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 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.44K+ 8.68% |
$264K - $323K
|
18K
$2.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.44K+ 40.89% |
$264K - $323K
|
4.95K
$808K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.42K+ 13.43% |
$261K - $319K
|
12K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
1.4K+ 35.7% |
$257K - $315K
|
5.33K
$869K
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.37K+ 8.25% |
$252K - $308K
|
18K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.36K+ 24.37% |
$250K - $306K
|
6.95K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.34KNew |
$246K - $301K
|
1.34K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
1.34K+ 5.51% |
$245K - $300K
|
25.6K
$4.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.31K+ 8.42% |
$241K - $295K
|
16.9K
$2.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$240K - $293K
|
1.31K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.28KNew |
$236K - $288K
|
1.28K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.28K+ 15.46% |
$234K - $287K
|
9.53K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.27K+ 2.33% |
$233K - $286K
|
55.8K
$9.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.27K+ 2.33% |
$233K - $285K
|
55.8K
$9.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.26KNew |
$232K - $284K
|
1.26K
$206K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.23K+ 23.08% |
$225K - $276K
|
6.54K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.22K+ 3.52% |
$225K - $275K
|
36K
$5.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.22KNew |
$224K - $274K
|
1.22K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.2KNew |
$220K - $270K
|
1.2K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.19KNew |
$219K - $268K
|
1.19K
$195K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.19K+ 10.79% |
$218K - $266K
|
12.2K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.18K+ 8.36% |
$217K - $265K
|
15.3K
$2.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.17K+ 25.83% |
$214K - $262K
|
5.69K
$928K
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
1.15K+ 0.25% |
$211K - $259K
|
458K
$74.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.14KNew |
$209K - $256K
|
1.14K
$186K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.13K+ 116.79% |
$208K - $255K
|
2.11K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.12KNew |
$205K - $251K
|
1.12K
$182K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 48.33% |
$201K - $247K
|
3.37K
$550K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.09KNew |
$200K - $245K
|
1.09K
$178K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 5.19% |
$198K - $242K
|
21.8K
$3.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.07K+ 1.52% |
$197K - $241K
|
71.6K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 8.22% |
$187K - $228K
|
13.4K
$2.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.01KNew |
$185K - $227K
|
1.01K
$165K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
995New |
$183K - $224K
|
995
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
988New |
$181K - $222K
|
988
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
979New |
$180K - $220K
|
979
$160K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
978New |
$180K - $220K
|
978
$160K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
975+ 0.09% |
$179K - $219K
|
1.13M
$184M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
966New |
$177K - $217K
|
966
$158K
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
961New |
$176K - $216K
|
961
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
946New |
$174K - $213K
|
946
$154K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
931New |
$171K - $209K
|
931
$152K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
913New |
$168K - $205K
|
913
$149K
|
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
BUY
|
- |
910New |
$167K - $205K
|
910
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
908+ 15.89% |
$167K - $204K
|
6.62K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
905New |
$166K - $203K
|
905
$148K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
879+ 2.79% |
$161K - $198K
|
32.4K
$5.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
878+ 1.88% |
$161K - $197K
|
47.6K
$7.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
873+ 15.98% |
$160K - $196K
|
6.34K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
841+ 7.59% |
$154K - $189K
|
11.9K
$1.95M
|