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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
153+ 7.27% |
$36.6K - $40.6K
|
2.26K
$530K
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
150+ 2.26% |
$35.9K - $39.8K
|
6.79K
$1.59M
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
143+ 13.61% |
$34.3K - $37.9K
|
1.19K
$280K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
142+ 11.8% |
$34K - $37.7K
|
1.35K
$316K
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
135+ 1.21% |
$32.3K - $35.8K
|
11.3K
$2.65M
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
132+ 0.53% |
$31.6K - $35K
|
25.2K
$5.91M
|
|
Mar 21, 2022
Q3 2021
|
Humankind Investments LLC
|
BUY
|
- |
132+ 3.95% |
$31.6K - $35K
|
3.47K
$815K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
129+ 2.18% |
$30.9K - $34.2K
|
6.05K
$1.42M
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
124+ 7.31% |
$29.7K - $32.9K
|
1.82K
$427K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
121+ 0.86% |
$29K - $32.1K
|
14.1K
$3.31M
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
112+ 6.43% |
$26.8K - $29.7K
|
1.85K
$435K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106New |
$25.4K - $28.1K
|
106
$24.9K
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
105+ 0.42% |
$25.2K - $27.8K
|
24.9K
$5.85M
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
100+ 3.1% |
$24K - $26.5K
|
3.32K
$779K
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
99+ 6.47% |
$23.7K - $26.3K
|
1.63K
$382K
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
99+ 7.67% |
$23.7K - $26.3K
|
1.39K
$326K
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
99+ 0.78% |
$23.7K - $26.3K
|
12.8K
$3.02M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
96+ 1.97% |
$23K - $25.5K
|
4.97K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
91+ 5.74% |
$21.8K - $24.1K
|
1.68K
$394K
|
|
Nov 10, 2021
Q3 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
90+ 9.06% |
$21.6K - $23.9K
|
1.08K
$254K
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
89+ 39.56% |
$21.3K - $23.6K
|
314
$73.7K
|
|
Oct 18, 2021
Q3 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
89+ 3.18% |
$21.3K - $23.6K
|
2.89K
$677K
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
82+ 0.4% |
$19.6K - $21.7K
|
20.8K
$4.87M
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
76+ 5.07% |
$18.2K - $20.2K
|
1.58K
$370K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
75+ 17.56% |
$18K - $19.9K
|
502
$118K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
69+ 2.08% |
$16.5K - $18.3K
|
3.39K
$795K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
69+ 7.01% |
$16.5K - $18.3K
|
1.05K
$247K
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
66+ 10.77% |
$15.8K - $17.5K
|
679
$159K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
64New |
$15.3K - $17K
|
64
$15K
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
62+ 40.26% |
$14.9K - $16.4K
|
216
$50.7K
|
|
Nov 10, 2021
Q3 2021
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62+ 0.35% |
$14.9K - $16.4K
|
18K
$4.22M
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
61+ 1.22% |
$14.6K - $16.2K
|
5.05K
$1.19M
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
61+ 4.64% |
$14.6K - $16.2K
|
1.38K
$323K
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
56+ 1.55% |
$13.4K - $14.9K
|
3.68K
$864K
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
55+ 6.43% |
$13.2K - $14.6K
|
911
$214K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
53+ 72.6% |
$12.7K - $14.1K
|
126
$29.6K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
52+ 4.96% |
$12.5K - $13.8K
|
1.1K
$258K
|
|
Nov 05, 2021
Q3 2021
|
Homestead Advisers Corp
|
BUY
|
- |
49+ 53.26% |
$11.7K - $13K
|
141
$33.1K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
48New |
$11.5K - $12.7K
|
48
$11.3K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48+ 4.55% |
$11.5K - $12.7K
|
1.1K
$259K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45+ 500.0% |
$10.8K - $11.9K
|
54
$12.7K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
45+ 3.28% |
$10.8K - $11.9K
|
1.42K
$333K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
44+ 4.14% |
$10.5K - $11.7K
|
1.11K
$260K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
44+ 21.67% |
$10.5K - $11.7K
|
247
$58K
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
44+ 0.28% |
$10.5K - $11.7K
|
16K
$3.76M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
43New |
$10.3K - $11.4K
|
43
$10.1K
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
42+ 2.35% |
$10.1K - $11.1K
|
1.83K
$429K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41+ 0.04% |
$9.82K - $10.9K
|
103K
$24.2M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
39+ 2.2% |
$9.34K - $10.3K
|
1.81K
$424K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 19.9% |
$9.1K - $10.1K
|
229
$53.7K
|