Purchases and Sales Made in Q2 2023 in Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
221+ 1.44% |
$35.9K - $42.5K
|
15.6K
$2.89M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
217+ 1.9% |
$35.2K - $41.8K
|
11.6K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
215+ 8.87% |
$34.9K - $41.4K
|
2.64K
$488K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
210New |
$34.1K - $40.4K
|
210
$38.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
207+ 10.48% |
$33.6K - $39.8K
|
2.18K
$404K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
204+ 16.99% |
$33.1K - $39.3K
|
1.41K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
200New |
$32.5K - $38.5K
|
200
$37K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
199+ 2.04% |
$32.3K - $38.3K
|
9.95K
$1.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
197+ 13.16% |
$32K - $37.9K
|
1.69K
$314K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
196+ 2.52% |
$31.8K - $37.7K
|
7.96K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
193+ 1.42% |
$31.3K - $37.1K
|
13.8K
$2.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
193+ 2.68% |
$31.3K - $37.1K
|
7.39K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
174+ 3.78% |
$28.2K - $33.5K
|
4.78K
$884K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
168+ 3.07% |
$27.3K - $32.3K
|
5.64K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
166+ 0.53% |
$26.9K - $31.9K
|
31.4K
$5.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
161+ 7.41% |
$26.1K - $31K
|
2.33K
$432K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
158+ 7.63% |
$25.6K - $30.4K
|
2.23K
$413K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
153+ 3.99% |
$24.8K - $29.4K
|
3.99K
$739K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
148+ 0.83% |
$24K - $28.5K
|
18K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
144+ 0.62% |
$23.4K - $27.7K
|
23.3K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
144+ 7.33% |
$23.4K - $27.7K
|
2.11K
$390K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
140+ 1.97% |
$22.7K - $26.9K
|
7.26K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
132+ 0.71% |
$21.4K - $25.4K
|
18.7K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
123+ 0.12% |
$20K - $23.7K
|
99.9K
$18.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
121+ 9.45% |
$19.6K - $23.3K
|
1.4K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
121+ 1.43% |
$19.6K - $23.3K
|
8.56K
$1.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
118+ 0.62% |
$19.1K - $22.7K
|
19.2K
$3.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
116+ 4.67% |
$18.8K - $22.3K
|
2.6K
$481K
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
114+ 2.06% |
$18.5K - $21.9K
|
5.65K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
109New |
$17.7K - $21K
|
109
$20.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
106+ 2.19% |
$17.2K - $20.4K
|
4.96K
$917K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
106+ 1.34% |
$17.2K - $20.4K
|
8.03K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
106+ 5.41% |
$17.2K - $20.4K
|
2.07K
$383K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
106+ 321.21% |
$17.2K - $20.4K
|
139
$25.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
101+ 31.46% |
$16.4K - $19.4K
|
422
$78.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 9.43% |
$16.2K - $19.2K
|
1.16K
$215K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
99+ 0.89% |
$16.1K - $19.1K
|
11.2K
$2.07M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
99+ 1.23% |
$16.1K - $19.1K
|
8.15K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
98+ 6.79% |
$15.9K - $18.9K
|
1.54K
$285K
|
|
|
Aug 03, 2023
Q2 2023
|
Paralel Advisors LLC
|
BUY
|
- |
93+ 0.79% |
$15.1K - $17.9K
|
11.8K
$2.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
86+ 4.1% |
$14K - $16.5K
|
2.18K
$404K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
85+ 2.11% |
$13.8K - $16.4K
|
4.12K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
82+ 1.46% |
$13.3K - $15.8K
|
5.68K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
79+ 5.81% |
$12.8K - $15.2K
|
1.44K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
75+ 1.53% |
$12.2K - $14.4K
|
4.98K
$922K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
74+ 2.88% |
$12K - $14.2K
|
2.64K
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
74+ 0.97% |
$12K - $14.2K
|
7.71K
$1.43M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
74+ 0.97% |
$12K - $14.2K
|
7.71K
$1.43M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
72New |
$11.7K - $13.9K
|
72
$13.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 0.33% |
$11K - $13.1K
|
20.8K
$3.85M
|