Purchases and Sales Made in Q1 2023 in Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERISOURCEBERGEN CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
400New |
$59.3K - $67.6K
|
400
$74.1K
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
400+ 7.81% |
$59.3K - $67.6K
|
5.52K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
386+ 20.81% |
$57.3K - $65.2K
|
2.24K
$415K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
384+ 21.74% |
$57K - $64.9K
|
2.15K
$398K
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
380+ 262.07% |
$56.4K - $64.2K
|
525
$97.2K
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
368+ 9.07% |
$54.6K - $62.2K
|
4.43K
$820K
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
365+ 0.02% |
$54.2K - $61.7K
|
1.47M
$272M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
350+ 21.17% |
$51.9K - $59.1K
|
2K
$371K
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
340+ 1.98% |
$50.4K - $57.4K
|
17.5K
$3.24M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
338+ 34.07% |
$50.1K - $57.1K
|
1.33K
$246K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
337+ 9.5% |
$50K - $56.9K
|
3.89K
$719K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
321+ 11.66% |
$47.6K - $54.2K
|
3.07K
$569K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
319+ 2.96% |
$47.3K - $53.9K
|
11.1K
$2.05M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
314+ 2.0% |
$46.6K - $53.1K
|
16K
$2.97M
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
310+ 1.03% |
$46K - $52.4K
|
30.4K
$5.63M
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
308+ 2.7% |
$45.7K - $52K
|
11.7K
$2.17M
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
304+ 7.67% |
$45.1K - $51.4K
|
4.27K
$790K
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
293+ 53.27% |
$43.5K - $49.5K
|
843
$156K
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
290+ 2.55% |
$43K - $49K
|
11.7K
$2.16M
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
290+ 20.42% |
$43K - $49K
|
1.71K
$317K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
289+ 3.82% |
$42.9K - $48.8K
|
7.86K
$1.46M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
286+ 2.09% |
$42.4K - $48.3K
|
14K
$2.59M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
283+ 14.23% |
$42K - $47.8K
|
2.27K
$421K
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
280+ 2.33% |
$41.5K - $47.3K
|
12.3K
$2.28M
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
280+ 0.87% |
$41.5K - $47.3K
|
32.5K
$6.02M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
278+ 16.53% |
$41.2K - $47K
|
1.96K
$363K
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
276+ 22.6% |
$41K - $46.6K
|
1.5K
$277K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
274New |
$40.7K - $46.3K
|
274
$50.7K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
268+ 6.7% |
$39.8K - $45.3K
|
4.27K
$791K
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
268+ 5.03% |
$39.8K - $45.3K
|
5.6K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
263+ 5.07% |
$39K - $44.4K
|
5.45K
$1.01M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
237+ 5.31% |
$35.2K - $40K
|
4.7K
$870K
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
225+ 11.56% |
$33.4K - $38K
|
2.17K
$402K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
224+ 9.92% |
$33.2K - $37.8K
|
2.48K
$460K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
214+ 10.95% |
$31.8K - $36.2K
|
2.17K
$401K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
212+ 7.0% |
$31.5K - $35.8K
|
3.24K
$600K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
211+ 0.58% |
$31.3K - $35.7K
|
36.9K
$6.83M
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
211+ 0.36% |
$31.3K - $35.7K
|
58.4K
$10.8M
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
201+ 1.51% |
$29.8K - $34K
|
13.6K
$2.51M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$29.7K - $33.8K
|
200
$37K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
190+ 0.0% |
$28.2K - $32.1K
|
21.1M
$3.9B
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
189+ 0.19% |
$28K - $31.9K
|
99.7K
$18.5M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
187+ 7.63% |
$27.7K - $31.6K
|
2.64K
$488K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
184+ 10.84% |
$27.3K - $31.1K
|
1.88K
$348K
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
182+ 3.66% |
$27K - $30.8K
|
5.16K
$955K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
180+ 7.98% |
$26.7K - $30.4K
|
2.44K
$451K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
180+ 10.09% |
$26.7K - $30.4K
|
1.96K
$364K
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
174+ 1.02% |
$25.8K - $29.4K
|
17.3K
$3.2M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
173+ 2.65% |
$25.7K - $29.2K
|
6.69K
$1.24M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
170+ 66.41% |
$25.2K - $28.7K
|
426
$78.9K
|