Purchases and Sales Made in Q2 2023 in Iqvia Holdings Inc. (IQV)

IQV Quotes by TradingView

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 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
248
+ 1.06%
$45.5K - $55.7K
23.6K $4.55M
Jul 28, 2023 Q2 2023
Middleton & CO Inc

BUY
 -
248
+ 0.51%
$45.5K - $55.7K
49K $9.44M
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
236
+ 4.53%
$43.3K - $53K
5.45K $1.05M
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
236
+ 1.61%
$43.3K - $53K
14.9K $2.87M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
233
+ 3.49%
$42.8K - $52.4K
6.91K $1.33M
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
230
+ 5.19%
$42.2K - $51.7K
4.66K $898K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
227
New
$41.7K - $51K
227 $43.7K
Jul 24, 2023 Q2 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
221
+ 4.07%
$40.6K - $49.7K
5.65K $1.09M
Jul 31, 2023 Q2 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
218
+ 18.29%
$40K - $49K
1.41K $272K
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
217
+ 9.67%
$39.9K - $48.8K
2.46K $474K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
201
+ 9.38%
$36.9K - $45.2K
2.34K $451K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
201
+ 33.44%
$36.9K - $45.2K
802 $155K
Aug 14, 2023 Q2 2023
Kelly Lawrence W & Associates Inc

Pasadena, CA
BUY
 -
200
+ 0.35%
$36.7K - $45K
56.9K $11M
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
186
+ 11.25%
$34.2K - $41.8K
1.84K $354K
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
185
+ 0.48%
$34K - $41.6K
38.6K $7.44M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
181
+ 11.31%
$33.2K - $40.7K
1.78K $343K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
178
+ 41.11%
$32.7K - $40K
611 $118K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
177
+ 10.91%
$32.5K - $39.8K
1.8K $347K
Aug 01, 2023 Q2 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
174
+ 0.52%
$32K - $39.1K
33.8K $6.5M
Aug 21, 2023 Q2 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
168
+ 6.83%
$30.9K - $37.8K
2.63K $506K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
166
+ 16.16%
$30.5K - $37.3K
1.19K $230K
Aug 14, 2023 Q2 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
166
+ 7.37%
$30.5K - $37.3K
2.42K $466K
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
155
+ 11.74%
$28.5K - $34.8K
1.48K $284K
Aug 07, 2023 Q2 2023
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
151
+ 0.16%
$27.7K - $33.9K
96.1K $18.5M
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
150
+ 306.12%
$27.5K - $33.7K
199 $38.3K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
148
+ 20.11%
$27.2K - $33.3K
884 $170K
Aug 14, 2023 Q2 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
144
+ 9.66%
$26.4K - $32.4K
1.63K $315K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
141
+ 2.88%
$25.9K - $31.7K
5.04K $971K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
138
+ 9.57%
$25.3K - $31K
1.58K $304K
Jul 20, 2023 Q2 2023
Sumitomo Life Insurance CO

BUY
 -
132
+ 1.27%
$24.2K - $29.7K
10.5K $2.03M
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
126
+ 6.45%
$23.1K - $28.3K
2.08K $400K
Aug 11, 2023 Q2 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
116
+ 0.44%
$21.3K - $26.1K
26.7K $5.15M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
113
+ 11.7%
$20.8K - $25.4K
1.08K $208K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
113
+ 5.09%
$20.8K - $25.4K
2.33K $449K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
112
+ 28.94%
$20.6K - $25.2K
499 $96.1K
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
110
+ 2.79%
$20.2K - $24.7K
4.05K $780K
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
110
+ 10.31%
$20.2K - $24.7K
1.18K $227K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
107
+ 19.21%
$19.7K - $24.1K
664 $128K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
102
New
$18.7K - $22.9K
102 $19.7K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
97
+ 15.85%
$17.8K - $21.8K
709 $137K
Aug 04, 2023 Q2 2023
J.Safra Asset Management Corp

BUY
 -
96
+ 14.29%
$17.6K - $21.6K
768 $148K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
95
+ 0.54%
$17.4K - $21.4K
17.7K $3.42M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
90
+ 6.44%
$16.5K - $20.2K
1.49K $287K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
89
+ 2.09%
$16.3K - $20K
4.36K $839K
Jul 11, 2023 Q2 2023
Czech National Bank

Prague, 2N
BUY
 -
89
+ 0.41%
$16.3K - $20K
22K $4.23M
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
89
New
$16.3K - $20K
89 $17.1K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
83
+ 4.1%
$15.2K - $18.7K
2.11K $406K
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
83
+ 0.95%
$15.2K - $18.7K
8.78K $1.69M
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
80
+ 0.88%
$14.7K - $18K
9.21K $1.77M

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