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 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23New |
$4.22K - $5.17K
|
23
$4.34K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 37.04% |
$3.67K - $4.5K
|
74
$14K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20New |
$3.67K - $4.5K
|
20
$3.78K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
20New |
$3.67K - $4.5K
|
20
$3.78K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$2.75K - $3.37K
|
15
$2.83K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 120.0% |
$2.2K - $2.7K
|
22
$4.15K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$551 - $674
|
3
$566
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.38MNew |
$259M - $332M
|
1.38M
$260M
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.5KNew |
$7.98M - $10.2M
|
42.5K
$8.02M
|
|
May 12, 2023
Q1 2023
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
30.3K+ 196.88% |
$5.69M - $7.28M
|
45.6K
$8.62M
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
20K+ 168.84% |
$3.77M - $4.82M
|
31.9K
$6.03M
|
|
May 15, 2023
Q1 2023
|
Cowbird Capital LP
New York, NY |
BUY
|
- |
15K+ 13.66% |
$2.82M - $3.6M
|
125K
$23.5M
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.91K+ 320.81% |
$1.3M - $1.66M
|
9.06K
$1.71M
|
|
May 15, 2023
Q1 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
4.22K+ 142.48% |
$793K - $1.01M
|
7.18K
$1.35M
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$595K - $761K
|
3.16K
$597K
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
3.02K+ 182.68% |
$567K - $726K
|
4.67K
$881K
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.24K+ 45.1% |
$421K - $539K
|
7.21K
$1.36M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$302K - $386K
|
1.6K
$303K
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.44KNew |
$271K - $347K
|
1.44K
$272K
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
1.38KNew |
$259K - $332K
|
1.38K
$260K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.29KNew |
$243K - $310K
|
1.29K
$244K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.2K+ 89.22% |
$226K - $289K
|
2.55K
$480K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.05KNew |
$196K - $251K
|
1.05K
$197K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
269New |
$50.6K - $64.7K
|
269
$50.8K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
118New |
$22.2K - $28.4K
|
118
$22.3K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
103New |
$19.4K - $24.8K
|
103
$19.4K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
102New |
$19.2K - $24.5K
|
102
$19.3K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
64New |
$12K - $15.4K
|
64
$12.1K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62New |
$11.7K - $14.9K
|
62
$11.7K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
60+ 2.81% |
$11.3K - $14.4K
|
2.19K
$414K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
46+ 1.5% |
$8.65K - $11.1K
|
3.12K
$589K
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
35New |
$6.58K - $8.42K
|
35
$6.61K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
12New |
$2.26K - $2.89K
|
12
$2.27K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
12New |
$2.26K - $2.89K
|
12
$2.27K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 2.65% |
$1.88K - $2.41K
|
387
$73.1K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.88K - $2.41K
|
10
$1.89K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$1.13K - $1.44K
|
6
$1.13K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
14.6K+ 709.36% |
$2.52M - $3.31M
|
16.7K
$3.15M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
6.6KNew |
$1.14M - $1.5M
|
6.6K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
Kids Capital Management, L.P.
Los Angeles, CA |
BUY
|
- |
6.5KNew |
$1.12M - $1.47M
|
6.5K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
5.93K+ 2.63% |
$1.02M - $1.34M
|
232K
$43.7M
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.71KNew |
$639K - $840K
|
3.71K
$700K
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
2.71KNew |
$468K - $614K
|
2.71K
$512K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.53KNew |
$436K - $573K
|
2.53K
$478K
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.25K+ 3.54% |
$388K - $510K
|
65.9K
$12.4M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.13KNew |
$367K - $483K
|
2.13K
$402K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.67KNew |
$287K - $378K
|
1.67K
$315K
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.03KNew |
$177K - $233K
|
1.03K
$194K
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
559+ 24.49% |
$96.4K - $127K
|
2.84K
$537K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
502New |
$86.6K - $114K
|
502
$94.8K
|