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 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
116+ 4.98% |
$22.8K - $26.9K
|
2.45K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
108+ 80.6% |
$21.2K - $25.1K
|
242
$46.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
100+ 2.0% |
$19.7K - $23.2K
|
5.09K
$981K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
100New |
$19.7K - $23.2K
|
100
$19.3K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
100+ 2.98% |
$19.7K - $23.2K
|
3.46K
$667K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
100+ 1.89% |
$19.7K - $23.2K
|
5.4K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.32% |
$19.7K - $23.2K
|
31.8K
$6.12M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
99+ 10.63% |
$19.5K - $23K
|
1.03K
$198K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
98+ 0.73% |
$19.3K - $22.7K
|
13.5K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
97+ 9.96% |
$19.1K - $22.5K
|
1.07K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
96+ 0.57% |
$18.9K - $22.3K
|
16.9K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
95+ 0.03% |
$18.7K - $22K
|
312K
$60.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
94+ 6.78% |
$18.5K - $21.8K
|
1.48K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
89+ 5.98% |
$17.5K - $20.6K
|
1.58K
$304K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
88+ 9.11% |
$17.3K - $20.4K
|
1.05K
$203K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
85+ 2.52% |
$16.7K - $19.7K
|
3.45K
$665K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
82+ 2.12% |
$16.1K - $19K
|
3.96K
$762K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
80+ 30.08% |
$15.7K - $18.6K
|
346
$66.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
78New |
$15.3K - $18.1K
|
78
$15K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
72+ 0.63% |
$14.2K - $16.7K
|
11.5K
$2.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
71+ 2.68% |
$14K - $16.5K
|
2.72K
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
68New |
$13.4K - $15.8K
|
68
$13.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
68+ 22.67% |
$13.4K - $15.8K
|
368
$70.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
68+ 1.2% |
$13.4K - $15.8K
|
5.75K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
66+ 3.55% |
$13K - $15.3K
|
1.93K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 106.78% |
$12.4K - $14.6K
|
122
$23.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 5.72% |
$12.2K - $14.4K
|
1.15K
$221K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59+ 9.66% |
$11.6K - $13.7K
|
670
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
59+ 0.73% |
$11.6K - $13.7K
|
8.18K
$1.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
58+ 0.17% |
$11.4K - $13.5K
|
34.2K
$6.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 7.91% |
$11.4K - $13.5K
|
791
$152K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
57+ 2.79% |
$11.2K - $13.2K
|
2.1K
$405K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 1.59% |
$11K - $13K
|
3.57K
$687K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
56+ 1.18% |
$11K - $13K
|
4.82K
$928K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
54+ 2.69% |
$10.6K - $12.5K
|
2.06K
$397K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
53+ 0.07% |
$10.4K - $12.3K
|
75.8K
$14.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
53New |
$10.4K - $12.3K
|
53
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 18.09% |
$10.4K - $12.3K
|
346
$66.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50+ 1.07% |
$9.84K - $11.6K
|
4.71K
$908K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
49+ 0.9% |
$9.64K - $11.4K
|
5.5K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 81.03% |
$9.25K - $10.9K
|
105
$20.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
47+ 70.15% |
$9.25K - $10.9K
|
114
$22K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
46+ 0.2% |
$9.05K - $10.7K
|
22.6K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
45+ 4.51% |
$8.85K - $10.4K
|
1.04K
$201K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44+ 0.88% |
$8.66K - $10.2K
|
5.07K
$976K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42+ 1.73% |
$8.26K - $9.74K
|
2.47K
$476K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
40New |
$7.87K - $9.28K
|
40
$7.71K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
40New |
$7.87K - $9.28K
|
40
$7.71K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
40+ 1.57% |
$7.87K - $9.28K
|
2.58K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
39New |
$7.67K - $9.05K
|
39
$7.51K
|