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
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-60- 0.51% |
$26.2K - $28.2K
|
11.7K
$6.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-60- 2.86% |
$26.2K - $28.2K
|
2.04K
$1.18M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-60- 2.47% |
$26.2K - $28.2K
|
2.37K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-61- 1.29% |
$26.7K - $28.7K
|
4.67K
$2.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-62- 9.87% |
$27.1K - $29.2K
|
566
$328K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-63- 1.39% |
$27.6K - $29.7K
|
4.48K
$2.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-63- 4.24% |
$27.6K - $29.7K
|
1.42K
$825K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-64- 5.88% |
$28K - $30.1K
|
1.02K
$593K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-64- 3.69% |
$28K - $30.1K
|
1.67K
$967K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-66- 7.52% |
$28.9K - $31.1K
|
812
$470K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-68- 11.7% |
$29.7K - $32K
|
513
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-69- 0.62% |
$30.2K - $32.5K
|
11K
$6.4M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-69- 0.53% |
$30.2K - $32.5K
|
13K
$7.51M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-71- 4.51% |
$31.1K - $33.4K
|
1.5K
$870K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-75- 0.33% |
$32.8K - $35.3K
|
22.8K
$13.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-75- 6.81% |
$32.8K - $35.3K
|
1.03K
$594K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-76- 1.75% |
$33.2K - $35.8K
|
4.26K
$2.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-76- 9.71% |
$33.2K - $35.8K
|
707
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-76- 3.1% |
$33.2K - $35.8K
|
2.37K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-78- 5.01% |
$34.1K - $36.7K
|
1.48K
$857K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-79- 2.97% |
$34.6K - $37.2K
|
2.58K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-79- 5.94% |
$34.6K - $37.2K
|
1.25K
$724K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-80- 1.97% |
$35K - $37.7K
|
3.99K
$2.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-81- 0.47% |
$35.4K - $38.1K
|
17K
$9.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-83- 5.93% |
$36.3K - $39.1K
|
1.32K
$762K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-83- 8.15% |
$36.3K - $39.1K
|
936
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-84- 1.68% |
$36.7K - $39.5K
|
4.9K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-85- 0.59% |
$37.2K - $40K
|
14.4K
$8.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-85- 0.37% |
$37.2K - $40K
|
22.8K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-85- 5.46% |
$37.2K - $40K
|
1.47K
$852K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-85- 5.57% |
$37.2K - $40K
|
1.44K
$835K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-87- 0.72% |
$38.1K - $40.9K
|
12K
$6.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-87- 0.91% |
$38.1K - $40.9K
|
9.45K
$5.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-88- 5.98% |
$38.5K - $41.4K
|
1.38K
$802K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-89- 23.36% |
$38.9K - $41.9K
|
292
$169K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-89- 2.47% |
$38.9K - $41.9K
|
3.51K
$2.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-90- 5.21% |
$39.4K - $42.4K
|
1.64K
$948K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-90- 8.52% |
$39.4K - $42.4K
|
966
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-90- 1.3% |
$39.4K - $42.4K
|
6.82K
$3.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-92- 11.39% |
$40.2K - $43.3K
|
716
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-92- 1.13% |
$40.2K - $43.3K
|
8.05K
$4.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-92- 12.57% |
$40.2K - $43.3K
|
640
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-92- 12.55% |
$40.2K - $43.3K
|
641
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-93- 51.67% |
$40.7K - $43.8K
|
87
$50.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-94- 9.33% |
$41.1K - $44.2K
|
913
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-94- 7.18% |
$41.1K - $44.2K
|
1.22K
$704K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-95- 4.53% |
$41.6K - $44.7K
|
2K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-96- 1.16% |
$42K - $45.2K
|
8.21K
$4.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-96- 17.94% |
$42K - $45.2K
|
439
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-97- 2.69% |
$42.4K - $45.7K
|
3.51K
$2.03M
|