Purchases and Sales Made in Q1 2022 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q1 2022. The information is specifically focused on institutions that hold shares of IQVIA HOLDINGS INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 18.52% |
$2.11K - $2.74K
|
44
$8.48K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-11- 1.08% |
$2.32K - $3.01K
|
1.01K
$194K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12- 0.7% |
$2.53K - $3.28K
|
1.71K
$329K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12- 1.34% |
$2.53K - $3.28K
|
881
$170K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-12- 1.69% |
$2.53K - $3.28K
|
696
$134K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-13- 3.09% |
$2.74K - $3.56K
|
408
$78.6K
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-14Closed |
$2.95K - $3.83K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-14Closed |
$2.95K - $3.83K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-15- 1.18% |
$3.16K - $4.1K
|
1.25K
$242K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.44% |
$3.16K - $4.1K
|
3.43K
$661K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-16- 1.95% |
$3.37K - $4.38K
|
805
$155K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-17- 36.96% |
$3.58K - $4.65K
|
29
$5.59K
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-18- 51.43% |
$3.79K - $4.92K
|
17
$3.28K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-19- 0.09% |
$4K - $5.2K
|
21K
$4.05M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-19- 0.63% |
$4K - $5.2K
|
3.01K
$580K
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-20- 0.82% |
$4.21K - $5.47K
|
2.41K
$465K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-21- 7.58% |
$4.42K - $5.75K
|
256
$49.3K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-21- 2.04% |
$4.42K - $5.75K
|
1.01K
$194K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22Closed |
$4.63K - $6.02K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-24- 0.71% |
$5.05K - $6.57K
|
3.34K
$644K
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-25- 50.0% |
$5.26K - $6.84K
|
25
$4.82K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-30- 9.38% |
$6.32K - $8.21K
|
290
$55.9K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-30Closed |
$6.32K - $8.21K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-34- 2.31% |
$7.16K - $9.3K
|
1.44K
$278K
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-36- 5.79% |
$7.58K - $9.85K
|
586
$113K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-39- 53.42% |
$8.21K - $10.7K
|
34
$6.55K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-40- 16.19% |
$8.42K - $10.9K
|
207
$39.9K
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-40- 2.98% |
$8.42K - $10.9K
|
1.3K
$251K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 15.69% |
$8.42K - $10.9K
|
215
$41.4K
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-40- 0.4% |
$8.42K - $10.9K
|
9.97K
$1.92M
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-42- 7.89% |
$8.84K - $11.5K
|
490
$94.4K
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-44- 2.33% |
$9.26K - $12K
|
1.84K
$355K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-48Closed |
$10.1K - $13.1K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-51- 14.53% |
$10.7K - $14K
|
300
$57.8K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-56- 6.46% |
$11.8K - $15.3K
|
811
$156K
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-58- 1.57% |
$12.2K - $15.9K
|
3.64K
$702K
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-59Closed |
$12.4K - $16.1K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-59- 0.11% |
$12.4K - $16.1K
|
52.4K
$10.1M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-60- 50.0% |
$12.6K - $16.4K
|
60
$11.6K
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-60- 4.8% |
$12.6K - $16.4K
|
1.19K
$229K
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-61Closed |
$12.8K - $16.7K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-63Closed |
$13.3K - $17.2K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-69- 62.73% |
$14.5K - $18.9K
|
41
$7.9K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-70- 5.53% |
$14.7K - $19.2K
|
1.2K
$230K
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-70- -0.0% |
$14.7K - $19.2K
|
1.45M
$279M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-72Closed |
$15.2K - $19.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-72Closed |
$15.2K - $19.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-72- 1.42% |
$15.2K - $19.7K
|
5.01K
$966K
|
|
Apr 12, 2022
Q1 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-76- 4.88% |
$16K - $20.8K
|
1.48K
$286K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-77- 78.57% |
$16.2K - $21.1K
|
21
$4.05K
|