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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-125- 0.22% |
$24.6K - $29K
|
56.8K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-129- 5.75% |
$25.4K - $29.9K
|
2.11K
$407K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-133- 6.32% |
$26.2K - $30.9K
|
1.97K
$380K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-135- 2.01% |
$26.6K - $31.3K
|
6.59K
$1.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-135- 4.0% |
$26.6K - $31.3K
|
3.24K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-135- 5.08% |
$26.6K - $31.3K
|
2.52K
$486K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-137- 62.27% |
$27K - $31.8K
|
83
$16K
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-139- 18.1% |
$27.3K - $32.2K
|
629
$121K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 20.03% |
$27.9K - $32.9K
|
567
$109K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-146- 6.93% |
$28.7K - $33.9K
|
1.96K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-152- 10.07% |
$29.9K - $35.3K
|
1.36K
$261K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-154- 10.64% |
$30.3K - $35.7K
|
1.29K
$249K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-158- 2.36% |
$31.1K - $36.6K
|
6.55K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-159- 3.45% |
$31.3K - $36.9K
|
4.45K
$857K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-160- 6.99% |
$31.5K - $37.1K
|
2.13K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-160- 0.23% |
$31.5K - $37.1K
|
70.7K
$13.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-194- 1.09% |
$38.2K - $45K
|
17.5K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-200- 5.88% |
$39.4K - $46.4K
|
3.2K
$617K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.74% |
$39.4K - $46.4K
|
11.3K
$2.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-200- 15.27% |
$39.4K - $46.4K
|
1.11K
$214K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-208- 5.96% |
$40.9K - $48.2K
|
3.28K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-217- 1.0% |
$42.7K - $50.3K
|
21.4K
$4.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-220- 4.37% |
$43.3K - $51K
|
4.81K
$928K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-222- 17.28% |
$43.7K - $51.5K
|
1.06K
$205K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-226- 1.04% |
$44.5K - $52.4K
|
21.6K
$4.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-242- 4.54% |
$47.6K - $56.1K
|
5.08K
$979K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-258- 2.0% |
$50.8K - $59.8K
|
12.7K
$2.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-269- 8.41% |
$52.9K - $62.4K
|
2.93K
$565K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-273- 12.21% |
$53.7K - $63.3K
|
1.96K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-275- 9.17% |
$54.1K - $63.8K
|
2.73K
$525K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-279- 2.01% |
$54.9K - $64.7K
|
13.6K
$2.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 2.08% |
$59K - $69.6K
|
14.1K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-300- 1.16% |
$59K - $69.6K
|
25.7K
$4.95M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-301- 8.43% |
$59.2K - $69.8K
|
3.27K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-313- 8.34% |
$61.6K - $72.6K
|
3.44K
$663K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-324- 55.01% |
$63.7K - $75.2K
|
265
$51.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-345- 10.86% |
$67.9K - $80K
|
2.83K
$546K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-359- 19.52% |
$70.6K - $83.3K
|
1.48K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-378- 6.27% |
$74.4K - $87.7K
|
5.65K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-379- 15.02% |
$74.6K - $87.9K
|
2.15K
$413K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-427- 3.4% |
$84K - $99K
|
12.1K
$2.34M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-428- 2.26% |
$84.2K - $99.3K
|
18.5K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-440- 0.75% |
$86.6K - $102K
|
58.5K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-442- 1.49% |
$87K - $103K
|
29.2K
$5.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-442- 15.55% |
$87K - $103K
|
2.4K
$462K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-484- 1.02% |
$95.2K - $112K
|
47.1K
$9.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-485- 8.55% |
$95.4K - $113K
|
5.19K
$999K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-486- 1.23% |
$95.6K - $113K
|
39K
$7.51M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-496- 1.72% |
$97.6K - $115K
|
28.4K
$5.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-500- 0.96% |
$98.4K - $116K
|
51.3K
$9.89M
|