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 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-94- 0.45% |
$17.3K - $21.1K
|
20.8K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-99- 3.07% |
$18.2K - $22.3K
|
3.13K
$510K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-101- 9.93% |
$18.5K - $22.7K
|
916
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-102- 5.93% |
$18.7K - $22.9K
|
1.62K
$264K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-102- 0.7% |
$18.7K - $22.9K
|
14.4K
$2.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-106- 4.9% |
$19.5K - $23.8K
|
2.06K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-108- 2.9% |
$19.8K - $24.3K
|
3.62K
$591K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-108- 75.0% |
$19.8K - $24.3K
|
36
$5.88K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-115- 1.76% |
$21.1K - $25.8K
|
6.41K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-115- 1.68% |
$21.1K - $25.8K
|
6.73K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-121- 0.37% |
$22.2K - $27.2K
|
33K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-122- 33.42% |
$22.4K - $27.4K
|
243
$39.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-127- 5.26% |
$23.3K - $28.5K
|
2.29K
$373K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-127- 5.57% |
$23.3K - $28.5K
|
2.15K
$351K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-130- 10.3% |
$23.9K - $29.2K
|
1.13K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-132- 19.33% |
$24.2K - $29.7K
|
551
$90K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-133- 1.95% |
$24.4K - $29.9K
|
6.7K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-135- 2.13% |
$24.8K - $30.3K
|
6.21K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-138- 10.46% |
$25.3K - $31K
|
1.18K
$193K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-156- 9.02% |
$28.7K - $35.1K
|
1.57K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-160- 3.43% |
$29.4K - $36K
|
4.5K
$735K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-163- 0.46% |
$29.9K - $36.6K
|
35.4K
$5.78M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-166- 0.57% |
$30.5K - $37.3K
|
28.9K
$4.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-168- 0.92% |
$30.9K - $37.8K
|
18.1K
$2.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-174- 0.09% |
$32K - $39.1K
|
191K
$31.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-175- 5.8% |
$32.1K - $39.3K
|
2.84K
$464K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-176- 30.4% |
$32.3K - $39.6K
|
403
$65.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-179- 0.31% |
$32.9K - $40.2K
|
57.7K
$9.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-182- 13.74% |
$33.4K - $40.9K
|
1.14K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-188- 1.86% |
$34.5K - $42.3K
|
9.9K
$1.62M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-189- 9.82% |
$34.7K - $42.5K
|
1.74K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-191- 1.07% |
$35.1K - $42.9K
|
17.7K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-195- 6.1% |
$35.8K - $43.8K
|
3K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-205- 2.22% |
$37.7K - $46.1K
|
9.04K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-215- 56.43% |
$39.5K - $48.3K
|
166
$27.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-220- 2.65% |
$40.4K - $49.4K
|
8.09K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-223- 1.17% |
$41K - $50.1K
|
18.9K
$3.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-236- 1.51% |
$43.3K - $53K
|
15.4K
$2.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-236- 11.62% |
$43.3K - $53K
|
1.8K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-247- 5.09% |
$45.4K - $55.5K
|
4.61K
$752K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-255- 95.15% |
$46.8K - $57.3K
|
13
$2.12K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-256- 20.03% |
$47K - $57.5K
|
1.02K
$167K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-258- 12.19% |
$47.4K - $58K
|
1.86K
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-265- 2.5% |
$48.7K - $59.6K
|
10.4K
$1.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-275- 8.27% |
$50.5K - $61.8K
|
3.05K
$498K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-281- 19.37% |
$51.6K - $63.2K
|
1.17K
$191K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-309- 7.39% |
$56.8K - $69.5K
|
3.87K
$632K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-312- 0.19% |
$57.3K - $70.1K
|
162K
$26.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-313- 0.51% |
$57.5K - $70.4K
|
61.2K
$9.99M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-313- 11.03% |
$57.5K - $70.4K
|
2.52K
$412K
|