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
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10New |
$4.82K - $6.29K
|
10
$5.96K
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
10+ 1.95% |
$4.82K - $6.29K
|
524
$312K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 3.16% |
$4.82K - $6.29K
|
326
$194K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
10New |
$4.82K - $6.29K
|
10
$5.96K
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9+ 0.17% |
$4.34K - $5.66K
|
5.29K
$3.15M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9+ 0.63% |
$4.34K - $5.66K
|
1.43K
$852K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
9New |
$4.34K - $5.66K
|
9
$5.36K
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
9+ 10.0% |
$4.34K - $5.66K
|
99
$59K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 1.16% |
$4.34K - $5.66K
|
787
$469K
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.23% |
$3.86K - $5.03K
|
3.51K
$2.09M
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
8+ 1.01% |
$3.86K - $5.03K
|
797
$475K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 8.51% |
$3.86K - $5.03K
|
102
$60.8K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 25.93% |
$3.38K - $4.4K
|
34
$20.3K
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 1.66% |
$3.38K - $4.4K
|
428
$255K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6New |
$2.89K - $3.77K
|
6
$3.57K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
6+ 0.15% |
$2.89K - $3.77K
|
4.07K
$2.43M
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 2.33% |
$2.89K - $3.77K
|
264
$157K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5New |
$2.41K - $3.14K
|
5
$2.98K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$2.41K - $3.14K
|
5
$2.98K
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5+ 0.76% |
$2.41K - $3.14K
|
662
$394K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 2.65% |
$2.41K - $3.14K
|
194
$116K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.85% |
$1.93K - $2.51K
|
475
$283K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.14% |
$1.93K - $2.51K
|
2.82K
$1.68M
|
|
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
$19.1K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 57.14% |
$1.93K - $2.51K
|
11
$6.55K
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
4+ 0.3% |
$1.93K - $2.51K
|
1.35K
$804K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4+ 0.16% |
$1.93K - $2.51K
|
2.45K
$1.46M
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.55% |
$1.93K - $2.51K
|
728
$434K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.55% |
$1.45K - $1.89K
|
553
$329K
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$1.45K - $1.89K
|
15.8K
$9.43M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3+ 1.24% |
$1.45K - $1.89K
|
244
$145K
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
3+ 0.37% |
$1.45K - $1.89K
|
816
$486K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 66.67% |
$965 - $1.26K
|
5
$2.98K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2New |
$965 - $1.26K
|
2
$1.19K
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 200.0% |
$965 - $1.26K
|
3
$1.79K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2+ 0.21% |
$965 - $1.26K
|
972
$579K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 4.65% |
$965 - $1.26K
|
45
$26.8K
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.2% |
$482 - $629
|
497
$296K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1+ 0.16% |
$482 - $629
|
635
$378K
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$482 - $629
|
2
$1.19K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$482 - $629
|
1.53K
$912K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.18% |
$482 - $629
|
550
$328K
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
1+ 1.08% |
$482 - $629
|
94
$56K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$482 - $629
|
1
$596
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$482 - $629
|
1
$596
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.07% |
$482 - $629
|
1.47K
$876K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 25.0% |
$482 - $629
|
5
$2.98K
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1+ 0.22% |
$482 - $629
|
462
$275K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$482 - $629
|
2K
$1.19M
|