Purchases and Sales Made in Q2 2021 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.97K+ 160.15% |
$391K - $487K
|
3.21K
$618K
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.96K+ 2.58% |
$389K - $484K
|
78.1K
$15.1M
|
|
|
Aug 05, 2021
Q2 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.96KNew |
$388K - $483K
|
1.96K
$377K
|
|
|
Aug 09, 2021
Q2 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.95K+ 9.94% |
$385K - $480K
|
21.5K
$4.14M
|
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.92KNew |
$380K - $474K
|
1.92K
$370K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.91K+ 3.99% |
$378K - $471K
|
49.8K
$9.59M
|
|
|
Jul 21, 2021
Q2 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.9K+ 18.34% |
$377K - $469K
|
12.3K
$2.36M
|
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.9K+ 0.35% |
$376K - $468K
|
536K
$103M
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.87K+ 3.22% |
$371K - $462K
|
60.1K
$11.6M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.81KNew |
$358K - $447K
|
1.81K
$349K
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.79KNew |
$354K - $440K
|
1.79K
$344K
|
|
|
Aug 13, 2021
Q2 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.77K+ 5.78% |
$351K - $438K
|
32.4K
$6.25M
|
|
|
Aug 06, 2021
Q2 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.76K+ 1.21% |
$349K - $434K
|
148K
$28.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.75K+ 16.58% |
$347K - $432K
|
12.3K
$2.37M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.75K+ 3.17% |
$346K - $431K
|
56.7K
$10.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.62K+ 1.24% |
$320K - $399K
|
132K
$25.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Inverness Counsel LLC
|
BUY
|
- |
1.52KNew |
$301K - $375K
|
1.52K
$293K
|
|
|
Aug 16, 2021
Q2 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.5KNew |
$298K - $371K
|
1.5K
$290K
|
|
|
Aug 16, 2021
Q2 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.5KNew |
$297K - $370K
|
1.5K
$289K
|
|
|
Jul 13, 2021
Q2 2021
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.5K+ 13.27% |
$297K - $370K
|
12.8K
$2.47M
|
|
|
Jul 28, 2021
Q2 2021
|
Pendal Group LTD
|
BUY
|
- |
1.48KNew |
$293K - $364K
|
1.48K
$285K
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.48KNew |
$292K - $364K
|
1.48K
$284K
|
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.41K+ 3.92% |
$278K - $347K
|
37.3K
$7.18M
|
|
|
Aug 12, 2021
Q2 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.38K+ 49.93% |
$274K - $341K
|
4.15K
$800K
|
|
|
Aug 13, 2021
Q2 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.31KNew |
$259K - $323K
|
1.31K
$252K
|
|
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.27KNew |
$252K - $314K
|
1.27K
$245K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.17KNew |
$232K - $289K
|
1.17K
$226K
|
|
|
Aug 11, 2021
Q2 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.15KNew |
$227K - $283K
|
1.15K
$221K
|
|
|
Aug 11, 2021
Q2 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$227K - $282K
|
1.14K
$220K
|
|
|
Aug 10, 2021
Q2 2021
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
1.12KNew |
$222K - $276K
|
1.12K
$216K
|
|
|
Aug 13, 2021
Q2 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.11KNew |
$220K - $274K
|
1.11K
$214K
|
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.07K+ 35.41% |
$213K - $265K
|
4.1K
$791K
|
|
|
Mar 21, 2022
Q2 2021
|
Humankind Investments LLC
|
BUY
|
- |
1.07K+ 47.03% |
$212K - $264K
|
3.34K
$643K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.07KNew |
$211K - $263K
|
1.07K
$206K
|
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.06KNew |
$211K - $262K
|
1.06K
$205K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.05KNew |
$209K - $260K
|
1.05K
$203K
|
|
|
Aug 09, 2021
Q2 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.05KNew |
$208K - $259K
|
1.05K
$203K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1.04KNew |
$206K - $257K
|
1.04K
$201K
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.04KNew |
$206K - $256K
|
1.04K
$200K
|
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$203K - $253K
|
1.03K
$198K
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.02KNew |
$202K - $251K
|
1.02K
$196K
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.02KNew |
$201K - $250K
|
1.02K
$196K
|
|
|
Aug 16, 2021
Q2 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.01KNew |
$201K - $250K
|
1.01K
$195K
|
|
|
Aug 11, 2021
Q2 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
993New |
$197K - $245K
|
993
$191K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
985New |
$195K - $243K
|
985
$190K
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
983New |
$195K - $243K
|
983
$189K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
982+ 20.39% |
$194K - $242K
|
5.8K
$1.12M
|
|
|
Aug 16, 2021
Q2 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
981New |
$194K - $242K
|
981
$189K
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
965New |
$191K - $238K
|
965
$186K
|
|
|
Jul 22, 2021
Q2 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
952New |
$189K - $235K
|
952
$183K
|