Purchases and Sales Made in Q3 2022 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q3 2022. 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 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
204+ 15.35% |
$37K - $50.6K
|
1.53K
$295K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
204+ 7.86% |
$37K - $50.6K
|
2.8K
$540K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
199+ 5.97% |
$36K - $49.4K
|
3.53K
$681K
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
194+ 17.11% |
$35.1K - $48.2K
|
1.33K
$256K
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
191+ 1.98% |
$34.6K - $47.4K
|
9.84K
$1.9M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
182+ 10.27% |
$33K - $45.2K
|
1.95K
$376K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
179+ 2.99% |
$32.4K - $44.4K
|
6.16K
$1.19M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
176+ 2.46% |
$31.9K - $43.7K
|
7.33K
$1.41M
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
174+ 0.48% |
$31.5K - $43.2K
|
36.2K
$6.98M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
172+ 286.67% |
$31.2K - $42.7K
|
232
$44.7K
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
171+ 0.31% |
$31K - $42.5K
|
54.8K
$10.6M
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
162+ 7.16% |
$29.3K - $40.2K
|
2.43K
$467K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
160+ 16.88% |
$29K - $39.7K
|
1.11K
$213K
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
158+ 3.29% |
$28.6K - $39.2K
|
4.96K
$955K
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
155+ 4.99% |
$28.1K - $38.5K
|
3.26K
$629K
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
152+ 3.01% |
$27.5K - $37.7K
|
5.2K
$1M
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
150New |
$27.2K - $37.2K
|
150
$28.9K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147+ 0.18% |
$26.6K - $36.5K
|
80.7K
$15.6M
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
144+ 1.86% |
$26.1K - $35.7K
|
7.88K
$1.52M
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
143+ 6.54% |
$25.9K - $35.5K
|
2.33K
$449K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
143+ 0.28% |
$25.9K - $35.5K
|
50.7K
$9.77M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
140+ 3.63% |
$25.4K - $34.8K
|
3.99K
$769K
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
138+ 6.91% |
$25K - $34.3K
|
2.13K
$411K
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
135+ 14.05% |
$24.5K - $33.5K
|
1.1K
$211K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
135New |
$24.5K - $33.5K
|
135
$26K
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
135+ 3.55% |
$24.5K - $33.5K
|
3.94K
$759K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
132+ 5.6% |
$23.9K - $32.8K
|
2.49K
$479K
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
117+ 9.87% |
$21.2K - $29K
|
1.3K
$251K
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
113+ 3.96% |
$20.5K - $28.1K
|
2.96K
$571K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
112+ 3.48% |
$20.3K - $27.8K
|
3.33K
$641K
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
111+ 8.77% |
$20.1K - $27.6K
|
1.38K
$265K
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
108+ 5.56% |
$19.6K - $26.8K
|
2.05K
$395K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
107New |
$19.4K - $26.6K
|
107
$20.6K
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
106+ 9.59% |
$19.2K - $26.3K
|
1.21K
$233K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
105+ 13.46% |
$19K - $26.1K
|
885
$171K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
102New |
$18.5K - $25.3K
|
102
$19.7K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 34.48% |
$18.1K - $24.8K
|
390
$75.1K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
100+ 2.16% |
$18.1K - $24.8K
|
4.73K
$911K
|
|
Nov 07, 2022
Q3 2022
|
Homestead Advisers Corp
|
BUY
|
- |
99+ 37.5% |
$17.9K - $24.6K
|
363
$69.9K
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
97+ 0.47% |
$17.6K - $24.1K
|
20.6K
$3.96M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 10.11% |
$17.4K - $23.8K
|
1.05K
$202K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
95+ 1.04% |
$17.2K - $23.6K
|
9.2K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
91+ 2.16% |
$16.5K - $22.6K
|
4.3K
$829K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
90+ 27.95% |
$16.3K - $22.3K
|
412
$79.4K
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
88+ 2.59% |
$15.9K - $21.8K
|
3.49K
$672K
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
86+ 0.82% |
$15.6K - $21.4K
|
10.6K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
84+ 3.23% |
$15.2K - $20.9K
|
2.69K
$518K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
81+ 2.71% |
$14.7K - $20.1K
|
3.08K
$592K
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
79+ 3.45% |
$14.3K - $19.6K
|
2.37K
$457K
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
78+ 1.7% |
$14.1K - $19.4K
|
4.67K
$900K
|