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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.06% |
$414 - $503
|
3.57K
$582K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 4.26% |
$414 - $503
|
45
$7.35K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.15% |
$414 - $503
|
1.35K
$220K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 3.64% |
$414 - $503
|
53
$8.65K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3- 0.11% |
$620 - $755
|
2.62K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3- 0.18% |
$620 - $755
|
1.65K
$270K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4- 0.25% |
$827 - $1.01K
|
1.62K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5- 0.21% |
$1.03K - $1.26K
|
2.34K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.87% |
$1.03K - $1.26K
|
570
$93.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-6- 0.51% |
$1.24K - $1.51K
|
1.17K
$191K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7- 0.49% |
$1.45K - $1.76K
|
1.41K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-7- 0.38% |
$1.45K - $1.76K
|
1.82K
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9- 69.23% |
$1.86K - $2.26K
|
4
$653
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 21.74% |
$2.07K - $2.52K
|
36
$5.88K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10- 3.0% |
$2.07K - $2.52K
|
323
$52.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-12- 0.14% |
$2.48K - $3.02K
|
8.41K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.72% |
$2.48K - $3.02K
|
1.66K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-13- 0.1% |
$2.69K - $3.27K
|
13.3K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14- 28.57% |
$2.9K - $3.52K
|
35
$5.71K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.91% |
$2.9K - $3.52K
|
1.52K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14- 0.98% |
$2.9K - $3.52K
|
1.42K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-15- 1.58% |
$3.1K - $3.77K
|
934
$152K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-16- 3.29% |
$3.31K - $4.02K
|
470
$76.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-16- 8.0% |
$3.31K - $4.02K
|
184
$30K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-20- 0.08% |
$4.14K - $5.03K
|
24.6K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-20- 0.13% |
$4.14K - $5.03K
|
15.3K
$2.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-20- 1.22% |
$4.14K - $5.03K
|
1.62K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-22- 0.23% |
$4.55K - $5.53K
|
9.68K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-22- 1.64% |
$4.55K - $5.53K
|
1.32K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-23- 28.4% |
$4.76K - $5.79K
|
58
$9.47K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 4.19% |
$5.17K - $6.29K
|
571
$93.2K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-25- 2.3% |
$5.17K - $6.29K
|
1.06K
$173K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-25- 0.15% |
$5.17K - $6.29K
|
16.5K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-27- 1.42% |
$5.58K - $6.79K
|
1.87K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-29- 1.34% |
$6K - $7.29K
|
2.13K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-29- 0.71% |
$6K - $7.29K
|
4.04K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-30- 3.15% |
$6.2K - $7.55K
|
921
$150K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-31- 96.88% |
$6.41K - $7.8K
|
1
$163
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-31- 0.64% |
$6.41K - $7.8K
|
4.83K
$789K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
SELL
|
- |
-32- 0.5% |
$6.62K - $8.05K
|
6.36K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-33- 0.61% |
$6.82K - $8.3K
|
5.38K
$878K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-34- 3.91% |
$7.03K - $8.55K
|
836
$136K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-35- 10.39% |
$7.24K - $8.8K
|
302
$49.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-36- 9.09% |
$7.45K - $9.06K
|
360
$58.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-36- 3.55% |
$7.45K - $9.06K
|
979
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.81% |
$7.45K - $9.06K
|
4.38K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-36- 0.08% |
$7.45K - $9.06K
|
45.2K
$7.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-40- 3.33% |
$8.27K - $10.1K
|
1.16K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-44- 4.55% |
$9.1K - $11.1K
|
924
$151K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.69% |
$9.1K - $11.1K
|
2.55K
$417K
|