Purchases and Sales Made in Q4 2024 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q4 2024. 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 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
95+ 15.89% |
$45.8K - $59.7K
|
693
$481K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
91+ 350.0% |
$43.9K - $57.2K
|
117
$81.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
91+ 7.98% |
$43.9K - $57.2K
|
1.23K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
91+ 4.23% |
$43.9K - $57.2K
|
2.24K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
90+ 9.16% |
$43.4K - $56.6K
|
1.07K
$745K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
89+ 15.42% |
$42.9K - $55.9K
|
666
$462K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
89+ 6.48% |
$42.9K - $55.9K
|
1.46K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
87+ 4.23% |
$42K - $54.7K
|
2.14K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
86+ 3.62% |
$41.5K - $54.1K
|
2.46K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
84+ 2.16% |
$40.5K - $52.8K
|
3.98K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
82+ 3.88% |
$39.5K - $51.5K
|
2.2K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
82+ 4.73% |
$39.5K - $51.5K
|
1.82K
$1.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
80+ 9.51% |
$38.6K - $50.3K
|
921
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 3.13% |
$38.6K - $50.3K
|
2.63K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
78New |
$37.6K - $49K
|
78
$54.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
77+ 1.94% |
$37.1K - $48.4K
|
4.04K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
75+ 5.42% |
$36.2K - $47.1K
|
1.46K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
75+ 7.87% |
$36.2K - $47.1K
|
1.03K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
72+ 1.22% |
$34.7K - $45.3K
|
5.99K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
72+ 1.79% |
$34.7K - $45.3K
|
4.09K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
69+ 2.16% |
$33.3K - $43.4K
|
3.26K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
69+ 11.08% |
$33.3K - $43.4K
|
692
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
67New |
$32.3K - $42.1K
|
67
$46.5K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
67New |
$32.3K - $42.1K
|
67
$46.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
66+ 4.32% |
$31.8K - $41.5K
|
1.6K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
63+ 5.01% |
$30.4K - $39.6K
|
1.32K
$917K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
63+ 9.72% |
$30.4K - $39.6K
|
711
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
63+ 5.81% |
$30.4K - $39.6K
|
1.15K
$796K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
62+ 9.63% |
$29.9K - $39K
|
706
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
62+ 12.5% |
$29.9K - $39K
|
558
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
61+ 5.63% |
$29.4K - $38.3K
|
1.14K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
61+ 0.45% |
$29.4K - $38.3K
|
13.7K
$9.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
61+ 3.01% |
$29.4K - $38.3K
|
2.09K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
59New |
$28.5K - $37.1K
|
59
$40.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
58New |
$28K - $36.5K
|
58
$40.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
58+ 0.42% |
$28K - $36.5K
|
13.8K
$9.57M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
57+ 1.96% |
$27.5K - $35.8K
|
2.97K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
56+ 0.15% |
$27K - $35.2K
|
38.2K
$26.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
56New |
$27K - $35.2K
|
56
$38.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
56+ 7.31% |
$27K - $35.2K
|
822
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
54+ 0.14% |
$26K - $33.9K
|
38.7K
$26.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 25.36% |
$25.6K - $33.3K
|
262
$182K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 8.55% |
$25.6K - $33.3K
|
673
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
53+ 1.03% |
$25.6K - $33.3K
|
5.19K
$3.6M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
53+ 4.69% |
$25.6K - $33.3K
|
1.18K
$820K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
52+ 7.51% |
$25.1K - $32.7K
|
744
$516K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
52+ 1.38% |
$25.1K - $32.7K
|
3.82K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
52+ 1.4% |
$25.1K - $32.7K
|
3.77K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
51+ 1.27% |
$24.6K - $32.1K
|
4.07K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
51+ 0.88% |
$24.6K - $32.1K
|
5.87K
$4.08M
|