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
|
Central Bank & Trust CO
|
BUY
|
- |
474+ 817.24% |
$114K - $126K
|
532
$125K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
469+ 8.64% |
$112K - $124K
|
5.9K
$1.38M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
464+ 4.34% |
$111K - $123K
|
11.2K
$2.62M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
430+ 37.85% |
$103K - $114K
|
1.57K
$368K
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
428+ 1.18% |
$103K - $114K
|
36.8K
$8.64M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
422+ 6.58% |
$101K - $112K
|
6.84K
$1.61M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
405+ 11.16% |
$97K - $107K
|
4.03K
$947K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
401+ 2.09% |
$96.1K - $106K
|
19.6K
$4.6M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
395+ 8.68% |
$94.6K - $105K
|
4.95K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
391+ 118.13% |
$93.7K - $104K
|
722
$169K
|
|
Nov 09, 2021
Q3 2021
|
Tpi Fund Managers LTD
|
BUY
|
- |
347+ 0.61% |
$83.1K - $92K
|
57.2K
$13.4M
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
346+ 2.2% |
$82.9K - $91.8K
|
16.1K
$3.78M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
339+ 3.94% |
$81.2K - $89.9K
|
8.95K
$2.1M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
337+ 25.21% |
$80.7K - $89.4K
|
1.67K
$393K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
331+ 47.9% |
$79.3K - $87.8K
|
1.02K
$240K
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
329+ 13.35% |
$78.8K - $87.3K
|
2.79K
$656K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
326+ 8.38% |
$78.1K - $86.5K
|
4.22K
$990K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
326+ 0.43% |
$78.1K - $86.5K
|
75.4K
$17.7M
|
|
Nov 12, 2021
Q3 2021
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
325+ 5.23% |
$77.9K - $86.2K
|
6.54K
$1.54M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
313+ 8.31% |
$75K - $83K
|
4.08K
$957K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
312+ 30.74% |
$74.7K - $82.8K
|
1.33K
$311K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
312+ 30.74% |
$74.7K - $82.8K
|
1.33K
$311K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
311+ 28.64% |
$74.5K - $82.5K
|
1.4K
$328K
|
|
Jan 23, 2024
Q3 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
307+ 1.71% |
$73.5K - $81.4K
|
18.2K
$4.27M
|
|
Nov 04, 2021
Q3 2021
|
Freemont Management S.A.
|
BUY
|
- |
300+ 2.0% |
$71.9K - $79.6K
|
15.3K
$3.59M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
298New |
$71.4K - $79K
|
298
$69.9K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
287+ 8.53% |
$68.7K - $76.1K
|
3.65K
$857K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
275+ 3.57% |
$65.9K - $72.9K
|
7.98K
$1.87M
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
271New |
$64.9K - $71.9K
|
271
$63.6K
|
|
Nov 02, 2021
Q3 2021
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
257+ 1.95% |
$61.6K - $68.2K
|
13.4K
$3.15M
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
251+ 3.64% |
$60.1K - $66.6K
|
7.14K
$1.68M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
251+ 30.1% |
$60.1K - $66.6K
|
1.09K
$255K
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
250New |
$59.9K - $66.3K
|
250
$58.7K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
241+ 5.46% |
$57.7K - $63.9K
|
4.66K
$1.09M
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
233+ 0.7% |
$55.8K - $61.8K
|
33.5K
$7.86M
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
225New |
$53.9K - $59.7K
|
225
$52.8K
|
|
Oct 26, 2021
Q3 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
216+ 25.81% |
$51.7K - $57.3K
|
1.05K
$247K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
213+ 7.64% |
$51K - $56.5K
|
3K
$704K
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
213+ 1.23% |
$51K - $56.5K
|
17.5K
$4.12M
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
201+ 159.52% |
$48.1K - $53.3K
|
327
$76.7K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
199+ 20.29% |
$47.7K - $52.8K
|
1.18K
$277K
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
190+ 19.0% |
$45.5K - $50.4K
|
1.19K
$279K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
182+ 22.61% |
$43.6K - $48.3K
|
987
$232K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
181+ 9.86% |
$43.4K - $48K
|
2.02K
$473K
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
171+ 1.39% |
$41K - $45.4K
|
12.4K
$2.92M
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
166+ 13.71% |
$39.8K - $44K
|
1.38K
$323K
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
165+ 5.59% |
$39.5K - $43.8K
|
3.12K
$732K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
160+ 5.69% |
$38.3K - $42.4K
|
2.97K
$697K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
158+ 3.23% |
$37.8K - $41.9K
|
5.05K
$1.19M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
156+ 0.84% |
$37.4K - $41.4K
|
18.8K
$4.42M
|