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 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8- 1.25% |
$3.5K - $3.77K
|
630
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8- 0.88% |
$3.5K - $3.77K
|
899
$521K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 8.65% |
$3.94K - $4.24K
|
95
$55K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-9- 0.61% |
$3.94K - $4.24K
|
1.47K
$851K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-9- 0.34% |
$3.94K - $4.24K
|
2.62K
$1.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-9- 1.48% |
$3.94K - $4.24K
|
600
$347K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 90.0% |
$3.94K - $4.24K
|
1
$579
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-10- 1.92% |
$4.37K - $4.71K
|
512
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10- 1.3% |
$4.37K - $4.71K
|
761
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10- 1.29% |
$4.37K - $4.71K
|
768
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-10- 0.06% |
$4.37K - $4.71K
|
18.1K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10- 2.13% |
$4.37K - $4.71K
|
460
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-10- 0.26% |
$4.37K - $4.71K
|
3.89K
$2.25M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10- 1.3% |
$4.37K - $4.71K
|
758
$439K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 2.96% |
$4.81K - $5.18K
|
361
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-11- 16.92% |
$4.81K - $5.18K
|
54
$31.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12- 0.27% |
$5.25K - $5.65K
|
4.42K
$2.56M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12- 0.79% |
$5.25K - $5.65K
|
1.5K
$869K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-14- 0.46% |
$6.12K - $6.59K
|
3.01K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-14- 2.23% |
$6.12K - $6.59K
|
614
$356K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-15- 0.75% |
$6.56K - $7.06K
|
2K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-15- 3.15% |
$6.56K - $7.06K
|
461
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-15- 1.39% |
$6.56K - $7.06K
|
1.07K
$617K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-15- 1.0% |
$6.56K - $7.06K
|
1.49K
$863K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-15- 8.62% |
$6.56K - $7.06K
|
159
$92.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-15- 6.25% |
$6.56K - $7.06K
|
225
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-15- 0.82% |
$6.56K - $7.06K
|
1.82K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-16- 1.87% |
$7K - $7.53K
|
841
$487K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-17- 1.12% |
$7.44K - $8K
|
1.5K
$869K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-17- 7.8% |
$7.44K - $8K
|
201
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17- 0.08% |
$7.44K - $8K
|
21.4K
$12.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-18- 3.06% |
$7.87K - $8.47K
|
570
$330K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-18- 0.98% |
$7.87K - $8.47K
|
1.83K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-19- 2.95% |
$8.31K - $8.94K
|
626
$363K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-19- 0.35% |
$8.31K - $8.94K
|
5.4K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-19- 1.64% |
$8.31K - $8.94K
|
1.14K
$659K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-20- 2.79% |
$8.75K - $9.41K
|
698
$404K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-20- 3.03% |
$8.75K - $9.41K
|
641
$371K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-20- 0.33% |
$8.75K - $9.41K
|
6.13K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-20- 1.47% |
$8.75K - $9.41K
|
1.34K
$775K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-20- 5.9% |
$8.75K - $9.41K
|
319
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-21- 0.94% |
$9.19K - $9.88K
|
2.21K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-22- 7.8% |
$9.62K - $10.4K
|
260
$151K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-23- 1.17% |
$10.1K - $10.8K
|
1.94K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-23- 1.3% |
$10.1K - $10.8K
|
1.75K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-24- 2.03% |
$10.5K - $11.3K
|
1.16K
$669K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-25- 1.99% |
$10.9K - $11.8K
|
1.23K
$713K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25- 0.46% |
$10.9K - $11.8K
|
5.39K
$3.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-25- 1.26% |
$10.9K - $11.8K
|
1.96K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-25- 1.26% |
$10.9K - $11.8K
|
1.97K
$1.14M
|