 |
|
|
This page summarizes the MCK holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether MCK is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing MCK Share Count |
|---|
| First Financialcorp IN |
10 |
38 |
+28 |
+280.00% |
| Steigerwald Gordon & Koch Inc. |
8,030 |
21,972 |
+13,942 |
+173.62% |
| Tilia Fiduciary Partners Inc. |
1,828 |
4,381 |
+2,553 |
+139.66% |
| Alaska Permanent Fund Corp |
12,264 |
27,211 |
+14,947 |
+121.88% |
| One Wealth Advisors LLC |
1,025 |
2,274 |
+1,249 |
+121.85% |
| Channel Wealth LLC |
2,963 |
5,938 |
+2,975 |
+100.40% |
| Unique Wealth LLC |
813 |
1,189 |
+376 |
+46.25% |
| Wealthcare Advisory Partners LLC |
993 |
1,426 |
+433 |
+43.61% |
| First Citizens Bank & Trust Co. |
1,263 |
1,738 |
+475 |
+37.61% |
| MKT Advisors LLC |
494 |
666 |
+172 |
+34.82% |
| Opal Wealth Advisors LLC |
630 |
846 |
+216 |
+34.29% |
| Stratos Wealth Partners LTD. |
2,230 |
2,963 |
+733 |
+32.87% |
| Dynamic Advisor Solutions LLC |
509 |
668 |
+159 |
+31.24% |
| Park Avenue Securities LLC |
4,291 |
5,453 |
+1,162 |
+27.08% |
| New Mexico Educational Retirement Board |
7,052 |
8,752 |
+1,700 |
+24.11% |
| GAMMA Investing LLC |
660 |
811 |
+151 |
+22.88% |
| RFG Advisory LLC |
1,629 |
1,890 |
+261 |
+16.02% |
| Gateway Investment Advisers LLC |
3,761 |
4,284 |
+523 |
+13.91% |
| CWM LLC |
4,944 |
5,590 |
+646 |
+13.07% |
| Cornerstone Wealth Group LLC |
575 |
648 |
+73 |
+12.70% |
| Sunbelt Securities Inc. |
763 |
846 |
+83 |
+10.88% |
| Pinnacle Bank |
85 |
93 |
+8 |
+9.41% |
| CX Institutional |
3,512 |
3,811 |
+299 |
+8.51% |
| Stanley Laman Group Ltd. |
8,431 |
9,145 |
+714 |
+8.47% |
| Bremer Bank National Association |
11,728 |
12,700 |
+972 |
+8.29% |
| Kingswood Wealth Advisors LLC |
1,421 |
1,531 |
+110 |
+7.74% |
| Perpetual Ltd |
1,657 |
1,779 |
+122 |
+7.36% |
| Pallas Capital Advisors LLC |
549 |
589 |
+40 |
+7.29% |
| Kathmere Capital Management LLC |
2,303 |
2,468 |
+165 |
+7.16% |
| Ballentine Partners LLC |
10,575 |
11,261 |
+686 |
+6.49% |
| Range Financial Group LLC |
634 |
673 |
+39 |
+6.15% |
| Thrive Wealth Management LLC |
900 |
951 |
+51 |
+5.67% |
| Ausdal Financial Partners Inc. |
563 |
594 |
+31 |
+5.51% |
| RMR Wealth Builders |
441 |
464 |
+23 |
+5.22% |
| Massmutual Trust Co. FSB ADV |
654 |
687 |
+33 |
+5.05% |
| Wedmont Private Capital |
1,653 |
1,719 |
+66 |
+3.99% |
| Keel Point LLC |
476 |
493 |
+17 |
+3.57% |
| Insight Wealth Strategies LLC |
3,917 |
4,047 |
+130 |
+3.32% |
| Buckley Wealth Management LLC |
1,559 |
1,608 |
+49 |
+3.14% |
| Fundamentun LLC |
1,066 |
1,099 |
+33 |
+3.10% |
| Salem Investment Counselors Inc. |
372 |
383 |
+11 |
+2.96% |
| Signal Advisors Wealth LLC |
433 |
445 |
+12 |
+2.77% |
| Transform Wealth LLC |
19,313 |
19,826 |
+513 |
+2.66% |
| McBroom & Associates LLC |
1,612 |
1,654 |
+42 |
+2.61% |
| West Paces Advisors Inc. |
640 |
655 |
+15 |
+2.34% |
| IAM Advisory LLC |
3,874 |
3,935 |
+61 |
+1.57% |
| Webster Bank N. A. |
405 |
411 |
+6 |
+1.48% |
| Hennion & Walsh Asset Management Inc. |
18,730 |
18,888 |
+158 |
+0.84% |
| Aurum Wealth Management Group LLC |
739 |
744 |
+5 |
+0.68% |
| Gulf International Bank UK Ltd |
11,135 |
11,194 |
+59 |
+0.53% |
| Stratos Wealth Advisors LLC |
586 |
589 |
+3 |
+0.51% |
| NBC Securities Inc. |
