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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-42- 2.82% |
$27.4K - $30.8K
|
1.45K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-4- 0.21% |
$2.61K - $2.93K
|
1.87K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-100- 10.26% |
$65.3K - $73.3K
|
875
$737K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
13+ 4.32% |
$8.49K - $9.53K
|
314
$264K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-4- 0.53% |
$2.61K - $2.93K
|
756
$637K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
79+ 46.75% |
$51.6K - $57.9K
|
248
$209K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
64+ 7.45% |
$41.8K - $46.9K
|
923
$777K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
284New |
$185K - $208K
|
284
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-50- 7.9% |
$32.6K - $36.6K
|
583
$491K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-35- 4.48% |
$22.8K - $25.6K
|
746
$628K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-25- 2.36% |
$16.3K - $18.3K
|
1.04K
$872K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-41- 8.86% |
$26.8K - $30K
|
422
$355K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.21K- 81.46% |
$3.4M - $3.81M
|
1.19K
$998K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
290New |
$189K - $213K
|
290
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
41New |
$26.8K - $30K
|
41
$34.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-28- 3.5% |
$18.3K - $20.5K
|
771
$649K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-1- 0.14% |
$653 - $733
|
717
$604K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2- 0.66% |
$1.31K - $1.47K
|
303
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
83+ 14.41% |
$54.2K - $60.8K
|
659
$555K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
1.32KNew |
$861K - $967K
|
1.32K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-972- 76.3% |
$635K - $712K
|
302
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 6.28% |
$16.3K - $18.3K
|
373
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-57- 2.46% |
$37.2K - $41.8K
|
2.26K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$653 - $733
|
2
$1.68K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
300New |
$196K - $220K
|
300
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
657+ 15.36% |
$429K - $481K
|
4.93K
$4.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-10.7K- 74.51% |
$6.97M - $7.82M
|
3.65K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$653 - $733
|
2
$1.68K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.32% |
$653 - $733
|
310
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
447New |
$292K - $328K
|
447
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-108- 17.91% |
$70.5K - $79.1K
|
495
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-39- 1.24% |
$25.5K - $28.6K
|
3.1K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-53- 1.47% |
$34.6K - $38.8K
|
3.56K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-3- 1.0% |
$1.96K - $2.2K
|
297
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
341New |
$223K - $250K
|
341
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
305New |
$199K - $223K
|
305
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-41- 7.69% |
$26.8K - $30K
|
492
$414K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
274New |
$179K - $201K
|
274
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-374- 36.77% |
$244K - $274K
|
643
$541K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
9New |
$5.88K - $6.6K
|
9
$7.58K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-73- 10.01% |
$47.7K - $53.5K
|
656
$552K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
165New |
$108K - $121K
|
165
$139K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
228+ 11.3% |
$149K - $167K
|
2.25K
$1.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
5.1KNew |
$3.33M - $3.74M
|
5.1K
$4.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 14.29% |
$1.31K - $1.47K
|
16
$13.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-120- 30.0% |
$78.3K - $87.9K
|
280
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 78.79% |
$17K - $19.1K
|
59
$49.7K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-17- 1.61% |
$11.1K - $12.5K
|
1.04K
$877K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.25% |
$1.31K - $1.47K
|
803
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
286New |
$187K - $210K
|
286
$241K
|
|