Purchases and Sales Made in Q4 2021 in Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
130+ 1.48% |
$14.8K - $17.4K
|
8.9K
$1.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
125New |
$14.3K - $16.7K
|
125
$23.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
115+ 2.13% |
$13.1K - $15.4K
|
5.51K
$1.02M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
115+ 2.73% |
$13.1K - $15.4K
|
4.33K
$801K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
113+ 6.27% |
$12.9K - $15.1K
|
1.92K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
110+ 6.53% |
$12.5K - $14.7K
|
1.79K
$332K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
106+ 2.38% |
$12.1K - $14.2K
|
4.55K
$843K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
106+ 5.16% |
$12.1K - $14.2K
|
2.16K
$400K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
102+ 192.45% |
$11.6K - $13.6K
|
155
$28.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
102New |
$11.6K - $13.6K
|
102
$18.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
101+ 0.91% |
$11.5K - $13.5K
|
11.2K
$2.08M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.08% |
$11.4K - $13.4K
|
9.4K
$1.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
100New |
$11.4K - $13.4K
|
100
$18.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100+ 4.61% |
$11.4K - $13.4K
|
2.27K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.37% |
$11.4K - $13.4K
|
26.9K
$4.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
100New |
$11.4K - $13.4K
|
100
$18.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
96+ 5.58% |
$11K - $12.8K
|
1.82K
$336K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
95New |
$10.8K - $12.7K
|
95
$17.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
92+ 46.46% |
$10.5K - $12.3K
|
290
$53.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91+ 1.22% |
$10.4K - $12.2K
|
7.56K
$1.4M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
91New |
$10.4K - $12.2K
|
91
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
88+ 6.95% |
$10K - $11.8K
|
1.35K
$251K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
87+ 6.35% |
$9.92K - $11.6K
|
1.46K
$270K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
84+ 1.84% |
$9.58K - $11.2K
|
4.65K
$861K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
83+ 4.69% |
$9.47K - $11.1K
|
1.85K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
82+ 3.77% |
$9.35K - $11K
|
2.26K
$418K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76New |
$8.67K - $10.2K
|
76
$14.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
75New |
$8.56K - $10K
|
75
$13.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
74+ 1.59% |
$8.44K - $9.9K
|
4.73K
$876K
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
72+ 1.37% |
$8.21K - $9.63K
|
5.32K
$985K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
70+ 11.08% |
$7.99K - $9.36K
|
702
$130K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
70+ 3500.0% |
$7.99K - $9.36K
|
72
$13.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 2.11% |
$7.64K - $8.96K
|
3.24K
$599K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
67+ 2.94% |
$7.64K - $8.96K
|
2.35K
$435K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
65+ 1.46% |
$7.42K - $8.7K
|
4.53K
$838K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
64+ 0.49% |
$7.3K - $8.56K
|
13.2K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
64New |
$7.3K - $8.56K
|
64
$11.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
63+ 1.2% |
$7.19K - $8.43K
|
5.32K
$984K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
58+ 1.64% |
$6.62K - $7.76K
|
3.6K
$666K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
56+ 0.53% |
$6.39K - $7.49K
|
10.7K
$1.98M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
52New |
$5.93K - $6.96K
|
52
$9.63K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
45New |
$5.13K - $6.02K
|
45
$8.33K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 10.75% |
$4.91K - $5.75K
|
443
$82K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
42New |
$4.79K - $5.62K
|
42
$7.78K
|
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
40+ 1.18% |
$4.56K - $5.35K
|
3.42K
$633K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
37+ 18.69% |
$4.22K - $4.95K
|
235
$43.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 1.27% |
$4.22K - $4.95K
|
2.95K
$546K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
34New |
$3.88K - $4.55K
|
34
$6.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
32+ 0.85% |
$3.65K - $4.28K
|
3.78K
$700K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.65% |
$3.65K - $4.28K
|
1.97K
$365K
|