Purchases and Sales Made in Q3 2021 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.1K+ 1.23% |
$264K - $293K
|
90.6K
$21.3M
|
|
Nov 08, 2023
Q3 2021
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
1.08K+ 18.87% |
$258K - $286K
|
6.79K
$1.59M
|
|
Nov 15, 2021
Q3 2021
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
1.08K+ 18.87% |
$258K - $286K
|
6.79K
$1.59M
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.07K+ 5.41% |
$256K - $283K
|
20.8K
$4.89M
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.05K+ 547.64% |
$251K - $277K
|
1.24K
$290K
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
1.04K+ 19.62% |
$249K - $276K
|
6.34K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.04K+ 12.64% |
$248K - $275K
|
9.24K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.03KNew |
$246K - $273K
|
1.03K
$242K
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.02K+ 2.73% |
$243K - $269K
|
38.3K
$8.99M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1K+ 19.09% |
$240K - $266K
|
6.26K
$1.47M
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
999New |
$239K - $265K
|
999
$234K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
987+ 60.15% |
$236K - $262K
|
2.63K
$617K
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
982+ 8.61% |
$235K - $260K
|
12.4K
$2.91M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
947+ 7.7% |
$227K - $251K
|
13.2K
$3.11M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
941New |
$225K - $250K
|
941
$221K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
899+ 21.91% |
$215K - $238K
|
5K
$1.17M
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
868+ 18.17% |
$208K - $230K
|
5.65K
$1.33M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
845+ 65.76% |
$202K - $224K
|
2.13K
$500K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
842+ 60.66% |
$202K - $223K
|
2.23K
$523K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
841+ 85.55% |
$201K - $223K
|
1.82K
$428K
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
833+ 15.89% |
$200K - $221K
|
6.07K
$1.43M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
799+ 46.13% |
$191K - $212K
|
2.53K
$594K
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
793+ 0.94% |
$190K - $210K
|
85.1K
$20M
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
772+ 1.24% |
$185K - $205K
|
63K
$14.8M
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
762+ 1.71% |
$183K - $202K
|
45.2K
$10.6M
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
762+ 1.71% |
$183K - $202K
|
45.2K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
756+ 13.5% |
$181K - $201K
|
6.36K
$1.49M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
750+ 6.62% |
$180K - $199K
|
12.1K
$2.84M
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
723+ 4.55% |
$173K - $192K
|
16.6K
$3.9M
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
718+ 3.42% |
$172K - $190K
|
21.7K
$5.1M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
707+ 34.02% |
$169K - $188K
|
2.79K
$654K
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
700+ 8.97% |
$168K - $186K
|
8.5K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
679+ 465.07% |
$163K - $180K
|
825
$194K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
652+ 402.47% |
$156K - $173K
|
814
$191K
|
|
Oct 28, 2021
Q3 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
630+ 17.42% |
$151K - $167K
|
4.25K
$997K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
599+ 0.67% |
$143K - $159K
|
89.6K
$21M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
567+ 1.46% |
$136K - $150K
|
39.4K
$9.24M
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
567+ 59.56% |
$136K - $150K
|
1.52K
$357K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
566+ 22.27% |
$136K - $150K
|
3.11K
$729K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
563+ 2.44% |
$135K - $149K
|
23.7K
$5.55M
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
540+ 9.65% |
$129K - $143K
|
6.14K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
539+ 5.86% |
$129K - $143K
|
9.73K
$2.28M
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
528+ 19.73% |
$126K - $140K
|
3.2K
$752K
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
518+ 239.81% |
$124K - $137K
|
734
$172K
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
509+ 38.88% |
$122K - $135K
|
1.82K
$427K
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
508+ 4.85% |
$122K - $135K
|
11K
$2.58M
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
502+ 0.25% |
$120K - $133K
|
202K
$47.4M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 10.76% |
$120K - $133K
|
5.15K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
498+ 17.44% |
$119K - $132K
|
3.35K
$787K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
480+ 0.18% |
$115K - $127K
|
264K
$61.9M
|