Latest Institutional Purchases of Iqvia Holdings Inc. (IQV)
This list provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
260+ 44.44% |
$49.7K - $61.5K
|
845
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
240+ 4.56% |
$45.8K - $56.8K
|
5.51K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
225+ 15.64% |
$43K - $53.2K
|
1.66K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
225New |
$43K - $53.2K
|
225
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
200New |
$38.2K - $47.3K
|
200
$32.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
169New |
$32.3K - $40K
|
169
$27.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
138+ 52.47% |
$26.4K - $32.7K
|
401
$65K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
112+ 1.05% |
$21.4K - $26.5K
|
10.8K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
108New |
$20.6K - $25.6K
|
108
$17.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
102+ 11.09% |
$19.5K - $24.1K
|
1.02K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
85+ 55.19% |
$16.2K - $20.1K
|
239
$38.7K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
62+ 3.17% |
$11.8K - $14.7K
|
2.02K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
54+ 4.94% |
$10.3K - $12.8K
|
1.15K
$186K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
50New |
$9.55K - $11.8K
|
50
$8.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
50+ 0.65% |
$9.55K - $11.8K
|
7.69K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
49New |
$9.36K - $11.6K
|
49
$7.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
29New |
$5.54K - $6.86K
|
29
$4.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29New |
$5.54K - $6.86K
|
29
$4.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.39K - $5.44K
|
23
$3.73K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
20New |
$3.82K - $4.73K
|
20
$3.24K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
13New |
$2.48K - $3.08K
|
13
$2.11K
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
12+ 40.0% |
$2.29K - $2.84K
|
42
$6.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12+ 14.12% |
$2.29K - $2.84K
|
97
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11New |
$2.1K - $2.6K
|
11
$1.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11New |
$2.1K - $2.6K
|
11
$1.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.62K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.62K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5New |
$955 - $1.18K
|
5
$810
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5+ 22.73% |
$955 - $1.18K
|
27
$4.37K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.48% |
$955 - $1.18K
|
1.04K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4+ 0.16% |
$764 - $947
|
2.46K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$764 - $947
|
4
$648
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$573 - $710
|
3
$486
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 8.33% |
$382 - $473
|
26
$4.21K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$382 - $473
|
4.11K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$191 - $237
|
1
$162
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
524K+ 527.22% |
$108M - $132M
|
623K
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
166KNew |
$34.3M - $41.7M
|
166K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
65.1KNew |
$13.5M - $16.4M
|
65.1K
$10.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
62.9KNew |
$13M - $15.8M
|
62.9K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
42KNew |
$8.69M - $10.6M
|
42K
$6.8M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.8K+ 26871.05% |
$8.45M - $10.3M
|
41K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
28.9KNew |
$5.97M - $7.26M
|
28.9K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
23.6KNew |
$4.88M - $5.94M
|
23.6K
$3.82M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
21.9KNew |
$4.53M - $5.51M
|
21.9K
$3.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.4K+ 2.55% |
$4.22M - $5.13M
|
821K
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
19.7KNew |
$4.08M - $4.96M
|
19.7K
$3.2M
|
|