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 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
97+ 10.87% |
$20.2K - $25.1K
|
989
$201K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
96+ 0.31% |
$20K - $24.9K
|
30.9K
$6.29M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
95+ 1.15% |
$19.8K - $24.6K
|
8.36K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
93+ 127.4% |
$19.4K - $24.1K
|
166
$33.8K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
92+ 75.41% |
$19.2K - $23.8K
|
214
$43.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
86+ 2.52% |
$17.9K - $22.3K
|
3.51K
$713K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
84+ 3.64% |
$17.5K - $21.8K
|
2.39K
$487K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
84+ 5.18% |
$17.5K - $21.8K
|
1.71K
$347K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
81+ 1.17% |
$16.9K - $21K
|
7K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
80+ 9.21% |
$16.7K - $20.7K
|
949
$193K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
80+ 0.4% |
$16.7K - $20.7K
|
20K
$4.07M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
80+ 8.83% |
$16.7K - $20.7K
|
986
$201K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
78+ 5.38% |
$16.2K - $20.2K
|
1.53K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
76+ 0.92% |
$15.8K - $19.7K
|
8.34K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 6.71% |
$14.6K - $18.1K
|
1.11K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
70+ 0.15% |
$14.6K - $18.1K
|
47.5K
$9.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
69+ 0.06% |
$14.4K - $17.9K
|
108K
$21.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
65+ 0.34% |
$13.5K - $16.8K
|
19.1K
$3.88M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
64+ 0.79% |
$13.3K - $16.6K
|
8.16K
$1.66M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
62New |
$12.9K - $16.1K
|
62
$12.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
62+ 3.0% |
$12.9K - $16.1K
|
2.13K
$433K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
61+ 6.05% |
$12.7K - $15.8K
|
1.07K
$218K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
58+ 1.84% |
$12.1K - $15K
|
3.21K
$653K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
57+ 0.34% |
$11.9K - $14.8K
|
16.7K
$3.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
55+ 5.26% |
$11.5K - $14.3K
|
1.1K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
53+ 189.29% |
$11K - $13.7K
|
81
$16.5K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51+ 3.46% |
$10.6K - $13.2K
|
1.53K
$311K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50+ 294.12% |
$10.4K - $13K
|
67
$13.6K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 45.28% |
$10K - $12.4K
|
154
$31.3K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
46+ 4.96% |
$9.58K - $11.9K
|
973
$198K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
46+ 7.06% |
$9.58K - $11.9K
|
698
$142K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
45New |
$9.37K - $11.7K
|
45
$9.15K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
45New |
$9.37K - $11.7K
|
45
$9.15K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
42New |
$8.75K - $10.9K
|
42
$8.54K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
42+ 1.5% |
$8.75K - $10.9K
|
2.84K
$577K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
40+ 0.23% |
$8.33K - $10.4K
|
17.4K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
40+ 3.42% |
$8.33K - $10.4K
|
1.21K
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
39+ 0.12% |
$8.12K - $10.1K
|
32.1K
$6.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39+ 2.03% |
$8.12K - $10.1K
|
1.96K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
38+ 8.21% |
$7.91K - $9.85K
|
501
$102K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
37+ 2.98% |
$7.7K - $9.59K
|
1.28K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
37+ 1.24% |
$7.7K - $9.59K
|
3.02K
$613K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36+ 1.33% |
$7.5K - $9.33K
|
2.74K
$557K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
34+ 2.17% |
$7.08K - $8.81K
|
1.6K
$326K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
34+ 4.24% |
$7.08K - $8.81K
|
835
$170K
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
34+ 0.53% |
$7.08K - $8.81K
|
6.4K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.86% |
$7.08K - $8.81K
|
1.86K
$378K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33+ 12.64% |
$6.87K - $8.55K
|
294
$59.8K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
30New |
$6.25K - $7.77K
|
30
$6.1K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29New |
$6.04K - $7.51K
|
29
$5.9K
|