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 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20New |
$3.67K - $4.5K
|
20
$3.27K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 37.04% |
$3.67K - $4.5K
|
74
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 9.45% |
$3.49K - $4.27K
|
220
$35.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 1.71% |
$3.49K - $4.27K
|
1.13K
$185K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
19New |
$3.49K - $4.27K
|
19
$3.1K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19+ 1.65% |
$3.49K - $4.27K
|
1.17K
$191K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
19+ 1.29% |
$3.49K - $4.27K
|
1.49K
$243K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 47.5% |
$3.49K - $4.27K
|
59
$9.63K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 47.5% |
$3.49K - $4.27K
|
59
$9.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
18New |
$3.31K - $4.05K
|
18
$2.94K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 600.0% |
$3.31K - $4.05K
|
21
$3.43K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
17+ 0.12% |
$3.12K - $3.82K
|
14.6K
$2.38M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16+ 1.93% |
$2.94K - $3.6K
|
846
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.26% |
$2.75K - $3.37K
|
5.85K
$956K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$2.75K - $3.37K
|
15
$2.45K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 120.0% |
$2.2K - $2.7K
|
22
$3.59K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 15.71% |
$2.02K - $2.47K
|
81
$13.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11+ 1.85% |
$2.02K - $2.47K
|
606
$98.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
11+ 0.32% |
$2.02K - $2.47K
|
3.49K
$569K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
11New |
$2.02K - $2.47K
|
11
$1.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 71.43% |
$1.84K - $2.25K
|
24
$3.92K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
10+ 0.76% |
$1.84K - $2.25K
|
1.32K
$216K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$1.47K - $1.8K
|
8
$1.31K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.66% |
$1.29K - $1.57K
|
1.06K
$173K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
7+ 0.34% |
$1.29K - $1.57K
|
2.09K
$341K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
7+ 0.16% |
$1.29K - $1.57K
|
4.34K
$708K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
7+ 11.86% |
$1.29K - $1.57K
|
66
$10.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7New |
$1.29K - $1.57K
|
7
$1.14K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6+ 0.23% |
$1.1K - $1.35K
|
2.65K
$433K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 42.86% |
$1.1K - $1.35K
|
20
$3.27K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
6+ 85.71% |
$1.1K - $1.35K
|
13
$2.12K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6+ 0.48% |
$1.1K - $1.35K
|
1.26K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 1.35% |
$918 - $1.12K
|
375
$61.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.37% |
$918 - $1.12K
|
1.35K
$220K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$918 - $1.12K
|
5
$816
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.72% |
$735 - $899
|
236
$38.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4+ 0.17% |
$735 - $899
|
2.33K
$381K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3New |
$551 - $674
|
3
$490
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.23% |
$551 - $674
|
1.29K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.82% |
$551 - $674
|
370
$60.4K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.06% |
$551 - $674
|
5.02K
$820K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$551 - $674
|
3
$490
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2+ 0.19% |
$367 - $450
|
1.06K
$172K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
2+ 0.07% |
$367 - $450
|
2.8K
$457K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 20.0% |
$367 - $450
|
12
$1.96K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.08% |
$184 - $225
|
1.26K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1+ 0.04% |
$184 - $225
|
2.75K
$448K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.75% |
$184 - $225
|
58
$9.47K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 1.67% |
$184 - $225
|
61
$9.96K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 4.17% |
$184 - $225
|
23
$3.75K
|