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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.03K+ 3.92% |
$428K - $504K
|
53.7K
$8.69M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$359K - $423K
|
1.7K
$275K
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.63KNew |
$344K - $405K
|
1.63K
$264K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.32KNew |
$278K - $328K
|
1.32K
$213K
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$235K - $277K
|
1.12K
$181K
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.07KNew |
$225K - $266K
|
1.07K
$173K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
960New |
$203K - $239K
|
960
$156K
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
960New |
$203K - $239K
|
960
$156K
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
900+ 93.65% |
$190K - $224K
|
1.86K
$302K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
600+ 85.71% |
$127K - $149K
|
1.3K
$211K
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
452+ 2.14% |
$95.5K - $112K
|
21.6K
$3.5M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
308+ 18.12% |
$65K - $76.7K
|
2.01K
$325K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
273+ 74.79% |
$57.7K - $67.9K
|
638
$103K
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
CALL |
200New |
$42.2K - $49.8K
|
200
$32.4K
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
137New |
$28.9K - $34.1K
|
137
$22.2K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
129New |
$27.2K - $32.1K
|
129
$20.9K
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
111+ 1.23% |
$23.4K - $27.6K
|
9.11K
$1.48M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
106+ 302.86% |
$22.4K - $26.4K
|
141
$22.8K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$21.1K - $24.9K
|
100
$16.2K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
58New |
$12.2K - $14.4K
|
58
$9.4K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
43+ 3.85% |
$9.08K - $10.7K
|
1.16K
$188K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 89.66% |
$5.49K - $6.47K
|
55
$8.91K
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
20+ 1.69% |
$4.22K - $4.98K
|
1.21K
$195K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19+ 7.48% |
$4.01K - $4.73K
|
273
$44.2K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$3.8K - $4.48K
|
18
$2.92K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
16New |
$3.38K - $3.98K
|
16
$2.59K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6+ 0.52% |
$1.27K - $1.49K
|
1.16K
$188K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5New |
$1.06K - $1.24K
|
5
$810
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$845 - $995
|
4
$648
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3New |
$634 - $747
|
3
$486
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3New |
$634 - $747
|
3
$486
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$422 - $498
|
2
$324
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$422 - $498
|
2
$324
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.68MNew |
$349M - $434M
|
1.68M
$272M
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
33.8KNew |
$7.03M - $8.74M
|
33.8K
$5.47M
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
22.9K+ 1387.55% |
$4.76M - $5.92M
|
24.5K
$3.97M
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
15.1KNew |
$3.14M - $3.91M
|
15.1K
$2.44M
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
14.7KNew |
$3.06M - $3.8M
|
14.7K
$2.38M
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
12.5KNew |
$2.59M - $3.23M
|
12.5K
$2.02M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.1KNew |
$1.89M - $2.36M
|
9.1K
$1.47M
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.49KNew |
$1.56M - $1.94M
|
7.49K
$1.21M
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
6.8KNew |
$1.42M - $1.76M
|
6.8K
$1.1M
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.33KNew |
$693K - $863K
|
3.33K
$539K
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3.21KNew |
$668K - $832K
|
3.21K
$520K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.78KNew |
$579K - $721K
|
2.78K
$451K
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.29K+ 28.62% |
$477K - $594K
|
10.3K
$1.67M
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.25KNew |
$469K - $584K
|
2.25K
$365K
|
|
Apr 23, 2024
Q1 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
2K+ 33.33% |
$416K - $518K
|
8K
$1.3M
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.61KNew |
$336K - $418K
|
1.61K
$261K
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.5KNew |
$312K - $388K
|
1.5K
$243K
|