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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.22KNew |
$224K - $274K
|
1.22K
$233K
|
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
BUY
|
- |
910New |
$167K - $205K
|
910
$174K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
76+ 7.08% |
$14K - $17.1K
|
1.15K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.05K- 55.64% |
$376K - $460K
|
1.63K
$312K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.74KNew |
$319K - $390K
|
1.74K
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-281- 19.37% |
$51.6K - $63.2K
|
1.17K
$224K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-771- 43.93% |
$142K - $173K
|
984
$188K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 37.04% |
$3.67K - $4.5K
|
74
$14.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.34KNew |
$246K - $301K
|
1.34K
$256K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-421- 14.08% |
$77.3K - $94.6K
|
2.57K
$491K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.78KNew |
$327K - $401K
|
1.78K
$340K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.88KNew |
$1.08M - $1.32M
|
5.88K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.6KNew |
$294K - $360K
|
1.6K
$306K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 25.0% |
$367 - $450
|
6
$1.15K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
20New |
$3.67K - $4.5K
|
20
$3.82K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20New |
$3.67K - $4.5K
|
20
$3.82K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
369New |
$67.8K - $82.9K
|
369
$70.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-605- 3.84% |
$111K - $136K
|
15.2K
$2.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
995New |
$183K - $224K
|
995
$190K
|
|
|
Jul 14, 2023
Q2 2023
|
Cheyne Capital Management (Uk) LLP
|
BUY
|
- |
4.8KNew |
$882K - $1.08M
|
4.8K
$917K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
978New |
$180K - $220K
|
978
$187K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.46K- 47.25% |
$268K - $328K
|
1.63K
$311K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 18.75% |
$551 - $674
|
13
$2.48K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.5KNew |
$7.98M - $10.2M
|
42.5K
$8.11M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-462- 77.39% |
$86.9K - $111K
|
135
$25.8K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
1.38KNew |
$259K - $332K
|
1.38K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.44KNew |
$271K - $347K
|
1.44K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
6.29KNew |
$1.18M - $1.51M
|
6.29K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.91K+ 320.81% |
$1.3M - $1.66M
|
9.06K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 2.65% |
$1.88K - $2.41K
|
387
$73.9K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
12New |
$2.26K - $2.89K
|
12
$2.29K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.29KNew |
$243K - $310K
|
1.29K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 15.38% |
$376 - $481
|
11
$2.1K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.24K+ 45.1% |
$421K - $539K
|
7.21K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
4.22K+ 142.48% |
$793K - $1.01M
|
7.18K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
- |
-507K- 54.11% |
$95.3M - $122M
|
430K
$82.1M
|
|
|
May 15, 2023
Q1 2023
|
Cowbird Capital LP
New York, NY |
BUY
|
- |
15K+ 13.66% |
$2.82M - $3.6M
|
125K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$302K - $386K
|
1.6K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Blue Grotto Capital, LLC
Atlanta, GA |
SELL
|
- |
-104K- 74.11% |
$19.6M - $25.1M
|
36.4K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
20K+ 168.84% |
$3.77M - $4.82M
|
31.9K
$6.1M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-660- 2.25% |
$124K - $159K
|
28.6K
$5.47M
|
|
|
May 12, 2023
Q1 2023
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
30.3K+ 196.88% |
$5.69M - $7.28M
|
45.6K
$8.72M
|
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-36K- 21.34% |
$6.77M - $8.67M
|
133K
$25.4M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
60+ 2.81% |
$11.3K - $14.4K
|
2.19K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.05KNew |
$196K - $251K
|
1.05K
$200K
|
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
3.02K+ 182.68% |
$567K - $726K
|
4.67K
$892K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-178- 57.05% |
$33.5K - $42.8K
|
134
$25.6K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
64New |
$12K - $15.4K
|
64
$12.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.88K - $2.41K
|
10
$1.91K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-761- 15.44% |
$143K - $183K
|
4.17K
$796K
|
|