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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
812+ 39.49% |
$160K - $188K
|
2.87K
$553K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
801New |
$158K - $186K
|
801
$154K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
798+ 1.63% |
$157K - $185K
|
49.8K
$9.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
798+ 14.13% |
$157K - $185K
|
6.45K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
782+ 2.14% |
$154K - $181K
|
37.2K
$7.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
749+ 44.5% |
$147K - $174K
|
2.43K
$469K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
734+ 31.49% |
$144K - $170K
|
3.07K
$591K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
726+ 3.63% |
$143K - $168K
|
20.8K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
723+ 0.52% |
$142K - $168K
|
141K
$27.1M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 7.78% |
$138K - $162K
|
9.7K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
697+ 17.55% |
$137K - $162K
|
4.67K
$899K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
665+ 65.65% |
$131K - $154K
|
1.68K
$323K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
629+ 10.89% |
$124K - $146K
|
6.41K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
610+ 1.57% |
$120K - $141K
|
39.6K
$7.62M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
600+ 109.49% |
$118K - $139K
|
1.15K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
535+ 66.71% |
$105K - $124K
|
1.34K
$258K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
512+ 1.27% |
$101K - $119K
|
40.9K
$7.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
502+ 2.43% |
$98.8K - $116K
|
21.1K
$4.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
492+ 2.37% |
$96.8K - $114K
|
21.3K
$4.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
486+ 4.62% |
$95.6K - $113K
|
11K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
477+ 29.19% |
$93.8K - $111K
|
2.11K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
464+ 3.89% |
$91.3K - $108K
|
12.4K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
464+ 368.25% |
$91.3K - $108K
|
590
$114K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
463+ 4.25% |
$91.1K - $107K
|
11.4K
$2.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
444+ 24.92% |
$87.4K - $103K
|
2.23K
$429K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
440New |
$86.6K - $102K
|
440
$84.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
440+ 0.41% |
$86.6K - $102K
|
107K
$20.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
438+ 8.85% |
$86.2K - $102K
|
5.39K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
437+ 6.32% |
$86K - $101K
|
7.35K
$1.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
422+ 6.96% |
$83K - $97.9K
|
6.49K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
420+ 0.5% |
$82.6K - $97.4K
|
83.6K
$16.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
411+ 25.11% |
$80.9K - $95.3K
|
2.05K
$395K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
404+ 6.38% |
$79.5K - $93.7K
|
6.74K
$1.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
402New |
$79.1K - $93.2K
|
402
$77.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
400+ 0.97% |
$78.7K - $92.8K
|
41.8K
$8.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
389+ 62.64% |
$76.5K - $90.2K
|
1.01K
$195K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
384+ 1.6% |
$75.6K - $89.1K
|
24.3K
$4.69M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
381New |
$75K - $88.4K
|
381
$73.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
376+ 1.95% |
$74K - $87.2K
|
19.7K
$3.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
372+ 6.1% |
$73.2K - $86.3K
|
6.47K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
370+ 33.94% |
$72.8K - $85.8K
|
1.46K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
355+ 3.93% |
$69.8K - $82.3K
|
9.4K
$1.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
339+ 8.79% |
$66.7K - $78.6K
|
4.2K
$808K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
338+ 2.46% |
$66.5K - $78.4K
|
14.1K
$2.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
336+ 5.05% |
$66.1K - $77.9K
|
6.99K
$1.35M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
331+ 3.76% |
$65.1K - $76.8K
|
9.12K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
331+ 1379.17% |
$65.1K - $76.8K
|
355
$68.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
331+ 3.76% |
$65.1K - $76.8K
|
9.12K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
324+ 16.57% |
$63.7K - $75.2K
|
2.28K
$439K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
324+ 1.79% |
$63.7K - $75.2K
|
18.4K
$3.55M
|