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 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
39+ 2.2% |
$9.34K - $10.3K
|
1.81K
$336K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 19.9% |
$9.1K - $10.1K
|
229
$42.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
37+ 127.59% |
$8.86K - $9.81K
|
66
$12.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36New |
$8.62K - $9.55K
|
36
$6.69K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 6.36% |
$6.95K - $7.69K
|
485
$90.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
29New |
$6.95K - $7.69K
|
29
$5.39K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
29+ 2.73% |
$6.95K - $7.69K
|
1.09K
$203K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
28+ 6.83% |
$6.71K - $7.43K
|
438
$81.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
27+ 3.12% |
$6.47K - $7.16K
|
892
$166K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
27+ 0.33% |
$6.47K - $7.16K
|
8.28K
$1.54M
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
25+ 0.87% |
$5.99K - $6.63K
|
2.91K
$541K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
25New |
$5.99K - $6.63K
|
25
$4.65K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
25New |
$5.99K - $6.63K
|
25
$4.65K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25+ 8.47% |
$5.99K - $6.63K
|
320
$59.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
25+ 37.31% |
$5.99K - $6.63K
|
92
$17.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 1.48% |
$5.27K - $5.84K
|
1.51K
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
22+ 19.64% |
$5.27K - $5.84K
|
134
$24.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20+ 2.04% |
$4.79K - $5.3K
|
1K
$186K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
20+ 2.35% |
$4.79K - $5.3K
|
870
$162K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.99% |
$4.55K - $5.04K
|
1.93K
$359K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17New |
$4.07K - $4.51K
|
17
$3.16K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
17+ 106.25% |
$4.07K - $4.51K
|
33
$6.14K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 7.56% |
$4.07K - $4.51K
|
242
$45K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
16+ 0.61% |
$3.83K - $4.24K
|
2.63K
$489K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
15+ 0.28% |
$3.59K - $3.98K
|
5.37K
$998K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15New |
$3.59K - $3.98K
|
15
$2.79K
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
14+ 0.04% |
$3.35K - $3.71K
|
35.5K
$6.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
14+ 0.55% |
$3.35K - $3.71K
|
2.55K
$474K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
14New |
$3.35K - $3.71K
|
14
$2.6K
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
13+ 0.08% |
$3.11K - $3.45K
|
15.8K
$2.93M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12+ 400.0% |
$2.87K - $3.18K
|
15
$2.79K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
12+ 5.74% |
$2.87K - $3.18K
|
221
$41.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
12+ 400.0% |
$2.87K - $3.18K
|
15
$2.79K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
11+ 5.14% |
$2.63K - $2.92K
|
225
$41.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 40.74% |
$2.63K - $2.92K
|
38
$7.06K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
10New |
$2.4K - $2.65K
|
10
$1.86K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9+ 100.0% |
$2.16K - $2.39K
|
18
$3.35K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
9New |
$2.16K - $2.39K
|
9
$1.67K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 1.22% |
$1.92K - $2.12K
|
665
$124K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 15.38% |
$1.92K - $2.12K
|
60
$11.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7New |
$1.68K - $1.86K
|
7
$1.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
6+ 0.07% |
$1.44K - $1.59K
|
8.64K
$1.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.23% |
$1.44K - $1.59K
|
2.66K
$494K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 100.0% |
$1.2K - $1.33K
|
10
$1.86K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
4+ 0.43% |
$958 - $1.06K
|
924
$172K
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
3+ 0.12% |
$719 - $796
|
2.53K
$469K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
3+ 0.24% |
$719 - $796
|
1.25K
$233K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3New |
$719 - $796
|
3
$558
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 2.06% |
$479 - $530
|
99
$18.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Gam Holding Ag
|
BUY
|
- |
1+ 0.01% |
$240 - $265
|
13.6K
$2.54M
|