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
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-374- 0.53% |
$68.7K - $84.1K
|
70.9K
$13.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-380- 9.19% |
$69.8K - $85.4K
|
3.75K
$723K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-382- 27.92% |
$70.2K - $85.9K
|
986
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-389- 1.56% |
$71.4K - $87.4K
|
24.6K
$4.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-407- 3.44% |
$74.7K - $91.5K
|
11.4K
$2.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-421- 14.08% |
$77.3K - $94.6K
|
2.57K
$495K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-435- 14.24% |
$79.9K - $97.8K
|
2.62K
$505K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-455- 13.81% |
$83.6K - $102K
|
2.84K
$547K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-459- 1.96% |
$84.3K - $103K
|
23K
$4.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-465- 3.2% |
$85.4K - $105K
|
14.1K
$2.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-465- 36.41% |
$85.4K - $105K
|
812
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-479- 7.79% |
$88K - $108K
|
5.67K
$1.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-481- 0.62% |
$88.3K - $108K
|
77.6K
$14.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-507- 12.01% |
$93.1K - $114K
|
3.72K
$716K
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-522- 62.89% |
$95.9K - $117K
|
308
$59.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-545- 2.46% |
$100K - $122K
|
21.6K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-590- 3.23% |
$108K - $133K
|
17.7K
$3.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-596- 1.71% |
$109K - $134K
|
34.2K
$6.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-597- 0.55% |
$110K - $134K
|
107K
$20.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-600- 0.35% |
$110K - $135K
|
173K
$33.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.96% |
$110K - $135K
|
11.5K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-603- 82.72% |
$111K - $136K
|
126
$24.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-605- 3.84% |
$111K - $136K
|
15.2K
$2.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-607- 32.41% |
$111K - $136K
|
1.27K
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-623- 0.82% |
$114K - $140K
|
75.8K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-624- 8.48% |
$115K - $140K
|
6.73K
$1.3M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-662- 6.43% |
$122K - $149K
|
9.63K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-668- 4.86% |
$123K - $150K
|
13.1K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-676- 18.07% |
$124K - $152K
|
3.07K
$591K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-704- 40.27% |
$129K - $158K
|
1.04K
$201K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-721Closed |
$132K - $162K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-724- 1.27% |
$133K - $163K
|
56.1K
$10.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-743- 10.71% |
$136K - $167K
|
6.2K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-752- 1.56% |
$138K - $169K
|
47.3K
$9.12M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-752- 1.56% |
$138K - $169K
|
47.3K
$9.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-755- 27.24% |
$139K - $170K
|
2.02K
$389K
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-755- 0.88% |
$139K - $170K
|
85.1K
$16.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-755- 0.88% |
$139K - $170K
|
85.1K
$16.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-767- 3.29% |
$141K - $172K
|
22.5K
$4.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-771- 43.93% |
$142K - $173K
|
984
$190K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-773- 5.29% |
$142K - $174K
|
13.9K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-800- 8.33% |
$147K - $180K
|
8.8K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-845- 5.15% |
$155K - $190K
|
15.6K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-883- 2.48% |
$162K - $198K
|
34.7K
$6.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-916- 15.53% |
$168K - $206K
|
4.98K
$960K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-922- 85.93% |
$169K - $207K
|
151
$29.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-950- 0.63% |
$174K - $214K
|
149K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-973- 21.41% |
$179K - $219K
|
3.57K
$688K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-993- 2.4% |
$182K - $223K
|
40.4K
$7.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.01K- 1.68% |
$186K - $228K
|
59.4K
$11.4M
|