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 |
---|---|---|---|---|---|---|---|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-9Closed |
$1.78K - $2.22K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
65New |
$12.9K - $16K
|
65
$12.7K
|
|
Jul 20, 2021
Q2 2021
|
Univest Financial Corp
|
SELL
|
- |
-1.04KClosed |
$207K - $258K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-114KClosed |
$22.6M - $28.1M
|
0
$0
|
|
Q1 2021 | |||||||
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3- 9.09% |
$519 - $584
|
30
$5.85K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-153Closed |
$26.5K - $29.8K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-27Closed |
$4.67K - $5.25K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-4Closed |
$692 - $778
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-153Closed |
$26.5K - $29.8K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-114- 30.48% |
$19.7K - $22.2K
|
260
$50.7K
|
|
May 17, 2021
Q1 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-168KClosed |
$29M - $32.6M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-65.9KClosed |
$11.4M - $12.8M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-1.45KClosed |
$251K - $283K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Parsifal Capital Management, LP
Greenwich, CT |
SELL
|
- |
-138KClosed |
$23.9M - $26.9M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Highline Capital Management, L.P.
New York, NY |
SELL
|
- |
-27KClosed |
$4.67M - $5.25M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-233KClosed |
$40.3M - $45.3M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-140Closed |
$24.2K - $27.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-53.8KClosed |
$9.31M - $10.5M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-156Closed |
$27K - $30.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-51.3KClosed |
$8.88M - $9.99M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-26.4KClosed |
$4.58M - $5.15M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-470Closed |
$81.3K - $91.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-13Closed |
$2.25K - $2.53K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-326Closed |
$56.4K - $63.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-192Closed |
$33.2K - $37.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
6New |
$1.04K - $1.17K
|
6
$1.17K
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.2KClosed |
$726K - $817K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
97+ 108.99% |
$16.8K - $18.9K
|
186
$36.3K
|
|
Apr 29, 2021
Q1 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.32KNew |
$229K - $257K
|
1.32K
$258K
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-400Closed |
$69.2K - $77.8K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-81Closed |
$14K - $15.8K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.46KClosed |
$253K - $284K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.6KClosed |
$277K - $311K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-50Closed |
$8.65K - $9.73K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-28Closed |
$4.84K - $5.45K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-11Closed |
$1.9K - $2.14K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-21Closed |
$3.63K - $4.09K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-2.37K- 2.68% |
$364K - $427K
|
86K
$16.8M
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-226Closed |
$34.8K - $40.8K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$30.8K - $36.1K
|
0
$0
|
|
Mar 03, 2021
Q4 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
345New |
$53.1K - $62.2K
|
345
$67.3K
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
201New |
$31K - $36.3K
|
201
$39.2K
|
|
Feb 16, 2021
Q4 2020
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-3.45K- 2.6% |
$531K - $622K
|
129K
$25.2M
|
|
Feb 16, 2021
Q4 2020
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-86.5KClosed |
$13.3M - $15.6M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-247Closed |
$38K - $44.6K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3KClosed |
$462K - $541K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-105- 3.01% |
$16.2K - $18.9K
|
3.39K
$660K
|
|
Feb 09, 2021
Q4 2020
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12Closed |
$1.85K - $2.16K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-149Closed |
$22.9K - $26.9K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Fortis Capital Management LLC
|
SELL
|
- |
-12KClosed |
$1.85M - $2.16M
|
0
$0
|