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 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
10New |
$4.82K - $6.29K
|
10
$6K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10New |
$4.82K - $6.29K
|
10
$6K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9+ 0.63% |
$4.34K - $5.66K
|
1.43K
$858K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 1.16% |
$4.34K - $5.66K
|
787
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9+ 0.17% |
$4.34K - $5.66K
|
5.29K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
8+ 1.01% |
$3.86K - $5.03K
|
797
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 25.93% |
$3.38K - $4.4K
|
34
$20.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 1.66% |
$3.38K - $4.4K
|
428
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
6+ 0.15% |
$2.89K - $3.77K
|
4.07K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5New |
$2.41K - $3.14K
|
5
$3K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 2.65% |
$2.41K - $3.14K
|
194
$116K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5+ 0.76% |
$2.41K - $3.14K
|
662
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$2.41K - $3.14K
|
5
$3K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.55% |
$1.93K - $2.51K
|
728
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.21% |
$1.93K - $2.51K
|
1.91K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4+ 14.29% |
$1.93K - $2.51K
|
32
$19.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 57.14% |
$1.93K - $2.51K
|
11
$6.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.14% |
$1.93K - $2.51K
|
2.82K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.85% |
$1.93K - $2.51K
|
475
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
4+ 0.3% |
$1.93K - $2.51K
|
1.35K
$810K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.55% |
$1.45K - $1.89K
|
553
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$1.45K - $1.89K
|
15.8K
$9.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 66.67% |
$965 - $1.26K
|
5
$3K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2New |
$965 - $1.26K
|
2
$1.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2+ 0.21% |
$965 - $1.26K
|
972
$583K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 200.0% |
$965 - $1.26K
|
3
$1.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.2% |
$482 - $629
|
497
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$482 - $629
|
1
$600
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1+ 0.16% |
$482 - $629
|
635
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.07% |
$482 - $629
|
1.47K
$882K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$482 - $629
|
1.53K
$918K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$482 - $629
|
2
$1.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1+ 0.22% |
$482 - $629
|
462
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 25.0% |
$482 - $629
|
5
$3K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.18% |
$482 - $629
|
550
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.68% |
$482 - $629
|
147
$88.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 3.23% |
$482 - $629
|
30
$18K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2- 0.21% |
$965 - $1.26K
|
952
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2- 0.37% |
$965 - $1.26K
|
537
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2- 0.38% |
$965 - $1.26K
|
523
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 0.32% |
$965 - $1.26K
|
620
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2- 0.33% |
$965 - $1.26K
|
604
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.46% |
$965 - $1.26K
|
433
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3- 0.69% |
$1.45K - $1.89K
|
433
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3- 0.26% |
$1.45K - $1.89K
|
1.15K
$687K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 4.92% |
$1.45K - $1.89K
|
58
$34.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4- 0.56% |
$1.93K - $2.51K
|
715
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4- 20.0% |
$1.93K - $2.51K
|
16
$9.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-4- 0.41% |
$1.93K - $2.51K
|
982
$589K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-4- 0.25% |
$1.93K - $2.51K
|
1.59K
$951K
|