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 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
97New |
$19.2K - $23.9K
|
97
$19.1K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
65New |
$12.9K - $16K
|
65
$12.8K
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.32KNew |
$229K - $257K
|
1.32K
$261K
|
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
97+ 108.99% |
$16.8K - $18.9K
|
186
$36.7K
|
|
|
May 10, 2021
Q1 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
6New |
$1.04K - $1.17K
|
6
$1.18K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
18.3KNew |
$2.82M - $3.31M
|
18.3K
$3.62M
|
|
|
Mar 03, 2021
Q4 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
345New |
$53.1K - $62.2K
|
345
$68.1K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
201New |
$31K - $36.3K
|
201
$39.7K
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
8.7K+ 82.08% |
$1.23M - $1.48M
|
19.3K
$3.81M
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.69KNew |
$804K - $966K
|
5.69K
$1.12M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$14.1K - $17K
|
100
$19.7K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
115KNew |
$11.5M - $17.6M
|
115K
$22.7M
|
|
|
Aug 14, 2020
Q2 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
20.2K+ 246.34% |
$2.02M - $3.09M
|
28.4K
$5.6M
|
|
|
Jul 22, 2020
Q2 2020
|
Cutler Group LP
|
BUY
|
- |
330New |
$33K - $50.5K
|
330
$65.1K
|
|
|
Jul 20, 2020
Q2 2020
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 96.97% |
$3.2K - $4.9K
|
65
$12.8K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
31+ 3.32% |
$3.1K - $4.74K
|
965
$190K
|
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
23New |
$2.3K - $3.52K
|
23
$4.54K
|
|
|
Sep 21, 2023
Q2 2020
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12New |
$1.2K - $1.84K
|
12
$2.37K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
100KNew |
$8.4M - $16.6M
|
100K
$19.7M
|
|
|
Apr 13, 2020
Q1 2020
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.12KNew |
$346K - $684K
|
4.12K
$813K
|
|
|
May 14, 2020
Q1 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
65New |
$5.46K - $10.8K
|
65
$12.8K
|
|
| Q4 2019 | |||||||
|
Jan 23, 2020
Q4 2019
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
100KNew |
$13.8M - $15.6M
|
100K
$19.7M
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
143KNew |
$18.9M - $23M
|
143K
$28.2M
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
689New |
$75.8K - $99.5K
|
689
$136K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Gabriel Plotkin
Melvin Capital Management LP | New York, Ny
|
BUY
|
CALL |
133KNew |
$14M - $17.3M
|
133K
$26.2M
|
|
|
Oct 11, 2019
Q4 2018
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.92KNew |
$203K - $250K
|
1.92K
$379K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
400New |
$42.3K - $52.1K
|
400
$78.9K
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
86New |
$9.09K - $11.2K
|
86
$17K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
30.6KNew |
$3.04M - $4M
|
30.6K
$6.03M
|
|
|
Nov 13, 2018
Q3 2018
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.46KNew |
$244K - $322K
|
2.46K
$485K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.8KNew |
$1.31M - $1.46M
|
13.8K
$2.72M
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
50New |
$4.74K - $5.3K
|
50
$9.86K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
500KNew |
$47.6M - $53M
|
500K
$98.6M
|
|
|
May 11, 2018
Q1 2018
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10KNew |
$952K - $1.06M
|
10K
$1.97M
|
|
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.12KNew |
$297K - $331K
|
3.12K
$616K
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
173New |
$16.5K - $18.3K
|
173
$34.1K
|
|
| Q4 2017 | |||||||
|
Jan 22, 2018
Q4 2017
|
S&Co Inc
Boston, MA |
BUY
|
- |
3KNew |
$285K - $326K
|
3K
$592K
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
35New |
N/A
|
35
$6.9K
|
|