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 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-554- 1.39% |
$104K - $133K
|
39.3K
$8.13M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-559- 32.27% |
$105K - $135K
|
1.17K
$243K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-559- 30.35% |
$105K - $135K
|
1.28K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-562- 16.86% |
$106K - $135K
|
2.77K
$574K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-567- 1.01% |
$107K - $136K
|
55.3K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-598- 2.8% |
$112K - $144K
|
20.8K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-600- 28.71% |
$113K - $144K
|
1.49K
$308K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 7.23% |
$113K - $144K
|
7.7K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-609- 4.0% |
$114K - $147K
|
14.6K
$3.03M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-620- 26.11% |
$117K - $149K
|
1.76K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-629- 1.09% |
$118K - $151K
|
56.9K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-632- 32.21% |
$119K - $152K
|
1.33K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-634- 22.68% |
$119K - $153K
|
2.16K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-638- 5.95% |
$120K - $154K
|
10.1K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-660- 2.25% |
$124K - $159K
|
28.6K
$5.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-667- 52.48% |
$125K - $161K
|
604
$125K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-684- 2.2% |
$129K - $165K
|
30.4K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-702- 11.37% |
$132K - $169K
|
5.47K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-711- 0.47% |
$134K - $171K
|
150K
$31.1M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-739- 5.11% |
$139K - $178K
|
13.7K
$2.84M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-761- 15.44% |
$143K - $183K
|
4.17K
$863K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-805- 2.27% |
$151K - $194K
|
34.7K
$7.18M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-823- 0.23% |
$155K - $198K
|
352K
$72.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-830- 16.56% |
$156K - $200K
|
4.18K
$866K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-851- 1.14% |
$160K - $205K
|
73.6K
$15.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-878- 13.85% |
$165K - $211K
|
5.46K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-917- 2.66% |
$172K - $221K
|
33.6K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-934- 71.79% |
$176K - $225K
|
367
$76K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-947- 9.29% |
$178K - $228K
|
9.25K
$1.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-956- 15.72% |
$180K - $230K
|
5.13K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-958- 14.99% |
$180K - $231K
|
5.44K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-968- 24.46% |
$182K - $233K
|
2.99K
$619K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 2.94% |
$188K - $241K
|
33.1K
$6.85M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.01K- 3.82% |
$190K - $244K
|
25.5K
$5.28M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.03K- 0.48% |
$194K - $248K
|
215K
$44.5M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.06K- 44.05% |
$200K - $256K
|
1.35K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.22K- 1.26% |
$229K - $294K
|
96K
$19.9M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.26K- 27.73% |
$237K - $303K
|
3.28K
$680K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.29K- 77.97% |
$243K - $311K
|
365
$75.5K
|
|
|
May 12, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-1.33K- 5.33% |
$249K - $319K
|
23.6K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.34K- 2.3% |
$251K - $321K
|
56.7K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.37K- 0.27% |
$258K - $330K
|
512K
$106M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.39K- 0.85% |
$261K - $334K
|
162K
$33.5M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.42K- 17.88% |
$267K - $342K
|
6.52K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.42K- 7.69% |
$268K - $343K
|
17.1K
$3.54M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.45K- 20.54% |
$272K - $348K
|
5.59K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.47K- 2.85% |
$275K - $353K
|
49.9K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.47K- 31.95% |
$276K - $353K
|
3.13K
$647K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 5.58% |
$289K - $370K
|
26K
$5.39M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.54K- 3.09% |
$290K - $371K
|
48.3K
$10M
|