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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-195- 9.95% |
$40.6K - $50.5K
|
1.77K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3.21KNew |
$668K - $832K
|
3.21K
$613K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2+ 0.07% |
$416 - $518
|
2.95K
$564K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-1.95K- 59.95% |
$405K - $504K
|
1.3K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17New |
$3.54K - $4.4K
|
17
$3.25K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.46% |
$3.12K - $3.89K
|
3.23K
$617K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 12.5% |
$208 - $259
|
9
$1.72K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.44KNew |
$300K - $373K
|
1.44K
$275K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-335- 26.17% |
$69.8K - $86.8K
|
945
$181K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-675- 52.45% |
$141K - $175K
|
612
$117K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
124New |
$25.8K - $32.1K
|
124
$23.7K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-32- 21.77% |
$6.66K - $8.29K
|
115
$22K
|
|
| Q4 2023 | |||||||
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-13- 6.6% |
$2.3K - $3.03K
|
184
$35.2K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 26.83% |
$1.95K - $2.56K
|
30
$5.73K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-27- 0.74% |
$4.78K - $6.28K
|
3.62K
$692K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.03KNew |
$183K - $240K
|
1.03K
$197K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
61New |
$10.8K - $14.2K
|
61
$11.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
331New |
$58.6K - $77K
|
331
$63.2K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$531 - $698
|
3
$573
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$531 - $698
|
3
$573
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
12+ 66.67% |
$2.13K - $2.79K
|
30
$5.73K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68New |
$12K - $15.8K
|
68
$13K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
29New |
$5.14K - $6.75K
|
29
$5.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-12.5K- 12.82% |
$2.21M - $2.91M
|
85K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-4.22K- 2.37% |
$747K - $982K
|
173K
$33.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.69KNew |
$653K - $858K
|
3.69K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
920New |
$163K - $214K
|
920
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Cadian Capital Management, LP
New York, NY |
BUY
|
- |
303KNew |
$53.7M - $70.5M
|
303K
$57.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
81New |
$14.3K - $18.9K
|
81
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-41.5K- 25.16% |
$7.35M - $9.65M
|
123K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
19New |
$3.37K - $4.42K
|
19
$3.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.03KNew |
$182K - $239K
|
1.03K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Pfm Health Sciences, LP
San Francisco, CA |
SELL
|
- |
-89.2K- 44.36% |
$15.8M - $20.8M
|
112K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
1.4KNew |
$248K - $326K
|
1.4K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-15.4K- 29.82% |
$2.73M - $3.58M
|
36.3K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
4.9K+ 1225.0% |
$868K - $1.14M
|
5.3K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-171- 57.77% |
$30.3K - $39.8K
|
125
$23.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.18KNew |
$385K - $506K
|
2.18K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.74KNew |
$840K - $1.1M
|
4.74K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
21.7KNew |
$3.84M - $5.04M
|
21.7K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
800KNew |
$142M - $186M
|
800K
$153M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-413- 74.68% |
$73.2K - $96.1K
|
140
$26.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-50- 21.74% |
$8.86K - $11.6K
|
180
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
5.2KNew |
$921K - $1.21M
|
5.2K
$993K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
178New |
$31.5K - $41.4K
|
178
$34K
|
|
|
Feb 13, 2024
Q4 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
122New |
$21.6K - $28.4K
|
122
$23.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
43New |
$7.62K - $10K
|
43
$8.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.25KNew |
$221K - $290K
|
1.25K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
131+ 30.25% |
$23.2K - $30.5K
|
564
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$177 - $233
|
1
$191
|
|