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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.4K+ 16.7% |
$612K - $658K
|
9.78K
$5.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.38KNew |
$602K - $648K
|
1.38K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.36K+ 91.28% |
$595K - $641K
|
2.85K
$1.65M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.35KNew |
$592K - $637K
|
1.35K
$784K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.35K+ 140.69% |
$591K - $636K
|
2.31K
$1.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.35K+ 35.42% |
$589K - $634K
|
5.15K
$2.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.33K+ 26.0% |
$582K - $626K
|
6.45K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.33KNew |
$580K - $624K
|
1.33K
$767K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.3K+ 7.5% |
$570K - $614K
|
18.7K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
1.3KNew |
$569K - $612K
|
1.3K
$753K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 71.21% |
$553K - $595K
|
3.04K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.26K+ 34.23% |
$551K - $593K
|
4.94K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23KNew |
$536K - $577K
|
1.23K
$710K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 12.21% |
$527K - $567K
|
11.1K
$6.41M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.19KNew |
$522K - $561K
|
1.19K
$691K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.12KNew |
$491K - $528K
|
1.12K
$650K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.08K+ 71.21% |
$473K - $509K
|
2.6K
$1.51M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.08KNew |
$473K - $509K
|
1.08K
$626K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.08K+ 3.54% |
$470K - $506K
|
31.4K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.06K+ 28.52% |
$462K - $497K
|
4.76K
$2.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.04KNew |
$454K - $489K
|
1.04K
$602K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.02KNew |
$447K - $481K
|
1.02K
$591K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.02KNew |
$446K - $480K
|
1.02K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
984New |
$430K - $463K
|
984
$570K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
974+ 7.5% |
$426K - $458K
|
14K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
969New |
$424K - $456K
|
969
$561K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
962+ 22.01% |
$421K - $453K
|
5.33K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
958New |
$419K - $451K
|
958
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
942+ 6.19% |
$412K - $443K
|
16.2K
$9.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
923+ 1442.19% |
$404K - $434K
|
987
$572K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
922+ 184.77% |
$403K - $434K
|
1.42K
$823K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
922+ 3.18% |
$403K - $434K
|
29.9K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
899+ 37.16% |
$393K - $423K
|
3.32K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
898+ 5.16% |
$393K - $423K
|
18.3K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
896+ 74.36% |
$392K - $422K
|
2.1K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
895New |
$391K - $421K
|
895
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
892+ 24.0% |
$390K - $420K
|
4.61K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
889New |
$389K - $418K
|
889
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
886New |
$388K - $417K
|
886
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
876New |
$383K - $412K
|
876
$507K
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
866New |
$379K - $408K
|
866
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
865New |
$378K - $407K
|
865
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
856+ 4.06% |
$374K - $403K
|
21.9K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
848New |
$371K - $399K
|
848
$491K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
827New |
$362K - $389K
|
827
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
824+ 46.9% |
$360K - $388K
|
2.58K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
818New |
$358K - $385K
|
818
$474K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
813New |
$356K - $383K
|
813
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
802New |
$351K - $377K
|
802
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
780+ 0.9% |
$341K - $367K
|
87.7K
$50.8M
|