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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
271+ 7.49% |
$47.8K - $56.9K
|
3.89K
$635K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
267+ 17.26% |
$47.1K - $56.1K
|
1.81K
$296K
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
265+ 4.1% |
$46.7K - $55.6K
|
6.73K
$1.1M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
246+ 11.58% |
$43.4K - $51.7K
|
2.37K
$387K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
231+ 12.56% |
$40.7K - $48.5K
|
2.07K
$338K
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
226+ 19.93% |
$39.8K - $47.5K
|
1.36K
$222K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
224+ 0.66% |
$39.5K - $47K
|
34K
$5.54M
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
207+ 178.45% |
$36.5K - $43.5K
|
323
$52.7K
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
197+ 5.84% |
$34.7K - $41.4K
|
3.57K
$582K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
185New |
$32.6K - $38.8K
|
185
$30.2K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
182+ 10.87% |
$32.1K - $38.2K
|
1.86K
$303K
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
181+ 0.81% |
$31.9K - $38K
|
22.4K
$3.66M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
178+ 6.11% |
$31.4K - $37.4K
|
3.09K
$504K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
174+ 42.86% |
$30.7K - $36.5K
|
580
$94.7K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
155+ 69.82% |
$27.3K - $32.5K
|
377
$61.5K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
155+ 0.32% |
$27.3K - $32.5K
|
49.2K
$8.02M
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
154+ 3.52% |
$27.2K - $32.3K
|
4.52K
$739K
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
153+ 7.69% |
$27K - $32.1K
|
2.14K
$350K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
152+ 2.44% |
$26.8K - $31.9K
|
6.37K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
151+ 5.69% |
$26.6K - $31.7K
|
2.8K
$458K
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
148+ 2.84% |
$26.1K - $31.1K
|
5.36K
$875K
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
148+ 2.32% |
$26.1K - $31.1K
|
6.54K
$1.07M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
145New |
$25.6K - $30.4K
|
145
$23.7K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
144+ 109.92% |
$25.4K - $30.2K
|
275
$44.9K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
143+ 0.34% |
$25.2K - $30K
|
41.7K
$6.8M
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
137+ 2.0% |
$24.2K - $28.8K
|
7K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
131+ 436.67% |
$23.1K - $27.5K
|
161
$26.3K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
130+ 295.45% |
$22.9K - $27.3K
|
174
$28.4K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
119+ 1.8% |
$21K - $25K
|
6.73K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
119+ 1.22% |
$21K - $25K
|
9.91K
$1.62M
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
107New |
$18.9K - $22.5K
|
107
$17.5K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$17.6K - $21K
|
100
$16.3K
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 34.48% |
$17.6K - $21K
|
390
$63.7K
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
100New |
$17.6K - $21K
|
100
$16.3K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100+ 11.67% |
$17.6K - $21K
|
957
$156K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
98+ 22.37% |
$17.3K - $20.6K
|
536
$87.5K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
98+ 40.66% |
$17.3K - $20.6K
|
339
$55.3K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96+ 5.59% |
$16.9K - $20.2K
|
1.81K
$296K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 281.25% |
$15.9K - $18.9K
|
122
$19.9K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 466.67% |
$14.8K - $17.6K
|
102
$16.7K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
81+ 15.0% |
$14.3K - $17K
|
621
$101K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
76+ 66.09% |
$13.4K - $16K
|
191
$31.2K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
75+ 133.93% |
$13.2K - $15.7K
|
131
$21.4K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
72+ 4.16% |
$12.7K - $15.1K
|
1.8K
$294K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
72New |
$12.7K - $15.1K
|
72
$11.8K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
71New |
$12.5K - $14.9K
|
71
$11.6K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
69+ 4.9% |
$12.2K - $14.5K
|
1.48K
$241K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
68New |
$12K - $14.3K
|
68
$11.1K
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
67+ 1.6% |
$11.8K - $14.1K
|
4.26K
$695K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
64+ 2.67% |
$11.3K - $13.4K
|
2.46K
$401K
|