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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-136- 8.49% |
$28.3K - $35.2K
|
1.47K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.16KNew |
$241K - $300K
|
1.16K
$185K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-120- 2.83% |
$25K - $31.1K
|
4.12K
$660K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.96K- 41.15% |
$1.03M - $1.29M
|
7.1K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
852New |
$177K - $221K
|
852
$136K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
202+ 12.05% |
$42.1K - $52.3K
|
1.88K
$301K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
229+ 2.88% |
$47.7K - $59.3K
|
8.19K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.2KNew |
$250K - $311K
|
1.2K
$192K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.25KNew |
$469K - $584K
|
2.25K
$361K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-757- 46.87% |
$158K - $196K
|
858
$137K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 19.12% |
$2.71K - $3.37K
|
55
$8.81K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
14.7KNew |
$3.06M - $3.8M
|
14.7K
$2.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
2K+ 33.33% |
$416K - $518K
|
8K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
687New |
$143K - $178K
|
687
$110K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-490- 32.58% |
$102K - $127K
|
1.01K
$162K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-755- 15.96% |
$157K - $196K
|
3.98K
$637K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.78KNew |
$579K - $721K
|
2.78K
$445K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50+ 294.12% |
$10.4K - $13K
|
67
$10.7K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
817New |
$170K - $212K
|
817
$131K
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.26K- 10.27% |
$470K - $585K
|
19.7K
$3.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.49KNew |
$1.56M - $1.94M
|
7.49K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3.21KNew |
$668K - $832K
|
3.21K
$514K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2+ 0.07% |
$416 - $518
|
2.95K
$473K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-1.95K- 59.95% |
$405K - $504K
|
1.3K
$208K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17New |
$3.54K - $4.4K
|
17
$2.72K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.46% |
$3.12K - $3.89K
|
3.23K
$517K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 12.5% |
$208 - $259
|
9
$1.44K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-335- 26.17% |
$69.8K - $86.8K
|
945
$151K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-675- 52.45% |
$141K - $175K
|
612
$98K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
77.3K+ 6.64% |
$13.7M - $18M
|
1.24M
$199M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 26.83% |
$1.95K - $2.56K
|
30
$4.8K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.03KNew |
$183K - $240K
|
1.03K
$165K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
331New |
$58.6K - $77K
|
331
$53K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$531 - $698
|
3
$480
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$531 - $698
|
3
$480
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68New |
$12K - $15.8K
|
68
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-12.5K- 12.82% |
$2.21M - $2.91M
|
85K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-4.22K- 2.37% |
$747K - $982K
|
173K
$27.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.69KNew |
$653K - $858K
|
3.69K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
920New |
$163K - $214K
|
920
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
81New |
$14.3K - $18.9K
|
81
$13K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-41.5K- 25.16% |
$7.35M - $9.65M
|
123K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
19New |
$3.37K - $4.42K
|
19
$3.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.03KNew |
$182K - $239K
|
1.03K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Pfm Health Sciences, LP
San Francisco, CA |
SELL
|
- |
-89.2K- 44.36% |
$15.8M - $20.8M
|
112K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-15.4K- 29.82% |
$2.73M - $3.58M
|
36.3K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
4.9K+ 1225.0% |
$868K - $1.14M
|
5.3K
$849K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-171- 57.77% |
$30.3K - $39.8K
|
125
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.18KNew |
$385K - $506K
|
2.18K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.74KNew |
$840K - $1.1M
|
4.74K
$759K
|
|