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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
40+ 1.57% |
$7.87K - $9.28K
|
2.58K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
40New |
$7.87K - $9.28K
|
40
$6.53K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
40New |
$7.87K - $9.28K
|
40
$6.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
39New |
$7.67K - $9.05K
|
39
$6.37K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37+ 1.88% |
$7.28K - $8.58K
|
2K
$327K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
37New |
$7.28K - $8.58K
|
37
$6.04K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36+ 1.37% |
$7.08K - $8.35K
|
2.66K
$434K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33+ 550.0% |
$6.49K - $7.65K
|
39
$6.37K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 93.94% |
$6.1K - $7.19K
|
64
$10.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
30+ 11.76% |
$5.9K - $6.96K
|
285
$46.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
30+ 90.91% |
$5.9K - $6.96K
|
63
$10.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
30New |
$5.9K - $6.96K
|
30
$4.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
30+ 0.08% |
$5.9K - $6.96K
|
36K
$5.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
28New |
$5.51K - $6.49K
|
28
$4.57K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
28New |
$5.51K - $6.49K
|
28
$4.57K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 2.59% |
$5.51K - $6.49K
|
1.11K
$181K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
27+ 1.81% |
$5.31K - $6.26K
|
1.52K
$247K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
26+ 3.92% |
$5.12K - $6.03K
|
690
$113K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
25+ 0.4% |
$4.92K - $5.8K
|
6.23K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
23+ 0.05% |
$4.53K - $5.34K
|
44.9K
$7.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
23+ 13.22% |
$4.53K - $5.34K
|
197
$32.2K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
23+ 13.22% |
$4.53K - $5.34K
|
197
$32.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21+ 700.0% |
$4.13K - $4.87K
|
24
$3.92K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 33.33% |
$3.94K - $4.64K
|
80
$13.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
20New |
$3.94K - $4.64K
|
20
$3.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
19+ 0.02% |
$3.74K - $4.41K
|
79K
$12.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
17+ 0.78% |
$3.34K - $3.94K
|
2.2K
$360K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
14+ 127.27% |
$2.75K - $3.25K
|
25
$4.08K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14+ 0.91% |
$2.75K - $3.25K
|
1.55K
$252K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
14+ 1.37% |
$2.75K - $3.25K
|
1.04K
$169K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
13+ 0.2% |
$2.56K - $3.02K
|
6.48K
$1.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13+ 1.23% |
$2.56K - $3.02K
|
1.07K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
13+ 0.07% |
$2.56K - $3.02K
|
17.7K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 18.75% |
$2.36K - $2.78K
|
76
$12.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
11New |
$2.16K - $2.55K
|
11
$1.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$1.97K - $2.32K
|
10
$1.63K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 16.39% |
$1.97K - $2.32K
|
71
$11.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10+ 0.85% |
$1.97K - $2.32K
|
1.19K
$194K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 21.28% |
$1.97K - $2.32K
|
57
$9.31K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9+ 0.64% |
$1.77K - $2.09K
|
1.42K
$232K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
9+ 69.23% |
$1.77K - $2.09K
|
22
$3.59K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$1.57K - $1.86K
|
2.04K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 20.51% |
$1.57K - $1.86K
|
47
$7.67K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 120.0% |
$1.18K - $1.39K
|
11
$1.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 4.0% |
$984 - $1.16K
|
130
$21.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.29% |
$984 - $1.16K
|
1.73K
$283K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$984 - $1.16K
|
5
$816
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$787 - $928
|
4
$653
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 17.39% |
$787 - $928
|
27
$4.41K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 25.0% |
$590 - $696
|
15
$2.45K
|