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
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.86KNew |
$513K - $544K
|
2.86K
$530K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.76KNew |
$494K - $524K
|
2.76K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.75KNew |
$493K - $523K
|
2.75K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.74K+ 75.08% |
$491K - $521K
|
6.39K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
2.74KNew |
$491K - $521K
|
2.74K
$508K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.73KNew |
$488K - $518K
|
2.73K
$505K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
2.67KNew |
$477K - $506K
|
2.67K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.6K+ 2630.3% |
$466K - $494K
|
2.7K
$500K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.54K+ 5.82% |
$456K - $483K
|
46.2K
$8.56M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.49K+ 2.68% |
$446K - $472K
|
95.3K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.49K+ 2.68% |
$446K - $472K
|
95.3K
$17.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
2.4KNew |
$430K - $456K
|
2.4K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.36K+ 14.96% |
$423K - $448K
|
18.1K
$3.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.35KNew |
$421K - $447K
|
2.35K
$436K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.34KNew |
$418K - $443K
|
2.34K
$432K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.32KNew |
$415K - $440K
|
2.32K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.31KNew |
$414K - $439K
|
2.31K
$428K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.31K+ 6.76% |
$414K - $439K
|
36.5K
$6.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.3K+ 5.86% |
$412K - $437K
|
41.6K
$7.69M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.26KNew |
$404K - $428K
|
2.26K
$418K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$402K - $426K
|
2.24K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.23KNew |
$398K - $423K
|
2.23K
$412K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.22KNew |
$397K - $421K
|
2.22K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.16KNew |
$387K - $411K
|
2.16K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 154.36% |
$386K - $410K
|
3.56K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.15KNew |
$385K - $408K
|
2.15K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.13K+ 15.65% |
$381K - $404K
|
15.7K
$2.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.08K+ 60.64% |
$373K - $395K
|
5.51K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2K+ 17.76% |
$359K - $380K
|
13.3K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
2KNew |
$358K - $380K
|
2K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.97KNew |
$353K - $374K
|
1.97K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.95K+ 29.06% |
$350K - $371K
|
8.68K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.91K+ 23.26% |
$342K - $363K
|
10.1K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.89KNew |
$338K - $358K
|
1.89K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.88K+ 30.57% |
$337K - $358K
|
8.05K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.86KNew |
$333K - $353K
|
1.86K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.8K+ 12.69% |
$323K - $342K
|
16K
$2.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.72KNew |
$308K - $327K
|
1.72K
$319K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.69K+ 41.65% |
$302K - $320K
|
5.73K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.67KNew |
$300K - $318K
|
1.67K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.66K+ 9.13% |
$298K - $316K
|
19.9K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.64K+ 6.86% |
$293K - $311K
|
25.5K
$4.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 94.8% |
$290K - $308K
|
3.33K
$617K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.61KNew |
$289K - $306K
|
1.61K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 39.48% |
$287K - $305K
|
5.67K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.59KNew |
$285K - $302K
|
1.59K
$294K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.59KNew |
$284K - $301K
|
1.59K
$294K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
1.57K+ 10.93% |
$280K - $297K
|
15.9K
$2.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.53K+ 23.33% |
$274K - $290K
|
8.08K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.52K+ 4.85% |
$272K - $288K
|
32.8K
$6.08M
|