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 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
35New |
$6.58K - $8.42K
|
35
$5.71K
|
|
|
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
$3.95M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
32+ 0.01% |
$6.02K - $7.7K
|
231K
$37.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 13.72% |
$5.83K - $7.46K
|
257
$42K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 7.44% |
$5.64K - $7.22K
|
433
$70.7K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30+ 300.0% |
$5.64K - $7.22K
|
40
$6.53K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
29+ 0.74% |
$5.45K - $6.98K
|
3.94K
$643K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29New |
$5.45K - $6.98K
|
29
$4.73K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
29+ 0.71% |
$5.45K - $6.98K
|
4.13K
$675K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27+ 13.5% |
$5.08K - $6.5K
|
227
$37.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.33% |
$4.89K - $6.26K
|
1.99K
$325K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.98% |
$4.7K - $6.02K
|
443
$72.3K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 2.86% |
$4.7K - $6.02K
|
900
$147K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
24+ 1.47% |
$4.51K - $5.78K
|
1.65K
$270K
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.5% |
$4.51K - $5.78K
|
4.85K
$792K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
21+ 0.49% |
$3.95K - $5.05K
|
4.33K
$707K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 40.38% |
$3.95K - $5.05K
|
73
$11.9K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19+ 1.18% |
$3.57K - $4.57K
|
1.62K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
19+ 0.13% |
$3.57K - $4.57K
|
14.7K
$2.4M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 360.0% |
$3.38K - $4.33K
|
23
$3.75K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18+ 1.1% |
$3.38K - $4.33K
|
1.65K
$269K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17+ 0.2% |
$3.2K - $4.09K
|
8.32K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16+ 1.2% |
$3.01K - $3.85K
|
1.34K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.27% |
$3.01K - $3.85K
|
5.84K
$953K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 6.99% |
$3.01K - $3.85K
|
245
$40K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 29.63% |
$3.01K - $3.85K
|
70
$11.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14+ 1.08% |
$2.63K - $3.37K
|
1.31K
$214K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 68.42% |
$2.44K - $3.13K
|
32
$5.22K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
13+ 0.71% |
$2.44K - $3.13K
|
1.85K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
12New |
$2.26K - $2.89K
|
12
$1.96K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
12+ 0.81% |
$2.26K - $2.89K
|
1.49K
$242K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
12New |
$2.26K - $2.89K
|
12
$1.96K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 1.86% |
$2.07K - $2.65K
|
601
$98.1K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 36.67% |
$2.07K - $2.65K
|
41
$6.69K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 15.63% |
$1.88K - $2.41K
|
74
$12.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 3.17% |
$1.88K - $2.41K
|
325
$53.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 2.65% |
$1.88K - $2.41K
|
387
$63.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 12.2% |
$1.88K - $2.41K
|
92
$15K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10New |
$1.88K - $2.41K
|
10
$1.63K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.88K - $2.41K
|
10
$1.63K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8+ 0.73% |
$1.5K - $1.93K
|
1.11K
$181K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 80.0% |
$1.5K - $1.93K
|
18
$2.94K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$1.13K - $1.44K
|
6
$980
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$1.13K - $1.44K
|
6
$980
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 14.29% |
$940 - $1.2K
|
40
$6.53K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.13% |
$940 - $1.2K
|
3.84K
$627K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.13% |
$940 - $1.2K
|
3.84K
$627K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
4New |
$752 - $963
|
4
$653
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 33.33% |
$752 - $963
|
16
$2.61K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.14% |
$752 - $963
|
2.92K
$477K
|