Purchases and Sales Made in Q1 2023 in Amerisourcebergen Corp (ABC)
This table provides information about the institutional ownership of Amerisourcebergen Corp (ABC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
52New |
$7.72K - $8.79K
|
52
$9.63K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
51+ 2.49% |
$7.57K - $8.62K
|
2.1K
$389K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
50+ 0.3% |
$7.42K - $8.45K
|
16.6K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 1.46% |
$7.42K - $8.45K
|
3.47K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
49New |
$7.27K - $8.28K
|
49
$9.07K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
49New |
$7.27K - $8.28K
|
49
$9.07K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
48+ 2.06% |
$7.12K - $8.11K
|
2.38K
$440K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
45+ 0.79% |
$6.68K - $7.6K
|
5.73K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
40+ 0.32% |
$5.93K - $6.76K
|
12.7K
$2.35M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
39+ 0.17% |
$5.79K - $6.59K
|
23K
$4.26M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39New |
$5.79K - $6.59K
|
39
$7.22K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
36+ 1.11% |
$5.34K - $6.08K
|
3.28K
$607K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 1.24% |
$5.34K - $6.08K
|
2.93K
$543K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
35+ 0.8% |
$5.19K - $5.91K
|
4.42K
$817K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
34+ 1.76% |
$5.04K - $5.74K
|
1.96K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
33New |
$4.9K - $5.58K
|
33
$6.11K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
33+ 0.4% |
$4.9K - $5.58K
|
8.19K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 7.32% |
$4.45K - $5.07K
|
440
$81.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29+ 1.76% |
$4.3K - $4.9K
|
1.68K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
28+ 7.47% |
$4.15K - $4.73K
|
403
$74.6K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28+ 1.05% |
$4.15K - $4.73K
|
2.69K
$497K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
27+ 2700.0% |
$4.01K - $4.56K
|
28
$5.18K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26+ 21.14% |
$3.86K - $4.39K
|
149
$27.6K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26New |
$3.86K - $4.39K
|
26
$4.81K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 1.45% |
$3.71K - $4.22K
|
1.75K
$324K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.83% |
$3.26K - $3.72K
|
2.67K
$494K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21+ 0.93% |
$3.12K - $3.55K
|
2.29K
$423K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
21+ 1.56% |
$3.12K - $3.55K
|
1.37K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21+ 1.27% |
$3.12K - $3.55K
|
1.67K
$310K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
19New |
$2.82K - $3.21K
|
19
$3.52K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19+ 0.26% |
$2.82K - $3.21K
|
7.37K
$1.36M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
19+ 0.88% |
$2.82K - $3.21K
|
2.17K
$402K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
18New |
$2.67K - $3.04K
|
18
$3.33K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
16+ 0.07% |
$2.37K - $2.7K
|
23.2K
$4.3M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$2.23K - $2.53K
|
15
$2.78K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
15+ 0.53% |
$2.23K - $2.53K
|
2.82K
$522K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14New |
$2.08K - $2.37K
|
14
$2.59K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14New |
$2.08K - $2.37K
|
14
$2.59K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
14+ 0.21% |
$2.08K - $2.37K
|
6.73K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
13+ 0.35% |
$1.93K - $2.2K
|
3.69K
$683K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 19.4% |
$1.93K - $2.2K
|
80
$14.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13+ 162.5% |
$1.93K - $2.2K
|
21
$3.89K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12+ 4.8% |
$1.78K - $2.03K
|
262
$48.5K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12New |
$1.78K - $2.03K
|
12
$2.22K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12+ 0.91% |
$1.78K - $2.03K
|
1.33K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10+ 0.09% |
$1.48K - $1.69K
|
10.9K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10+ 0.52% |
$1.48K - $1.69K
|
1.92K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.2% |
$1.48K - $1.69K
|
5.09K
$942K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10+ 0.11% |
$1.48K - $1.69K
|
8.85K
$1.64M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
9+ 0.44% |
$1.34K - $1.52K
|
2.07K
$383K
|