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 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19+ 1.78% |
$3.76K - $4.69K
|
1.09K
$255K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19New |
$3.76K - $4.69K
|
19
$4.46K
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 6.0% |
$3.57K - $4.44K
|
318
$74.6K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 9.77% |
$3.37K - $4.2K
|
191
$44.8K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
16New |
$3.17K - $3.95K
|
16
$3.76K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 2.29% |
$2.77K - $3.45K
|
626
$147K
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13New |
$2.57K - $3.21K
|
13
$3.05K
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
13+ 6.47% |
$2.57K - $3.21K
|
214
$50.2K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.98% |
$2.18K - $2.71K
|
1.14K
$267K
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.02% |
$1.98K - $2.47K
|
52.6K
$12.4M
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
9+ 4.62% |
$1.78K - $2.22K
|
204
$47.9K
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 1.13% |
$1.78K - $2.22K
|
808
$190K
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$1.58K - $1.97K
|
8
$1.88K
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
8+ 0.35% |
$1.58K - $1.97K
|
2.3K
$541K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.21% |
$1.39K - $1.73K
|
3.32K
$779K
|
|
Aug 13, 2021
Q2 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
6+ 0.44% |
$1.19K - $1.48K
|
1.36K
$319K
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$1.19K - $1.48K
|
6
$1.41K
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 1.72% |
$990 - $1.23K
|
295
$69.2K
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
5+ 8.06% |
$990 - $1.23K
|
67
$15.7K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$990 - $1.23K
|
5
$1.17K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 17.39% |
$792 - $987
|
27
$6.34K
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 3.19% |
$594 - $740
|
97
$22.8K
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2New |
$396 - $494
|
2
$469
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
2+ 0.05% |
$396 - $494
|
3.83K
$898K
|
|
Jul 15, 2021
Q2 2021
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$396 - $494
|
2
$469
|
|
Jul 13, 2021
Q2 2021
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2- 0.78% |
$396 - $494
|
256
$60.1K
|
|
Jul 16, 2021
Q2 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-2- 0.11% |
$396 - $494
|
1.8K
$423K
|
|
Aug 06, 2021
Q2 2021
|
Eulav Asset Management
|
SELL
|
- |
-2- -0.0% |
$396 - $494
|
72.5K
$17M
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-3- 3.16% |
$594 - $740
|
92
$21.6K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4- 0.38% |
$792 - $987
|
1.06K
$249K
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-6- 0.5% |
$1.19K - $1.48K
|
1.19K
$280K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6- 9.09% |
$1.19K - $1.48K
|
60
$14.1K
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7- 0.57% |
$1.39K - $1.73K
|
1.21K
$284K
|
|
Aug 09, 2021
Q2 2021
|
Gam Holding Ag
|
SELL
|
- |
-8- 0.06% |
$1.58K - $1.97K
|
13.6K
$3.2M
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 14.52% |
$1.78K - $2.22K
|
53
$12.4K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-9Closed |
$1.78K - $2.22K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-13- 1.15% |
$2.57K - $3.21K
|
1.12K
$262K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17- 0.46% |
$3.37K - $4.2K
|
3.67K
$861K
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-18- 1.07% |
$3.57K - $4.44K
|
1.67K
$391K
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
SELL
|
- |
-18- 1.28% |
$3.57K - $4.44K
|
1.39K
$326K
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.48% |
$3.76K - $4.69K
|
3.98K
$933K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 0.26% |
$4.16K - $5.18K
|
8.03K
$1.88M
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-21- 1.96% |
$4.16K - $5.18K
|
1.05K
$246K
|
|
Aug 16, 2021
Q2 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-22- 0.26% |
$4.36K - $5.43K
|
8.34K
$1.96M
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-24- 19.2% |
$4.75K - $5.92K
|
101
$23.7K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-24- 1.72% |
$4.75K - $5.92K
|
1.37K
$322K
|
|
Jul 30, 2021
Q2 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.47% |
$4.95K - $6.17K
|
5.3K
$1.24M
|
|
Aug 11, 2021
Q2 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-25- 0.12% |
$4.95K - $6.17K
|
20.7K
$4.85M
|
|
Aug 11, 2021
Q2 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-27- 1.18% |
$5.35K - $6.66K
|
2.25K
$529K
|