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
Oct 25, 2023 Q3 2023	Blue Path Capital Management, LLC Atlanta, GA	BUY	-	120 New	$23.6K - $27.8K	120 $22.7K
Nov 14, 2023 Q3 2023	Community Bank, N.A.	BUY	-	100 New	$19.7K - $23.2K	100 $18.9K
Nov 07, 2023 Q3 2023	First Republic Investment Management, Inc. San Francisco, CA	BUY	-	98 + 0.73%	$19.3K - $22.7K	13.5K $2.54M
Nov 03, 2023 Q3 2023	Column Capital Advisors, LLC	BUY	-	80 + 30.08%	$15.7K - $18.6K	346 $65.3K
Oct 26, 2023 Q3 2023	Cambridge Trust CO Boston, MA	BUY	-	78 New	$15.3K - $18.1K	78 $14.7K
Oct 20, 2023 Q3 2023	Steward Financial Group LLC	BUY	-	53 New	$10.4K - $12.3K	53 $10K
Nov 14, 2023 Q3 2023	Icon Wealth Partners, LLC	BUY	-	45 + 4.51%	$8.85K - $10.4K	1.04K $197K
Nov 14, 2023 Q3 2023	Rogco, LP Claremore, OK	BUY	-	40 New	$7.87K - $9.28K	40 $7.55K
Oct 24, 2023 Q3 2023	Bangor Savings Bank Bangor, ME	BUY	-	40 New	$7.87K - $9.28K	40 $7.55K
Oct 13, 2023 Q3 2023	City Holding CO	BUY	-	37 New	$7.28K - $8.58K	37 $6.98K
Nov 01, 2023 Q3 2023	Roble, Belko & Company, Inc Sewickley, PA	BUY	-	20 New	$3.94K - $4.64K	20 $3.78K
Nov 01, 2023 Q3 2023	Investors Research Corp	BUY	-	11 New	$2.16K - $2.55K	11 $2.08K
Nov 08, 2023 Q3 2023	Sutton Wealth Advisors Inc. Tampa, FL	BUY	-	10 + 16.39%	$1.97K - $2.32K	71 $13.4K
Oct 26, 2023 Q3 2023	Altfest L J & CO Inc	BUY	-	5 + 0.29%	$984 - $1.16K	1.73K $327K
Oct 11, 2023 Q3 2023	Perkins Coie Trust CO	BUY	-	5 New	$984 - $1.16K	5 $944
Oct 26, 2023 Q3 2023	Macroview Investment Management LLC	BUY	-	4 New	$787 - $928	4 $755
Oct 13, 2023 Q3 2023	Great Point Wealth Advisors, LLC Boston, MA	BUY	-	1 + 0.08%	$197 - $232	1.32K $250K
Q2 2023
Aug 15, 2023 Q2 2023	Imprint Wealth LLC Mount Pleasant, SC	BUY	-	132K New	$24.2M - $29.6M	132K $24.9M
Aug 10, 2023 Q2 2023	Tekla Capital Management LLC	BUY	-	46K + 72.9%	$8.45M - $10.3M	109K $20.6M
Aug 14, 2023 Q2 2023	Woodline Partners LP San Francisco, CA	BUY	-	25.8K New	$4.74M - $5.8M	25.8K $4.87M
Aug 14, 2023 Q2 2023	Redmile Group, LLC San Francisco, CA	BUY	-	22.8K + 31.75%	$4.18M - $5.11M	94.4K $17.8M
Aug 14, 2023 Q2 2023	Endurant Capital Management LP San Mateo, CA	BUY	-	19.2K New	$3.52M - $4.31M	19.2K $3.62M
Aug 11, 2023 Q2 2023	Hap Trading, LLC New York, NY	BUY	PUT	10.2K New	$1.87M - $2.29M	10.2K $1.93M
Jul 25, 2023 Q2 2023	United Asset Strategies, Inc. Garden City, NY	BUY	-	5.88K New	$1.08M - $1.32M	5.88K $1.11M
Jul 14, 2023 Q2 2023	Cheyne Capital Management (Uk) LLP	BUY	-	4.8K New	$882K - $1.08M	4.8K $906K
Aug 08, 2023 Q2 2023	Vigilant Capital Management, LLC	BUY	-	4.45K + 3.9%	$818K - $1M	119K $22.4M
Aug 07, 2023 Q2 2023	Red Door Wealth Management, LLC	BUY	-	3.52K New	$646K - $791K	3.52K $665K
