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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-195- 2.63% |
$36.7K - $46.9K
|
7.23K
$1.39M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-195- 82.98% |
$36.7K - $46.9K
|
40
$7.71K
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-200- 0.41% |
$37.6K - $48.1K
|
48.8K
$9.4M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-214- 0.42% |
$40.2K - $51.5K
|
50.6K
$9.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-217- 0.88% |
$40.8K - $52.2K
|
24.5K
$4.72M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-219- 12.16% |
$41.2K - $52.7K
|
1.58K
$305K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-220- 11.14% |
$41.4K - $52.9K
|
1.76K
$338K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-222- 2.62% |
$41.7K - $53.4K
|
8.24K
$1.59M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-223- 4.64% |
$41.9K - $53.7K
|
4.59K
$884K
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-227- 4.36% |
$42.7K - $54.6K
|
4.98K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-229- 0.05% |
$43.1K - $55.1K
|
487K
$93.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-251- 6.84% |
$47.2K - $60.4K
|
3.42K
$659K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
SELL
|
- |
-256- 0.71% |
$48.1K - $61.6K
|
35.8K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-263- 3.45% |
$49.4K - $63.3K
|
7.36K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-264- 1.45% |
$49.6K - $63.5K
|
17.9K
$3.45M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-277- 10.3% |
$52.1K - $66.7K
|
2.41K
$465K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-285- 4.12% |
$53.6K - $68.6K
|
6.63K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-296- 9.74% |
$55.6K - $71.2K
|
2.74K
$528K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-299- 0.13% |
$56.2K - $72K
|
238K
$45.8M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 3.37% |
$56.4K - $72.2K
|
8.6K
$1.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-302- 5.22% |
$56.8K - $72.7K
|
5.48K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-312- 17.7% |
$58.7K - $75.1K
|
1.45K
$280K
|
|
|
May 05, 2023
Q1 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-313- 9.4% |
$58.8K - $75.3K
|
3.02K
$581K
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
SELL
|
- |
-316- 1.83% |
$59.4K - $76K
|
16.9K
$3.26M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-327- 3.82% |
$61.5K - $78.7K
|
8.24K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-344- 4.58% |
$64.7K - $82.8K
|
7.16K
$1.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-354- 4.85% |
$66.6K - $85.2K
|
6.94K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-370- 5.27% |
$69.6K - $89K
|
6.65K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-377- 10.47% |
$70.9K - $90.7K
|
3.22K
$621K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-384- 0.77% |
$72.2K - $92.4K
|
49.5K
$9.54M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-415- 1.18% |
$78K - $99.9K
|
34.8K
$6.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-416- 10.59% |
$78.2K - $100K
|
3.51K
$677K
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-459- 2.5% |
$86.3K - $110K
|
17.9K
$3.45M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-462- 77.39% |
$86.9K - $111K
|
135
$26K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-466- 40.56% |
$87.6K - $112K
|
683
$132K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-471- 5.4% |
$88.5K - $113K
|
8.25K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-489- 10.6% |
$91.9K - $118K
|
4.13K
$795K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-498- 3.44% |
$93.6K - $120K
|
14K
$2.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-514- 0.56% |
$96.6K - $124K
|
91.3K
$17.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-516- 28.78% |
$97K - $124K
|
1.28K
$246K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-519- 4.76% |
$97.6K - $125K
|
10.4K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-520- 10.04% |
$97.8K - $125K
|
4.66K
$898K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-524- 1.08% |
$98.5K - $126K
|
48.1K
$9.27M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-524- 1.08% |
$98.5K - $126K
|
48.1K
$9.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-530- 0.46% |
$99.6K - $128K
|
114K
$21.9M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-533- 4.14% |
$100K - $128K
|
12.4K
$2.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-554- 1.39% |
$104K - $133K
|
39.3K
$7.57M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-559- 32.27% |
$105K - $135K
|
1.17K
$226K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-559- 30.35% |
$105K - $135K
|
1.28K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-562- 16.86% |
$106K - $135K
|
2.77K
$534K
|