Purchases and Sales Made in Q3 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q3 2024. 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 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-13- 0.1% |
$2.69K - $3.27K
|
13.3K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14- 0.98% |
$2.9K - $3.52K
|
1.42K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.91% |
$2.9K - $3.52K
|
1.52K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14- 28.57% |
$2.9K - $3.52K
|
35
$6.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-15- 1.58% |
$3.1K - $3.77K
|
934
$184K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-16- 3.29% |
$3.31K - $4.02K
|
470
$92.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-16- 8.0% |
$3.31K - $4.02K
|
184
$36.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-20- 1.22% |
$4.14K - $5.03K
|
1.62K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-20- 0.08% |
$4.14K - $5.03K
|
24.6K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-20- 0.13% |
$4.14K - $5.03K
|
15.3K
$3.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-22- 1.64% |
$4.55K - $5.53K
|
1.32K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-22- 0.23% |
$4.55K - $5.53K
|
9.68K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-23- 28.4% |
$4.76K - $5.79K
|
58
$11.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-25- 0.15% |
$5.17K - $6.29K
|
16.5K
$3.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 4.19% |
$5.17K - $6.29K
|
571
$113K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-25- 2.3% |
$5.17K - $6.29K
|
1.06K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-27- 1.42% |
$5.58K - $6.79K
|
1.87K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-29- 1.34% |
$6K - $7.29K
|
2.13K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-29- 0.71% |
$6K - $7.29K
|
4.04K
$798K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-30- 3.15% |
$6.2K - $7.55K
|
921
$182K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-31- 0.64% |
$6.41K - $7.8K
|
4.83K
$954K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-31- 96.88% |
$6.41K - $7.8K
|
1
$197
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
SELL
|
- |
-32- 0.5% |
$6.62K - $8.05K
|
6.36K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-33- 0.61% |
$6.82K - $8.3K
|
5.38K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-34- 3.91% |
$7.03K - $8.55K
|
836
$165K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-35- 10.39% |
$7.24K - $8.8K
|
302
$59.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-36- 3.55% |
$7.45K - $9.06K
|
979
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.81% |
$7.45K - $9.06K
|
4.38K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-36- 9.09% |
$7.45K - $9.06K
|
360
$71.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-36- 0.08% |
$7.45K - $9.06K
|
45.2K
$8.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-40- 3.33% |
$8.27K - $10.1K
|
1.16K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-44- 4.55% |
$9.1K - $11.1K
|
924
$182K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.69% |
$9.1K - $11.1K
|
2.55K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-47- 66.2% |
$9.72K - $11.8K
|
24
$4.74K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-47- 1.03% |
$9.72K - $11.8K
|
4.5K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-51- 0.82% |
$10.5K - $12.8K
|
6.15K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-53- 8.56% |
$11K - $13.3K
|
566
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-55- 1.94% |
$11.4K - $13.8K
|
2.78K
$549K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-55- 0.14% |
$11.4K - $13.8K
|
39.6K
$7.82M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-62- 0.56% |
$12.8K - $15.6K
|
11.1K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-62- 6.18% |
$12.8K - $15.6K
|
941
$186K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-65- 1.77% |
$13.4K - $16.4K
|
3.61K
$713K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-65- 3.05% |
$13.4K - $16.4K
|
2.07K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-65- 6.55% |
$13.4K - $16.4K
|
928
$183K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-68- 5.64% |
$14.1K - $17.1K
|
1.14K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-73- 1.93% |
$15.1K - $18.4K
|
3.71K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-74- 3.2% |
$15.3K - $18.6K
|
2.24K
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-74- 2.46% |
$15.3K - $18.6K
|
2.94K
$580K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-74- 5.14% |
$15.3K - $18.6K
|
1.37K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-76- 4.95% |
$15.7K - $19.1K
|
1.46K
$288K
|