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 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 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
16+ 1.2% |
$2.87K - $3.04K
|
1.35K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
16New |
$2.87K - $3.04K
|
16
$2.96K
|
|
|
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
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.29% |
$2.69K - $2.85K
|
5.28K
$977K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 1400.0% |
$2.51K - $2.66K
|
15
$2.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
12+ 1.05% |
$2.15K - $2.28K
|
1.16K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
12New |
$2.15K - $2.28K
|
12
$2.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
12+ 0.49% |
$2.15K - $2.28K
|
2.45K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11+ 0.09% |
$1.97K - $2.09K
|
12.3K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
10New |
$1.79K - $1.9K
|
10
$1.85K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
10+ 0.17% |
$1.79K - $1.9K
|
5.75K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
9+ 0.16% |
$1.61K - $1.71K
|
5.49K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 80.0% |
$1.43K - $1.52K
|
18
$3.33K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$1.43K - $1.52K
|
8
$1.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8New |
$1.43K - $1.52K
|
8
$1.48K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8+ 0.3% |
$1.43K - $1.52K
|
2.68K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
8New |
$1.43K - $1.52K
|
8
$1.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.43% |
$1.07K - $1.14K
|
1.4K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 37.5% |
$1.07K - $1.14K
|
22
$4.07K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6+ 0.48% |
$1.07K - $1.14K
|
1.25K
$232K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$1.07K - $1.14K
|
6
$1.11K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5New |
$895 - $949
|
5
$926
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$895 - $949
|
2.1K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.24% |
$895 - $949
|
2.12K
$393K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5New |
$895 - $949
|
5
$926
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
4+ 0.57% |
$716 - $760
|
707
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 1.21% |
$716 - $760
|
335
$62K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3+ 0.11% |
$537 - $570
|
2.75K
$509K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 3.0% |
$537 - $570
|
103
$19.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$537 - $570
|
3
$555
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 4.29% |
$537 - $570
|
73
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 5.0% |
$537 - $570
|
63
$11.7K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2+ 0.09% |
$358 - $380
|
2.23K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.04% |
$358 - $380
|
5.26K
$974K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.09% |
$358 - $380
|
2.25K
$416K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.17% |
$358 - $380
|
1.18K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.57% |
$358 - $380
|
352
$65.2K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1+ 0.05% |
$179 - $190
|
1.97K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.07% |
$179 - $190
|
1.47K
$272K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.15% |
$179 - $190
|
690
$128K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.04% |
$179 - $190
|
2.49K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$179 - $190
|
3
$555
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$179 - $190
|
1.88K
$348K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.15% |
$179 - $190
|
663
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.25% |
$179 - $190
|
406
$75.2K
|