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 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
233+ 11.85% |
$48.5K - $60.4K
|
2.2K
$434K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
229+ 2.88% |
$47.7K - $59.3K
|
8.19K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
229+ 0.7% |
$47.7K - $59.3K
|
33.1K
$6.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
227+ 582.05% |
$47.3K - $58.8K
|
266
$52.5K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
226+ 3.45% |
$47.1K - $58.6K
|
6.79K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
220+ 323.53% |
$45.8K - $57K
|
288
$56.8K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
215+ 20.63% |
$44.8K - $55.7K
|
1.26K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
214+ 362.71% |
$44.6K - $55.4K
|
273
$53.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
213+ 18.8% |
$44.4K - $55.2K
|
1.35K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
205+ 1576.92% |
$42.7K - $53.1K
|
218
$43K
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
205+ 0.23% |
$42.7K - $53.1K
|
90.9K
$17.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
202+ 12.05% |
$42.1K - $52.3K
|
1.88K
$371K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
201+ 8.96% |
$41.9K - $52.1K
|
2.45K
$483K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 6.52% |
$41.6K - $51.8K
|
3.27K
$645K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
200+ 7.64% |
$41.6K - $51.8K
|
2.82K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
195+ 5.82% |
$40.6K - $50.5K
|
3.55K
$700K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
194+ 6.78% |
$40.4K - $50.3K
|
3.06K
$603K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
192+ 1.0% |
$40K - $49.7K
|
19.4K
$3.83M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
190+ 10.5% |
$39.6K - $49.2K
|
2K
$395K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
188+ 12.48% |
$39.1K - $48.7K
|
1.7K
$335K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
187+ 8.49% |
$38.9K - $48.5K
|
2.39K
$471K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
186+ 8.02% |
$38.7K - $48.2K
|
2.5K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
182+ 83.87% |
$37.9K - $47.2K
|
399
$78.7K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
176+ 5.46% |
$36.6K - $45.6K
|
3.4K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
175+ 3.35% |
$36.4K - $45.3K
|
5.41K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
169+ 5.67% |
$35.2K - $43.8K
|
3.15K
$621K
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
165+ 2.87% |
$34.4K - $42.8K
|
5.92K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
165+ 27.55% |
$34.4K - $42.8K
|
764
$151K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 6.22% |
$32.3K - $40.2K
|
2.65K
$522K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
150+ 11.77% |
$31.2K - $38.9K
|
1.42K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
148+ 6.05% |
$30.8K - $38.3K
|
2.59K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
143+ 12.36% |
$29.8K - $37.1K
|
1.3K
$257K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
141+ 9.88% |
$29.4K - $36.5K
|
1.57K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
135+ 2.18% |
$28.1K - $35K
|
6.33K
$1.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
128+ 4.59% |
$26.7K - $33.2K
|
2.92K
$576K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
127New |
$26.4K - $32.9K
|
127
$25.1K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
126+ 1.5% |
$26.2K - $32.6K
|
8.52K
$1.68M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
124New |
$25.8K - $32.1K
|
124
$24.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
123+ 5.56% |
$25.6K - $31.9K
|
2.34K
$461K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
116+ 29.37% |
$24.2K - $30.1K
|
511
$101K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
114+ 0.13% |
$23.7K - $29.5K
|
88.6K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
114+ 75.5% |
$23.7K - $29.5K
|
265
$52.3K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
112+ 10.44% |
$23.3K - $29K
|
1.19K
$234K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
111+ 13.28% |
$23.1K - $28.8K
|
947
$187K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
106+ 4.52% |
$22.1K - $27.5K
|
2.45K
$484K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
103+ 1.25% |
$21.4K - $26.7K
|
8.36K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
100+ 5.24% |
$20.8K - $25.9K
|
2.01K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
100+ 5.34% |
$20.8K - $25.9K
|
1.97K
$390K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98+ 8.29% |
$20.4K - $25.4K
|
1.28K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
97+ 10.87% |
$20.2K - $25.1K
|
989
$195K
|