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 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 1.64% |
$437 - $471
|
62
$35.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.13% |
$437 - $471
|
776
$449K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$437 - $471
|
446
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1+ 0.11% |
$437 - $471
|
911
$528K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.38% |
$437 - $471
|
266
$154K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.02% |
$437 - $471
|
4.99K
$2.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1+ 0.15% |
$437 - $471
|
655
$379K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.36% |
$437 - $471
|
282
$163K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$437 - $471
|
659
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.09% |
$437 - $471
|
1.16K
$672K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.14% |
$437 - $471
|
732
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.34% |
$437 - $471
|
295
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.21% |
$437 - $471
|
486
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1+ 0.29% |
$437 - $471
|
349
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1New |
$437 - $471
|
1
$579
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 3.13% |
$437 - $471
|
33
$19.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1- 0.2% |
$437 - $471
|
494
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1- 0.1% |
$437 - $471
|
993
$575K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.12% |
$437 - $471
|
830
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.4% |
$437 - $471
|
246
$142K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2- 1.02% |
$875 - $941
|
194
$112K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.06% |
$875 - $941
|
3.51K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2- 0.1% |
$875 - $941
|
1.99K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-2- 0.04% |
$875 - $941
|
5.08K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.12% |
$875 - $941
|
1.64K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 0.26% |
$875 - $941
|
763
$442K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3- 0.61% |
$1.31K - $1.41K
|
492
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-3- 4.69% |
$1.31K - $1.41K
|
61
$35.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 3.41% |
$1.31K - $1.41K
|
85
$49.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-3- 0.55% |
$1.31K - $1.41K
|
539
$312K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3- 0.61% |
$1.31K - $1.41K
|
487
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3- 0.1% |
$1.31K - $1.41K
|
2.94K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.2% |
$1.31K - $1.41K
|
1.51K
$876K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3- 0.08% |
$1.31K - $1.41K
|
3.6K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3- 0.15% |
$1.31K - $1.41K
|
2.04K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-4- 0.24% |
$1.75K - $1.88K
|
1.65K
$953K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.11% |
$1.75K - $1.88K
|
3.61K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-4- 6.25% |
$1.75K - $1.88K
|
60
$34.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-5- 0.14% |
$2.19K - $2.35K
|
3.66K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-5- 0.6% |
$2.19K - $2.35K
|
831
$481K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5- 0.24% |
$2.19K - $2.35K
|
2.06K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-6- 0.67% |
$2.62K - $2.82K
|
885
$513K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-6- 0.67% |
$2.62K - $2.82K
|
885
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 2.49% |
$2.62K - $2.82K
|
235
$136K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-6- 1.65% |
$2.62K - $2.82K
|
358
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7- 1.36% |
$3.06K - $3.29K
|
508
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-7- 0.33% |
$3.06K - $3.29K
|
2.11K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 1.1% |
$3.06K - $3.29K
|
627
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-7- 0.09% |
$3.06K - $3.29K
|
8.15K
$4.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-8- 0.33% |
$3.5K - $3.77K
|
2.44K
$1.41M
|