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 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
13New |
$2.35K - $3.23K
|
13
$2.44K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13+ 0.88% |
$2.35K - $3.23K
|
1.49K
$280K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
12New |
$2.17K - $2.98K
|
12
$2.25K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
12New |
$2.17K - $2.98K
|
12
$2.25K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 18.64% |
$1.99K - $2.73K
|
70
$13.1K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 16.67% |
$1.99K - $2.73K
|
77
$14.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
11+ 0.74% |
$1.99K - $2.73K
|
1.49K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9+ 17.31% |
$1.63K - $2.23K
|
61
$11.5K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7+ 2.9% |
$1.27K - $1.74K
|
248
$46.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 1.11% |
$1.27K - $1.74K
|
637
$120K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7New |
$1.27K - $1.74K
|
7
$1.31K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 6.52% |
$1.09K - $1.49K
|
98
$18.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 5.5% |
$1.09K - $1.49K
|
115
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5+ 0.43% |
$906 - $1.24K
|
1.17K
$220K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.63% |
$906 - $1.24K
|
794
$149K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 5.95% |
$906 - $1.24K
|
89
$16.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 200.0% |
$725 - $993
|
6
$1.13K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 13.79% |
$725 - $993
|
33
$6.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 23.08% |
$543 - $745
|
16
$3.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 1.28% |
$362 - $497
|
158
$29.7K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$362 - $497
|
2
$376
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 1.54% |
$181 - $248
|
66
$12.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 9.09% |
$181 - $248
|
12
$2.25K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.03% |
$181 - $248
|
3.69K
$692K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.03% |
$181 - $248
|
3.69K
$692K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.03% |
$181 - $248
|
3.12K
$586K
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1- 0.06% |
$181 - $248
|
1.71K
$321K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-2- 8.33% |
$362 - $497
|
22
$4.13K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 37.5% |
$543 - $745
|
5
$939
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.14% |
$543 - $745
|
2.18K
$409K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 66.67% |
$725 - $993
|
2
$376
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-4- 0.14% |
$725 - $993
|
2.8K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 1.01% |
$1.09K - $1.49K
|
587
$110K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 0.98% |
$1.27K - $1.74K
|
710
$133K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-7- 31.82% |
$1.27K - $1.74K
|
15
$2.82K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7- 0.5% |
$1.27K - $1.74K
|
1.39K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-9- 0.01% |
$1.63K - $2.23K
|
71.7K
$13.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-9- 0.75% |
$1.63K - $2.23K
|
1.19K
$223K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9- 0.11% |
$1.63K - $2.23K
|
8.51K
$1.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.29% |
$1.63K - $2.23K
|
3.12K
$586K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10- 0.7% |
$1.81K - $2.48K
|
1.41K
$265K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-11- 0.37% |
$1.99K - $2.73K
|
3K
$563K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-13- 1.08% |
$2.35K - $3.23K
|
1.2K
$225K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13- 0.71% |
$2.35K - $3.23K
|
1.81K
$340K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14- 22.22% |
$2.54K - $3.48K
|
49
$9.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 5.08% |
$2.72K - $3.72K
|
280
$52.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 60.0% |
$2.72K - $3.72K
|
10
$1.88K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 27.27% |
$2.72K - $3.72K
|
40
$7.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-17- 0.46% |
$3.08K - $4.22K
|
3.69K
$692K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 21.95% |
$3.26K - $4.47K
|
64
$12K
|