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 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
40+ 4.17% |
$19.3K - $25.1K
|
1K
$600K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
40New |
$19.3K - $25.1K
|
40
$24K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
39+ 1.16% |
$18.8K - $24.5K
|
3.4K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
39+ 4.59% |
$18.8K - $24.5K
|
888
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
38New |
$18.3K - $23.9K
|
38
$22.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
38+ 6.04% |
$18.3K - $23.9K
|
667
$400K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
38+ 3.93% |
$18.3K - $23.9K
|
1.01K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
38+ 0.52% |
$18.3K - $23.9K
|
7.37K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37+ 1.2% |
$17.8K - $23.3K
|
3.12K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
37+ 2.74% |
$17.8K - $23.3K
|
1.39K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
36+ 2.96% |
$17.4K - $22.6K
|
1.25K
$750K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
35New |
$16.9K - $22K
|
35
$21K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
32+ 3.42% |
$15.4K - $20.1K
|
969
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
31+ 3.89% |
$15K - $19.5K
|
828
$497K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
30+ 24.19% |
$14.5K - $18.9K
|
154
$92.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
30New |
$14.5K - $18.9K
|
30
$18K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
30+ 0.55% |
$14.5K - $18.9K
|
5.45K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
28+ 6.31% |
$13.5K - $17.6K
|
472
$283K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 51.85% |
$13.5K - $17.6K
|
82
$49.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
28+ 6.59% |
$13.5K - $17.6K
|
453
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
28New |
$13.5K - $17.6K
|
28
$16.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 2.59% |
$13K - $17K
|
1.07K
$641K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
26+ 0.57% |
$12.5K - $16.3K
|
4.61K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
25+ 4.07% |
$12.1K - $15.7K
|
639
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
25+ 3.26% |
$12.1K - $15.7K
|
792
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
24+ 3.09% |
$11.6K - $15.1K
|
801
$480K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 3.61% |
$10.6K - $13.8K
|
632
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
22+ 1.6% |
$10.6K - $13.8K
|
1.4K
$838K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22+ 0.92% |
$10.6K - $13.8K
|
2.4K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21+ 2.5% |
$10.1K - $13.2K
|
862
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
21+ 17.21% |
$10.1K - $13.2K
|
143
$85.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
21+ 0.97% |
$10.1K - $13.2K
|
2.19K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
20+ 0.43% |
$9.65K - $12.6K
|
4.68K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
20+ 1.73% |
$9.65K - $12.6K
|
1.18K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
20New |
$9.65K - $12.6K
|
20
$12K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
18+ 4.8% |
$8.68K - $11.3K
|
393
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
18+ 18.56% |
$8.68K - $11.3K
|
115
$69K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 6.84% |
$7.72K - $10.1K
|
250
$150K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
16+ 3.06% |
$7.72K - $10.1K
|
539
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16+ 3.55% |
$7.72K - $10.1K
|
467
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
16+ 0.3% |
$7.72K - $10.1K
|
5.31K
$3.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
16+ 24.24% |
$7.72K - $10.1K
|
82
$49.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15+ 0.75% |
$7.23K - $9.43K
|
2.01K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
15New |
$7.23K - $9.43K
|
15
$9K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
15+ 0.76% |
$7.23K - $9.43K
|
1.98K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
15New |
$7.23K - $9.43K
|
15
$9K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
14+ 1.35% |
$6.75K - $8.8K
|
1.05K
$632K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
14New |
$6.75K - $8.8K
|
14
$8.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
12+ 0.14% |
$5.79K - $7.54K
|
8.87K
$5.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 171.43% |
$5.79K - $7.54K
|
19
$11.4K
|