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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
379New |
$197K - $230K
|
379
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-725- 30.21% |
$376K - $441K
|
1.68K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-20- 0.59% |
$10.4K - $12.2K
|
3.39K
$2.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-274- 73.26% |
$142K - $167K
|
100
$64.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.63K- 20.73% |
$2.92M - $3.42M
|
21.5K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-120- 16.97% |
$62.3K - $72.9K
|
587
$376K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-143- 1.23% |
$74.2K - $86.9K
|
11.5K
$7.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
407New |
$211K - $247K
|
407
$261K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.54K+ 9.33% |
$1.32M - $1.54M
|
29.8K
$19.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
376+ 80.17% |
$195K - $229K
|
845
$541K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
449New |
$233K - $273K
|
449
$288K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
22+ 122.22% |
$11.4K - $13.4K
|
40
$25.6K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2- 0.31% |
$1.04K - $1.22K
|
640
$410K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.78KNew |
$3M - $3.51M
|
5.78K
$3.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-7.4K- 82.22% |
$3.84M - $4.5M
|
1.6K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
54.3KNew |
$28.2M - $33M
|
54.3K
$34.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
427New |
$222K - $260K
|
427
$274K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-504- 58.2% |
$261K - $306K
|
362
$232K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
43.9KNew |
$22.8M - $26.7M
|
43.9K
$28.1M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
369New |
$191K - $224K
|
369
$236K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
350New |
$182K - $213K
|
350
$224K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-305- 41.55% |
$158K - $185K
|
429
$275K
|
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-30.9K- 31.53% |
$16M - $18.8M
|
67.1K
$43M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
89New |
$46.2K - $54.1K
|
89
$57K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4+ 0.34% |
$2.08K - $2.43K
|
1.17K
$746K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-59- 14.43% |
$30.6K - $35.9K
|
350
$224K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-30- 3.38% |
$15.6K - $18.2K
|
858
$550K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-16- 32.0% |
$8.3K - $9.72K
|
34
$21.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-23- 0.33% |
$11.9K - $14K
|
6.91K
$4.42M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.3KNew |
$674K - $790K
|
1.3K
$833K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
2New |
$1.04K - $1.22K
|
2
$1.28K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.9K- 50.44% |
$2.54M - $2.98M
|
4.82K
$3.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-86- 4.29% |
$44.6K - $52.3K
|
1.92K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.03K- 28.78% |
$536K - $628K
|
2.56K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-31- 7.08% |
$16.1K - $18.8K
|
407
$261K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61+ 10.5% |
$31.6K - $37.1K
|
642
$411K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
184+ 7.17% |
$95.5K - $112K
|
2.75K
$1.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-210- 34.71% |
$109K - $128K
|
395
$253K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.49% |
$3.11K - $3.65K
|
1.22K
$779K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
17+ 9.77% |
$8.82K - $10.3K
|
191
$122K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26+ 27.37% |
$13.5K - $15.8K
|
121
$77.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-75- 4.11% |
$38.9K - $45.6K
|
1.75K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
8+ 0.67% |
$4.15K - $4.86K
|
1.21K
$774K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.26% |
$1.56K - $1.82K
|
1.16K
$743K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
15+ 1.95% |
$7.78K - $9.12K
|
785
$503K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
33+ 4.69% |
$17.1K - $20.1K
|
736
$472K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
25New |
$13K - $15.2K
|
25
$16K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
400New |
$208K - $243K
|
400
$256K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 2.79% |
$7.78K - $9.12K
|
553
$354K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
364New |
$189K - $221K
|
364
$233K
|