Latest Institutional Transactions on Iqvia Holdings Inc. (IQV)
This table provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 1.31% |
$28.5K - $34.7K
|
10.7K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
72+ 2.58% |
$14.9K - $18.1K
|
2.87K
$548K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
238+ 0.2% |
$49.2K - $59.9K
|
120K
$22.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-1.3K- 9.56% |
$269K - $327K
|
12.3K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-36- 0.08% |
$7.45K - $9.06K
|
45.2K
$8.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-10.3K- 7.05% |
$2.13M - $2.59M
|
136K
$26M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-15- 1.58% |
$3.1K - $3.77K
|
934
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.06% |
$414 - $503
|
3.57K
$681K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
42+ 1.06% |
$8.69K - $10.6K
|
4.01K
$767K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-207- 28.75% |
$42.8K - $52.1K
|
513
$98K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
274+ 5.72% |
$56.7K - $68.9K
|
5.06K
$967K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
786+ 0.87% |
$163K - $198K
|
91.5K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.78K+ 21.55% |
$2.02M - $2.46M
|
55.2K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 21.74% |
$2.07K - $2.52K
|
36
$6.88K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
354+ 3.19% |
$73.2K - $89K
|
11.5K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
42+ 2.98% |
$8.69K - $10.6K
|
1.45K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 12.5% |
$1.65K - $2.01K
|
72
$13.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-196- 4.48% |
$40.5K - $49.3K
|
4.18K
$798K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-65- 3.05% |
$13.4K - $16.4K
|
2.07K
$395K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-557- 13.08% |
$115K - $140K
|
3.7K
$707K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
297New |
$61.4K - $74.7K
|
297
$56.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.8K- 15.82% |
$2.43M - $2.96M
|
62.6K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.48K+ 187.61% |
$720K - $876K
|
5.34K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-15.2K- 8.56% |
$3.15M - $3.83M
|
163K
$31.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.18K- 2.37% |
$657K - $799K
|
131K
$25M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.18K+ 17.81% |
$657K - $799K
|
21K
$4.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
38+ 2.48% |
$7.86K - $9.56K
|
1.57K
$300K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
7New |
$1.45K - $1.76K
|
7
$1.34K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
560+ 4.58% |
$116K - $141K
|
12.8K
$2.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.04KNew |
$215K - $261K
|
1.04K
$198K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-6- 0.51% |
$1.24K - $1.51K
|
1.17K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
128+ 2.41% |
$26.5K - $32.2K
|
5.45K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.85KNew |
$383K - $466K
|
1.85K
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1K+ 429.18% |
$207K - $252K
|
1.23K
$236K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 7.88% |
$2.69K - $3.27K
|
178
$34K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.01K- 1.66% |
$208K - $253K
|
59.5K
$11.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.53% |
$2.07K - $2.52K
|
1.91K
$365K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
10.5KNew |
$2.18M - $2.65M
|
10.5K
$2.01M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-25- 2.3% |
$5.17K - $6.29K
|
1.06K
$203K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
98+ 2.28% |
$20.3K - $24.7K
|
4.39K
$838K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 4.16% |
$9.72K - $11.8K
|
1.18K
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-350- 1.84% |
$72.4K - $88K
|
18.7K
$3.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-97- 2.44% |
$20.1K - $24.4K
|
3.89K
$742K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.9K+ 5.55% |
$393K - $477K
|
36.1K
$6.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
171+ 342.0% |
$35.4K - $43K
|
221
$42.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
868New |
$180K - $218K
|
868
$166K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43New |
$8.89K - $10.8K
|
43
$8.21K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-31- 0.64% |
$6.41K - $7.8K
|
4.83K
$923K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
7.26K+ 3.52% |
$1.5M - $1.83M
|
213K
$40.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
119New |
$24.6K - $29.9K
|
119
$22.7K
|