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 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-127- 3.22% |
$23.9K - $30.6K
|
3.82K
$619K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62New |
$11.7K - $14.9K
|
62
$10K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$1.13K - $1.44K
|
6
$972
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
35New |
$6.58K - $8.42K
|
35
$5.67K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
46+ 1.5% |
$8.65K - $11.1K
|
3.12K
$506K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-32- 62.75% |
$6.02K - $7.7K
|
19
$3.08K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
118New |
$22.2K - $28.4K
|
118
$19.1K
|
|
| Q4 2022 | |||||||
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
210New |
$36.2K - $47.6K
|
210
$34K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
209+ 3.87% |
$36K - $47.3K
|
5.61K
$909K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
264New |
$45.5K - $59.8K
|
264
$42.8K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
68New |
$11.7K - $15.4K
|
68
$11K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
251New |
$43.3K - $56.9K
|
251
$40.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
375New |
$64.7K - $84.9K
|
375
$60.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-126- 10.67% |
$21.7K - $28.5K
|
1.06K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Kids Capital Management, L.P.
Los Angeles, CA |
BUY
|
- |
6.5KNew |
$1.12M - $1.47M
|
6.5K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
14.6K+ 709.36% |
$2.52M - $3.31M
|
16.7K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
502New |
$86.6K - $114K
|
502
$81.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
5.93K+ 2.63% |
$1.02M - $1.34M
|
232K
$37.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-63.1K- 22.31% |
$10.9M - $14.3M
|
220K
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.25K+ 3.54% |
$388K - $510K
|
65.9K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.67KNew |
$287K - $378K
|
1.67K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
6.6KNew |
$1.14M - $1.5M
|
6.6K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4New |
$690 - $906
|
4
$648
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.53KNew |
$436K - $573K
|
2.53K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
30New |
$5.17K - $6.8K
|
30
$4.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.5K- 93.25% |
$948K - $1.25M
|
398
$64.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.25% |
$517 - $680
|
1.21K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-897- 39.99% |
$155K - $203K
|
1.35K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-137- 1.75% |
$23.6K - $31K
|
7.7K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$8.79K - $11.6K
|
51
$8.26K
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-1.7K- 62.46% |
$293K - $384K
|
1.02K
$165K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
50New |
$8.62K - $11.3K
|
50
$8.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.71KNew |
$639K - $840K
|
3.71K
$601K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-14- 1.08% |
$2.41K - $3.17K
|
1.29K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.83K- 2.95% |
$315K - $414K
|
60.1K
$9.73M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34New |
$5.86K - $7.7K
|
34
$5.51K
|
|
|
Feb 02, 2023
Q4 2022
|
Covea Finance
|
SELL
|
- |
-73.1K- 66.19% |
$12.6M - $16.6M
|
37.3K
$6.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
2.71KNew |
$468K - $614K
|
2.71K
$439K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
55New |
$9.48K - $12.5K
|
55
$8.91K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-325- 2.42% |
$56K - $73.6K
|
13.1K
$2.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-661- 39.96% |
$114K - $150K
|
993
$161K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-117- 5.21% |
$20.2K - $26.5K
|
2.13K
$345K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.13KNew |
$367K - $483K
|
2.13K
$345K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
100New |
$17.2K - $22.7K
|
100
$16.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.55K - $2.04K
|
9
$1.46K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 80.0% |
$2.07K - $2.72K
|
27
$4.37K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$1.38K - $1.81K
|
8
$1.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-877- 0.48% |
$151K - $199K
|
180K
$29.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-104- 3.38% |
$17.9K - $23.6K
|
2.97K
$481K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.03KNew |
$177K - $233K
|
1.03K
$166K
|
|