Purchases and Sales Made in Q1 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q1 2023. 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 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3New |
$564 - $722
|
3
$621
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
2+ 3.51% |
$376 - $481
|
59
$12.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$376 - $481
|
8
$1.66K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.27% |
$188 - $241
|
370
$76.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1+ 0.06% |
$188 - $241
|
1.76K
$363K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$188 - $241
|
1
$207
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.43% |
$188 - $241
|
232
$48K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1- 0.09% |
$188 - $241
|
1.05K
$218K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$188 - $241
|
1.47K
$304K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.16% |
$188 - $241
|
620
$128K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 0.35% |
$376 - $481
|
563
$117K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 15.38% |
$376 - $481
|
11
$2.28K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 6.06% |
$376 - $481
|
31
$6.42K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-2- 13.33% |
$376 - $481
|
13
$2.69K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 22.22% |
$752 - $963
|
14
$2.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4- 0.38% |
$752 - $963
|
1.04K
$215K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 28.57% |
$752 - $963
|
10
$2.07K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5- 0.15% |
$940 - $1.2K
|
3.38K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 3.97% |
$940 - $1.2K
|
121
$25K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6- 0.03% |
$1.13K - $1.44K
|
17.9K
$3.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-7- 1.78% |
$1.32K - $1.68K
|
387
$80.1K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 22.58% |
$1.32K - $1.68K
|
24
$4.97K
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-7- 0.01% |
$1.32K - $1.68K
|
61.5K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 61.54% |
$1.5K - $1.93K
|
5
$1.03K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 12.31% |
$1.5K - $1.93K
|
57
$11.8K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-8- 0.6% |
$1.5K - $1.93K
|
1.32K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10- 0.1% |
$1.88K - $2.41K
|
9.63K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 0.24% |
$2.26K - $2.89K
|
5.02K
$1.04M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12- 1.15% |
$2.26K - $2.89K
|
1.03K
$214K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-12- 1.11% |
$2.26K - $2.89K
|
1.07K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14- 1.45% |
$2.63K - $3.37K
|
953
$197K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-15- 0.48% |
$2.82K - $3.61K
|
3.09K
$639K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16- 26.67% |
$3.01K - $3.85K
|
44
$9.11K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16- 32.65% |
$3.01K - $3.85K
|
33
$6.83K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-17- 0.79% |
$3.2K - $4.09K
|
2.14K
$444K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-18- 0.59% |
$3.38K - $4.33K
|
3.02K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-18- 78.26% |
$3.38K - $4.33K
|
5
$1.03K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-18- 20.22% |
$3.38K - $4.33K
|
71
$14.7K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-21- 2.8% |
$3.95K - $5.05K
|
729
$151K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-22- 2.06% |
$4.14K - $5.29K
|
1.05K
$217K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 85.19% |
$4.32K - $5.53K
|
4
$828
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-23- 44.23% |
$4.32K - $5.53K
|
29
$6K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-25- 1.18% |
$4.7K - $6.02K
|
2.1K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-27- 1.69% |
$5.08K - $6.5K
|
1.57K
$326K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28- 37.84% |
$5.26K - $6.74K
|
46
$9.52K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-29- 10.58% |
$5.45K - $6.98K
|
245
$50.7K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-29- 14.29% |
$5.45K - $6.98K
|
174
$36K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-29- 0.77% |
$5.45K - $6.98K
|
3.73K
$771K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-32- 0.96% |
$6.02K - $7.7K
|
3.29K
$682K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-32- 62.75% |
$6.02K - $7.7K
|
19
$3.93K
|