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 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
672+ 4.2% |
$140K - $174K
|
16.7K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
669+ 106.36% |
$139K - $173K
|
1.3K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
649+ 5.65% |
$135K - $168K
|
12.1K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
622New |
$130K - $161K
|
622
$123K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
619New |
$129K - $160K
|
619
$122K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
618+ 2.94% |
$129K - $160K
|
21.6K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
581+ 16.6% |
$121K - $151K
|
4.08K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
580+ 21.63% |
$121K - $150K
|
3.26K
$644K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
568+ 1.61% |
$118K - $147K
|
35.8K
$7.06M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
556+ 0.67% |
$116K - $144K
|
83.9K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
537+ 2.2% |
$112K - $139K
|
24.9K
$4.92M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
534New |
$111K - $138K
|
534
$105K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
520+ 5.45% |
$108K - $135K
|
10.1K
$1.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
488+ 9.52% |
$102K - $126K
|
5.61K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
476+ 3.3% |
$99.1K - $123K
|
14.9K
$2.94M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
474+ 1.35% |
$98.7K - $123K
|
35.5K
$7M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
469+ 43.87% |
$97.7K - $122K
|
1.54K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
468+ 10.15% |
$97.5K - $121K
|
5.08K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
460+ 33.05% |
$95.8K - $119K
|
1.85K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
457+ 2.58% |
$95.2K - $118K
|
18.2K
$3.58M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
452+ 9.26% |
$94.1K - $117K
|
5.33K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
440+ 6.12% |
$91.6K - $114K
|
7.63K
$1.5M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
436+ 13.92% |
$90.8K - $113K
|
3.57K
$704K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
430+ 17.98% |
$89.5K - $111K
|
2.82K
$557K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
429+ 33.75% |
$89.3K - $111K
|
1.7K
$336K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
403+ 4.4% |
$83.9K - $104K
|
9.57K
$1.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
398+ 5.71% |
$82.9K - $103K
|
7.37K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
395+ 13.55% |
$82.3K - $102K
|
3.31K
$653K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
388+ 0.55% |
$80.8K - $101K
|
70.8K
$14M
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
382New |
$79.5K - $99K
|
382
$75.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
377+ 3.92% |
$78.5K - $97.7K
|
9.99K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
362+ 21.97% |
$75.4K - $93.8K
|
2.01K
$397K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
360+ 11.99% |
$75K - $93.3K
|
3.36K
$664K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
350+ 23.97% |
$72.9K - $90.7K
|
1.81K
$357K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
345New |
$71.8K - $89.4K
|
345
$68.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
324+ 2.67% |
$67.5K - $83.9K
|
12.5K
$2.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
323+ 10.92% |
$67.3K - $83.7K
|
3.28K
$647K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
300+ 5.36% |
$62.5K - $77.7K
|
5.9K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
286+ 12.85% |
$59.6K - $74.1K
|
2.51K
$496K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
286+ 9.37% |
$59.6K - $74.1K
|
3.34K
$659K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
284+ 99.65% |
$59.1K - $73.6K
|
569
$112K
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
265+ 39.61% |
$55.2K - $68.7K
|
934
$184K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
254New |
$52.9K - $65.8K
|
254
$50.1K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
253+ 1.9% |
$52.7K - $65.6K
|
13.6K
$2.67M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
253+ 3.95% |
$52.7K - $65.6K
|
6.66K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
243+ 25.91% |
$50.6K - $63K
|
1.18K
$233K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
243+ 2.68% |
$50.6K - $63K
|
9.3K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
239+ 5.61% |
$49.8K - $61.9K
|
4.5K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
235+ 12.32% |
$48.9K - $60.9K
|
2.14K
$423K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
233+ 107.37% |
$48.5K - $60.4K
|
450
$88.8K
|