Purchases and Sales Made in Q2 2023 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
366+ 23.67% |
$130K - $156K
|
1.91K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
362+ 4.98% |
$128K - $155K
|
7.64K
$4.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
349+ 12.12% |
$124K - $149K
|
3.23K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
342+ 6.87% |
$121K - $146K
|
5.32K
$3.09M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
338+ 5.7% |
$120K - $144K
|
6.27K
$3.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
338+ 8.25% |
$120K - $144K
|
4.43K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
338+ 2.22% |
$120K - $144K
|
15.6K
$9.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
337+ 8.6% |
$119K - $144K
|
4.26K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
320+ 9.89% |
$113K - $137K
|
3.56K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
318+ 3.72% |
$113K - $136K
|
8.87K
$5.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
311+ 14.84% |
$110K - $133K
|
2.41K
$1.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
297+ 15.92% |
$105K - $127K
|
2.16K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
289+ 1.64% |
$102K - $123K
|
17.9K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
283+ 0.27% |
$100K - $121K
|
105K
$61.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
283+ 12.07% |
$100K - $121K
|
2.63K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
281+ 32.3% |
$99.5K - $120K
|
1.15K
$670K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
280+ 47.22% |
$99.1K - $120K
|
873
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
277+ 29.75% |
$98.1K - $118K
|
1.21K
$703K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
274+ 20.45% |
$97K - $117K
|
1.61K
$939K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
272+ 20.94% |
$96.3K - $116K
|
1.57K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
268+ 7.16% |
$94.9K - $115K
|
4.01K
$2.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
267+ 26.0% |
$94.5K - $114K
|
1.29K
$753K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
267+ 13.5% |
$94.5K - $114K
|
2.25K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
266+ 2.42% |
$94.2K - $114K
|
11.2K
$6.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
249+ 8.11% |
$88.1K - $106K
|
3.32K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
246New |
$87.1K - $105K
|
246
$143K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
245+ 2.14% |
$86.7K - $105K
|
11.7K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
245New |
$86.7K - $105K
|
245
$143K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
239+ 5.86% |
$84.6K - $102K
|
4.32K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
237+ 22.94% |
$83.9K - $101K
|
1.27K
$739K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
234+ 32.01% |
$82.8K - $100K
|
965
$561K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
231+ 3.83% |
$81.8K - $98.7K
|
6.26K
$3.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
230+ 2.95% |
$81.4K - $98.3K
|
8.03K
$4.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
228+ 14.59% |
$80.7K - $97.4K
|
1.79K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
228+ 12.19% |
$80.7K - $97.4K
|
2.1K
$1.22M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
228+ 12.19% |
$80.7K - $97.4K
|
2.1K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
227+ 0.86% |
$80.4K - $97K
|
26.5K
$15.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
226+ 2.61% |
$80K - $96.6K
|
8.88K
$5.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
221+ 21.19% |
$78.2K - $94.4K
|
1.26K
$735K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
217New |
$76.8K - $92.7K
|
217
$126K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
213+ 5.96% |
$75.4K - $91K
|
3.79K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
206+ 0.57% |
$72.9K - $88K
|
36.6K
$21.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
205+ 12.58% |
$72.6K - $87.6K
|
1.83K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
203+ 298.53% |
$71.9K - $86.7K
|
271
$158K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200+ 10000.0% |
$70.8K - $85.5K
|
202
$118K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
198+ 25.13% |
$70.1K - $84.6K
|
986
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
195+ 11.1% |
$69K - $83.3K
|
1.95K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
192+ 5.89% |
$68K - $82K
|
3.45K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
190+ 2.47% |
$67.3K - $81.2K
|
7.9K
$4.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
188+ 5.32% |
$66.6K - $80.3K
|
3.72K
$2.16M
|