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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
67+ 1.21% |
$10.9K - $12.9K
|
5.63K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
66+ 0.47% |
$10.7K - $12.7K
|
14.1K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
66+ 1.21% |
$10.7K - $12.7K
|
5.51K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
64+ 2.63% |
$10.4K - $12.3K
|
2.5K
$463K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
62New |
$10.1K - $11.9K
|
62
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 1.76% |
$9.9K - $11.7K
|
3.53K
$654K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
61+ 2.79% |
$9.9K - $11.7K
|
2.25K
$416K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
60+ 3.05% |
$9.74K - $11.5K
|
2.03K
$375K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
60New |
$9.74K - $11.5K
|
60
$11.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60+ 12.45% |
$9.74K - $11.5K
|
542
$100K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
60+ 2.65% |
$9.74K - $11.5K
|
2.33K
$430K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
59+ 50.86% |
$9.57K - $11.4K
|
175
$32.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
59+ 2.72% |
$9.57K - $11.4K
|
2.23K
$413K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
59+ 268.18% |
$9.57K - $11.4K
|
81
$15K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
59New |
$9.57K - $11.4K
|
59
$10.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
58+ 1.47% |
$9.41K - $11.2K
|
4.01K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
58+ 2.59% |
$9.41K - $11.2K
|
2.3K
$425K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
57+ 0.99% |
$9.25K - $11K
|
5.81K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
56+ 2.97% |
$9.09K - $10.8K
|
1.94K
$359K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55+ 220.0% |
$8.93K - $10.6K
|
80
$14.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55New |
$8.93K - $10.6K
|
55
$10.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
54+ 2.71% |
$8.76K - $10.4K
|
2.05K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
53+ 50.0% |
$8.6K - $10.2K
|
159
$29.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
49+ 0.81% |
$7.95K - $9.43K
|
6.1K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
49+ 1.37% |
$7.95K - $9.43K
|
3.63K
$672K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
49+ 2.49% |
$7.95K - $9.43K
|
2.02K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 38.58% |
$7.95K - $9.43K
|
176
$32.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
46+ 2.21% |
$7.46K - $8.85K
|
2.13K
$394K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
46+ 15.23% |
$7.46K - $8.85K
|
348
$64.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
45+ 1.6% |
$7.3K - $8.66K
|
2.87K
$530K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
39+ 0.35% |
$6.33K - $7.5K
|
11.1K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 1.3% |
$6.17K - $7.31K
|
2.97K
$550K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
36+ 1.22% |
$5.84K - $6.93K
|
2.98K
$551K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35+ 0.1% |
$5.68K - $6.74K
|
35.2K
$6.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
35+ 7.0% |
$5.68K - $6.74K
|
535
$99.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
33+ 0.77% |
$5.36K - $6.35K
|
4.34K
$803K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
32+ 2.48% |
$5.19K - $6.16K
|
1.32K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32+ 20.0% |
$5.19K - $6.16K
|
192
$35.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
32New |
$5.19K - $6.16K
|
32
$5.92K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
30+ 3.88% |
$4.87K - $5.77K
|
803
$149K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
30+ 1.32% |
$4.87K - $5.77K
|
2.3K
$426K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
30+ 0.37% |
$4.87K - $5.77K
|
8.1K
$1.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29+ 90.63% |
$4.71K - $5.58K
|
61
$11.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
29New |
$4.71K - $5.58K
|
29
$5.37K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 9.4% |
$4.54K - $5.39K
|
326
$60.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
28New |
$4.54K - $5.39K
|
28
$5.18K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
27+ 1.32% |
$4.38K - $5.2K
|
2.07K
$383K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.42% |
$3.89K - $4.62K
|
1.72K
$318K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
24+ 0.26% |
$3.89K - $4.62K
|
9.4K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
23+ 0.45% |
$3.73K - $4.43K
|
5.11K
$946K
|