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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
375+ 26.73% |
$66.1K - $78.7K
|
1.78K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
362+ 9.31% |
$63.8K - $76K
|
4.25K
$688K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
353New |
$62.2K - $74.1K
|
353
$57.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
350+ 83.53% |
$61.7K - $73.5K
|
769
$125K
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
347+ 4.76% |
$61.2K - $72.9K
|
7.64K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
345+ 7.55% |
$60.8K - $72.4K
|
4.92K
$797K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
334+ 2.33% |
$58.9K - $70.1K
|
14.7K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
325+ 391.57% |
$57.3K - $68.2K
|
408
$66.1K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
321New |
$56.6K - $67.4K
|
321
$52K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
309+ 112.77% |
$54.5K - $64.9K
|
583
$94.5K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
304+ 2.3% |
$53.6K - $63.8K
|
13.5K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
304+ 11.65% |
$53.6K - $63.8K
|
2.91K
$472K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
296+ 7.37% |
$52.2K - $62.1K
|
4.31K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
295+ 19.91% |
$52K - $61.9K
|
1.78K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
281+ 0.56% |
$49.5K - $59K
|
50.3K
$8.15M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
278+ 99.29% |
$49K - $58.4K
|
558
$90.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
275+ 3.77% |
$48.5K - $57.7K
|
7.57K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
271+ 7.49% |
$47.8K - $56.9K
|
3.89K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
267+ 17.26% |
$47.1K - $56.1K
|
1.81K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
265+ 4.1% |
$46.7K - $55.6K
|
6.73K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
246+ 11.58% |
$43.4K - $51.7K
|
2.37K
$384K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
231+ 12.56% |
$40.7K - $48.5K
|
2.07K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
226+ 19.93% |
$39.8K - $47.5K
|
1.36K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
224+ 0.66% |
$39.5K - $47K
|
34K
$5.5M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
197+ 5.84% |
$34.7K - $41.4K
|
3.57K
$578K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
185New |
$32.6K - $38.8K
|
185
$30K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
182+ 10.87% |
$32.1K - $38.2K
|
1.86K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
181+ 0.81% |
$31.9K - $38K
|
22.4K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
178+ 6.11% |
$31.4K - $37.4K
|
3.09K
$501K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
174+ 42.86% |
$30.7K - $36.5K
|
580
$94K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
155+ 69.82% |
$27.3K - $32.5K
|
377
$61.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
155+ 0.32% |
$27.3K - $32.5K
|
49.2K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
154+ 3.52% |
$27.2K - $32.3K
|
4.52K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
153+ 7.69% |
$27K - $32.1K
|
2.14K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
152+ 2.44% |
$26.8K - $31.9K
|
6.37K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
151+ 5.69% |
$26.6K - $31.7K
|
2.8K
$454K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
148+ 2.32% |
$26.1K - $31.1K
|
6.54K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
145New |
$25.6K - $30.4K
|
145
$23.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
144+ 109.92% |
$25.4K - $30.2K
|
275
$44.6K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
143+ 0.34% |
$25.2K - $30K
|
41.7K
$6.75M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
137+ 2.0% |
$24.2K - $28.8K
|
7K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
131+ 436.67% |
$23.1K - $27.5K
|
161
$26.1K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
119+ 1.22% |
$21K - $25K
|
9.91K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
119+ 1.8% |
$21K - $25K
|
6.73K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
107New |
$18.9K - $22.5K
|
107
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100+ 11.67% |
$17.6K - $21K
|
957
$155K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
100New |
$17.6K - $21K
|
100
$16.2K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 34.48% |
$17.6K - $21K
|
390
$63.2K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$17.6K - $21K
|
100
$16.2K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
98+ 40.66% |
$17.3K - $20.6K
|
339
$54.9K
|