Purchases and Sales Made in Q3 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q3 2023. 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 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 0.91% |
$590 - $696
|
334
$64.4K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$590 - $696
|
3
$578
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 6.9% |
$394 - $464
|
31
$5.97K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 1.32% |
$394 - $464
|
153
$29.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.63% |
$394 - $464
|
321
$61.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.15% |
$394 - $464
|
95
$18.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.03% |
$197 - $232
|
3.88K
$748K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$197 - $232
|
14.4K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.08% |
$197 - $232
|
1.32K
$255K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.82% |
$197 - $232
|
56
$10.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
1+ 0.02% |
$197 - $232
|
6.37K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$197 - $232
|
1
$193
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.17% |
$197 - $232
|
605
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 0.31% |
$197 - $232
|
317
$61.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.04% |
$197 - $232
|
2.46K
$474K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-2- -0.0% |
$394 - $464
|
115K
$22.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.07% |
$394 - $464
|
2.77K
$534K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 50.0% |
$394 - $464
|
2
$385
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
SELL
|
- |
-2- 0.17% |
$394 - $464
|
1.21K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2- 0.07% |
$394 - $464
|
3.07K
$592K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2- 0.05% |
$394 - $464
|
4.35K
$839K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.54% |
$590 - $696
|
553
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.88% |
$590 - $696
|
339
$65.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 14.81% |
$787 - $928
|
23
$4.43K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4- 0.28% |
$787 - $928
|
1.44K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 3.54% |
$787 - $928
|
109
$21K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5- 0.17% |
$984 - $1.16K
|
2.96K
$571K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-5- 0.16% |
$984 - $1.16K
|
3.15K
$607K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 33.33% |
$1.18K - $1.39K
|
12
$2.31K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-7- 23.33% |
$1.38K - $1.62K
|
23
$4.43K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-7- 0.34% |
$1.38K - $1.62K
|
2.08K
$401K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7- 0.55% |
$1.38K - $1.62K
|
1.26K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 0.68% |
$2.16K - $2.55K
|
1.61K
$310K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-11- 0.97% |
$2.16K - $2.55K
|
1.12K
$216K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 4.96% |
$2.36K - $2.78K
|
230
$44.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-13- 1.25% |
$2.56K - $3.02K
|
1.03K
$197K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-13- 1.03% |
$2.56K - $3.02K
|
1.25K
$241K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-13- 2.93% |
$2.56K - $3.02K
|
431
$83K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.11% |
$2.75K - $3.25K
|
13.3K
$2.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-15- 0.75% |
$2.95K - $3.48K
|
1.98K
$381K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-16- 1.4% |
$3.15K - $3.71K
|
1.13K
$217K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17- 2.01% |
$3.34K - $3.94K
|
829
$160K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-19- 1.54% |
$3.74K - $4.41K
|
1.21K
$234K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 1.63% |
$3.74K - $4.41K
|
1.15K
$222K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19Closed |
$3.74K - $4.41K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 5.41% |
$3.94K - $4.64K
|
350
$67.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-21- 0.8% |
$4.13K - $4.87K
|
2.61K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-22- 1.11% |
$4.33K - $5.1K
|
1.96K
$378K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25- 0.7% |
$4.92K - $5.8K
|
3.53K
$679K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-27- 11.89% |
$5.31K - $6.26K
|
200
$38.5K
|