Purchases and Sales Made in Q1 2025 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q1 2025. 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, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-22- 13.33% |
$3.88K - $4.62K
|
143
$23.3K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-24- 1.03% |
$4.23K - $5.04K
|
2.3K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-25- 1.36% |
$4.41K - $5.25K
|
1.81K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 26.04% |
$4.41K - $5.25K
|
71
$11.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-26- 25.0% |
$4.58K - $5.46K
|
78
$12.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-28- 0.31% |
$4.94K - $5.88K
|
8.99K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-30- 2.22% |
$5.29K - $6.3K
|
1.32K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-30- 0.51% |
$5.29K - $6.3K
|
5.88K
$960K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-31- 0.64% |
$5.47K - $6.51K
|
4.83K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-32- 0.32% |
$5.64K - $6.72K
|
9.87K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 2.83% |
$5.99K - $7.14K
|
1.17K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-35- 1.24% |
$6.17K - $7.35K
|
2.79K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-41- 2.1% |
$7.23K - $8.61K
|
1.92K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43- 12.65% |
$7.58K - $9.03K
|
297
$48.5K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-45- 2.56% |
$7.93K - $9.45K
|
1.71K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-45- 0.72% |
$7.93K - $9.45K
|
6.18K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-46- 0.33% |
$8.11K - $9.66K
|
14.1K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-51- 1.96% |
$8.99K - $10.7K
|
2.55K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 2.91% |
$9.34K - $11.1K
|
1.77K
$288K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-54- 2.38% |
$9.52K - $11.3K
|
2.22K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-58- 1.85% |
$10.2K - $12.2K
|
3.09K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-64- 3.1% |
$11.3K - $13.4K
|
2K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-64- 3.91% |
$11.3K - $13.4K
|
1.57K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-65- 2.82% |
$11.5K - $13.6K
|
2.24K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-66- 0.28% |
$11.6K - $13.9K
|
23.2K
$3.79M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-70- 0.24% |
$12.3K - $14.7K
|
28.8K
$4.7M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-72- 20.0% |
$12.7K - $15.1K
|
288
$47K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-73- 4.64% |
$12.9K - $15.3K
|
1.5K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-84- 18.1% |
$14.8K - $17.6K
|
380
$62K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-86- 5.12% |
$15.2K - $18.1K
|
1.59K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-86- 2.86% |
$15.2K - $18.1K
|
2.92K
$477K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-89- 52.35% |
$15.7K - $18.7K
|
81
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-90- 0.3% |
$15.9K - $18.9K
|
29.9K
$4.88M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-91- 0.1% |
$16K - $19.1K
|
89K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-94- 7.05% |
$16.6K - $19.7K
|
1.24K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-96- 1.76% |
$16.9K - $20.2K
|
5.37K
$876K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-100- 2.08% |
$17.6K - $21K
|
4.7K
$768K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-105- 1.12% |
$18.5K - $22K
|
9.25K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-109- 6.72% |
$19.2K - $22.9K
|
1.51K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-109- 6.73% |
$19.2K - $22.9K
|
1.51K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-112- 1.36% |
$19.7K - $23.5K
|
8.11K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-114- 2.15% |
$20.1K - $23.9K
|
5.18K
$845K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-115- 7.91% |
$20.3K - $24.1K
|
1.34K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-122- 7.14% |
$21.5K - $25.6K
|
1.59K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-126- 8.41% |
$22.2K - $26.5K
|
1.37K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-126- 93.33% |
$22.2K - $26.5K
|
9
$1.47K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-130- 74.71% |
$22.9K - $27.3K
|
44
$7.18K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-130- 8.23% |
$22.9K - $27.3K
|
1.45K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-132- 32.92% |
$23.3K - $27.7K
|
269
$43.9K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-133- 28.54% |
$23.4K - $27.9K
|
333
$54.4K
|