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 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-97- 2.69% |
$42.4K - $45.7K
|
3.51K
$2.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-97- 7.3% |
$42.4K - $45.7K
|
1.23K
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-98- 8.97% |
$42.9K - $46.1K
|
995
$579K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-100- 0.4% |
$43.7K - $47.1K
|
24.6K
$14.3M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-101- 4.2% |
$44.2K - $47.5K
|
2.3K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-102- 11.31% |
$44.6K - $48K
|
800
$465K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-105- 5.47% |
$45.9K - $49.4K
|
1.81K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-106- 8.53% |
$46.4K - $49.9K
|
1.14K
$661K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-107- 12.54% |
$46.8K - $50.4K
|
746
$434K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-107- 2.43% |
$46.8K - $50.4K
|
4.29K
$2.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-108- 2.32% |
$47.2K - $50.8K
|
4.54K
$2.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-110- 55.84% |
$48.1K - $51.8K
|
87
$50.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-113- 27.43% |
$49.4K - $53.2K
|
299
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-113- 2.53% |
$49.4K - $53.2K
|
4.35K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-115- 15.33% |
$50.3K - $54.1K
|
635
$369K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-119- 17.32% |
$52.1K - $56K
|
568
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-120- 1.05% |
$52.5K - $56.5K
|
11.4K
$6.61M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-122- 10.03% |
$53.4K - $57.4K
|
1.09K
$636K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-123- 4.84% |
$53.8K - $57.9K
|
2.42K
$1.41M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-124- 2.49% |
$54.2K - $58.4K
|
4.86K
$2.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-125- 0.15% |
$54.7K - $58.8K
|
82.8K
$48.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-127- 14.08% |
$55.6K - $59.8K
|
775
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-130- 5.16% |
$56.9K - $61.2K
|
2.39K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-137- 9.83% |
$59.9K - $64.5K
|
1.26K
$731K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-139- 0.96% |
$60.8K - $65.4K
|
14.3K
$8.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-139- 0.96% |
$60.8K - $65.4K
|
14.3K
$8.3M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-140- 0.69% |
$61.2K - $65.9K
|
20.1K
$11.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-141- 0.27% |
$61.7K - $66.4K
|
52K
$30.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-142- 65.74% |
$62.1K - $66.8K
|
74
$43K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-142- 5.74% |
$62.1K - $66.8K
|
2.33K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-143- 23.6% |
$62.6K - $67.3K
|
463
$269K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-147- 3.36% |
$64.3K - $69.2K
|
4.23K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-148- 1.84% |
$64.7K - $69.7K
|
7.91K
$4.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-148- 2.26% |
$64.7K - $69.7K
|
6.39K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-149- 5.67% |
$65.2K - $70.1K
|
2.48K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-149- 2.15% |
$65.2K - $70.1K
|
6.79K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-151- 1.12% |
$66.1K - $71.1K
|
13.4K
$7.77M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-153- 8.1% |
$66.9K - $72K
|
1.74K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-154- 1.19% |
$67.4K - $72.5K
|
12.8K
$7.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-155- 1.48% |
$67.8K - $72.9K
|
10.4K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-163- 13.72% |
$71.3K - $76.7K
|
1.03K
$596K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-163- 6.13% |
$71.3K - $76.7K
|
2.49K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-165- 2.96% |
$72.2K - $77.7K
|
5.42K
$3.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-168- 1.43% |
$73.5K - $79.1K
|
11.6K
$6.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-172- 5.37% |
$75.2K - $81K
|
3.03K
$1.76M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-172- 39.36% |
$75.2K - $81K
|
265
$154K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-174- 1.39% |
$76.1K - $81.9K
|
12.3K
$7.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-180- 9.8% |
$78.7K - $84.7K
|
1.66K
$964K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-181- 2.08% |
$79.2K - $85.2K
|
8.54K
$4.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-182- 4.0% |
$79.6K - $85.7K
|
4.37K
$2.54M
|