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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
120+ 2.48% |
$52.5K - $56.5K
|
4.96K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
120+ 6.18% |
$52.5K - $56.5K
|
2.06K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
119+ 5.16% |
$52.1K - $56K
|
2.43K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
119+ 1.41% |
$52.1K - $56K
|
8.58K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
116+ 19.76% |
$50.7K - $54.6K
|
703
$407K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
114+ 10.51% |
$49.9K - $53.7K
|
1.2K
$694K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
112+ 20.97% |
$49K - $52.7K
|
646
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
111+ 15.86% |
$48.6K - $52.2K
|
811
$470K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
109+ 10.85% |
$47.7K - $51.3K
|
1.11K
$645K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
109+ 4.58% |
$47.7K - $51.3K
|
2.49K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
105+ 9.2% |
$45.9K - $49.4K
|
1.25K
$722K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
105+ 16.13% |
$45.9K - $49.4K
|
756
$438K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
103+ 16.02% |
$45.1K - $48.5K
|
746
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
103+ 16.97% |
$45.1K - $48.5K
|
710
$411K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
102+ 4.69% |
$44.6K - $48K
|
2.28K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
102+ 10.56% |
$44.6K - $48K
|
1.07K
$619K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100+ 14.08% |
$43.7K - $47.1K
|
810
$469K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
100+ 0.46% |
$43.7K - $47.1K
|
22K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
100+ 3.55% |
$43.7K - $47.1K
|
2.92K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.43% |
$43.7K - $47.1K
|
23.5K
$13.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
99+ 14.52% |
$43.3K - $46.6K
|
781
$452K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
96+ 4.92% |
$42K - $45.2K
|
2.05K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
95+ 4.23% |
$41.6K - $44.7K
|
2.34K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
93+ 4.85% |
$40.7K - $43.8K
|
2.01K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
92+ 8.67% |
$40.2K - $43.3K
|
1.15K
$668K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
91+ 9.51% |
$39.8K - $42.8K
|
1.05K
$607K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
91+ 0.28% |
$39.8K - $42.8K
|
33.2K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
90+ 4.6% |
$39.4K - $42.4K
|
2.05K
$1.19M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
87New |
$38.1K - $40.9K
|
87
$50.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
83+ 17.93% |
$36.3K - $39.1K
|
546
$316K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
82+ 2.03% |
$35.9K - $38.6K
|
4.12K
$2.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
82+ 14.96% |
$35.9K - $38.6K
|
630
$365K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
81+ 13.09% |
$35.4K - $38.1K
|
700
$405K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
80+ 3.39% |
$35K - $37.7K
|
2.44K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
80+ 2.06% |
$35K - $37.7K
|
3.96K
$2.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
72+ 0.86% |
$31.5K - $33.9K
|
8.43K
$4.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
71+ 4.33% |
$31.1K - $33.4K
|
1.71K
$990K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
71+ 2.31% |
$31.1K - $33.4K
|
3.14K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
70New |
$30.6K - $32.9K
|
70
$40.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
68New |
$29.7K - $32K
|
68
$39.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
68+ 1.79% |
$29.7K - $32K
|
3.87K
$2.24M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
67New |
$29.3K - $31.5K
|
67
$38.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
65+ 3.05% |
$28.4K - $30.6K
|
2.19K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
65+ 26.42% |
$28.4K - $30.6K
|
311
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
62+ 1.05% |
$27.1K - $29.2K
|
5.99K
$3.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
61+ 3.12% |
$26.7K - $28.7K
|
2.02K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
61+ 1.82% |
$26.7K - $28.7K
|
3.42K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
59+ 0.27% |
$25.8K - $27.8K
|
21.9K
$12.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
58+ 5.74% |
$25.4K - $27.3K
|
1.07K
$619K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
58+ 9.91% |
$25.4K - $27.3K
|
643
$372K
|