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 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
251+ 18.46% |
$46.1K - $56.4K
|
1.61K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
250+ 0.65% |
$45.9K - $56.2K
|
39K
$6.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
248+ 1.06% |
$45.5K - $55.7K
|
23.6K
$3.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
248+ 0.51% |
$45.5K - $55.7K
|
49K
$8M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
236+ 4.53% |
$43.3K - $53K
|
5.45K
$889K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
236+ 1.61% |
$43.3K - $53K
|
14.9K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
233+ 3.49% |
$42.8K - $52.4K
|
6.91K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
230+ 5.19% |
$42.2K - $51.7K
|
4.66K
$761K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
227New |
$41.7K - $51K
|
227
$37.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
221+ 4.07% |
$40.6K - $49.7K
|
5.65K
$922K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
218+ 18.29% |
$40K - $49K
|
1.41K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
217+ 9.67% |
$39.9K - $48.8K
|
2.46K
$402K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
214+ 10.76% |
$39.3K - $48.1K
|
2.2K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
201+ 9.38% |
$36.9K - $45.2K
|
2.34K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 33.44% |
$36.9K - $45.2K
|
802
$131K
|
|
|
Mar 13, 2025
Q2 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
200+ 15.38% |
$36.7K - $45K
|
1.5K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
200+ 0.35% |
$36.7K - $45K
|
56.9K
$9.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
186+ 11.25% |
$34.2K - $41.8K
|
1.84K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
185+ 0.48% |
$34K - $41.6K
|
38.6K
$6.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
181+ 11.31% |
$33.2K - $40.7K
|
1.78K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
178+ 41.11% |
$32.7K - $40K
|
611
$99.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
177+ 10.91% |
$32.5K - $39.8K
|
1.8K
$294K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
174+ 0.52% |
$32K - $39.1K
|
33.8K
$5.51M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
168+ 6.83% |
$30.9K - $37.8K
|
2.63K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
166+ 16.16% |
$30.5K - $37.3K
|
1.19K
$195K
|
|
|
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
$395K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
155+ 11.74% |
$28.5K - $34.8K
|
1.48K
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
151+ 0.16% |
$27.7K - $33.9K
|
96.1K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150+ 306.12% |
$27.5K - $33.7K
|
199
$32.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
148+ 20.11% |
$27.2K - $33.3K
|
884
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
144+ 9.66% |
$26.4K - $32.4K
|
1.63K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
141+ 2.88% |
$25.9K - $31.7K
|
5.04K
$823K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
138+ 9.57% |
$25.3K - $31K
|
1.58K
$258K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
132+ 1.27% |
$24.2K - $29.7K
|
10.5K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
126+ 6.45% |
$23.1K - $28.3K
|
2.08K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
116+ 0.44% |
$21.3K - $26.1K
|
26.7K
$4.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
113+ 11.7% |
$20.8K - $25.4K
|
1.08K
$176K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
113+ 5.09% |
$20.8K - $25.4K
|
2.33K
$381K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
112+ 28.94% |
$20.6K - $25.2K
|
499
$81.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
110+ 10.31% |
$20.2K - $24.7K
|
1.18K
$192K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
110+ 2.79% |
$20.2K - $24.7K
|
4.05K
$661K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
107+ 19.21% |
$19.7K - $24.1K
|
664
$108K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
102New |
$18.7K - $22.9K
|
102
$16.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
97+ 15.85% |
$17.8K - $21.8K
|
709
$116K
|
|
|
Aug 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
96+ 14.29% |
$17.6K - $21.6K
|
768
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
95+ 0.54% |
$17.4K - $21.4K
|
17.7K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
90+ 6.44% |
$16.5K - $20.2K
|
1.49K
$243K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
89+ 0.41% |
$16.3K - $20K
|
22K
$3.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
89+ 2.09% |
$16.3K - $20K
|
4.36K
$711K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
89New |
$16.3K - $20K
|
89
$14.5K
|