2,018 |
2,028 |
+10 |
+0.50% |
| CVA Family Office LLC |
234 |
235 |
+1 |
+0.43% |
| McLean Asset Management Corp |
461 |
463 |
+2 |
+0.43% |
| Cedar Brook Financial Partners LLC |
464 |
465 |
+1 |
+0.22% |
| Moody National Bank Trust Division |
1,904 |
1,908 |
+4 |
+0.21% |
| Shulman DeMeo Asset Management LLC |
470 |
471 |
+1 |
+0.21% |
| MPS Loria Financial Planners LLC |
2,808 |
2,811 |
+3 |
+0.11% |
| International Assets Investment Management LLC |
71,623 |
71,658 |
+35 |
+0.05% |
| 13F Filers Reporting New Positions In MCK |
|---|
| Campbell Capital Management Inc. |
0 |
2,000 |
+2,000 |
+100% |
| Hennessy Advisors Inc. |
0 |
5,600 |
+5,600 |
+100% |
| Lbmc Investment Advisors LLC |
0 |
430 |
+430 |
+100% |
| Riverview Trust Co |
0 |
91 |
+91 |
+100% |
| New England Research & Management Inc. |
0 |
1,550 |
+1,550 |
+100% |
| Signet Financial Management LLC |
0 |
3,797 |
+3,797 |
+100% |
| Counterpoint Mutual Funds LLC |
0 |
734 |
+734 |
+100% |
| DeDora Capital Inc. |
0 |
967 |
+967 |
+100% |
| Trilogy Capital Inc. |
0 |
522 |
+522 |
+100% |
| 180 Wealth Advisors LLC |
0 |
1,443 |
+1,443 |
+100% |
| ERn Financial LLC |
0 |
397 |
+397 |
+100% |
| General Partner Inc. |
0 |
234 |
+234 |
+100% |
| Alhambra Investment Partners LLC |
0 |
411 |
+411 |
+100% |
| Rise Advisors LLC |
0 |
74 |
+74 |
+100% |
| TruWealth Advisors LLC |
0 |
426 |
+426 |
+100% |
| Annapolis Financial Services LLC |
0 |
45 |
+45 |
+100% |
| Eagle Rock Investment Company LLC |
0 |
3,717 |
+3,717 |
+100% |
| Global Assets Advisory LLC |
0 |
13,949 |
+13,949 |
+100% |
| Daymark Wealth Partners LLC |
0 |
1,225 |
+1,225 |
+100% |
| Register Financial Advisors LLC |
0 |
54 |
+54 |
+100% |
| Traveka Wealth LLC |
0 |
381 |
+381 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| City Holding Co. |
200 |
200 |
UNCH |
0.00% |
| First National Bank |
695 |
695 |
UNCH |
0.00% |
| Tompkins Financial Corp |
855 |
855 |
UNCH |
0.00% |
| Courier Capital LLC |
975 |
975 |
UNCH |
0.00% |
| Optimum Investment Advisors |
1,400 |
1,400 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
4,845 |
4,845 |
UNCH |
0.00% |
| Sanders Morris Harris LLC |
3,370 |
3,370 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
100 |
100 |
UNCH |
0.00% |
| Burke & Herbert Bank & Trust Co. |
572 |
572 |
UNCH |
0.00% |
| First Community Trust NA |
1,925 |
1,925 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
647 |
647 |
UNCH |
0.00% |
| Mechanics Bank Trust Department |
3,399 |
3,399 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
45 |
45 |
UNCH |
0.00% |
| Asset Dedication LLC |
323 |
323 |
UNCH |
0.00% |
| Gilman Hill Asset Management LLC |
571 |
571 |
UNCH |
0.00% |
| Thomasville National Bank |
1,586 |
1,586 |
UNCH |
0.00% |
| Buckingham Capital Management Inc. |
674 |
674 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
95 |
95 |
UNCH |
0.00% |
| Sendero Wealth Management LLC |
984 |
984 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
19 |
19 |
UNCH |
0.00% |
| Sawyer & Company Inc |
767 |
767 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
20 |
20 |
UNCH |
0.00% |
| Quad Cities Investment Group LLC |
529 |
529 |
UNCH |
0.00% |
| CRA Financial Services LLC |
556 |
556 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
50 |
50 |
UNCH |
0.00% |
