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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
313+ 12.4% |
$58.8K - $75.3K
|
2.84K
$547K
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
311+ 10.48% |
$58.5K - $74.8K
|
3.28K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
300+ 12.27% |
$56.4K - $72.2K
|
2.74K
$529K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
299+ 18.62% |
$56.2K - $72K
|
1.91K
$367K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
296+ 5.9% |
$55.6K - $71.2K
|
5.32K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
290+ 16.66% |
$54.5K - $69.8K
|
2.03K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
290+ 25.17% |
$54.5K - $69.8K
|
1.44K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
290+ 13.25% |
$54.5K - $69.8K
|
2.48K
$477K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
284+ 9.18% |
$53.4K - $68.3K
|
3.38K
$651K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
276+ 0.62% |
$51.9K - $66.4K
|
44.5K
$8.57M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
269New |
$50.6K - $64.7K
|
269
$51.8K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
245+ 22.81% |
$46.1K - $59K
|
1.32K
$254K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
245+ 6.12% |
$46.1K - $59K
|
4.25K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
236+ 4.47% |
$44.4K - $56.8K
|
5.51K
$1.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
232+ 3.51% |
$43.6K - $55.8K
|
6.84K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
232+ 6.61% |
$43.6K - $55.8K
|
3.74K
$721K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
220+ 0.16% |
$41.4K - $52.9K
|
138K
$26.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
212+ 4.33% |
$39.9K - $51K
|
5.11K
$985K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
210+ 6.14% |
$39.5K - $50.5K
|
3.63K
$699K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
210+ 1.36% |
$39.5K - $50.5K
|
15.6K
$3.01M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
210+ 12.25% |
$39.5K - $50.5K
|
1.92K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
207+ 10.13% |
$38.9K - $49.8K
|
2.25K
$434K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
205+ 43.34% |
$38.5K - $49.3K
|
678
$131K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
201+ 31.96% |
$37.8K - $48.4K
|
830
$160K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
199New |
$37.4K - $47.9K
|
199
$38.3K
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
196+ 0.75% |
$36.8K - $47.2K
|
26.3K
$5.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
189+ 9.04% |
$35.5K - $45.5K
|
2.28K
$439K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
181New |
$34K - $43.6K
|
181
$34.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
178+ 16.51% |
$33.5K - $42.8K
|
1.26K
$242K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
178+ 8.73% |
$33.5K - $42.8K
|
2.22K
$427K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
178+ 7.8% |
$33.5K - $42.8K
|
2.46K
$474K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
167+ 3.17% |
$31.4K - $40.2K
|
5.43K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157+ 0.26% |
$29.5K - $37.8K
|
59.7K
$11.5M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
154+ 1.62% |
$29K - $37.1K
|
9.64K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
154+ 0.14% |
$29K - $37.1K
|
110K
$21.1M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
148+ 12.61% |
$27.8K - $35.6K
|
1.32K
$255K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
146+ 13.96% |
$27.4K - $35.1K
|
1.19K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
144+ 7.24% |
$27.1K - $34.7K
|
2.13K
$411K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
138+ 0.67% |
$25.9K - $33.2K
|
20.9K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
138+ 6.56% |
$25.9K - $33.2K
|
2.24K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
136+ 2.0% |
$25.6K - $32.7K
|
6.95K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
136+ 3.29% |
$25.6K - $32.7K
|
4.27K
$822K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
135+ 0.62% |
$25.4K - $32.5K
|
21.9K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
131+ 6.77% |
$24.6K - $31.5K
|
2.07K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
125+ 9.82% |
$23.5K - $30.1K
|
1.4K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
124+ 4.51% |
$23.3K - $29.8K
|
2.87K
$553K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
122+ 0.22% |
$22.9K - $29.4K
|
55.2K
$10.6M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
118New |
$22.2K - $28.4K
|
118
$22.7K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
117+ 1.95% |
$22K - $28.2K
|
6.11K
$1.18M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
110+ 6.83% |
$20.7K - $26.5K
|
1.72K
$331K
|