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 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
108+ 300.0% |
$20.3K - $26K
|
144
$33.8K
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
106New |
$19.9K - $25.5K
|
106
$24.9K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
105+ 2.89% |
$19.7K - $25.3K
|
3.74K
$877K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
103New |
$19.4K - $24.8K
|
103
$24.2K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
102New |
$19.2K - $24.5K
|
102
$23.9K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.3% |
$18.8K - $24.1K
|
33.1K
$7.76M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.65% |
$18.8K - $24.1K
|
15.6K
$3.66M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.83% |
$18.8K - $24.1K
|
12.1K
$2.84M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
98+ 9.03% |
$18.4K - $23.6K
|
1.18K
$278K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
96+ 6.38% |
$18K - $23.1K
|
1.6K
$376K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
95+ 231.71% |
$17.9K - $22.9K
|
136
$31.9K
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
95+ 1.87% |
$17.9K - $22.9K
|
5.18K
$1.22M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
94+ 3.93% |
$17.7K - $22.6K
|
2.48K
$583K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93New |
$17.5K - $22.4K
|
93
$21.8K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
89+ 1.73% |
$16.7K - $21.4K
|
5.24K
$1.23M
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
87+ 3.99% |
$16.4K - $20.9K
|
2.27K
$533K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
86+ 62.32% |
$16.2K - $20.7K
|
224
$52.6K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
85+ 0.27% |
$16K - $20.5K
|
31.5K
$7.39M
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
85+ 3.79% |
$16K - $20.5K
|
2.33K
$546K
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
78+ 5.34% |
$14.7K - $18.8K
|
1.54K
$361K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
78+ 5.37% |
$14.7K - $18.8K
|
1.53K
$359K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
78+ 5.28% |
$14.7K - $18.8K
|
1.55K
$365K
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
74+ 0.58% |
$13.9K - $17.8K
|
12.9K
$3.02M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 6.91% |
$13.5K - $17.3K
|
1.11K
$261K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
69+ 4.52% |
$13K - $16.6K
|
1.59K
$374K
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
68+ 0.08% |
$12.8K - $16.4K
|
88.5K
$20.8M
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
64+ 0.01% |
$12K - $15.4K
|
1.25M
$292M
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64+ 3.44% |
$12K - $15.4K
|
1.92K
$451K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
64New |
$12K - $15.4K
|
64
$15K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62New |
$11.7K - $14.9K
|
62
$14.6K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
61+ 8.84% |
$11.5K - $14.7K
|
751
$176K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
60+ 2.81% |
$11.3K - $14.4K
|
2.19K
$515K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
58+ 8.55% |
$10.9K - $14K
|
736
$173K
|
|
Apr 27, 2023
Q1 2023
|
Homestead Advisers Corp
|
BUY
|
- |
56+ 14.85% |
$10.5K - $13.5K
|
433
$102K
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
54+ 0.32% |
$10.2K - $13K
|
16.9K
$3.97M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
48+ 3.69% |
$9.02K - $11.6K
|
1.35K
$317K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
46+ 1.5% |
$8.65K - $11.1K
|
3.12K
$732K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
46+ 15.03% |
$8.65K - $11.1K
|
352
$82.6K
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
43+ 4.26% |
$8.08K - $10.3K
|
1.05K
$247K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
42+ 1.0% |
$7.9K - $10.1K
|
4.22K
$991K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
42+ 0.29% |
$7.9K - $10.1K
|
14.4K
$3.37M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
42+ 17.5% |
$7.9K - $10.1K
|
282
$66.2K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
38+ 0.05% |
$7.14K - $9.14K
|
82.1K
$19.3M
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
37+ 0.14% |
$6.96K - $8.9K
|
26.6K
$6.25M
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
35New |
$6.58K - $8.42K
|
35
$8.21K
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
34+ 0.14% |
$6.39K - $8.18K
|
24.2K
$5.68M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
32+ 0.01% |
$6.02K - $7.7K
|
231K
$54.1M
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 13.72% |
$5.83K - $7.46K
|
257
$60.3K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 7.44% |
$5.64K - $7.22K
|
433
$102K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30+ 300.0% |
$5.64K - $7.22K
|
40
$9.39K
|