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 31, 2023
Q3 2023
|
Jennison Associates LLC
|
BUY
|
- |
1.69K+ 1.08% |
$333K - $392K
|
158K
$30.5M
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.66KNew |
$327K - $386K
|
1.66K
$320K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.62K+ 16.63% |
$318K - $375K
|
11.3K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.61K+ 2.88% |
$316K - $373K
|
57.4K
$11.1M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.61K+ 2.88% |
$316K - $373K
|
57.4K
$11.1M
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.58KNew |
$311K - $367K
|
1.58K
$305K
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.56KNew |
$307K - $361K
|
1.56K
$300K
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.55K+ 4.5% |
$305K - $360K
|
36.1K
$6.95M
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
1.55K+ 33.51% |
$305K - $360K
|
6.18K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.52KNew |
$298K - $352K
|
1.52K
$292K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.51K+ 23.53% |
$297K - $350K
|
7.91K
$1.52M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.5K+ 39.09% |
$296K - $348K
|
5.34K
$1.03M
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.49K+ 4.22% |
$292K - $344K
|
36.7K
$7.07M
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.47K+ 6.7% |
$290K - $342K
|
23.5K
$4.52M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.47K+ 12.11% |
$290K - $342K
|
13.6K
$2.63M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.46KNew |
$287K - $339K
|
1.46K
$281K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$275K - $324K
|
1.4K
$269K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 73.7% |
$260K - $307K
|
3.12K
$601K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.28K+ 41.68% |
$251K - $296K
|
4.34K
$837K
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.28K+ 1.77% |
$251K - $296K
|
73.1K
$14.1M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.26KNew |
$248K - $292K
|
1.26K
$243K
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.25KNew |
$246K - $289K
|
1.25K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.23KNew |
$241K - $285K
|
1.23K
$236K
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.23K+ 18.3% |
$241K - $284K
|
7.93K
$1.53M
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.2K+ 1.35% |
$236K - $278K
|
89.9K
$17.3M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 8.95% |
$236K - $278K
|
14.6K
$2.81M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.18K+ 7.0% |
$233K - $275K
|
18.1K
$3.49M
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.16K+ 0.52% |
$229K - $270K
|
226K
$43.5M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.16KNew |
$228K - $269K
|
1.16K
$224K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.13K+ 6.78% |
$223K - $263K
|
17.9K
$3.44M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.13K+ 59.75% |
$222K - $262K
|
3.02K
$581K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.12KNew |
$219K - $259K
|
1.12K
$215K
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.11K+ 30.18% |
$219K - $258K
|
4.79K
$923K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 93.73% |
$218K - $257K
|
2.29K
$441K
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.04K+ 5.93% |
$205K - $242K
|
18.7K
$3.59M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.03K+ 27.58% |
$202K - $238K
|
4.74K
$913K
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
1.02K+ 0.32% |
$200K - $235K
|
316K
$60.9M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
985+ 50.9% |
$194K - $228K
|
2.92K
$563K
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
947+ 10.39% |
$186K - $220K
|
10.1K
$1.94M
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
939+ 66.17% |
$185K - $218K
|
2.36K
$454K
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
939+ 66.17% |
$185K - $218K
|
2.36K
$454K
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
933+ 0.82% |
$184K - $216K
|
114K
$22.1M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
920New |
$181K - $213K
|
920
$177K
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
910+ 1.07% |
$179K - $211K
|
86K
$16.6M
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
910+ 1.07% |
$179K - $211K
|
86K
$16.6M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
882+ 0.79% |
$174K - $205K
|
112K
$21.6M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
879+ 5.68% |
$173K - $204K
|
16.4K
$3.15M
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
857+ 4.65% |
$169K - $199K
|
19.3K
$3.72M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
852+ 13.75% |
$168K - $198K
|
7.05K
$1.36M
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
813+ 24.21% |
$160K - $189K
|
4.17K
$804K
|