Latest Institutional Sells of Iqvia Holdings Inc. (IQV)
This list provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-49- 4.25% |
$10.2K - $12.7K
|
1.11K
$234K
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-48- 0.89% |
$10K - $12.4K
|
5.32K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-48- 1.26% |
$10K - $12.4K
|
3.77K
$796K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47- 0.39% |
$9.79K - $12.2K
|
12K
$2.53M
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-46- 2.34% |
$9.58K - $11.9K
|
1.92K
$405K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-45- 78.95% |
$9.37K - $11.7K
|
12
$2.54K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-39- 13.93% |
$8.12K - $10.1K
|
241
$51K
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-37- 0.09% |
$7.7K - $9.59K
|
40.1K
$8.47M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-36- 37.11% |
$7.5K - $9.33K
|
61
$12.9K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-32- 21.77% |
$6.66K - $8.29K
|
115
$24.3K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31- 46.27% |
$6.46K - $8.03K
|
36
$7.61K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 0.75% |
$6.25K - $7.77K
|
3.97K
$839K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-27- 2.36% |
$5.62K - $7K
|
1.12K
$236K
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-25- 0.59% |
$5.21K - $6.48K
|
4.23K
$894K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 7.12% |
$5K - $6.22K
|
313
$66.2K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-24- 1.14% |
$5K - $6.22K
|
2.09K
$442K
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-23- 3.41% |
$4.79K - $5.96K
|
651
$138K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-22- 1.1% |
$4.58K - $5.7K
|
1.98K
$418K
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-21- 0.32% |
$4.37K - $5.44K
|
6.59K
$1.39M
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-18- 9.73% |
$3.75K - $4.66K
|
167
$35.3K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-16- 25.4% |
$3.33K - $4.15K
|
47
$9.94K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-15- 1.01% |
$3.12K - $3.89K
|
1.47K
$311K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-15- 0.5% |
$3.12K - $3.89K
|
3.01K
$637K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.46% |
$3.12K - $3.89K
|
3.23K
$683K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-14- 1.42% |
$2.92K - $3.63K
|
971
$205K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13- 0.9% |
$2.71K - $3.37K
|
1.43K
$303K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 19.12% |
$2.71K - $3.37K
|
55
$11.6K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13- 4.33% |
$2.71K - $3.37K
|
287
$60.7K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 3.85% |
$2.5K - $3.11K
|
300
$63.4K
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-12- 0.27% |
$2.5K - $3.11K
|
4.45K
$940K
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-10- 0.91% |
$2.08K - $2.59K
|
1.09K
$231K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 15.0% |
$1.87K - $2.33K
|
51
$10.8K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-8- 0.56% |
$1.67K - $2.07K
|
1.42K
$299K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-7- 0.12% |
$1.46K - $1.81K
|
5.79K
$1.22M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-7- 46.67% |
$1.46K - $1.81K
|
8
$1.69K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.24% |
$1.25K - $1.55K
|
2.49K
$526K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6- 0.52% |
$1.25K - $1.55K
|
1.14K
$240K
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6- 0.02% |
$1.25K - $1.55K
|
24.2K
$5.11M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 1.31% |
$1.25K - $1.55K
|
452
$95.6K
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5- 0.21% |
$1.04K - $1.3K
|
2.34K
$494K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5- 0.28% |
$1.04K - $1.3K
|
1.81K
$383K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 0.11% |
$1.04K - $1.3K
|
4.56K
$964K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-5- 0.43% |
$1.04K - $1.3K
|
1.15K
$244K
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4- 0.32% |
$833 - $1.04K
|
1.25K
$265K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2- 0.09% |
$416 - $518
|
2.21K
$467K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.18% |
$208 - $259
|
570
$121K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
SELL
|
- |
-351K- 67.49% |
$62.1M - $81.6M
|
169K
$35.7M
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-165K- 97.86% |
$29.2M - $38.4M
|
3.6K
$761K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-137KClosed |
$24.3M - $31.9M
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Pfm Health Sciences, LP
San Francisco, CA |
SELL
|
- |
-89.2K- 44.36% |
$15.8M - $20.8M
|
112K
$23.7M
|