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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 7.05% |
$212K - $264K
|
15.5K
$2.98M
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.01KNew |
$210K - $261K
|
1.01K
$194K
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1K+ 40.17% |
$209K - $260K
|
3.5K
$674K
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1K+ 14.92% |
$208K - $259K
|
7.7K
$1.48M
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
1KNew |
$208K - $259K
|
1K
$193K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
993+ 111.7% |
$207K - $257K
|
1.88K
$363K
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
986New |
$205K - $255K
|
986
$190K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
985+ 28.31% |
$205K - $255K
|
4.46K
$860K
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
984+ 81.32% |
$205K - $255K
|
2.19K
$423K
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
961+ 23.19% |
$200K - $249K
|
5.11K
$984K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
950+ 122.42% |
$198K - $246K
|
1.73K
$333K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
943+ 129.0% |
$196K - $244K
|
1.67K
$323K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
931+ 75.88% |
$194K - $241K
|
2.16K
$416K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
921New |
$192K - $239K
|
921
$177K
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
920+ 4.68% |
$192K - $238K
|
20.6K
$3.96M
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
914New |
$190K - $237K
|
914
$176K
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
914New |
$190K - $237K
|
914
$176K
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
909+ 2.27% |
$189K - $236K
|
41K
$7.89M
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
898New |
$187K - $233K
|
898
$173K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
892+ 17.03% |
$186K - $231K
|
6.13K
$1.18M
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
879+ 5.92% |
$183K - $228K
|
15.7K
$3.03M
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
878New |
$183K - $227K
|
878
$169K
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
870New |
$181K - $225K
|
870
$168K
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
870New |
$181K - $225K
|
870
$168K
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
863+ 66.64% |
$180K - $224K
|
2.16K
$416K
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
860New |
$179K - $223K
|
860
$166K
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
852New |
$177K - $221K
|
852
$164K
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
851+ 1.65% |
$177K - $220K
|
52.4K
$10.1M
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
846New |
$176K - $219K
|
846
$163K
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
843New |
$176K - $218K
|
843
$162K
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
841+ 1.27% |
$175K - $218K
|
66.9K
$12.9M
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
836New |
$174K - $217K
|
836
$161K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
833New |
$173K - $216K
|
833
$161K
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
828New |
$172K - $215K
|
828
$160K
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
819+ 1.7% |
$171K - $212K
|
48.9K
$9.42M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
817New |
$170K - $212K
|
817
$157K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
806New |
$168K - $209K
|
806
$155K
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
800+ 7.02% |
$167K - $207K
|
12.2K
$2.35M
|
|
May 02, 2024
Q1 2024
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
800New |
$167K - $207K
|
800
$154K
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
791New |
$165K - $205K
|
791
$152K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
786+ 4.47% |
$164K - $204K
|
18.4K
$3.54M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
750New |
$156K - $194K
|
750
$145K
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
742+ 4.03% |
$155K - $192K
|
19.2K
$3.69M
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
738+ 80.22% |
$154K - $191K
|
1.66K
$319K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
710+ 12.92% |
$148K - $184K
|
6.21K
$1.2M
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
707+ 0.6% |
$147K - $183K
|
119K
$22.9M
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
703+ 3.33% |
$146K - $182K
|
21.8K
$4.2M
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
687New |
$143K - $178K
|
687
$132K
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
672+ 4.2% |
$140K - $174K
|
16.7K
$3.21M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
669+ 106.36% |
$139K - $173K
|
1.3K
$250K
|