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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Bain Capital Investors LLC
Boston, MA |
SELL
|
- |
-617KClosed |
$147M - $175M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-38KClosed |
$9.05M - $10.7M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-37Closed |
$8.82K - $10.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-224- 71.34% |
$53.4K - $63.3K
|
90
$14.6K
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-114KClosed |
$27.1M - $32.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-28.9KClosed |
$6.88M - $8.16M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-250Closed |
$59.6K - $70.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-2.44KClosed |
$582K - $690K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
285+ 26.27% |
$67.9K - $80.5K
|
1.37K
$222K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-298Closed |
$71K - $84.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$2.62K - $3.11K
|
11
$1.78K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-15Closed |
$3.58K - $4.24K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3New |
$715 - $848
|
3
$486
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
10New |
$2.38K - $2.83K
|
10
$1.62K
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.42KClosed |
$339K - $402K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-9Closed |
$2.15K - $2.54K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-12Closed |
$2.86K - $3.39K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7New |
$1.67K - $1.98K
|
7
$1.13K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$953 - $1.13K
|
4
$648
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-25Closed |
$5.96K - $7.07K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-54Closed |
$12.9K - $15.3K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-10Closed |
$2.38K - $2.83K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.99KClosed |
$713K - $846K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
SELL
|
CALL |
-6KClosed |
$1.44M - $1.59M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Glenview Capital Management, LLC
New York, NY |
SELL
|
- |
-155KClosed |
$37.2M - $41.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Point State Capital LP
New York, NY |
SELL
|
- |
-20KClosed |
$4.79M - $5.3M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-894Closed |
$214K - $237K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
32KNew |
$7.67M - $8.49M
|
32K
$5.18M
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1KClosed |
$240K - $265K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.55KClosed |
$612K - $677K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-4.04KClosed |
$968K - $1.07M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-95- 1.72% |
$22.8K - $25.2K
|
5.42K
$878K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106New |
$25.4K - $28.1K
|
106
$17.2K
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-4.86KClosed |
$1.16M - $1.29M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-3.52KClosed |
$842K - $933K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.92KClosed |
$460K - $509K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-110Closed |
$26.3K - $29.2K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24.9KNew |
$5.95M - $6.59M
|
24.9K
$4.03M
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-90Closed |
$21.6K - $23.9K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.98KClosed |
$714K - $791K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.48KClosed |
$354K - $391K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.65KNew |
$1.11M - $1.23M
|
4.65K
$753K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
31KNew |
$6.15M - $7.66M
|
31K
$5.03M
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-309Closed |
$61.2K - $76.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-41Closed |
$8.12K - $10.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Iron Triangle Partners LP
Cos Cob, CT |
SELL
|
- |
-100KClosed |
$19.8M - $24.7M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-39Closed |
$7.72K - $9.62K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.1KNew |
$813K - $1.01M
|
4.1K
$665K
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.83KClosed |
$560K - $697K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Health Cor Management, L.P.
New York, NY |
SELL
|
- |
-402KClosed |
$79.6M - $99.1M
|
0
$0
|