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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
98+ 22.37% |
$17.3K - $20.6K
|
536
$86.8K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96+ 5.59% |
$16.9K - $20.2K
|
1.81K
$294K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 281.25% |
$15.9K - $18.9K
|
122
$19.8K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 466.67% |
$14.8K - $17.6K
|
102
$16.5K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
81+ 15.0% |
$14.3K - $17K
|
621
$101K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
76+ 66.09% |
$13.4K - $16K
|
191
$30.9K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
75+ 133.93% |
$13.2K - $15.7K
|
131
$21.2K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
72+ 4.16% |
$12.7K - $15.1K
|
1.8K
$292K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
72New |
$12.7K - $15.1K
|
72
$11.7K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
71New |
$12.5K - $14.9K
|
71
$11.5K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
69+ 4.9% |
$12.2K - $14.5K
|
1.48K
$239K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
68New |
$12K - $14.3K
|
68
$11K
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
67+ 1.6% |
$11.8K - $14.1K
|
4.26K
$690K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
64+ 2.67% |
$11.3K - $13.4K
|
2.46K
$398K
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
64+ 4.58% |
$11.3K - $13.4K
|
1.46K
$237K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
56+ 1.57% |
$9.87K - $11.8K
|
3.63K
$588K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
53+ 23.25% |
$9.34K - $11.1K
|
281
$45.5K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 1.4% |
$8.82K - $10.5K
|
3.63K
$588K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
49+ 3.25% |
$8.64K - $10.3K
|
1.56K
$252K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
44+ 133.33% |
$7.76K - $9.24K
|
77
$12.5K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
40+ 1.85% |
$7.05K - $8.4K
|
2.21K
$357K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39+ 32.77% |
$6.88K - $8.19K
|
158
$25.6K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38+ 0.13% |
$6.7K - $7.98K
|
28.6K
$4.63M
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
36New |
$6.35K - $7.56K
|
36
$5.83K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
35+ 1.64% |
$6.17K - $7.35K
|
2.17K
$351K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
35+ 0.03% |
$6.17K - $7.35K
|
136K
$22.1M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 1.39% |
$5.82K - $6.93K
|
2.4K
$389K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
32+ 114.29% |
$5.64K - $6.72K
|
60
$9.72K
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
32+ 2.22% |
$5.64K - $6.72K
|
1.47K
$238K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
30+ 50.85% |
$5.29K - $6.3K
|
89
$14.4K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 31.87% |
$5.11K - $6.09K
|
120
$19.4K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
28New |
$4.94K - $5.88K
|
28
$4.54K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
28+ 1.4% |
$4.94K - $5.88K
|
2.03K
$328K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
27New |
$4.76K - $5.67K
|
27
$4.37K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26+ 0.88% |
$4.58K - $5.46K
|
2.97K
$481K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
25+ 0.04% |
$4.41K - $5.25K
|
61.8K
$10M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 12.63% |
$4.41K - $5.25K
|
223
$36.1K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 19.83% |
$4.23K - $5.04K
|
145
$23.5K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
23+ 2.75% |
$4.05K - $4.83K
|
858
$139K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22+ 1.36% |
$3.88K - $4.62K
|
1.63K
$265K
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
21+ 0.11% |
$3.7K - $4.41K
|
19.7K
$3.19M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18New |
$3.17K - $3.78K
|
18
$2.92K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
17+ 0.66% |
$3K - $3.57K
|
2.6K
$421K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 5.65% |
$2.82K - $3.36K
|
299
$48.4K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.39% |
$2.64K - $3.15K
|
3.91K
$633K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 19.44% |
$2.47K - $2.94K
|
86
$13.9K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13+ 1.05% |
$2.29K - $2.73K
|
1.26K
$203K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$2.12K - $2.52K
|
12
$1.94K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
12New |
$2.12K - $2.52K
|
12
$1.94K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 36.67% |
$1.94K - $2.31K
|
41
$6.64K
|