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 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
32+ 0.01% |
$6.02K - $7.7K
|
231K
$47.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 13.72% |
$5.83K - $7.46K
|
257
$53.2K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30+ 300.0% |
$5.64K - $7.22K
|
40
$8.28K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 7.44% |
$5.64K - $7.22K
|
433
$89.6K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
29+ 0.74% |
$5.45K - $6.98K
|
3.94K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
29+ 0.71% |
$5.45K - $6.98K
|
4.13K
$856K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29New |
$5.45K - $6.98K
|
29
$6K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27+ 13.5% |
$5.08K - $6.5K
|
227
$47K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.33% |
$4.89K - $6.26K
|
1.99K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.98% |
$4.7K - $6.02K
|
443
$91.7K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 2.86% |
$4.7K - $6.02K
|
900
$186K
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.5% |
$4.51K - $5.78K
|
4.85K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
24+ 1.47% |
$4.51K - $5.78K
|
1.65K
$342K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
21+ 0.49% |
$3.95K - $5.05K
|
4.33K
$897K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 40.38% |
$3.95K - $5.05K
|
73
$15.1K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
19+ 0.13% |
$3.57K - $4.57K
|
14.7K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19+ 1.18% |
$3.57K - $4.57K
|
1.62K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18+ 1.1% |
$3.38K - $4.33K
|
1.65K
$341K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 360.0% |
$3.38K - $4.33K
|
23
$4.76K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17+ 0.2% |
$3.2K - $4.09K
|
8.32K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.27% |
$3.01K - $3.85K
|
5.84K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 29.63% |
$3.01K - $3.85K
|
70
$14.5K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 6.99% |
$3.01K - $3.85K
|
245
$50.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16+ 1.2% |
$3.01K - $3.85K
|
1.34K
$278K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14+ 1.08% |
$2.63K - $3.37K
|
1.31K
$271K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 68.42% |
$2.44K - $3.13K
|
32
$6.62K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
13+ 0.71% |
$2.44K - $3.13K
|
1.85K
$382K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
12+ 0.81% |
$2.26K - $2.89K
|
1.49K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
12New |
$2.26K - $2.89K
|
12
$2.48K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
12New |
$2.26K - $2.89K
|
12
$2.48K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 1.86% |
$2.07K - $2.65K
|
601
$124K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 36.67% |
$2.07K - $2.65K
|
41
$8.49K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.88K - $2.41K
|
10
$2.07K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10New |
$1.88K - $2.41K
|
10
$2.07K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 2.65% |
$1.88K - $2.41K
|
387
$80.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 3.17% |
$1.88K - $2.41K
|
325
$67.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 12.2% |
$1.88K - $2.41K
|
92
$19K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 15.63% |
$1.88K - $2.41K
|
74
$15.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 80.0% |
$1.5K - $1.93K
|
18
$3.73K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8+ 0.73% |
$1.5K - $1.93K
|
1.11K
$230K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$1.13K - $1.44K
|
6
$1.24K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$1.13K - $1.44K
|
6
$1.24K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.13% |
$940 - $1.2K
|
3.84K
$795K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 14.29% |
$940 - $1.2K
|
40
$8.28K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.13% |
$940 - $1.2K
|
3.84K
$795K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
4New |
$752 - $963
|
4
$828
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.14% |
$752 - $963
|
2.92K
$604K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 33.33% |
$752 - $963
|
16
$3.31K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 4.6% |
$752 - $963
|
91
$18.8K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3+ 0.28% |
$564 - $722
|
1.07K
$221K
|