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 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
487+ 20.17% |
$87.2K - $92.5K
|
2.9K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
486+ 7.62% |
$87K - $92.3K
|
6.86K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
485+ 33.15% |
$86.9K - $92.1K
|
1.95K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
473+ 11.31% |
$84.7K - $89.8K
|
4.66K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
471+ 51.99% |
$84.3K - $89.4K
|
1.38K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
466+ 12.39% |
$83.5K - $88.5K
|
4.23K
$783K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
450New |
$80.6K - $85.5K
|
450
$83.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
439+ 2.9% |
$78.6K - $83.4K
|
15.6K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
428+ 31.15% |
$76.6K - $81.3K
|
1.8K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
420New |
$75.2K - $79.8K
|
420
$77.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
415+ 10.51% |
$74.3K - $78.8K
|
4.36K
$808K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
404New |
$72.3K - $76.7K
|
404
$74.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
403+ 27.36% |
$72.2K - $76.5K
|
1.88K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
398+ 17.91% |
$71.3K - $75.6K
|
2.62K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
385+ 3.95% |
$68.9K - $73.1K
|
10.1K
$1.88M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
374+ 37.7% |
$67K - $71K
|
1.37K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
370+ 4.64% |
$66.3K - $70.3K
|
8.34K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
367+ 6.24% |
$65.7K - $69.7K
|
6.25K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
357+ 14.6% |
$63.9K - $67.8K
|
2.8K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
350+ 0.44% |
$62.7K - $66.5K
|
80.3K
$14.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
341New |
$61.1K - $64.8K
|
341
$63.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
338+ 2.64% |
$60.5K - $64.2K
|
13.1K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
310+ 4.02% |
$55.5K - $58.9K
|
8.02K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
306+ 2.61% |
$54.8K - $58.1K
|
12K
$2.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
298+ 11.82% |
$53.4K - $56.6K
|
2.82K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
297+ 8.37% |
$53.2K - $56.4K
|
3.85K
$712K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
292+ 3.36% |
$52.3K - $55.4K
|
8.98K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
290+ 6.04% |
$51.9K - $55.1K
|
5.09K
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
290+ 11.32% |
$51.9K - $55.1K
|
2.85K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
288+ 4.56% |
$51.6K - $54.7K
|
6.6K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
285+ 42.41% |
$51K - $54.1K
|
957
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
275New |
$49.2K - $52.2K
|
275
$50.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
271+ 23.69% |
$48.5K - $51.5K
|
1.42K
$262K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
257+ 0.49% |
$46K - $48.8K
|
52.9K
$9.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
257+ 0.49% |
$46K - $48.8K
|
52.9K
$9.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
255+ 10.46% |
$45.7K - $48.4K
|
2.69K
$498K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
250New |
$44.8K - $47.5K
|
250
$46.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
242+ 4.91% |
$43.3K - $46K
|
5.17K
$957K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
228+ 17.08% |
$40.8K - $43.3K
|
1.56K
$289K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
226+ 16.13% |
$40.5K - $42.9K
|
1.63K
$301K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
216+ 6.28% |
$38.7K - $41K
|
3.66K
$677K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
213New |
$38.1K - $40.4K
|
213
$39.4K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
213+ 4.48% |
$38.1K - $40.4K
|
4.97K
$919K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
211+ 2.27% |
$37.8K - $40.1K
|
9.49K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
208+ 5.5% |
$37.2K - $39.5K
|
3.99K
$738K
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
208+ 16.06% |
$37.2K - $39.5K
|
1.5K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
205New |
$36.7K - $38.9K
|
205
$38K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
205+ 129.75% |
$36.7K - $38.9K
|
363
$67.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
202+ 11.0% |
$36.2K - $38.4K
|
2.04K
$378K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
201+ 1.48% |
$36K - $38.2K
|
13.8K
$2.56M
|