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 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
80+ 1.31% |
$14.7K - $18K
|
6.19K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
79+ 2.41% |
$14.5K - $17.8K
|
3.36K
$647K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
78+ 5.0% |
$14.3K - $17.5K
|
1.64K
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
76+ 7.08% |
$14K - $17.1K
|
1.15K
$222K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
70+ 5.19% |
$12.9K - $15.7K
|
1.42K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
70+ 5.19% |
$12.9K - $15.7K
|
1.42K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
70+ 1.09% |
$12.9K - $15.7K
|
6.47K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
69+ 1.15% |
$12.7K - $15.5K
|
6.07K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
66+ 2.32% |
$12.1K - $14.8K
|
2.91K
$560K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
62+ 24.12% |
$11.4K - $13.9K
|
319
$61.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
60+ 21.28% |
$11K - $13.5K
|
342
$65.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
56+ 0.84% |
$10.3K - $12.6K
|
6.71K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
55+ 1.1% |
$10.1K - $12.4K
|
5.03K
$970K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
54+ 3.88% |
$9.92K - $12.1K
|
1.45K
$279K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
54+ 5400.0% |
$9.92K - $12.1K
|
55
$10.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
53+ 0.8% |
$9.73K - $11.9K
|
6.66K
$1.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
53+ 1325.0% |
$9.73K - $11.9K
|
57
$11K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
50New |
$9.18K - $11.2K
|
50
$9.63K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48+ 3.09% |
$8.82K - $10.8K
|
1.6K
$309K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 19.59% |
$8.82K - $10.8K
|
293
$56.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
42+ 1.96% |
$7.71K - $9.44K
|
2.19K
$421K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
42+ 0.25% |
$7.71K - $9.44K
|
16.9K
$3.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 44.09% |
$7.53K - $9.22K
|
134
$25.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
41+ 0.29% |
$7.53K - $9.22K
|
14.4K
$2.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40+ 1.04% |
$7.35K - $8.99K
|
3.88K
$748K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40+ 1.04% |
$7.35K - $8.99K
|
3.88K
$748K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
40New |
$7.35K - $8.99K
|
40
$7.71K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
40+ 7.75% |
$7.35K - $8.99K
|
556
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
39+ 16.18% |
$7.16K - $8.77K
|
280
$54K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
39+ 10.68% |
$7.16K - $8.77K
|
404
$77.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
36+ 26.47% |
$6.61K - $8.09K
|
172
$33.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
35+ 0.36% |
$6.43K - $7.87K
|
9.67K
$1.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34+ 0.1% |
$6.24K - $7.64K
|
34.1K
$6.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
34+ 2.21% |
$6.24K - $7.64K
|
1.57K
$303K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
33+ 1.27% |
$6.06K - $7.42K
|
2.63K
$507K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
33+ 0.26% |
$6.06K - $7.42K
|
12.9K
$2.49M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
32+ 27.83% |
$5.88K - $7.19K
|
147
$28.3K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
30+ 0.74% |
$5.51K - $6.74K
|
4.1K
$789K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
28+ 1.42% |
$5.14K - $6.29K
|
2.01K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
24New |
$4.41K - $5.39K
|
24
$4.62K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23New |
$4.22K - $5.17K
|
23
$4.43K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 440.0% |
$4.04K - $4.94K
|
27
$5.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
22+ 1.85% |
$4.04K - $4.94K
|
1.21K
$233K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 30.99% |
$4.04K - $4.94K
|
93
$17.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21+ 2.2% |
$3.86K - $4.72K
|
974
$188K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 37.04% |
$3.67K - $4.5K
|
74
$14.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
20New |
$3.67K - $4.5K
|
20
$3.85K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20New |
$3.67K - $4.5K
|
20
$3.85K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 47.5% |
$3.49K - $4.27K
|
59
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 9.45% |
$3.49K - $4.27K
|
220
$42.4K
|