Purchases and Sales Made in Q2 2022 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 2022. 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, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 47.37% |
$1.77K - $2.27K
|
28
$5.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9New |
$1.77K - $2.27K
|
9
$1.73K
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 0.29% |
$1.77K - $2.27K
|
3.13K
$603K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8New |
$1.57K - $2.02K
|
8
$1.54K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$1.57K - $2.02K
|
8
$1.54K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.11% |
$1.38K - $1.77K
|
6.32K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
7+ 0.01% |
$1.38K - $1.77K
|
71.7K
$13.8M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 10.0% |
$1.18K - $1.51K
|
66
$12.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 10.53% |
$1.18K - $1.51K
|
63
$12.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 1.02% |
$1.18K - $1.51K
|
593
$114K
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.27% |
$786 - $1.01K
|
1.46K
$282K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$786 - $1.01K
|
4
$771
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 26.67% |
$786 - $1.01K
|
19
$3.66K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$393 - $505
|
2
$385
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 50.0% |
$393 - $505
|
6
$1.16K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$196 - $252
|
1
$193
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
1+ 4.76% |
$196 - $252
|
22
$4.24K
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 1.56% |
$196 - $252
|
65
$12.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 0.11% |
$196 - $252
|
893
$172K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1- 0.05% |
$196 - $252
|
1.82K
$351K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 0.28% |
$393 - $505
|
717
$138K
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-2- 0.17% |
$393 - $505
|
1.17K
$224K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2- 1.27% |
$393 - $505
|
156
$30.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2- 0.13% |
$393 - $505
|
1.48K
$285K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2Closed |
$393 - $505
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 66.67% |
$393 - $505
|
1
$193
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 2.13% |
$393 - $505
|
92
$17.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3- 6.0% |
$589 - $757
|
47
$9.06K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.29% |
$786 - $1.01K
|
1.37K
$263K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-5- 83.33% |
$982 - $1.26K
|
1
$193
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-5- 5.68% |
$982 - $1.26K
|
83
$16K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-6- 5.22% |
$1.18K - $1.51K
|
109
$21K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 87.5% |
$1.38K - $1.77K
|
1
$193
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 1.26% |
$1.38K - $1.77K
|
547
$105K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7- 0.27% |
$1.38K - $1.77K
|
2.6K
$501K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-8- 0.06% |
$1.57K - $2.02K
|
14.3K
$2.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-8Closed |
$1.57K - $2.02K
|
0
$0
|
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-8- 0.77% |
$1.57K - $2.02K
|
1.04K
$199K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-8- 0.54% |
$1.57K - $2.02K
|
1.48K
$285K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-9Closed |
$1.77K - $2.27K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11- 0.96% |
$2.16K - $2.78K
|
1.13K
$218K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11- 2.89% |
$2.16K - $2.78K
|
369
$71.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-11- 1.05% |
$2.16K - $2.78K
|
1.04K
$199K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-12- 1.13% |
$2.36K - $3.03K
|
1.05K
$203K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 41.94% |
$2.55K - $3.28K
|
18
$3.47K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-14- 1.15% |
$2.75K - $3.53K
|
1.21K
$233K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-14Closed |
$2.75K - $3.53K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-15- 2.29% |
$2.95K - $3.78K
|
641
$124K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-16- 0.8% |
$3.14K - $4.04K
|
1.98K
$382K
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-16- 50.0% |
$3.14K - $4.04K
|
16
$3.08K
|