Latest Institutional Purchases of Amerisourcebergen Corp (ABC)
This list provides information on the latest institutional transactions involving Amerisourcebergen Corp (ABC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.19% |
N/A
|
3.78K
$700K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
N/A
|
6
$1.11K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
6New |
N/A
|
6
$1.11K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.21% |
N/A
|
2.84K
$526K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6+ 0.23% |
N/A
|
2.61K
$483K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6+ 5.22% |
N/A
|
121
$22.4K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
5New |
N/A
|
5
$926
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5+ 7.69% |
N/A
|
70
$13K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 9.09% |
N/A
|
60
$11.1K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5+ 0.08% |
N/A
|
5.9K
$1.09M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.39% |
N/A
|
1.29K
$239K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 20.83% |
N/A
|
29
$5.37K
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.19% |
N/A
|
2.14K
$396K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
4New |
N/A
|
4
$741
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.04% |
N/A
|
10.1K
$1.87M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
N/A
|
4
$741
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4New |
N/A
|
4
$741
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 26.67% |
N/A
|
19
$3.52K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 200.0% |
N/A
|
6
$1.11K
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
N/A
|
3
$555
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3New |
N/A
|
3
$555
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3New |
N/A
|
3
$555
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 6.67% |
N/A
|
48
$8.89K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 25.0% |
N/A
|
15
$2.78K
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3New |
N/A
|
3
$555
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
N/A
|
3
$555
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 7.14% |
N/A
|
45
$8.33K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 8.57% |
N/A
|
38
$7.04K
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 0.01% |
N/A
|
19K
$3.52M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2+ 0.11% |
N/A
|
1.86K
$344K
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.09% |
N/A
|
2.25K
$416K
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.56% |
N/A
|
358
$66.3K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.02% |
N/A
|
10.4K
$1.92M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 40.0% |
N/A
|
7
$1.3K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.07% |
N/A
|
2.67K
$495K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2+ 0.09% |
N/A
|
2.16K
$400K
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
N/A
|
2.27K
$420K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.23% |
N/A
|
430
$79.6K
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
N/A
|
2.44K
$452K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 14.29% |
N/A
|
8
$1.48K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$185
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.99% |
N/A
|
102
$18.9K
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
1+ 0.63% |
N/A
|
160
$29.6K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.0% |
N/A
|
26.7K
$4.95M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.16% |
N/A
|
613
$113K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1+ 0.05% |
N/A
|
2.02K
$373K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.02K
$929K
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1+ 0.05% |
N/A
|
2K
$371K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.97% |
N/A
|
104
$19.3K
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
0New |
N/A
|
0
$0
|