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 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
412+ 10.9% |
$180K - $194K
|
4.19K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
404+ 12.75% |
$177K - $190K
|
3.57K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
400+ 26.9% |
$175K - $188K
|
1.89K
$992K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
396+ 19.48% |
$173K - $186K
|
2.43K
$1.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
388+ 32.47% |
$170K - $183K
|
1.58K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
386+ 30.06% |
$169K - $182K
|
1.67K
$878K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
385+ 2.49% |
$168K - $181K
|
15.8K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
383+ 1.93% |
$168K - $180K
|
20.2K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
372+ 49.8% |
$163K - $175K
|
1.12K
$589K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
371New |
$162K - $175K
|
371
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
366+ 1.97% |
$160K - $172K
|
18.9K
$9.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
365+ 130.82% |
$160K - $172K
|
644
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
351New |
$154K - $165K
|
351
$185K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
348+ 10.2% |
$152K - $164K
|
3.76K
$1.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
347+ 30.41% |
$152K - $163K
|
1.49K
$783K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
346+ 421.95% |
$151K - $163K
|
428
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
327New |
$143K - $154K
|
327
$172K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
319+ 5.62% |
$140K - $150K
|
6K
$3.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
308+ 20.01% |
$135K - $145K
|
1.85K
$971K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
300+ 20.28% |
$131K - $141K
|
1.78K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
300+ 15.58% |
$131K - $141K
|
2.23K
$1.17M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
300+ 20.28% |
$131K - $141K
|
1.78K
$936K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
299+ 3.82% |
$131K - $141K
|
8.13K
$4.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
289+ 6.21% |
$126K - $136K
|
4.94K
$2.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
288+ 21.75% |
$126K - $136K
|
1.61K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
286New |
$125K - $135K
|
286
$150K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
285+ 19.51% |
$125K - $134K
|
1.75K
$918K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
283+ 2.47% |
$124K - $133K
|
11.7K
$6.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
281+ 11.39% |
$123K - $132K
|
2.75K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
276+ 3.71% |
$121K - $130K
|
7.71K
$4.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
275+ 275.0% |
$120K - $129K
|
375
$197K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
268New |
$117K - $126K
|
268
$141K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
262New |
$115K - $123K
|
262
$138K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
247+ 7.25% |
$108K - $116K
|
3.65K
$1.92M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
246New |
$108K - $116K
|
246
$129K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
241+ 15.34% |
$105K - $113K
|
1.81K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
239+ 1.57% |
$105K - $112K
|
15.4K
$8.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
236+ 2.72% |
$103K - $111K
|
8.9K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
235+ 12.35% |
$103K - $111K
|
2.14K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
234New |
$102K - $110K
|
234
$123K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
228+ 17.67% |
$99.7K - $107K
|
1.52K
$798K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
225New |
$98.4K - $106K
|
225
$118K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
223New |
$97.5K - $105K
|
223
$117K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
222+ 37.56% |
$97.1K - $104K
|
813
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
217+ 18.47% |
$94.9K - $102K
|
1.39K
$732K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
217+ 1.36% |
$94.9K - $102K
|
16.2K
$8.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
215+ 0.56% |
$94K - $101K
|
38.5K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
214+ 9.94% |
$93.6K - $101K
|
2.37K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
213+ 18.59% |
$93.2K - $100K
|
1.36K
$715K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
212+ 21.03% |
$92.7K - $99.8K
|
1.22K
$642K
|