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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
734+ 25.36% |
$354K - $461K
|
3.63K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
730+ 3.85% |
$352K - $459K
|
19.7K
$13.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
724+ 6.9% |
$349K - $455K
|
11.2K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
718+ 113.97% |
$346K - $451K
|
1.35K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
712New |
$343K - $447K
|
712
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
709+ 10.38% |
$342K - $446K
|
7.54K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
704New |
$340K - $442K
|
704
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
689+ 1.56% |
$332K - $433K
|
44.9K
$31.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
687New |
$331K - $432K
|
687
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
685+ 103.79% |
$330K - $431K
|
1.35K
$949K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
684+ 0.78% |
$330K - $430K
|
88.8K
$62.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
683+ 0.67% |
$329K - $429K
|
103K
$72.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
673New |
$325K - $423K
|
673
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
660+ 12.84% |
$318K - $415K
|
5.8K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
652+ 9.0% |
$314K - $410K
|
7.9K
$5.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
651New |
$314K - $409K
|
651
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
636New |
$307K - $400K
|
636
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
630+ 4.73% |
$304K - $396K
|
14K
$9.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
613New |
$296K - $385K
|
613
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
613+ 21.43% |
$296K - $385K
|
3.47K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
611New |
$295K - $384K
|
611
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
600+ 124.22% |
$289K - $377K
|
1.08K
$764K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
600New |
$289K - $377K
|
600
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
597New |
$288K - $375K
|
597
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
595+ 37.95% |
$287K - $374K
|
2.16K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
593+ 35.21% |
$286K - $373K
|
2.28K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
592+ 3.64% |
$286K - $372K
|
16.8K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
590+ 9.65% |
$285K - $371K
|
6.7K
$4.73M
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
585+ 105.6% |
$282K - $368K
|
1.14K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
584+ 38.3% |
$282K - $367K
|
2.11K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
583New |
$281K - $366K
|
583
$411K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
581New |
$280K - $365K
|
581
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
580+ 85.04% |
$280K - $365K
|
1.26K
$890K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
579+ 63.7% |
$279K - $364K
|
1.49K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
572New |
$276K - $360K
|
572
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
566New |
$273K - $356K
|
566
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
561New |
$271K - $353K
|
561
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
560New |
$270K - $352K
|
560
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
558New |
$269K - $351K
|
558
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
556+ 7.28% |
$268K - $349K
|
8.2K
$5.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
550New |
$265K - $346K
|
550
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
547New |
$264K - $344K
|
547
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
547+ 4.58% |
$264K - $344K
|
12.5K
$8.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
546+ 44.32% |
$263K - $343K
|
1.78K
$1.25M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
543New |
$262K - $341K
|
543
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
538New |
$259K - $338K
|
538
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
537+ 1.8% |
$259K - $338K
|
30.3K
$21.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
535+ 29.01% |
$258K - $336K
|
2.38K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
534+ 1.84% |
$258K - $336K
|
29.6K
$20.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
530New |
$256K - $333K
|
530
$374K
|