| Ferguson Shapiro LLC |
628 |
628 |
UNCH |
0.00% |
| Arden Trust Co |
492 |
492 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
164 |
164 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
30 |
30 |
UNCH |
0.00% |
| Austin Private Wealth LLC |
1,094 |
1,094 |
UNCH |
0.00% |
| S.A. Mason LLC |
900 |
900 |
UNCH |
0.00% |
| Hummer Financial Advisory Services Inc |
600 |
600 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
1,157 |
1,157 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
2 |
2 |
UNCH |
0.00% |
| Defined Wealth Management LLC |
712 |
712 |
UNCH |
0.00% |
| Ridgecrest Wealth Partners LLC |
1,246 |
1,246 |
UNCH |
0.00% |
| Bank of New Hampshire |
124 |
124 |
UNCH |
0.00% |
| Dixon Fnancial Services Inc. |
525 |
525 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
421 |
421 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
13 |
13 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
29 |
29 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
227 |
227 |
UNCH |
0.00% |
| Great Waters Wealth Management |
994 |
994 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
40 |
40 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
32 |
32 |
UNCH |
0.00% |
| Sunpointe LLC |
1,081 |
1,081 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
360 |
360 |
UNCH |
0.00% |
| 13F Filers Decreasing MCK Share Count |
|---|
| Cyndeo Wealth Partners LLC |
4,415 |
398 |
-4,017 |
-90.99% |
| Financial Management Professionals Inc. |
33 |
11 |
-22 |
-66.67% |
| Versant Capital Management Inc |
456 |
233 |
-223 |
-48.90% |
| Symmetry Partners LLC |
6,809 |
3,817 |
-2,992 |
-43.94% |
| Carlson Capital Management |
2,438 |
1,630 |
-808 |
-33.14% |
| Country Trust Bank |
19 |
13 |
-6 |
-31.58% |
| OneAscent Financial Services LLC |
1,287 |
920 |
-367 |
-28.52% |
| AdvisorNet Financial Inc |
48 |
35 |
-13 |
-27.08% |
| Pensionfund Sabic |
4,000 |
2,950 |
-1,050 |
-26.25% |
| Banque Cantonale Vaudoise |
10,807 |
8,021 |
-2,786 |
-25.78% |
| Artemis Investment Management LLP |
255,484 |
196,444 |
-59,040 |
-23.11% |
| Marotta Asset Management |
929 |
726 |
-203 |
-21.85% |
| Flagship Harbor Advisors LLC |
1,583 |
1,243 |
-340 |
-21.48% |
| DNB Asset Management AS |
38,601 |
30,652 |
-7,949 |
-20.59% |
| Bruce G. Allen Investments LLC |
47 |
38 |
-9 |
-19.15% |
| Partnership Wealth Management LLC |
223 |
181 |
-42 |
-18.83% |
| Pure Financial Advisors Inc. |
921 |
760 |
-161 |
-17.48% |
| Montecito Bank & Trust |
3,155 |
2,627 |
-528 |
-16.74% |
| Exchange Traded Concepts LLC |
1,491 |
1,248 |
-243 |
-16.30% |
| Etesian Wealth Advisors Inc. |
885 |
743 |
-142 |
-16.05% |
| Brookstone Capital Management |
8,540 |
7,306 |
-1,234 |
-14.45% |
| Butensky & Cohen Financial Security Inc. |
11,028 |
9,846 |
-1,182 |
-10.72% |
| Clarius Group LLC |
1,424 |
1,287 |
-137 |
-9.62% |
| Sar Wealth Management Group LLC |
2,055 |
1,860 |
-195 |
-9.49% |
| Capital Asset Advisory Services LLC |
746 |
680 |
-66 |
-8.85% |
| Chicago Capital LLC |
16,165 |
15,063 |
-1,102 |
-6.82% |
| Toth Financial Advisory Corp |
18,303 |
17,148 |
-1,155 |
-6.31% |
| Berger Financial Group Inc |
460 |
434 |
-26 |
-5.65% |
| Five Oceans Advisors |
568 |
536 |
-32 |
-5.63% |
| Wynn Capital LLC |
4,272 |
4,045 |
-227 |
-5.31% |
| Hartford Investment Management Co. |
