Latest Institutional Transactions on Amerisourcebergen Corp (ABC)
This table provides information on the latest institutional transactions involving Amerisourcebergen Corp (ABC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-599- 12.71% |
N/A
|
4.11K
$761K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
112+ 16.23% |
N/A
|
802
$148K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
131K+ 12.09% |
N/A
|
1.21M
$224M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 10.04% |
N/A
|
135K
$25.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.2K- 79.6% |
N/A
|
2.88K
$533K
|
|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-373- 6.62% |
N/A
|
5.26K
$974K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.87K- 15.34% |
N/A
|
21.3K
$3.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-18- 1.63% |
N/A
|
1.09K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
99+ 0.92% |
N/A
|
10.9K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5- 0.75% |
N/A
|
664
$123K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
60+ 1.59% |
N/A
|
3.85K
$712K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
123+ 7.22% |
N/A
|
1.83K
$338K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2+ 0.31% |
N/A
|
642
$119K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-25- 41.67% |
N/A
|
35
$6.48K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-88- 4.91% |
N/A
|
1.7K
$315K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-46- 3.47% |
N/A
|
1.28K
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-7- 0.78% |
N/A
|
894
$166K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 9.0% |
N/A
|
218
$40.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
125+ 9.87% |
N/A
|
1.39K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.46K+ 7.0% |
N/A
|
37.6K
$6.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.05K+ 19.24% |
N/A
|
6.52K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
16.6K+ 56.46% |
N/A
|
46K
$8.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-284- 0.88% |
N/A
|
31.8K
$5.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
75+ 7.44% |
N/A
|
1.08K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.76K- 4.66% |
N/A
|
36K
$6.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-110- 10.73% |
N/A
|
915
$169K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-10- 2.28% |
N/A
|
428
$79.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
126+ 12.01% |
N/A
|
1.18K
$218K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-144- 10.6% |
N/A
|
1.22K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-76- 3.41% |
N/A
|
2.15K
$399K
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-450- 11.66% |
N/A
|
3.41K
$631K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-613- 32.59% |
N/A
|
1.27K
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.72KNew |
N/A
|
2.72K
$504K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.41K+ 36.78% |
N/A
|
5.23K
$968K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5- 0.63% |
N/A
|
783
$145K
|
|
|
Nov 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.09K+ 17.2% |
N/A
|
7.45K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
38.9K+ 13.91% |
N/A
|
319K
$59M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 1.85% |
N/A
|
106
$19.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
865+ 2.91% |
N/A
|
30.6K
$5.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
6+ 0.09% |
N/A
|
6.58K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.17% |
N/A
|
1.75K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-90- 12.2% |
N/A
|
648
$120K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
467+ 0.96% |
N/A
|
49.3K
$9.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-139- 4.97% |
N/A
|
2.66K
$492K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-10.3K- 16.6% |
N/A
|
51.8K
$9.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
41K+ 12.06% |
N/A
|
381K
$70.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
18.5K+ 49.22% |
N/A
|
56.1K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-202- 4.78% |
N/A
|
4.02K
$744K
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-160- 8.36% |
N/A
|
1.75K
$325K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-108- 5.81% |
N/A
|
1.75K
$324K
|
|