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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
940New |
$185K - $237K
|
940
$199K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
739New |
$145K - $186K
|
739
$156K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
649+ 212.09% |
$127K - $164K
|
955
$202K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
458+ 19.56% |
$90K - $116K
|
2.8K
$592K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
455New |
$89.4K - $115K
|
455
$96.2K
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
376+ 11.3% |
$73.9K - $94.9K
|
3.7K
$783K
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
188New |
$36.9K - $47.4K
|
188
$39.8K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
187New |
$36.7K - $47.2K
|
187
$39.5K
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
45New |
$8.84K - $11.4K
|
45
$9.51K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29New |
$5.7K - $7.32K
|
29
$6.13K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19+ 2.09% |
$3.73K - $4.79K
|
928
$196K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13New |
$2.55K - $3.28K
|
13
$2.75K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
12New |
$2.36K - $3.03K
|
12
$2.54K
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
10New |
$1.96K - $2.52K
|
10
$2.11K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9New |
$1.77K - $2.27K
|
9
$1.9K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$1.57K - $2.02K
|
8
$1.69K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$196 - $252
|
1
$211
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
53.4K+ 3141.18% |
$11.2M - $14.6M
|
55.1K
$11.7M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
52.9KNew |
$11.1M - $14.5M
|
52.9K
$11.2M
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
BUY
|
- |
38KNew |
$8M - $10.4M
|
38K
$8.03M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$3.09M - $4.01M
|
14.7K
$3.1M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
293New |
$61.7K - $80.2K
|
293
$62K
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
118New |
$24.8K - $32.3K
|
118
$24.9K
|
|
May 16, 2022
Q1 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
64+ 0.94% |
$13.5K - $17.5K
|
6.9K
$1.46M
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$421 - $547
|
2
$423
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
28.5KNew |
$6.79M - $8.05M
|
28.5K
$6.03M
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.2KNew |
$3.87M - $4.59M
|
16.2K
$3.43M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
13.8KNew |
$3.29M - $3.9M
|
13.8K
$2.92M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
4.1K+ 455.56% |
$977K - $1.16M
|
5K
$1.06M
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
795New |
$190K - $225K
|
795
$168K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
285+ 26.27% |
$67.9K - $80.5K
|
1.37K
$290K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65New |
$15.5K - $18.4K
|
65
$13.7K
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
24New |
$5.72K - $6.78K
|
24
$5.07K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22New |
$5.24K - $6.22K
|
22
$4.65K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$2.62K - $3.11K
|
11
$2.33K
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
10New |
$2.38K - $2.83K
|
10
$2.11K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7New |
$1.67K - $1.98K
|
7
$1.48K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$953 - $1.13K
|
4
$846
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3New |
$715 - $848
|
3
$634
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
32KNew |
$7.67M - $8.49M
|
32K
$6.77M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24.9KNew |
$5.95M - $6.59M
|
24.9K
$5.25M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.65KNew |
$1.11M - $1.23M
|
4.65K
$982K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106New |
$25.4K - $28.1K
|
106
$22.4K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
31KNew |
$6.15M - $7.66M
|
31K
$6.56M
|
|
Aug 12, 2021
Q2 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
19K+ 487.18% |
$3.76M - $4.69M
|
22.9K
$4.84M
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.71KNew |
$933K - $1.16M
|
4.71K
$996K
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.1KNew |
$813K - $1.01M
|
4.1K
$868K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$19.8K - $24.7K
|
100
$21.1K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
97New |
$19.2K - $23.9K
|
97
$20.5K
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
65New |
$12.9K - $16K
|
65
$13.7K
|