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 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
19+ 1.29% |
$3.49K - $4.27K
|
1.49K
$287K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19+ 1.65% |
$3.49K - $4.27K
|
1.17K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 1.71% |
$3.49K - $4.27K
|
1.13K
$218K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 47.5% |
$3.49K - $4.27K
|
59
$11.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
19New |
$3.49K - $4.27K
|
19
$3.66K
|
|
|
Aug 14, 2023
Q2 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
18New |
$3.31K - $4.05K
|
18
$3.47K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 600.0% |
$3.31K - $4.05K
|
21
$4.05K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
17+ 0.12% |
$3.12K - $3.82K
|
14.6K
$2.81M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16+ 1.93% |
$2.94K - $3.6K
|
846
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.26% |
$2.75K - $3.37K
|
5.85K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$2.75K - $3.37K
|
15
$2.89K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 120.0% |
$2.2K - $2.7K
|
22
$4.24K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
11+ 0.32% |
$2.02K - $2.47K
|
3.49K
$672K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 15.71% |
$2.02K - $2.47K
|
81
$15.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
11New |
$2.02K - $2.47K
|
11
$2.12K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11+ 1.85% |
$2.02K - $2.47K
|
606
$117K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
10+ 0.76% |
$1.84K - $2.25K
|
1.32K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 71.43% |
$1.84K - $2.25K
|
24
$4.62K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$1.47K - $1.8K
|
8
$1.54K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
7+ 11.86% |
$1.29K - $1.57K
|
66
$12.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.66% |
$1.29K - $1.57K
|
1.06K
$204K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7New |
$1.29K - $1.57K
|
7
$1.35K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
7+ 0.34% |
$1.29K - $1.57K
|
2.09K
$402K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
7+ 0.16% |
$1.29K - $1.57K
|
4.34K
$836K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6+ 0.23% |
$1.1K - $1.35K
|
2.65K
$511K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6+ 0.48% |
$1.1K - $1.35K
|
1.26K
$243K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
6+ 85.71% |
$1.1K - $1.35K
|
13
$2.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 42.86% |
$1.1K - $1.35K
|
20
$3.85K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$918 - $1.12K
|
5
$963
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.37% |
$918 - $1.12K
|
1.35K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 1.35% |
$918 - $1.12K
|
375
$72.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.72% |
$735 - $899
|
236
$45.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4+ 0.17% |
$735 - $899
|
2.33K
$449K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$551 - $674
|
3
$578
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.23% |
$551 - $674
|
1.29K
$248K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.06% |
$551 - $674
|
5.02K
$968K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3New |
$551 - $674
|
3
$578
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.82% |
$551 - $674
|
370
$71.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 20.0% |
$367 - $450
|
12
$2.31K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2+ 0.19% |
$367 - $450
|
1.06K
$203K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
2+ 0.07% |
$367 - $450
|
2.8K
$540K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.75% |
$184 - $225
|
58
$11.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.08% |
$184 - $225
|
1.26K
$243K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 1.67% |
$184 - $225
|
61
$11.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1+ 0.04% |
$184 - $225
|
2.75K
$529K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 12.5% |
$184 - $225
|
7
$1.35K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 4.17% |
$184 - $225
|
23
$4.43K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 25.0% |
$367 - $450
|
6
$1.16K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 18.75% |
$551 - $674
|
13
$2.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4- 0.16% |
$735 - $899
|
2.47K
$477K
|