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 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
84+ 3.23% |
$15.2K - $20.9K
|
2.69K
$439K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
81+ 2.71% |
$14.7K - $20.1K
|
3.08K
$502K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
79+ 3.45% |
$14.3K - $19.6K
|
2.37K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
78+ 1.7% |
$14.1K - $19.4K
|
4.67K
$763K
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
78+ 5.22% |
$14.1K - $19.4K
|
1.57K
$256K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
77+ 0.33% |
$13.9K - $19.1K
|
23.4K
$3.82M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
70+ 5.45% |
$12.7K - $17.4K
|
1.36K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
68New |
$12.3K - $16.9K
|
68
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
67+ 9.2% |
$12.1K - $16.6K
|
795
$130K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
57+ 3.73% |
$10.3K - $14.2K
|
1.59K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
55+ 3.98% |
$9.96K - $13.7K
|
1.44K
$235K
|
|
|
Nov 09, 2022
Q3 2022
|
Humankind Investments LLC
|
BUY
|
- |
52+ 1.57% |
$9.42K - $12.9K
|
3.36K
$549K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
51+ 7.85% |
$9.24K - $12.7K
|
701
$114K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50New |
$9.06K - $12.4K
|
50
$8.16K
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
46+ 0.6% |
$8.33K - $11.4K
|
7.74K
$1.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
45+ 2.17% |
$8.15K - $11.2K
|
2.12K
$346K
|
|
|
Nov 07, 2022
Q3 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
43+ 1.91% |
$7.79K - $10.7K
|
2.3K
$375K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 17.13% |
$7.79K - $10.7K
|
294
$48K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
42+ 58.33% |
$7.61K - $10.4K
|
114
$18.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
42+ 2.96% |
$7.61K - $10.4K
|
1.46K
$238K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
40+ 2.3% |
$7.25K - $9.93K
|
1.78K
$290K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
36+ 1.71% |
$6.52K - $8.94K
|
2.15K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
36+ 1.2% |
$6.52K - $8.94K
|
3.05K
$498K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
32+ 0.82% |
$5.8K - $7.94K
|
3.93K
$642K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
32+ 0.91% |
$5.8K - $7.94K
|
3.54K
$577K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
29+ 17.06% |
$5.25K - $7.2K
|
199
$32.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
28+ 0.24% |
$5.07K - $6.95K
|
11.5K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
26+ 2.04% |
$4.71K - $6.45K
|
1.3K
$212K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 0.52% |
$4.71K - $6.45K
|
5.04K
$823K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
25+ 1.61% |
$4.53K - $6.21K
|
1.58K
$257K
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
25+ 1.19% |
$4.53K - $6.21K
|
2.12K
$347K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
24+ 0.8% |
$4.35K - $5.96K
|
3.03K
$494K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 9.3% |
$4.35K - $5.96K
|
282
$46K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
23+ 0.52% |
$4.17K - $5.71K
|
4.41K
$719K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$4.17K - $5.71K
|
23
$3.75K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
23+ 0.57% |
$4.17K - $5.71K
|
4.06K
$662K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
23+ 1.53% |
$4.17K - $5.71K
|
1.52K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22+ 2.46% |
$3.99K - $5.46K
|
915
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
21+ 0.35% |
$3.8K - $5.21K
|
6.07K
$991K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 0.48% |
$3.62K - $4.97K
|
4.21K
$686K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 222.22% |
$3.62K - $4.97K
|
29
$4.73K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19New |
$3.44K - $4.72K
|
19
$3.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
19+ 0.07% |
$3.44K - $4.72K
|
25.9K
$4.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
19+ 6.38% |
$3.44K - $4.72K
|
317
$51.8K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 55.17% |
$2.9K - $3.97K
|
45
$7.35K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 150.0% |
$2.72K - $3.72K
|
25
$4.08K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.12% |
$2.72K - $3.72K
|
12.4K
$2.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15New |
$2.72K - $3.72K
|
15
$2.45K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
14+ 16.09% |
$2.54K - $3.48K
|
101
$16.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
13New |
$2.35K - $3.23K
|
13
$2.12K
|