Purchases and Sales Made in Q2 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 2023. 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, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 11.36% |
$918 - $1.12K
|
39
$7.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6- 0.23% |
$1.1K - $1.35K
|
2.66K
$512K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 6.02% |
$1.47K - $1.8K
|
125
$24.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 6.61% |
$1.47K - $1.8K
|
113
$21.8K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 13.51% |
$1.84K - $2.25K
|
64
$12.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-10- 0.43% |
$1.84K - $2.25K
|
2.29K
$441K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12- 1.94% |
$2.2K - $2.7K
|
608
$117K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14- 15.38% |
$2.57K - $3.15K
|
77
$14.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-14- 0.39% |
$2.57K - $3.15K
|
3.55K
$684K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-14- 0.45% |
$2.57K - $3.15K
|
3.07K
$592K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-14- 0.13% |
$2.57K - $3.15K
|
11K
$2.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 2.48% |
$2.75K - $3.37K
|
589
$113K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-17- 0.5% |
$3.12K - $3.82K
|
3.36K
$648K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 0.21% |
$3.31K - $4.05K
|
8.62K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18- 2.4% |
$3.31K - $4.05K
|
733
$141K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20- 0.7% |
$3.67K - $4.5K
|
2.85K
$549K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-20- 0.67% |
$3.67K - $4.5K
|
2.97K
$572K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-21- 0.26% |
$3.86K - $4.72K
|
7.97K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-21- 1.02% |
$3.86K - $4.72K
|
2.05K
$394K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23- 6.5% |
$4.22K - $5.17K
|
331
$63.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-23- 1.51% |
$4.22K - $5.17K
|
1.5K
$288K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25- 1.91% |
$4.59K - $5.62K
|
1.29K
$248K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-26- 30.23% |
$4.78K - $5.84K
|
60
$11.6K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-27- 36.49% |
$4.96K - $6.07K
|
47
$9.06K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-28- 1.6% |
$5.14K - $6.29K
|
1.73K
$333K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-32Closed |
$5.88K - $7.19K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-33- 0.24% |
$6.06K - $7.42K
|
13.7K
$2.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 0.41% |
$7.16K - $8.77K
|
9.5K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-41- 3.78% |
$7.53K - $9.22K
|
1.04K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-42- 3.09% |
$7.71K - $9.44K
|
1.32K
$254K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-45- 1.15% |
$8.26K - $10.1K
|
3.86K
$743K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-48- 2.6% |
$8.82K - $10.8K
|
1.8K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-49- 1.74% |
$9K - $11K
|
2.77K
$534K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-53- 2.13% |
$9.73K - $11.9K
|
2.43K
$468K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-54- 4.08% |
$9.92K - $12.1K
|
1.27K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-56- 21.96% |
$10.3K - $12.6K
|
199
$38.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-57- 5.33% |
$10.5K - $12.8K
|
1.01K
$195K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-57- 8.41% |
$10.5K - $12.8K
|
621
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-58- 1.47% |
$10.7K - $13K
|
3.9K
$751K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59- 64.13% |
$10.8K - $13.3K
|
33
$6.36K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-70- 21.54% |
$12.9K - $15.7K
|
255
$49.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-70- 1.45% |
$12.9K - $15.7K
|
4.76K
$918K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-72- 4.1% |
$13.2K - $16.2K
|
1.68K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-73- 4.61% |
$13.4K - $16.4K
|
1.51K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-74- 5.07% |
$13.6K - $16.6K
|
1.39K
$267K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-85- 2.68% |
$15.6K - $19.1K
|
3.09K
$595K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-94- 0.45% |
$17.3K - $21.1K
|
20.8K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-99- 3.07% |
$18.2K - $22.3K
|
3.13K
$602K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-101- 9.93% |
$18.5K - $22.7K
|
916
$176K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-102- 0.7% |
$18.7K - $22.9K
|
14.4K
$2.77M
|