Purchases and Sales Made in Q3 2023 in Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 16.67% |
$287K - $321K
|
11.6K
$2.15M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
1.62KNew |
$279K - $313K
|
1.62K
$299K
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.6K+ 3.52% |
$277K - $309K
|
47.1K
$8.71M
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.6KNew |
$277K - $309K
|
1.6K
$296K
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.57K+ 0.13% |
$272K - $304K
|
1.23M
$227M
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.57KNew |
$271K - $303K
|
1.57K
$290K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.54K+ 4.15% |
$266K - $298K
|
38.6K
$7.15M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.53K+ 12.17% |
$264K - $296K
|
14.1K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.52K+ 19.6% |
$263K - $294K
|
9.28K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.5KNew |
$259K - $290K
|
1.5K
$278K
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
$259K - $290K
|
1.5K
$278K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$259K - $290K
|
1.5K
$277K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.5KNew |
$259K - $290K
|
1.5K
$277K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.5KNew |
$258K - $289K
|
1.5K
$277K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.47KNew |
$255K - $285K
|
1.47K
$273K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.45KNew |
$250K - $280K
|
1.45K
$268K
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.4KNew |
$242K - $271K
|
1.4K
$259K
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.4K+ 122.81% |
$242K - $271K
|
2.54K
$470K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.3KNew |
$225K - $251K
|
1.3K
$241K
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.3KNew |
$224K - $251K
|
1.3K
$240K
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.3KNew |
$224K - $250K
|
1.3K
$240K
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.29K+ 25.05% |
$224K - $250K
|
6.45K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.27K+ 6.79% |
$220K - $246K
|
20K
$3.7M
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.25KNew |
$216K - $241K
|
1.25K
$231K
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.25K+ 35.04% |
$215K - $241K
|
4.8K
$888K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.23KNew |
$212K - $238K
|
1.23K
$227K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.19K+ 7.31% |
$206K - $230K
|
17.5K
$3.24M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.19K+ 123.77% |
$205K - $230K
|
2.15K
$397K
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.18K+ 23.76% |
$205K - $229K
|
6.16K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
1.18K+ 7.4% |
$203K - $228K
|
17.1K
$3.16M
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.17KNew |
$203K - $227K
|
1.17K
$217K
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.15K+ 21.91% |
$199K - $223K
|
6.42K
$1.19M
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.12KNew |
$194K - $217K
|
1.12K
$207K
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.08K+ 1.98% |
$187K - $209K
|
55.8K
$10.3M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.02K+ 82.37% |
$177K - $198K
|
2.27K
$419K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.01K+ 17.91% |
$174K - $195K
|
6.64K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
996+ 3.34% |
$172K - $193K
|
30.8K
$5.71M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
994+ 20.97% |
$172K - $192K
|
5.73K
$1.06M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
988+ 8.37% |
$171K - $191K
|
12.8K
$2.37M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
970+ 229.86% |
$168K - $188K
|
1.39K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
957+ 76.13% |
$165K - $185K
|
2.21K
$410K
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
912+ 6.13% |
$158K - $176K
|
15.8K
$2.92M
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
885+ 6.59% |
$153K - $171K
|
14.3K
$2.65M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
864+ 3.69% |
$149K - $167K
|
24.3K
$4.49M
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
852+ 9.81% |
$147K - $165K
|
9.54K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
845+ 7.07% |
$146K - $163K
|
12.8K
$2.37M
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
828+ 6.19% |
$143K - $160K
|
14.2K
$2.63M
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
800+ 46.78% |
$138K - $155K
|
2.51K
$465K
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
799+ 0.31% |
$138K - $155K
|
261K
$48.3M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
778New |
$134K - $150K
|
778
$144K
|