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 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 2.09% |
$4.37K - $4.71K
|
488
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
10New |
$4.37K - $4.71K
|
10
$5.26K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 23.08% |
$3.94K - $4.24K
|
48
$25.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.93% |
$3.94K - $4.24K
|
974
$512K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9New |
$3.94K - $4.24K
|
9
$4.73K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
8+ 2.41% |
$3.5K - $3.77K
|
340
$179K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$3.5K - $3.77K
|
8
$4.21K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7+ 1.26% |
$3.06K - $3.29K
|
563
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.55% |
$3.06K - $3.29K
|
1.28K
$674K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$3.06K - $3.29K
|
7
$3.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.72% |
$3.06K - $3.29K
|
982
$516K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
6+ 46.15% |
$2.62K - $2.82K
|
19
$9.99K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 2.74% |
$2.62K - $2.82K
|
225
$118K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 12.77% |
$2.62K - $2.82K
|
53
$27.9K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.49% |
$2.62K - $2.82K
|
1.24K
$654K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 300.0% |
$2.62K - $2.82K
|
8
$4.21K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 17.14% |
$2.62K - $2.82K
|
41
$21.6K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6+ 0.85% |
$2.62K - $2.82K
|
716
$377K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6New |
$2.62K - $2.82K
|
6
$3.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
6+ 14.29% |
$2.62K - $2.82K
|
48
$25.2K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6New |
$2.62K - $2.82K
|
6
$3.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.21% |
$2.19K - $2.35K
|
2.42K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5+ 1.54% |
$2.19K - $2.35K
|
330
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.41% |
$2.19K - $2.35K
|
1.22K
$642K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
4+ 0.14% |
$1.75K - $1.88K
|
2.92K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
4+ 0.77% |
$1.75K - $1.88K
|
526
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4+ 0.76% |
$1.75K - $1.88K
|
533
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4+ 0.27% |
$1.75K - $1.88K
|
1.5K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 9.76% |
$1.75K - $1.88K
|
45
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 9.52% |
$1.75K - $1.88K
|
46
$24.2K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4New |
$1.75K - $1.88K
|
4
$2.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.31K - $1.41K
|
921
$484K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$1.31K - $1.41K
|
712
$374K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3+ 0.16% |
$1.31K - $1.41K
|
1.93K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.35% |
$1.31K - $1.41K
|
868
$457K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3+ 0.45% |
$1.31K - $1.41K
|
675
$355K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 3.23% |
$1.31K - $1.41K
|
96
$50.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3New |
$1.31K - $1.41K
|
3
$1.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 0.59% |
$1.31K - $1.41K
|
508
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
3+ 0.08% |
$1.31K - $1.41K
|
3.9K
$2.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.4% |
$875 - $941
|
502
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.17% |
$875 - $941
|
1.16K
$609K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.34% |
$875 - $941
|
582
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.31% |
$875 - $941
|
640
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.1% |
$875 - $941
|
2.02K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.27% |
$875 - $941
|
160
$84.2K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 15.38% |
$875 - $941
|
15
$7.89K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1+ 0.14% |
$437 - $471
|
739
$389K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 1.64% |
$437 - $471
|
62
$32.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.13% |
$437 - $471
|
776
$408K
|