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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-950- 0.63% |
$174K - $214K
|
149K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-973- 21.41% |
$179K - $219K
|
3.57K
$583K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-993- 2.4% |
$182K - $223K
|
40.4K
$6.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.01K- 1.68% |
$186K - $228K
|
59.4K
$9.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-1.03K- 4.36% |
$188K - $231K
|
22.5K
$3.68M
|
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-1.03K- 4.36% |
$188K - $231K
|
22.5K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.04K- 29.54% |
$190K - $233K
|
2.47K
$403K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.07K- 23.42% |
$197K - $241K
|
3.51K
$573K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.09K- 21.96% |
$200K - $245K
|
3.87K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 44.0% |
$202K - $247K
|
1.4K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.13K- 2.04% |
$208K - $254K
|
54.2K
$8.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.16K- 22.46% |
$214K - $261K
|
4.02K
$655K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.2K- 16.6% |
$220K - $270K
|
6.03K
$984K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.27K- 24.19% |
$233K - $285K
|
3.97K
$648K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.32K- 2.38% |
$242K - $296K
|
53.9K
$8.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.33K- 0.79% |
$244K - $299K
|
167K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.36K- 5.16% |
$249K - $305K
|
24.9K
$4.07M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.38K- 8.19% |
$254K - $311K
|
15.5K
$2.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.39K- 0.58% |
$255K - $312K
|
236K
$38.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 4.23% |
$257K - $315K
|
31.7K
$5.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.4K- 10.05% |
$258K - $316K
|
12.6K
$2.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-1.41K- 3.99% |
$259K - $316K
|
33.9K
$5.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.46K- 47.25% |
$268K - $328K
|
1.63K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.47K- 11.31% |
$270K - $330K
|
11.5K
$1.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.5K- 22.57% |
$275K - $336K
|
5.14K
$838K
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 0.13% |
$275K - $337K
|
1.17M
$191M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 0.13% |
$275K - $337K
|
1.17M
$191M
|
|
|
Aug 11, 2023
Q2 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-1.5K- 0.48% |
$275K - $337K
|
312K
$51M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.52K- 3.0% |
$279K - $341K
|
49.1K
$8.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.56K- 41.15% |
$287K - $351K
|
2.23K
$364K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.58K- 1.9% |
$291K - $356K
|
81.7K
$13.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.59K- 6.15% |
$292K - $358K
|
24.3K
$3.97M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.6K- 38.63% |
$294K - $359K
|
2.54K
$415K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.64K- 18.98% |
$300K - $367K
|
6.98K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.66K- 1.09% |
$306K - $374K
|
152K
$24.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.7K- 2.31% |
$312K - $382K
|
71.9K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.71K- 3.46% |
$315K - $385K
|
47.8K
$7.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.82K- 5.96% |
$334K - $408K
|
28.6K
$4.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.88K- 16.51% |
$345K - $423K
|
9.51K
$1.55M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 28.25% |
$349K - $428K
|
4.83K
$789K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.9K- 2.75% |
$350K - $428K
|
67.3K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-2K- 5.34% |
$367K - $450K
|
35.5K
$5.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.05K- 55.64% |
$376K - $460K
|
1.63K
$266K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.08K- 61.81% |
$382K - $468K
|
1.29K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.16K- 2.48% |
$397K - $486K
|
84.9K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-2.17K- 1.31% |
$399K - $489K
|
164K
$26.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.18K- 3.56% |
$399K - $489K
|
58.9K
$9.61M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.25K- 30.84% |
$413K - $505K
|
5.04K
$823K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.27K- 1.96% |
$416K - $509K
|
113K
$18.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 6.82% |
$434K - $531K
|
32.3K
$5.27M
|