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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
817New |
$170K - $212K
|
817
$161K
|
|
|
May 02, 2024
Q1 2024
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
800New |
$167K - $207K
|
800
$158K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
791New |
$165K - $205K
|
791
$156K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
750New |
$156K - $194K
|
750
$148K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
687New |
$143K - $178K
|
687
$136K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
619New |
$129K - $160K
|
619
$122K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
460+ 33.05% |
$95.8K - $119K
|
1.85K
$365K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
229+ 2.88% |
$47.7K - $59.3K
|
8.19K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
226+ 3.45% |
$47.1K - $58.6K
|
6.79K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
202+ 12.05% |
$42.1K - $52.3K
|
1.88K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
190+ 10.5% |
$39.6K - $49.2K
|
2K
$395K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
124New |
$25.8K - $32.1K
|
124
$24.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50+ 294.12% |
$10.4K - $13K
|
67
$13.2K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
46+ 4.96% |
$9.58K - $11.9K
|
973
$192K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
40+ 3.42% |
$8.33K - $10.4K
|
1.21K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
23New |
$4.79K - $5.96K
|
23
$4.54K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17New |
$3.54K - $4.4K
|
17
$3.35K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
15+ 2.63% |
$3.12K - $3.89K
|
585
$115K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
10New |
$2.08K - $2.59K
|
10
$1.97K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
10+ 0.97% |
$2.08K - $2.59K
|
1.04K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5New |
$1.04K - $1.3K
|
5
$986
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2+ 0.07% |
$416 - $518
|
2.95K
$582K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 12.5% |
$208 - $259
|
9
$1.78K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
800KNew |
$142M - $186M
|
800K
$158M
|
|
|
Feb 14, 2024
Q4 2023
|
Cadian Capital Management, LP
New York, NY |
BUY
|
- |
303KNew |
$53.7M - $70.5M
|
303K
$59.8M
|
|
|
Feb 14, 2024
Q4 2023
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
21.7KNew |
$3.84M - $5.04M
|
21.7K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
5.2KNew |
$921K - $1.21M
|
5.2K
$1.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.03KNew |
$890K - $1.17M
|
5.03K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
4.9K+ 1225.0% |
$868K - $1.14M
|
5.3K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.74KNew |
$840K - $1.1M
|
4.74K
$935K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.69KNew |
$653K - $858K
|
3.69K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.18KNew |
$385K - $506K
|
2.18K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
1.4KNew |
$248K - $326K
|
1.4K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.25KNew |
$221K - $290K
|
1.25K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.2KNew |
$212K - $279K
|
1.2K
$236K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.03KNew |
$183K - $240K
|
1.03K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.03KNew |
$182K - $239K
|
1.03K
$203K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
989New |
$175K - $230K
|
989
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
920New |
$163K - $214K
|
920
$181K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
331New |
$58.6K - $77K
|
331
$65.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
178New |
$31.5K - $41.4K
|
178
$35.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
131+ 30.25% |
$23.2K - $30.5K
|
564
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
122New |
$21.6K - $28.4K
|
122
$24.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
120New |
$21.3K - $27.9K
|
120
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
81New |
$14.3K - $18.9K
|
81
$16K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68New |
$12K - $15.8K
|
68
$13.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
68New |
$12K - $15.8K
|
68
$13.4K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
61New |
$10.8K - $14.2K
|
61
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
50New |
$8.86K - $11.6K
|
50
$9.86K
|
|