K
|
920
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
193+ 9.27% |
$84.4K - $90.8K
|
2.28K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
191+ 16.21% |
$83.5K - $89.9K
|
1.37K
$793K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
191+ 10.77% |
$83.5K - $89.9K
|
1.97K
$1.14M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
180+ 180.0% |
$78.7K - $84.7K
|
280
$162K
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
178+ 2.25% |
$77.9K - $83.8K
|
8.07K
$4.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
177+ 21.2% |
$77.4K - $83.3K
|
1.01K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
174New |
$76.1K - $81.9K
|
174
$101K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
173+ 4.05% |
$75.7K - $81.4K
|
4.45K
$2.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
172+ 4.55% |
$75.2K - $81K
|
3.95K
$2.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
171+ 11.54% |
$74.8K - $80.5K
|
1.65K
$957K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
171+ 23.72% |
$74.8K - $80.5K
|
892
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
170+ 8.26% |
$74.4K - $80K
|
2.23K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
169New |
$73.9K - $79.5K
|
169
$97.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
163+ 10.32% |
$71.3K - $76.7K
|
1.74K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
162+ 2.62% |
$70.9K - $76.2K
|
6.35K
$3.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
161+ 8.35% |
$70.4K - $75.8K
|
2.09K
$1.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
161+ 20.25% |
$70.4K - $75.8K
|
956
$554K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158+ 10.74% |
$69.1K - $74.4K
|
1.63K
$943K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
157+ 80.93% |
$68.7K - $73.9K
|
351
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153+ 10.76% |
$66.9K - $72K
|
1.58K
$912K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
152+ 5.57% |
$66.5K - $71.5K
|
2.88K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
151New |
$66.1K - $71.1K
|
151
$87.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
147+ 0.5% |
$64.3K - $69.2K
|
29.5K
$17.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
147+ 0.5% |
$64.3K - $69.2K
|
29.5K
$17.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
147+ 24.83% |
$64.3K - $69.2K
|
739
$428K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
145+ 19.03% |
$63.4K - $68.2K
|
907
$525K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
145+ 19.03% |
$63.4K - $68.2K
|
907
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
144+ 103.6% |
$63K - $67.8K
|
283
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
137+ 0.9% |
$59.9K - $64.5K
|
15.3K
$8.86M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
136+ 485.71% |
$59.5K - $64K
|
164
$95K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
134+ 6.41% |
$58.6K - $63.1K
|
2.22K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
132+ 2.34% |
$57.7K - $62.1K
|
5.77K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
130New |
$56.9K - $61.2K
|
130
$75.3K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
127New |
$55.6K - $59.8K
|
127
$73.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
122+ 0.88% |
$53.4K - $57.4K
|
13.9K
$8.07M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
121+ 7.74% |
$52.9K - $56.9K
|
1.69K
$976K
|