8,962 |
8,486 |
-476 |
-5.31% |
| Contravisory Investment Management Inc. |
30,361 |
28,786 |
-1,575 |
-5.19% |
| Davis Capital Management |
283 |
269 |
-14 |
-4.95% |
| Navalign LLC |
3,803 |
3,625 |
-178 |
-4.68% |
| Central Bank & Trust Co. |
1,436 |
1,370 |
-66 |
-4.60% |
| Northwest Investment Counselors LLC |
6,511 |
6,221 |
-290 |
-4.45% |
| Wealth Enhancement Advisory Services LLC |
190,320 |
182,018 |
-8,302 |
-4.36% |
| Shilanski & Associates Inc. |
5,514 |
5,275 |
-239 |
-4.33% |
| WD Rutherford LLC |
3,662 |
3,505 |
-157 |
-4.29% |
| Abner Herrman & Brock LLC |
6,445 |
6,173 |
-272 |
-4.22% |
| Meyer Handelman Co. |
117,169 |
112,697 |
-4,472 |
-3.82% |
| Mosley Wealth Management |
601 |
579 |
-22 |
-3.66% |
| Cullen Investment Group LTD. |
866 |
835 |
-31 |
-3.58% |
| Beese Fulmer Investment Management Inc. |
6,127 |
5,922 |
-205 |
-3.35% |
| Seed Wealth Management Inc. |
1,524 |
1,474 |
-50 |
-3.28% |
| Clifford Swan Investment Counsel LLC |
45,089 |
43,621 |
-1,468 |
-3.26% |
| Legacy Private Trust Co. |
17,027 |
16,477 |
-550 |
-3.23% |
| Trust Co. of Toledo NA OH |
10,751 |
10,414 |
-337 |
-3.13% |
| Mather Group LLC. |
673 |
652 |
-21 |
-3.12% |
| Scharf Investments LLC |
524,916 |
508,859 |
-16,057 |
-3.06% |
| Sara Bay Financial |
1,316 |
1,278 |
-38 |
-2.89% |
| Thompson Investment Management Inc. |
12,063 |
11,725 |
-338 |
-2.80% |
| First Hawaiian Bank |
4,421 |
4,301 |
-120 |
-2.71% |
| Tsfg LLC |
446 |
434 |
-12 |
-2.69% |
| OLD National Bancorp IN |
8,306 |
8,095 |
-211 |
-2.54% |
| CHICAGO TRUST Co NA |
8,212 |
8,005 |
-207 |
-2.52% |
| Canandaigua National Bank & Trust Co. |
4,129 |
4,028 |
-101 |
-2.45% |
| Fox Hill Wealth Management |
3,490 |
3,412 |
-78 |
-2.23% |
| Atlas Capital Advisors LLC |
5,889 |
5,758 |
-131 |
-2.22% |
| OneAscent Wealth Management LLC |
636 |
622 |
-14 |
-2.20% |
| Park National Corp OH |
15,823 |
15,482 |
-341 |
-2.16% |
| Los Angeles Capital Management & Equity Research Inc. |
696 |
683 |
-13 |
-1.87% |
| Jackson Square Capital LLC |
9,503 |
9,334 |
-169 |
-1.78% |
| Aspiriant LLC |
616 |
606 |
-10 |
-1.62% |
| Cairn Investment Group Inc. |
3,895 |
3,835 |
-60 |
-1.54% |
| Global Trust Asset Management LLC |
5,386 |
5,319 |
-67 |
-1.24% |
| Capital Investment Advisors LLC |
2,416 |
2,387 |
-29 |
-1.20% |
| Garrett Investment Advisors LLC |
5,590 |
5,528 |
-62 |
-1.11% |
| Peoples Bank KS |
1,995 |
1,975 |
-20 |
-1.00% |
| Fulton Bank N.A. |
7,759 |
7,684 |
-75 |
-0.97% |
| Adirondack Trust Co. |
358 |
355 |
-3 |
-0.84% |
| Czech National Bank |
23,305 |
23,121 |
-184 |
-0.79% |
| Parisi Gray Wealth Management |
523 |
520 |
-3 |
-0.57% |
| Galvin Gaustad & Stein LLC |
1,156 |
1,151 |
-5 |
-0.43% |
| Pflug Koory LLC |
3,433 |
3,421 |
-12 |
-0.35% |
| Grimes & Company Inc. |
582 |
580 |
-2 |
-0.34% |
| Cooper Financial Group |
1,501 |
1,496 |
-5 |
-0.33% |
| Arlington Trust Co LLC |
987 |
984 |
-3 |
-0.30% |
| MCF Advisors LLC |
810 |
809 |
-1 |
-0.12% |
| 13F Filers Exiting MCK |
|---|
| Perkins Coie Trust Co |
3 |
0 |
-3 |
-100.00% |
| Arlington Partners LLC |
61 |
0 |
-61 |
-100.00% |
| ST Germain D J Co. Inc. |
10 |
0 |
-10 |
-100.00% |
See Summary: Institutional Holders of MCK
See Details: Top 10 Hedge Funds Holding MCK
Also See: MCK Insider Buying
|
|
