Purchases and Sales Made in Q2 2025 in Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC) during Q2 2025. 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 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
156+ 202.6% |
N/A
|
233
$43.1K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
154New |
N/A
|
154
$28.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
150+ 9.77% |
N/A
|
1.69K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
150+ 0.66% |
N/A
|
22.8K
$4.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
150+ 12.48% |
N/A
|
1.35K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
150+ 13.13% |
N/A
|
1.29K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
147+ 1.45% |
N/A
|
10.3K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
147+ 5.61% |
N/A
|
2.77K
$512K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
147+ 1.08% |
N/A
|
13.7K
$2.54M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
144+ 5.48% |
N/A
|
2.77K
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
143+ 16.32% |
N/A
|
1.02K
$189K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
143+ 10.16% |
N/A
|
1.55K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
139+ 2.44% |
N/A
|
5.83K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
138+ 7.23% |
N/A
|
2.05K
$379K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
133+ 14.86% |
N/A
|
1.03K
$190K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
130+ 6.07% |
N/A
|
2.27K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
130+ 3.9% |
N/A
|
3.46K
$641K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
128+ 37.21% |
N/A
|
472
$87.4K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
128+ 7.37% |
N/A
|
1.87K
$345K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
127+ 10.6% |
N/A
|
1.33K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
126+ 5.22% |
N/A
|
2.54K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
122+ 2.43% |
N/A
|
5.14K
$952K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
121+ 0.66% |
N/A
|
18.5K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
118New |
N/A
|
118
$21.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
113+ 0.49% |
N/A
|
23.1K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
112+ 1.73% |
N/A
|
6.59K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
111+ 11.34% |
N/A
|
1.09K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
111+ 1.73% |
N/A
|
6.53K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
110+ 1.92% |
N/A
|
5.83K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
110+ 1.85% |
N/A
|
6.07K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
108+ 1.21% |
N/A
|
9.03K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
107+ 5.15% |
N/A
|
2.19K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
107+ 2.66% |
N/A
|
4.13K
$764K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
102+ 3.86% |
N/A
|
2.75K
$509K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
101+ 6.93% |
N/A
|
1.56K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.67% |
N/A
|
15K
$2.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
98+ 15.65% |
N/A
|
724
$134K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
96+ 4.43% |
N/A
|
2.26K
$419K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
96+ 8.78% |
N/A
|
1.19K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
94+ 1.41% |
N/A
|
6.76K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
89+ 8.94% |
N/A
|
1.09K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
88+ 0.17% |
N/A
|
52.5K
$9.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
87+ 2175.0% |
N/A
|
91
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
87+ 4.06% |
N/A
|
2.23K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
85+ 4.31% |
N/A
|
2.06K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
82+ 5.29% |
N/A
|
1.63K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
81+ 4.98% |
N/A
|
1.71K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
79+ 7.6% |
N/A
|
1.12K
$207K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
78New |
N/A
|
78
$14.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
75+ 0.63% |
N/A
|
12K
$2.22M
|