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
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51+ 24.88% |
$24.6K - $32.1K
|
256
$178K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 5.81% |
$24.1K - $31.4K
|
910
$632K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
50New |
$24.1K - $31.4K
|
50
$34.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
47+ 1.18% |
$22.7K - $29.5K
|
4.03K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
47+ 9.96% |
$22.7K - $29.5K
|
519
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
46+ 6.86% |
$22.2K - $28.9K
|
717
$498K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
46New |
$22.2K - $28.9K
|
46
$31.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
44+ 0.43% |
$21.2K - $27.7K
|
10.2K
$7.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
44+ 1.04% |
$21.2K - $27.7K
|
4.27K
$2.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
43+ 0.54% |
$20.7K - $27K
|
8.03K
$5.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
43+ 2.79% |
$20.7K - $27K
|
1.58K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
43+ 0.56% |
$20.7K - $27K
|
7.72K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
42+ 6.17% |
$20.3K - $26.4K
|
723
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
41+ 9.79% |
$19.8K - $25.8K
|
460
$319K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
41New |
$19.8K - $25.8K
|
41
$28.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
40New |
$19.3K - $25.1K
|
40
$27.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
40New |
$19.3K - $25.1K
|
40
$27.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
40+ 4.17% |
$19.3K - $25.1K
|
1K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
40New |
$19.3K - $25.1K
|
40
$27.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
40+ 7.26% |
$19.3K - $25.1K
|
591
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
39+ 1.16% |
$18.8K - $24.5K
|
3.4K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
39+ 4.59% |
$18.8K - $24.5K
|
888
$616K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
38+ 3.93% |
$18.3K - $23.9K
|
1.01K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
38+ 0.52% |
$18.3K - $23.9K
|
7.37K
$5.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
38+ 6.04% |
$18.3K - $23.9K
|
667
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
38New |
$18.3K - $23.9K
|
38
$26.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37+ 1.2% |
$17.8K - $23.3K
|
3.12K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
37+ 2.74% |
$17.8K - $23.3K
|
1.39K
$963K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
36+ 2.96% |
$17.4K - $22.6K
|
1.25K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
36New |
$17.4K - $22.6K
|
36
$25K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
35New |
$16.9K - $22K
|
35
$24.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
34+ 340.0% |
$16.4K - $21.4K
|
44
$30.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
33+ 0.16% |
$15.9K - $20.7K
|
21.2K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
32+ 3.42% |
$15.4K - $20.1K
|
969
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32+ 1.62% |
$15.4K - $20.1K
|
2.01K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
31+ 3.89% |
$15K - $19.5K
|
828
$575K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
31+ 4.79% |
$15K - $19.5K
|
678
$471K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
30+ 24.19% |
$14.5K - $18.9K
|
154
$107K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
30+ 0.55% |
$14.5K - $18.9K
|
5.45K
$3.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
30New |
$14.5K - $18.9K
|
30
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
30+ 2.49% |
$14.5K - $18.9K
|
1.24K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$14.5K - $18.9K
|
30
$20.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 51.85% |
$13.5K - $17.6K
|
82
$56.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
28+ 6.59% |
$13.5K - $17.6K
|
453
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
28+ 6.31% |
$13.5K - $17.6K
|
472
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
28New |
$13.5K - $17.6K
|
28
$19.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
28+ 6.22% |
$13.5K - $17.6K
|
478
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 2.59% |
$13K - $17K
|
1.07K
$741K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
26+ 0.57% |
$12.5K - $16.3K
|
4.61K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
26+ 2.8% |
$12.5K - $16.3K
|
953
$661K
|