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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
353+ 2.86% |
$73K - $88.8K
|
12.7K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
297New |
$61.4K - $74.7K
|
297
$48.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
241New |
$49.8K - $60.6K
|
241
$39K
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
197+ 0.35% |
$40.7K - $49.6K
|
56.4K
$9.14M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
157+ 6.56% |
$32.5K - $39.5K
|
2.55K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
147+ 8.07% |
$30.4K - $37K
|
1.97K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
141+ 1.87% |
$29.2K - $35.5K
|
7.67K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
141New |
$29.2K - $35.5K
|
141
$22.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
115New |
$23.8K - $28.9K
|
115
$18.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
111New |
$23K - $27.9K
|
111
$18K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
90+ 0.16% |
$18.6K - $22.6K
|
56.3K
$9.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
89+ 6.81% |
$18.4K - $22.4K
|
1.4K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
66New |
$13.6K - $16.6K
|
66
$10.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43New |
$8.89K - $10.8K
|
43
$6.97K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 4.28% |
$8.48K - $10.3K
|
1K
$162K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38New |
$7.86K - $9.56K
|
38
$6.16K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
36+ 1.15% |
$7.45K - $9.06K
|
3.16K
$512K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
34New |
$7.03K - $8.55K
|
34
$5.51K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
33+ 1.11% |
$6.82K - $8.3K
|
3K
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
31+ 3.02% |
$6.41K - $7.8K
|
1.06K
$171K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
30+ 2.22% |
$6.2K - $7.55K
|
1.38K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
28New |
$5.79K - $7.04K
|
28
$4.54K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
28New |
$5.79K - $7.04K
|
28
$4.54K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 2.54% |
$4.34K - $5.28K
|
847
$137K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$2.48K - $3.02K
|
12
$1.94K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9New |
$1.86K - $2.26K
|
9
$1.46K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9New |
$1.86K - $2.26K
|
9
$1.46K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8New |
$1.65K - $2.01K
|
8
$1.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$1.24K - $1.51K
|
6
$972
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6+ 300.0% |
$1.24K - $1.51K
|
8
$1.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
6+ 0.6% |
$1.24K - $1.51K
|
1.01K
$163K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.03K - $1.26K
|
5
$810
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4New |
$827 - $1.01K
|
4
$648
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4New |
$827 - $1.01K
|
4
$648
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$620 - $755
|
3
$486
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3New |
$620 - $755
|
3
$486
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3New |
$620 - $755
|
3
$486
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1+ 0.08% |
$207 - $252
|
1.26K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$207 - $252
|
1
$162
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
87.5KNew |
$18.5M - $21.8M
|
87.5K
$14.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
40.9KNew |
$8.63M - $10.2M
|
40.9K
$6.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
37.5KNew |
$7.92M - $9.33M
|
37.5K
$6.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
34.6K+ 19.36% |
$7.31M - $8.61M
|
213K
$34.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
16KNew |
$3.38M - $3.98M
|
16K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8.7KNew |
$1.84M - $2.17M
|
8.7K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.2KNew |
$1.52M - $1.79M
|
7.2K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
6.63KNew |
$1.4M - $1.65M
|
6.63K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Health Invest Partners Ab
|
BUY
|
- |
3.93K+ 39.03% |
$829K - $977K
|
14K
$2.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3K+ 5.38% |
$634K - $747K
|
58.7K
$9.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.37K+ 100.0% |
$501K - $591K
|
4.75K
$769K
|
|