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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-340- 0.75% |
N/A
|
44.7K
$8.28M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.81K- 96.85% |
N/A
|
124
$23K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2- 0.57% |
N/A
|
350
$64.8K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-123- 15.85% |
N/A
|
653
$121K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
936New |
N/A
|
936
$173K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-43- 22.99% |
N/A
|
144
$26.7K
|
|
|
May 10, 2024
Q1 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
1.31KNew |
N/A
|
1.31K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.71K- 2.39% |
N/A
|
396K
$73.3M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
33New |
N/A
|
33
$6.11K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-14- 1.38% |
N/A
|
1K
$185K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
N/A
|
3
$555
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3New |
N/A
|
3
$555
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
26+ 0.37% |
N/A
|
7.06K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-962- 42.36% |
N/A
|
1.31K
$242K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
560New |
N/A
|
560
$104K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.81K+ 58.54% |
N/A
|
15.7K
$2.91M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
70+ 3.55% |
N/A
|
2.04K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
32New |
N/A
|
32
$5.92K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
69+ 2.46% |
N/A
|
2.87K
$532K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
188+ 6.45% |
N/A
|
3.1K
$574K
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
959New |
N/A
|
959
$178K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
35+ 194.44% |
N/A
|
53
$9.81K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-150- 11.76% |
N/A
|
1.13K
$208K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-5- 0.47% |
N/A
|
1.06K
$196K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
698+ 22.41% |
N/A
|
3.81K
$706K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-254- 43.2% |
N/A
|
334
$61.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
199New |
N/A
|
199
$36.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
88New |
N/A
|
88
$16.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
930New |
N/A
|
930
$172K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.08K- 98.17% |
N/A
|
76
$14.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
915New |
N/A
|
915
$169K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.82KNew |
N/A
|
1.82K
$337K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-200- 10.61% |
N/A
|
1.69K
$312K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
22.5KNew |
N/A
|
22.5K
$4.16M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 2.91% |
N/A
|
100
$18.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.07% |
N/A
|
67.4K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-128- 8.52% |
N/A
|
1.38K
$255K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-19- 1.08% |
N/A
|
1.74K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
N/A
|
97
$18K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
40.1KNew |
N/A
|
40.1K
$7.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7New |
N/A
|
7
$1.3K
|
|
| Q4 2023 | |||||||
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1+ 9.09% |
$179 - $190
|
12
$2.22K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 33.33% |
$179 - $190
|
2
$370
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
250New |
$44.8K - $47.5K
|
250
$46.3K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
200New |
$35.8K - $38K
|
200
$37K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24New |
$4.3K - $4.56K
|
24
$4.44K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21- 42.86% |
$3.76K - $3.99K
|
28
$5.18K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
66New |
$11.8K - $12.5K
|
66
$12.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$1.43K - $1.52K
|
8
$1.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-32- 29.91% |
$5.73K - $6.08K
|
75
$13.9K
|
|