Latest Institutional Transactions on Mckesson Corp (MCK)
This table provides information on the latest institutional transactions involving Mckesson Corp (MCK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-243- 32.27% |
$117K - $153K
|
510
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
463New |
$223K - $291K
|
463
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-15.4K- 73.49% |
$7.44M - $9.7M
|
5.57K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-11K- 92.1% |
$5.31M - $6.92M
|
945
$608K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 3.61% |
$10.6K - $13.8K
|
632
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.14K- 27.04% |
$551K - $718K
|
3.08K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-121- 11.2% |
$58.4K - $76K
|
959
$617K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
4+ 0.3% |
$1.93K - $2.51K
|
1.35K
$869K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
25+ 3.26% |
$12.1K - $15.7K
|
792
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22+ 0.92% |
$10.6K - $13.8K
|
2.4K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
16+ 3.06% |
$7.72K - $10.1K
|
539
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 25.93% |
$3.38K - $4.4K
|
34
$21.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-188- 0.87% |
$90.7K - $118K
|
21.3K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.47K- 7.19% |
$1.19M - $1.55M
|
31.9K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-39- 0.34% |
$18.8K - $24.5K
|
11.5K
$7.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$482 - $629
|
1
$644
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
613New |
$296K - $385K
|
613
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
412New |
$199K - $259K
|
412
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.8K+ 13.3% |
$1.35M - $1.76M
|
23.8K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-80- 1.15% |
$38.6K - $50.3K
|
6.88K
$4.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
366+ 1.17% |
$177K - $230K
|
31.6K
$20.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1.88K+ 188.83% |
$905K - $1.18M
|
2.87K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
213+ 24.8% |
$103K - $134K
|
1.07K
$690K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
34KNew |
$16.4M - $21.4M
|
34K
$21.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-20- 0.42% |
$9.65K - $12.6K
|
4.78K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.21% |
$1.93K - $2.51K
|
1.91K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15+ 0.75% |
$7.23K - $9.43K
|
2.01K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-33- 8.07% |
$15.9K - $20.7K
|
376
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-10.4K- 18.04% |
$5.01M - $6.53M
|
47.2K
$30.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
13.9KNew |
$6.69M - $8.71M
|
13.9K
$8.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-46- 2.98% |
$22.2K - $28.9K
|
1.5K
$964K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
12+ 0.14% |
$5.79K - $7.54K
|
8.87K
$5.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.63K+ 127.09% |
$2.72M - $3.54M
|
10.1K
$6.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.55% |
$1.93K - $2.51K
|
728
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 2.59% |
$13K - $17K
|
1.07K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-512- 9.39% |
$247K - $322K
|
4.94K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-33- 1.76% |
$15.9K - $20.7K
|
1.85K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
82+ 3.88% |
$39.5K - $51.5K
|
2.2K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
56+ 0.15% |
$27K - $35.2K
|
38.2K
$24.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-316- 5.63% |
$152K - $199K
|
5.3K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-21- 4.44% |
$10.1K - $13.2K
|
452
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
709+ 10.38% |
$342K - $446K
|
7.54K
$4.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
18+ 4.8% |
$8.68K - $11.3K
|
393
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
546+ 44.32% |
$263K - $343K
|
1.78K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-19- 1.51% |
$9.16K - $11.9K
|
1.24K
$799K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
90+ 9.16% |
$43.4K - $56.6K
|
1.07K
$691K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-963- 43.97% |
$464K - $605K
|
1.23K
$790K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
47+ 1.18% |
$22.7K - $29.5K
|
4.03K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
324+ 8.0% |
$156K - $204K
|
4.37K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
215+ 19.39% |
$104K - $135K
|
1.32K
$852K
|