Purchases and Sales Made in Q4 2023 in Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
67+ 3.03% |
$12K - $12.7K
|
2.28K
$422K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
66New |
$11.8K - $12.5K
|
66
$12.2K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
64+ 5.83% |
$11.5K - $12.2K
|
1.16K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 1.73% |
$11.1K - $11.8K
|
3.64K
$674K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
62+ 1.64% |
$11.1K - $11.8K
|
3.85K
$714K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
61+ 0.21% |
$10.9K - $11.6K
|
29.2K
$5.41M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
60+ 0.0% |
$10.7K - $11.4K
|
20.5M
$3.8B
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
59+ 3.44% |
$10.6K - $11.2K
|
1.77K
$328K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
56+ 2.19% |
$10K - $10.6K
|
2.61K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
56New |
$10K - $10.6K
|
56
$10.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
55+ 2.43% |
$9.85K - $10.4K
|
2.32K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
54+ 4.6% |
$9.67K - $10.3K
|
1.23K
$228K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53+ 24.09% |
$9.49K - $10.1K
|
273
$50.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
53+ 0.63% |
$9.49K - $10.1K
|
8.5K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
52New |
$9.31K - $9.87K
|
52
$9.63K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 1.02% |
$9.13K - $9.68K
|
5.07K
$938K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
45New |
$8.06K - $8.55K
|
45
$8.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
45+ 1.39% |
$8.06K - $8.55K
|
3.29K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44+ 1.99% |
$7.88K - $8.36K
|
2.26K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
42+ 3.55% |
$7.52K - $7.98K
|
1.23K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
42+ 2.63% |
$7.52K - $7.98K
|
1.64K
$303K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
41New |
$7.34K - $7.79K
|
41
$7.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 22.54% |
$6.98K - $7.41K
|
212
$39.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37+ 1.34% |
$6.63K - $7.03K
|
2.8K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
36+ 3.11% |
$6.45K - $6.84K
|
1.19K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
35+ 0.38% |
$6.27K - $6.65K
|
9.27K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
35+ 0.26% |
$6.27K - $6.65K
|
13.3K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34New |
$6.09K - $6.46K
|
34
$6.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
33+ 33.0% |
$5.91K - $6.27K
|
133
$24.6K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 100.0% |
$5.91K - $6.27K
|
66
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32+ 0.69% |
$5.73K - $6.08K
|
4.7K
$870K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
32+ 1.33% |
$5.73K - $6.08K
|
2.45K
$453K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
31+ 22.14% |
$5.55K - $5.89K
|
171
$31.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
31+ 22.14% |
$5.55K - $5.89K
|
171
$31.7K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
30New |
$5.37K - $5.7K
|
30
$5.55K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$5.37K - $5.7K
|
30
$5.55K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28New |
$5.01K - $5.32K
|
28
$5.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26+ 20.63% |
$4.66K - $4.94K
|
152
$28.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
25New |
$4.48K - $4.75K
|
25
$4.63K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25+ 18.52% |
$4.48K - $4.75K
|
160
$29.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
25+ 1.59% |
$4.48K - $4.75K
|
1.59K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$4.48K - $4.75K
|
25
$4.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
24+ 0.48% |
$4.3K - $4.56K
|
5.07K
$939K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24New |
$4.3K - $4.56K
|
24
$4.44K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23New |
$4.12K - $4.37K
|
23
$4.26K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
22New |
$3.94K - $4.18K
|
22
$4.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21New |
$3.76K - $3.99K
|
21
$3.89K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
21New |
$3.76K - $3.99K
|
21
$3.89K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
16+ 0.99% |
$2.87K - $3.04K
|
1.63K
$302K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
16New |
$2.87K - $3.04K
|
16
$2.96K
|