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 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.29KNew |
$243K - $310K
|
1.29K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 15.38% |
$376 - $481
|
11
$2.07K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.24K+ 45.1% |
$421K - $539K
|
7.21K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
4.22K+ 142.48% |
$793K - $1.01M
|
7.18K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
- |
-507K- 54.11% |
$95.3M - $122M
|
430K
$81M
|
|
|
May 15, 2023
Q1 2023
|
Cowbird Capital LP
New York, NY |
BUY
|
- |
15K+ 13.66% |
$2.82M - $3.6M
|
125K
$23.5M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$302K - $386K
|
1.6K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Blue Grotto Capital, LLC
Atlanta, GA |
SELL
|
- |
-104K- 74.11% |
$19.6M - $25.1M
|
36.4K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
20K+ 168.84% |
$3.77M - $4.82M
|
31.9K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-660- 2.25% |
$124K - $159K
|
28.6K
$5.4M
|
|
|
May 12, 2023
Q1 2023
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
30.3K+ 196.88% |
$5.69M - $7.28M
|
45.6K
$8.61M
|
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-36K- 21.34% |
$6.77M - $8.67M
|
133K
$25M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
60+ 2.81% |
$11.3K - $14.4K
|
2.19K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.05KNew |
$196K - $251K
|
1.05K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
3.02K+ 182.68% |
$567K - $726K
|
4.67K
$880K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-178- 57.05% |
$33.5K - $42.8K
|
134
$25.3K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
64New |
$12K - $15.4K
|
64
$12.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.88K - $2.41K
|
10
$1.89K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-761- 15.44% |
$143K - $183K
|
4.17K
$786K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.38MNew |
$259M - $332M
|
1.38M
$260M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-38K- 79.42% |
$7.15M - $9.15M
|
9.85K
$1.86M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
102New |
$19.2K - $24.5K
|
102
$19.2K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
12New |
$2.26K - $2.89K
|
12
$2.26K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
269New |
$50.6K - $64.7K
|
269
$50.7K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.2K+ 89.22% |
$226K - $289K
|
2.55K
$480K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 85.19% |
$4.32K - $5.53K
|
4
$754
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 6.06% |
$376 - $481
|
31
$5.84K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-559- 32.27% |
$105K - $135K
|
1.17K
$221K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-127- 3.22% |
$23.9K - $30.6K
|
3.82K
$720K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62New |
$11.7K - $14.9K
|
62
$11.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$595K - $761K
|
3.16K
$597K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
103New |
$19.4K - $24.8K
|
103
$19.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$1.13K - $1.44K
|
6
$1.13K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
35New |
$6.58K - $8.42K
|
35
$6.6K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
46+ 1.5% |
$8.65K - $11.1K
|
3.12K
$588K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-32- 62.75% |
$6.02K - $7.7K
|
19
$3.58K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
118New |
$22.2K - $28.4K
|
118
$22.2K
|
|
| Q4 2022 | |||||||
|
Mar 13, 2025
Q4 2022
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-1K- 43.48% |
$172K - $227K
|
1.3K
$245K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
210New |
$36.2K - $47.6K
|
210
$39.6K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
209+ 3.87% |
$36K - $47.3K
|
5.61K
$1.06M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
264New |
$45.5K - $59.8K
|
264
$49.8K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
68New |
$11.7K - $15.4K
|
68
$12.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
251New |
$43.3K - $56.9K
|
251
$47.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
375New |
$64.7K - $84.9K
|
375
$70.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-126- 10.67% |
$21.7K - $28.5K
|
1.06K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
559+ 24.49% |
$96.4K - $127K
|
2.84K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Kids Capital Management, L.P.
Los Angeles, CA |
BUY
|
- |
6.5KNew |
$1.12M - $1.47M
|
6.5K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
14.6K+ 709.36% |
$2.52M - $3.31M
|
16.7K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
502New |
$86.6K - $114K
|
502
$94.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
5.93K+ 2.63% |
$1.02M - $1.34M
|
232K
$43.7M
|
|