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 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
433+ 19.5% |
$85.8K - $107K
|
2.65K
$623K
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
421+ 34.51% |
$83.4K - $104K
|
1.64K
$385K
|
|
Aug 09, 2021
Q2 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
419+ 3.81% |
$83K - $103K
|
11.4K
$2.68M
|
|
Aug 13, 2021
Q2 2021
|
Bamco Inc
New York, NY |
BUY
|
- |
396+ 13.28% |
$78.4K - $97.7K
|
3.38K
$793K
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
385+ 16.03% |
$76.3K - $95K
|
2.79K
$654K
|
|
Aug 09, 2021
Q2 2021
|
Papp L Roy & Associates
|
BUY
|
- |
385+ 13.58% |
$76.3K - $95K
|
3.22K
$756K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
382+ 1.21% |
$75.7K - $94.3K
|
31.9K
$7.49M
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
371+ 14.94% |
$73.5K - $91.6K
|
2.86K
$670K
|
|
Aug 10, 2021
Q2 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
358+ 9.92% |
$70.9K - $88.3K
|
3.97K
$931K
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
353+ 5.82% |
$69.9K - $87.1K
|
6.42K
$1.51M
|
|
Aug 17, 2021
Q2 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
331New |
$65.6K - $81.7K
|
331
$77.7K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
330+ 18.62% |
$65.4K - $81.4K
|
2.1K
$493K
|
|
Aug 10, 2021
Q2 2021
|
Empirical Finance, LLC
|
BUY
|
- |
325+ 18.27% |
$64.4K - $80.2K
|
2.1K
$494K
|
|
Jul 30, 2021
Q2 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
298+ 0.45% |
$59K - $73.5K
|
66.7K
$15.7M
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
283+ 1.54% |
$56.1K - $69.8K
|
18.7K
$4.38M
|
|
Jul 21, 2021
Q2 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
270+ 1.87% |
$53.5K - $66.6K
|
14.7K
$3.46M
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
268+ 17.09% |
$53.1K - $66.1K
|
1.84K
$431K
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
BUY
|
- |
248+ 23.26% |
$49.1K - $61.2K
|
1.31K
$308K
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
247+ 6.64% |
$48.9K - $61K
|
3.97K
$931K
|
|
Aug 16, 2021
Q2 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
246+ 11.06% |
$48.7K - $60.7K
|
2.47K
$580K
|
|
Aug 06, 2021
Q2 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
244+ 0.98% |
$48.3K - $60.2K
|
25K
$5.88M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
228+ 6.7% |
$45.2K - $56.3K
|
3.63K
$852K
|
|
Aug 16, 2021
Q2 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
225New |
$44.6K - $55.5K
|
225
$52.8K
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
221+ 107.28% |
$43.8K - $54.5K
|
427
$100K
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
215+ 39.45% |
$42.6K - $53.1K
|
760
$178K
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
209New |
$41.4K - $51.6K
|
209
$49.1K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
206+ 82.4% |
$40.8K - $50.8K
|
456
$107K
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
205+ 10.74% |
$40.6K - $50.6K
|
2.11K
$496K
|
|
Aug 09, 2021
Q2 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
203+ 8.47% |
$40.2K - $50.1K
|
2.6K
$610K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
200New |
$39.6K - $49.4K
|
200
$46.9K
|
|
Jul 27, 2021
Q2 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.09% |
$39.6K - $49.4K
|
215K
$50.4M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
199+ 765.38% |
$39.4K - $49.1K
|
225
$52.8K
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
BUY
|
- |
198+ 4.22% |
$39.2K - $48.9K
|
4.89K
$1.15M
|
|
Jul 19, 2021
Q2 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
197+ 13.13% |
$39K - $48.6K
|
1.7K
$398K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
197+ 28.51% |
$39K - $48.6K
|
888
$208K
|
|
Jul 22, 2021
Q2 2021
|
Chicago Capital, LLC
|
BUY
|
- |
188+ 3.48% |
$37.2K - $46.4K
|
5.6K
$1.31M
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
188+ 1.5% |
$37.2K - $46.4K
|
12.8K
$2.99M
|
|
Aug 12, 2021
Q2 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
187+ 3.37% |
$37K - $46.1K
|
5.74K
$1.35M
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
171+ 5.35% |
$33.9K - $42.2K
|
3.37K
$790K
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
163+ 13.47% |
$32.3K - $40.2K
|
1.37K
$322K
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
159+ 6.0% |
$31.5K - $39.2K
|
2.81K
$660K
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
156+ 0.08% |
$30.9K - $38.5K
|
202K
$47.4M
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150+ 42.86% |
$29.7K - $37K
|
500
$117K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
150+ 20.0% |
$29.7K - $37K
|
900
$211K
|
|
Aug 16, 2021
Q2 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
150+ 0.21% |
$29.7K - $37K
|
71.1K
$16.7M
|
|
Jul 23, 2021
Q2 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
148+ 0.15% |
$29.3K - $36.5K
|
97K
$22.8M
|
|
Jul 20, 2021
Q2 2021
|
Eastern Bank
|
BUY
|
- |
148+ 0.19% |
$29.3K - $36.5K
|
78.4K
$18.4M
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
147+ 2.28% |
$29.1K - $36.3K
|
6.6K
$1.55M
|
|
Aug 12, 2021
Q2 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
141+ 29.87% |
$27.9K - $34.8K
|
613
$144K
|
|
Jul 27, 2021
Q2 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
137+ 7.71% |
$27.1K - $33.8K
|
1.91K
$449K
|