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 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
32New |
$14K - $15.1K
|
32
$18.6K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
31+ 3.09% |
$13.6K - $14.6K
|
1.04K
$602K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$13.6K - $14.6K
|
31
$18K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30+ 0.79% |
$13.1K - $14.1K
|
3.82K
$2.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
30+ 4.82% |
$13.1K - $14.1K
|
652
$379K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29New |
$12.7K - $13.6K
|
29
$16.9K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 3.26% |
$12.2K - $13.2K
|
887
$516K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
27+ 2.53% |
$11.8K - $12.7K
|
1.09K
$636K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
27+ 2.23% |
$11.8K - $12.7K
|
1.24K
$721K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
27+ 4.66% |
$11.8K - $12.7K
|
607
$353K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
27+ 2.23% |
$11.8K - $12.7K
|
1.24K
$721K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 2.64% |
$11.4K - $12.2K
|
1.01K
$589K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
25New |
$10.9K - $11.8K
|
25
$14.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
24+ 2.05% |
$10.5K - $11.3K
|
1.19K
$693K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 42.86% |
$10.5K - $11.3K
|
80
$46.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
24+ 1.74% |
$10.5K - $11.3K
|
1.41K
$817K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
22+ 7.94% |
$9.62K - $10.4K
|
299
$174K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
22+ 1.15% |
$9.62K - $10.4K
|
1.93K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
21+ 1.41% |
$9.19K - $9.88K
|
1.51K
$880K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20+ 23.81% |
$8.75K - $9.41K
|
104
$60.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
19+ 2.13% |
$8.31K - $8.94K
|
910
$529K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 1.15% |
$7.87K - $8.47K
|
1.58K
$920K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
18+ 2.49% |
$7.87K - $8.47K
|
741
$431K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
18+ 33.96% |
$7.87K - $8.47K
|
71
$41.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
17+ 1.61% |
$7.44K - $8K
|
1.08K
$626K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
17+ 1.36% |
$7.44K - $8K
|
1.26K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
17+ 3.42% |
$7.44K - $8K
|
514
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16+ 0.15% |
$7K - $7.53K
|
10.8K
$6.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16New |
$7K - $7.53K
|
16
$9.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
16+ 0.19% |
$7K - $7.53K
|
8.41K
$4.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16+ 1.95% |
$7K - $7.53K
|
837
$487K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 2.88% |
$7K - $7.53K
|
571
$332K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
15+ 0.48% |
$6.56K - $7.06K
|
3.16K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15New |
$6.56K - $7.06K
|
15
$8.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
15New |
$6.56K - $7.06K
|
15
$8.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
15+ 1.21% |
$6.56K - $7.06K
|
1.25K
$728K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 4.35% |
$6.12K - $6.59K
|
336
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.86% |
$6.12K - $6.59K
|
1.65K
$959K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13+ 2.81% |
$5.69K - $6.12K
|
476
$277K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13+ 25.49% |
$5.69K - $6.12K
|
64
$37.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13New |
$5.69K - $6.12K
|
13
$7.56K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13+ 0.98% |
$5.69K - $6.12K
|
1.34K
$777K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
12+ 2.46% |
$5.25K - $5.65K
|
500
$291K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.94% |
$5.25K - $5.65K
|
1.29K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12+ 0.8% |
$5.25K - $5.65K
|
1.51K
$880K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
12+ 0.83% |
$5.25K - $5.65K
|
1.46K
$848K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11New |
$4.81K - $5.18K
|
11
$6.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 0.18% |
$4.81K - $5.18K
|
6.29K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
11+ 2.17% |
$4.81K - $5.18K
|
519
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 220.0% |
$4.81K - $5.18K
|
16
$9.31K
|