Purchases and Sales Made in Q1 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q1 2024. 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 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-115- 6.56% |
$23.9K - $29.8K
|
1.64K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-120- 2.83% |
$25K - $31.1K
|
4.12K
$572K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-124- 1.22% |
$25.8K - $32.1K
|
10K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-125- 12.12% |
$26K - $32.4K
|
906
$126K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-125- 0.71% |
$26K - $32.4K
|
17.6K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-127- 0.93% |
$26.4K - $32.9K
|
13.5K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-130- 0.67% |
$27.1K - $33.7K
|
19.2K
$2.66M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-131- 4.49% |
$27.3K - $33.9K
|
2.78K
$386K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-131- 13.1% |
$27.3K - $33.9K
|
869
$121K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-135- 6.75% |
$28.1K - $35K
|
1.86K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-135- 9.83% |
$28.1K - $35K
|
1.24K
$172K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-136- 8.49% |
$28.3K - $35.2K
|
1.47K
$203K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-138- 8.56% |
$28.7K - $35.8K
|
1.48K
$205K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-140- 12.61% |
$29.2K - $36.3K
|
970
$135K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-141- 4.7% |
$29.4K - $36.5K
|
2.86K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-141- 3.15% |
$29.4K - $36.5K
|
4.34K
$602K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-150Closed |
$31.2K - $38.9K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-155- 7.97% |
$32.3K - $40.2K
|
1.79K
$249K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-158- 1.72% |
$32.9K - $40.9K
|
9.05K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-164- 4.01% |
$34.1K - $42.5K
|
3.93K
$545K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-166- 10.39% |
$34.6K - $43K
|
1.43K
$199K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-173- 6.16% |
$36K - $44.8K
|
2.63K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-175- 97.22% |
$36.4K - $45.3K
|
5
$694
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-182- 4.99% |
$37.9K - $47.2K
|
3.46K
$481K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-186- 31.79% |
$38.7K - $48.2K
|
399
$55.4K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-188- 0.38% |
$39.1K - $48.7K
|
49K
$6.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-195- 9.95% |
$40.6K - $50.5K
|
1.77K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-197- 17.75% |
$41K - $51K
|
913
$127K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 22.47% |
$41.6K - $51.8K
|
690
$95.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-204- 17.48% |
$42.5K - $52.9K
|
963
$134K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-205- 14.79% |
$42.7K - $53.1K
|
1.18K
$164K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-220- 0.71% |
$45.8K - $57K
|
30.9K
$4.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-255- 5.75% |
$53.1K - $66.1K
|
4.18K
$580K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-255- 15.75% |
$53.1K - $66.1K
|
1.36K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-267- 7.97% |
$55.6K - $69.2K
|
3.08K
$428K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-267- 26.28% |
$55.6K - $69.2K
|
749
$104K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-269- 4.74% |
$56K - $69.7K
|
5.41K
$751K
|
|
|
Apr 25, 2024
Q1 2024
|
Health Invest Partners Ab
|
SELL
|
- |
-282- 2.73% |
$58.7K - $73.1K
|
10.1K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-285- 2.82% |
$59.3K - $73.8K
|
9.83K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-289- 2.98% |
$60.2K - $74.9K
|
9.41K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-297- 5.87% |
$61.8K - $77K
|
4.77K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-300- 24.37% |
$62.5K - $77.7K
|
931
$129K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-300- 13.04% |
$62.5K - $77.7K
|
2K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-313- 22.18% |
$65.2K - $81.1K
|
1.1K
$152K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-315- 24.14% |
$65.6K - $81.6K
|
990
$137K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-326- 52.41% |
$67.9K - $84.5K
|
296
$41.1K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-331- 0.48% |
$68.9K - $85.8K
|
68.3K
$9.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-335- 26.17% |
$69.8K - $86.8K
|
945
$131K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-337- 31.2% |
$70.2K - $87.3K
|
743
$103K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-346- 2.19% |
$72K - $89.6K
|
15.5K
$2.14M
|