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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Ardevora Asset Management LLP
|
SELL
|
- |
-242K- 99.06% |
$41.7M - $54.8M
|
2.3K
$373K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46New |
$7.93K - $10.4K
|
46
$7.45K
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-20- 3.57% |
$3.45K - $4.53K
|
540
$87.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
15New |
$2.59K - $3.4K
|
15
$2.43K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
36New |
$6.21K - $8.16K
|
36
$5.83K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7New |
$1.21K - $1.59K
|
7
$1.13K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
153New |
$26.4K - $34.7K
|
153
$24.8K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
437New |
$75.4K - $99K
|
437
$70.8K
|
|
| Q3 2022 | |||||||
|
Apr 14, 2025
Q3 2022
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
248KNew |
$45M - $61.6M
|
248K
$40.2M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
14+ 16.09% |
$2.54K - $3.48K
|
101
$16.4K
|
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
1.56KNew |
$283K - $388K
|
1.56K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
80.3K+ 505.03% |
$14.5M - $19.9M
|
96.2K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-37.7K- 5.22% |
$6.84M - $9.37M
|
685K
$111M
|
|
|
Nov 14, 2022
Q3 2022
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-2.09K- 54.95% |
$378K - $518K
|
1.71K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 6.04% |
$356K - $487K
|
30.6K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
2.2KNew |
$399K - $546K
|
2.2K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.12% |
$2.72K - $3.72K
|
12.4K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-1.43K- 0.71% |
$258K - $354K
|
200K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
300New |
$54.3K - $74.5K
|
300
$48.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.86K+ 168.81% |
$699K - $958K
|
6.15K
$996K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
807New |
$146K - $200K
|
807
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-692- 22.77% |
$125K - $172K
|
2.35K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 1.28% |
$362 - $497
|
158
$25.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
2.12KNew |
$383K - $526K
|
2.12K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
23+ 0.52% |
$4.17K - $5.71K
|
4.41K
$714K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
788New |
$143K - $196K
|
788
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-9.61K- 5.59% |
$1.74M - $2.39M
|
163K
$26.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5+ 0.43% |
$906 - $1.24K
|
1.17K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 754.24% |
$2.73M - $3.74M
|
17K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
28+ 0.24% |
$5.07K - $6.95K
|
11.5K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
68New |
$12.3K - $16.9K
|
68
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
- |
10KNew |
$1.81M - $2.48M
|
10K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-17.9K- 23.24% |
$3.24M - $4.44M
|
59.1K
$9.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
111+ 8.77% |
$20.1K - $27.6K
|
1.38K
$223K
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.2K- 29.89% |
$761K - $1.04M
|
9.85K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-970- 1.58% |
$176K - $241K
|
60.5K
$9.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
317New |
$57.4K - $78.7K
|
317
$51.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 1.54% |
$181 - $248
|
66
$10.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 5.5% |
$1.09K - $1.49K
|
115
$18.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
102New |
$18.5K - $25.3K
|
102
$16.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-104- 47.49% |
$18.8K - $25.8K
|
115
$18.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Parametrica Management LTD
|
BUY
|
- |
2.28KNew |
$412K - $565K
|
2.28K
$369K
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
46+ 0.6% |
$8.33K - $11.4K
|
7.74K
$1.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
150New |
$27.2K - $37.2K
|
150
$24.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.25KNew |
$407K - $558K
|
2.25K
$364K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
600New |
$109K - $149K
|
600
$97.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
24+ 0.8% |
$4.35K - $5.96K
|
3.03K
$490K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.31KNew |
$238K - $326K
|
1.31K
$213K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.91KNew |
$708K - $971K
|
3.91K
$634K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
2.47KNew |
$447K - $613K
|
2.47K
$400K
|
|