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 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.57% |
$6.75K - $8.8K
|
2.48K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14+ 1.64% |
$6.75K - $8.8K
|
867
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
14+ 1.45% |
$6.75K - $8.8K
|
980
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14New |
$6.75K - $8.8K
|
14
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
14+ 2.81% |
$6.75K - $8.8K
|
512
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 13.4% |
$6.27K - $8.17K
|
110
$79.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.69% |
$6.27K - $8.17K
|
1.91K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13+ 0.56% |
$6.27K - $8.17K
|
2.35K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
12+ 0.14% |
$5.79K - $7.54K
|
8.87K
$6.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 171.43% |
$5.79K - $7.54K
|
19
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.75% |
$5.79K - $7.54K
|
1.62K
$1.17M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
12New |
$5.79K - $7.54K
|
12
$8.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
11+ 0.11% |
$5.3K - $6.91K
|
9.6K
$6.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
10New |
$4.82K - $6.29K
|
10
$7.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10New |
$4.82K - $6.29K
|
10
$7.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
10+ 1.95% |
$4.82K - $6.29K
|
524
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 3.16% |
$4.82K - $6.29K
|
326
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10+ 24.39% |
$4.82K - $6.29K
|
51
$36.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10+ 2.25% |
$4.82K - $6.29K
|
455
$328K
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
10+ 1.81% |
$4.82K - $6.29K
|
564
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 1.16% |
$4.34K - $5.66K
|
787
$568K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9+ 0.63% |
$4.34K - $5.66K
|
1.43K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9+ 0.17% |
$4.34K - $5.66K
|
5.29K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
9+ 10.0% |
$4.34K - $5.66K
|
99
$71.5K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
9New |
$4.34K - $5.66K
|
9
$6.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$4.34K - $5.66K
|
9
$6.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
8+ 1.01% |
$3.86K - $5.03K
|
797
$575K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 8.51% |
$3.86K - $5.03K
|
102
$73.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.23% |
$3.86K - $5.03K
|
3.51K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 0.88% |
$3.86K - $5.03K
|
919
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 30.77% |
$3.86K - $5.03K
|
34
$24.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 1.66% |
$3.38K - $4.4K
|
428
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 25.93% |
$3.38K - $4.4K
|
34
$24.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7New |
$3.38K - $4.4K
|
7
$5.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
6+ 0.15% |
$2.89K - $3.77K
|
4.07K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 2.33% |
$2.89K - $3.77K
|
264
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6New |
$2.89K - $3.77K
|
6
$4.33K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$2.89K - $3.77K
|
2.49K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$2.41K - $3.14K
|
5
$3.61K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 2.65% |
$2.41K - $3.14K
|
194
$140K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5+ 0.76% |
$2.41K - $3.14K
|
662
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5New |
$2.41K - $3.14K
|
5
$3.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.31% |
$2.41K - $3.14K
|
1.64K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$2.41K - $3.14K
|
5
$3.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5+ 0.35% |
$2.41K - $3.14K
|
1.42K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
5+ 0.17% |
$2.41K - $3.14K
|
2.91K
$2.1M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5+ 0.0% |
$2.41K - $3.14K
|
258K
$186M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 57.14% |
$1.93K - $2.51K
|
11
$7.94K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.14% |
$1.93K - $2.51K
|
2.82K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.21% |
$1.93K - $2.51K
|
1.91K
$1.38M
|