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 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-45- 2.84% |
$8.85K - $10.4K
|
1.54K
$247K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-45- 2.14% |
$8.85K - $10.4K
|
2.06K
$330K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$984 - $1.16K
|
5
$801
|
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-87- 0.43% |
$17.1K - $20.2K
|
19.9K
$3.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-16.5K- 3.31% |
$3.24M - $3.82M
|
480K
$76.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-135- 2.01% |
$26.6K - $31.3K
|
6.59K
$1.06M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 1.63% |
$3.74K - $4.41K
|
1.15K
$184K
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-32Closed |
$5.88K - $7.19K
|
0
$0
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-721Closed |
$132K - $162K
|
0
$0
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-17.9KClosed |
$3.29M - $4.02M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.25K- 30.84% |
$413K - $505K
|
5.04K
$807K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23New |
$4.22K - $5.17K
|
23
$3.68K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
102New |
$18.7K - $22.9K
|
102
$16.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 120.0% |
$2.2K - $2.7K
|
22
$3.52K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
89New |
$16.3K - $20K
|
89
$14.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
132KNew |
$24.2M - $29.6M
|
132K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$2.75K - $3.37K
|
15
$2.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
25.8KNew |
$4.74M - $5.8M
|
25.8K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Redmile Group, LLC
San Francisco, CA |
BUY
|
- |
22.8K+ 31.75% |
$4.18M - $5.11M
|
94.4K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.2KNew |
$220K - $270K
|
1.2K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
201+ 9.38% |
$36.9K - $45.2K
|
2.34K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-26.4K- 95.35% |
$4.85M - $5.94M
|
1.29K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.61K+ 1.53% |
$295K - $361K
|
106K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
3.5KNew |
$643K - $787K
|
3.5K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
19.2KNew |
$3.52M - $4.31M
|
19.2K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-22.6K- 72.63% |
$4.14M - $5.07M
|
8.5K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-255- 95.15% |
$46.8K - $57.3K
|
13
$2.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10.2KNew |
$1.87M - $2.29M
|
10.2K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-1.03M- 99.91% |
$188M - $231M
|
973
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-607- 32.41% |
$111K - $136K
|
1.27K
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
24New |
$4.41K - $5.39K
|
24
$3.84K
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-522- 62.89% |
$95.9K - $117K
|
308
$49.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
166+ 16.16% |
$30.5K - $37.3K
|
1.19K
$191K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-459- 1.96% |
$84.3K - $103K
|
23K
$3.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Tekla Capital Management LLC
|
BUY
|
- |
46K+ 72.9% |
$8.45M - $10.3M
|
109K
$17.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.04K+ 2.69% |
$375K - $459K
|
78.1K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-755- 27.24% |
$139K - $170K
|
2.02K
$323K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-3.9K- 11.44% |
$716K - $877K
|
30.2K
$4.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.12KNew |
$205K - $251K
|
1.12K
$179K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-58- 1.47% |
$10.7K - $13K
|
3.9K
$625K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.45K+ 3.9% |
$818K - $1M
|
119K
$19M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.01KNew |
$185K - $227K
|
1.01K
$161K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$551 - $674
|
3
$480
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.52KNew |
$646K - $791K
|
3.52K
$564K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
40New |
$7.35K - $8.99K
|
40
$6.41K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.22KNew |
$224K - $274K
|
1.22K
$195K
|
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
BUY
|
- |
910New |
$167K - $205K
|
910
$146K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
76+ 7.08% |
$14K - $17.1K
|
1.15K
$184K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.74KNew |
$319K - $390K
|
1.74K
$278K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-281- 19.37% |
$51.6K - $63.2K
|
1.17K
$187K
|
|