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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 2.58% |
N/A
|
796
$147K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 10.47% |
N/A
|
211
$39.1K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
20+ 28.17% |
N/A
|
91
$16.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 17.24% |
N/A
|
136
$25.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
20+ 1.4% |
N/A
|
1.45K
$269K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
20New |
N/A
|
20
$3.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
19+ 0.63% |
N/A
|
3.04K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 90.0% |
N/A
|
38
$7.04K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18+ 0.69% |
N/A
|
2.65K
$490K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
18+ 9.94% |
N/A
|
199
$36.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
18New |
N/A
|
18
$3.33K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
17+ 0.01% |
N/A
|
140K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 8.67% |
N/A
|
213
$39.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17+ 0.91% |
N/A
|
1.88K
$348K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 23.53% |
N/A
|
84
$15.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
15New |
N/A
|
15
$2.78K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14+ 0.12% |
N/A
|
12.1K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
14+ 1.46% |
N/A
|
970
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
14+ 0.25% |
N/A
|
5.71K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.26% |
N/A
|
5.5K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14+ 0.76% |
N/A
|
1.86K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
14+ 0.25% |
N/A
|
5.65K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
N/A
|
14
$2.59K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
13+ 0.38% |
N/A
|
3.44K
$637K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
13New |
N/A
|
13
$2.41K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
13+ 0.39% |
N/A
|
3.32K
$615K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 400.0% |
N/A
|
15
$2.78K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
12+ 0.02% |
N/A
|
55.4K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
12+ 25.53% |
N/A
|
59
$10.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 12.5% |
N/A
|
108
$20K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
12+ 16.9% |
N/A
|
83
$15.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 15.71% |
N/A
|
81
$15K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10New |
N/A
|
10
$1.85K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
10+ 0.23% |
N/A
|
4.33K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
10+ 0.8% |
N/A
|
1.26K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 12.5% |
N/A
|
81
$15K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9+ 0.68% |
N/A
|
1.33K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
9New |
N/A
|
9
$1.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 300.0% |
N/A
|
12
$2.22K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8+ 0.45% |
N/A
|
1.8K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 160.0% |
N/A
|
13
$2.41K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7+ 0.87% |
N/A
|
814
$151K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
7+ 0.28% |
N/A
|
2.47K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7New |
N/A
|
7
$1.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 7.0% |
N/A
|
107
$19.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6+ 26.09% |
N/A
|
29
$5.37K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 10.0% |
N/A
|
66
$12.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 2.96% |
N/A
|
209
$38.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.14% |
N/A
|
4.2K
$777K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 100.0% |
N/A
|
10
$1.85K
|