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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2019
Q3 2019
|
Community Capital Management, LLC
|
SELL
|
- |
-2.21KClosed |
$327K - $356K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-7.37KClosed |
$1.09M - $1.19M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-8Closed |
$1.19K - $1.29K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Bfsg, LLC
|
SELL
|
- |
-3.51KClosed |
$520K - $566K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.57KClosed |
$233K - $254K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
First Bank & Trust
|
SELL
|
- |
-9Closed |
$1.33K - $1.45K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-350Closed |
$51.9K - $56.5K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-266KClosed |
$35.2M - $42.9M
|
0
$0
|
|
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.59KClosed |
$211K - $256K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-187Closed |
$24.7K - $30.1K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-14.1KClosed |
$1.87M - $2.27M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-122KClosed |
$16.2M - $19.7M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-34.9KClosed |
$4.61M - $5.61M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-3Closed |
$397 - $483
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-4.11KClosed |
$543K - $660K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-1.77KClosed |
$234K - $285K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
143KNew |
$18.9M - $23M
|
143K
$27.3M
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-22Closed |
$2.91K - $3.54K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-73Closed |
$9.66K - $11.7K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-25Closed |
$3.31K - $4.02K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-50KClosed |
$6.61M - $8.05M
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-96Closed |
$12.7K - $15.4K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-20Closed |
$2.65K - $3.22K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-144Closed |
$19K - $23.2K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-293Closed |
$38.8K - $47.1K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-5Closed |
$550 - $722
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Consulta LTD
London, X0 |
SELL
|
- |
-500KClosed |
$55M - $72.2M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
689New |
$75.8K - $99.5K
|
689
$132K
|
|
|
May 15, 2019
Q1 2019
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-19.3KClosed |
$2.12M - $2.79M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-55KClosed |
$6.05M - $7.95M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-25.3KClosed |
$2.78M - $3.66M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-5Closed |
$550 - $722
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100Closed |
$11K - $14.4K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 66.67% |
$22K - $28.9K
|
100
$19.1K
|
|
|
May 02, 2019
Q1 2019
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.92KClosed |
$211K - $277K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Hamilton Lane Advisors LLC
|
SELL
|
- |
-17.8KClosed |
$1.95M - $2.56M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.4KClosed |
$154K - $202K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Oct 11, 2019
Q4 2018
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.92KNew |
$203K - $250K
|
1.92K
$367K
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
86New |
$9.09K - $11.2K
|
86
$16.4K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
400New |
$42.3K - $52.1K
|
400
$76.4K
|
|
|
Feb 14, 2019
Q4 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-9.81KClosed |
$1.04M - $1.28M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-5.73KClosed |
$605K - $746K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-2.07KClosed |
$218K - $269K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Fpr Partners LLC
San Francisco, CA |
SELL
|
- |
-999KClosed |
$106M - $130M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Gabriel Plotkin
Melvin Capital Management LP | New York, Ny
|
BUY
|
CALL |
133KNew |
$14M - $17.3M
|
133K
$25.4M
|
|
|
Feb 12, 2019
Q4 2018
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-45.4KClosed |
$4.8M - $5.92M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-647Closed |
$68.4K - $84.3K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-327Closed |
$34.6K - $42.6K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-35Closed |
$3.7K - $4.56K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-17Closed |
$1.8K - $2.22K
|
0
$0
|
|