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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
195+ 7.52% |
$94K - $123K
|
2.79K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
188+ 7.26% |
$90.7K - $118K
|
2.78K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
184+ 3.73% |
$88.7K - $116K
|
5.12K
$3.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
183+ 7.66% |
$88.3K - $115K
|
2.57K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
180+ 36.14% |
$86.8K - $113K
|
678
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
179+ 9.81% |
$86.3K - $113K
|
2K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
173+ 40.23% |
$83.4K - $109K
|
603
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
173+ 9.1% |
$83.4K - $109K
|
2.08K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
168+ 7.48% |
$81K - $106K
|
2.41K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
165+ 12.42% |
$79.6K - $104K
|
1.49K
$901K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
157+ 7.88% |
$75.7K - $98.7K
|
2.15K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
155+ 8.42% |
$74.8K - $97.4K
|
2K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
152+ 10.0% |
$73.3K - $95.5K
|
1.67K
$1.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
150+ 0.98% |
$72.3K - $94.3K
|
15.5K
$9.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
150+ 0.87% |
$72.3K - $94.3K
|
17.5K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
134+ 8.07% |
$64.6K - $84.2K
|
1.8K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
132+ 9.13% |
$63.7K - $83K
|
1.58K
$952K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
128+ 1163.64% |
$61.7K - $80.4K
|
139
$83.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
124+ 17.17% |
$59.8K - $77.9K
|
846
$510K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
124+ 6.13% |
$59.8K - $77.9K
|
2.15K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
107+ 19.21% |
$51.6K - $67.2K
|
664
$401K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
105+ 45.26% |
$50.6K - $66K
|
337
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
105+ 3.68% |
$50.6K - $66K
|
2.96K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 14.27% |
$48.2K - $62.9K
|
801
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
99+ 4.97% |
$47.7K - $62.2K
|
2.09K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
98+ 47.12% |
$47.3K - $61.6K
|
306
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
97New |
$46.8K - $61K
|
97
$58.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
95+ 7.12% |
$45.8K - $59.7K
|
1.43K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
95+ 14.46% |
$45.8K - $59.7K
|
752
$454K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
91+ 350.0% |
$43.9K - $57.2K
|
117
$70.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
90+ 9.16% |
$43.4K - $56.6K
|
1.07K
$647K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
89+ 15.42% |
$42.9K - $55.9K
|
666
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
89+ 6.48% |
$42.9K - $55.9K
|
1.46K
$882K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
86+ 3.62% |
$41.5K - $54.1K
|
2.46K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
84+ 2.16% |
$40.5K - $52.8K
|
3.98K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
82+ 3.88% |
$39.5K - $51.5K
|
2.2K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
82+ 4.73% |
$39.5K - $51.5K
|
1.82K
$1.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
80+ 9.51% |
$38.6K - $50.3K
|
921
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 3.13% |
$38.6K - $50.3K
|
2.63K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
78New |
$37.6K - $49K
|
78
$47.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
75+ 5.42% |
$36.2K - $47.1K
|
1.46K
$880K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
66+ 4.32% |
$31.8K - $41.5K
|
1.6K
$962K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
61+ 0.45% |
$29.4K - $38.3K
|
13.7K
$8.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
61+ 5.63% |
$29.4K - $38.3K
|
1.14K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
58New |
$28K - $36.5K
|
58
$35K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
56+ 7.31% |
$27K - $35.2K
|
822
$496K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
56+ 0.15% |
$27K - $35.2K
|
38.2K
$23.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
56New |
$27K - $35.2K
|
56
$33.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 8.55% |
$25.6K - $33.3K
|
673
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
53+ 1.03% |
$25.6K - $33.3K
|
5.19K
$3.13M
|