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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19New |
$4K - $5.2K
|
19
$3.82K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19New |
$4K - $5.2K
|
19
$3.82K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 100.0% |
$3.16K - $4.1K
|
30
$6.02K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 0.58% |
$3.16K - $4.1K
|
2.61K
$523K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
14+ 0.82% |
$2.95K - $3.83K
|
1.72K
$345K
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
14+ 0.04% |
$2.95K - $3.83K
|
35.4K
$7.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13New |
$2.74K - $3.56K
|
13
$2.61K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13+ 72.22% |
$2.74K - $3.56K
|
31
$6.23K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10+ 0.55% |
$2.11K - $2.74K
|
1.82K
$366K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
9New |
$1.9K - $2.46K
|
9
$1.81K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8New |
$1.68K - $2.19K
|
8
$1.61K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7New |
$1.47K - $1.92K
|
7
$1.41K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 1.6% |
$1.26K - $1.64K
|
380
$76.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$1.26K - $1.64K
|
6
$1.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
6+ 1.29% |
$1.26K - $1.64K
|
471
$94.6K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.95% |
$1.05K - $1.37K
|
261
$52.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 25.0% |
$1.05K - $1.37K
|
25
$5.02K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
5+ 15.15% |
$1.05K - $1.37K
|
38
$7.63K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4+ 0.16% |
$842 - $1.09K
|
2.57K
$516K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 6.25% |
$842 - $1.09K
|
68
$13.7K
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4+ 0.46% |
$842 - $1.09K
|
877
$176K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3+ 6.38% |
$632 - $821
|
50
$10K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 2.17% |
$421 - $547
|
94
$18.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$421 - $547
|
2
$402
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.22% |
$421 - $547
|
896
$180K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 22.22% |
$421 - $547
|
11
$2.21K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$421 - $547
|
2
$402
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$421 - $547
|
2
$402
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 4.08% |
$421 - $547
|
51
$10.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 2.02% |
$421 - $547
|
101
$20.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.11% |
$211 - $274
|
911
$183K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$211 - $274
|
2
$402
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1- 0.1% |
$211 - $274
|
1.04K
$209K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-2- 15.38% |
$421 - $547
|
11
$2.21K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3Closed |
$632 - $821
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3- -0.0% |
$632 - $821
|
63.3K
$12.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3Closed |
$632 - $821
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3Closed |
$632 - $821
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3- 0.29% |
$632 - $821
|
1.02K
$205K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4Closed |
$842 - $1.09K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-4- 13.79% |
$842 - $1.09K
|
25
$5.02K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5Closed |
$1.05K - $1.37K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-5Closed |
$1.05K - $1.37K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5- 0.81% |
$1.05K - $1.37K
|
614
$123K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6Closed |
$1.26K - $1.64K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-7Closed |
$1.47K - $1.92K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-7- 0.11% |
$1.47K - $1.92K
|
6.14K
$1.23M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 1.08% |
$1.47K - $1.92K
|
642
$129K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-7- 0.55% |
$1.47K - $1.92K
|
1.26K
$254K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8- 12.31% |
$1.68K - $2.19K
|
57
$11.4K
|