Aug 14, 2023 Q2 2023	Paloma Partners Management CO Greenwich, CT	BUY	PUT	3.5K New	$643K - $787K	3.5K $661K
Aug 10, 2023 Q2 2023	Pictet Asset Management Sa Geneva 73, V8	BUY	-	2.04K + 2.69%	$375K - $459K	78.1K $14.7M
Jul 27, 2023 Q2 2023	Ea Series Trust Havertown, PA	BUY	-	1.78K New	$327K - $401K	1.78K $336K
Aug 02, 2023 Q2 2023	Efg Capital International Corp. Miami, FL	BUY	-	1.74K New	$319K - $390K	1.74K $328K
Aug 14, 2023 Q2 2023	Cantor Fitzgerald, L. P. New York, NY	BUY	-	1.61K + 1.53%	$295K - $361K	106K $20.1M
Jul 25, 2023 Q2 2023	Qcm Cayman, Ltd.	BUY	-	1.6K New	$294K - $360K	1.6K $303K
Jul 31, 2023 Q2 2023	Tiaa, Fsb St. Louis, MO	BUY	-	1.34K New	$246K - $301K	1.34K $253K
Aug 07, 2023 Q2 2023	Alpha Family Trust Los Angeles, CA	BUY	-	1.22K New	$224K - $274K	1.22K $230K
Aug 14, 2023 Q2 2023	Morse Asset Management, Inc Darien, CT	BUY	-	1.2K New	$220K - $270K	1.2K $227K
Aug 09, 2023 Q2 2023	Spotlight Asset Group, Inc. Oakbrook Terrace, IL	BUY	-	1.12K New	$205K - $251K	1.12K $210K
Aug 08, 2023 Q2 2023	Interchange Capital Partners, LLC	BUY	-	1.01K New	$185K - $227K	1.01K $190K
Jul 18, 2023 Q2 2023	Tilt Investment Management Holdings, Pbc New York, NY	BUY	-	995 New	$183K - $224K	995 $188K
Aug 14, 2023 Q2 2023	Winton Group LTD London, X0	BUY	-	979 New	$180K - $220K	979 $185K
Jul 11, 2023 Q2 2023	Buckley Wealth Management, LLC	BUY	-	978 New	$180K - $220K	978 $185K
Aug 04, 2023 Q2 2023	Fractal Investments LLC	BUY	-	910 New	$167K - $205K	910 $172K
Jul 21, 2023 Q2 2023	Private Ocean, LLC	BUY	-	369 New	$67.8K - $82.9K	369 $69.7K
Aug 14, 2023 Q2 2023	Lumature Wealth Partners, LLC Alpharetta, GA	BUY	-	201 + 9.38%	$36.9K - $45.2K	2.34K $442K
Aug 11, 2023 Q2 2023	Bay Colony Advisory Group, Inc D	BUY	-	166 + 16.16%	$30.5K - $37.3K	1.19K $225K
Aug 16, 2023 Q2 2023	Pca Investment Advisory Services Inc. Cincinnati, OH	BUY	-	102 New	$18.7K - $22.9K	102 $19.3K
Aug 15, 2023 Q2 2023	First Capital Advisors Group, Llc. Little Silver, NJ	BUY	-	89 New	$16.3K - $20K	89 $16.8K
Aug 04, 2023 Q2 2023	Callan Capital, LLC La Jolla, CA	BUY	-	76 + 7.08%	$14K - $17.1K	1.15K $217K
Aug 07, 2023 Q2 2023	Roffman Miller Associates Inc Philadelphia, PA	BUY	-	40 New	$7.35K - $8.99K	40 $7.55K
Aug 11, 2023 Q2 2023	Missouri Trust & Investment CO Springfield, MO	BUY	-	24 New	$4.41K - $5.39K	24 $4.53K

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Latest Institutional Purchases of Iqvia Holdings Inc. (IQV)

120

100

98

80

78

53

45

40

40

37

20

11

10

5

5

4

1

132K

46K

25.8K

22.8K

19.2K

10.2K

5.88K

4.8K

4.45K

3.52K

3.5K

2.04K

1.78K

1.74K

1.61K

1.6K

1.34K

1.22K

1.2K

1.12K

1.01K

995

979

978

910

369

201

166

102

89

76

40

24

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