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 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-79- 5.35% |
$16.3K - $19.9K
|
1.4K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-79- 0.06% |
$16.3K - $19.9K
|
136K
$26.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-82- 7.82% |
$17K - $20.6K
|
966
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-87- 8.03% |
$18K - $21.9K
|
996
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-87- 5.1% |
$18K - $21.9K
|
1.62K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-87- 0.79% |
$18K - $21.9K
|
10.9K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-88- 4.24% |
$18.2K - $22.1K
|
1.99K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-95- 0.35% |
$19.6K - $23.9K
|
26.7K
$5.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-97- 2.44% |
$20.1K - $24.4K
|
3.89K
$767K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 3.47% |
$20.3K - $24.7K
|
2.72K
$537K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-104- 9.68% |
$21.5K - $26.2K
|
970
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-104- 8.26% |
$21.5K - $26.2K
|
1.16K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-105- 11.86% |
$21.7K - $26.4K
|
780
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-112- 3.41% |
$23.2K - $28.2K
|
3.17K
$626K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 1.16% |
$23.8K - $28.9K
|
9.81K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-118- 12.2% |
$24.4K - $29.7K
|
849
$168K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-120- 6.01% |
$24.8K - $30.2K
|
1.88K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-127- 7.43% |
$26.3K - $31.9K
|
1.58K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-133- 91.72% |
$27.5K - $33.5K
|
12
$2.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-135- 4.31% |
$27.9K - $34K
|
3K
$592K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-139- 1.13% |
$28.7K - $35K
|
12.2K
$2.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-140- 2.26% |
$29K - $35.2K
|
6.04K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-144- 4.58% |
$29.8K - $36.2K
|
3K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
SELL
|
- |
-152- 0.04% |
$31.4K - $38.2K
|
389K
$76.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-163- 6.49% |
$33.7K - $41K
|
2.35K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-163- 8.5% |
$33.7K - $41K
|
1.75K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-167- 6.22% |
$34.5K - $42K
|
2.52K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-171- 9.8% |
$35.4K - $43K
|
1.57K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-174- 0.95% |
$36K - $43.8K
|
18.1K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-176- 20.51% |
$36.4K - $44.3K
|
682
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-177- 16.03% |
$36.6K - $44.5K
|
927
$183K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-180- 0.26% |
$37.2K - $45.3K
|
69.7K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-188- 0.76% |
$38.9K - $47.3K
|
24.7K
$4.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-193- 6.73% |
$39.9K - $48.5K
|
2.68K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-196- 4.48% |
$40.5K - $49.3K
|
4.18K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-197- 2.39% |
$40.7K - $49.6K
|
8.04K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-204- 9.42% |
$42.2K - $51.3K
|
1.96K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-207- 7.26% |
$42.8K - $52.1K
|
2.64K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-207- 28.75% |
$42.8K - $52.1K
|
513
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-215- 4.63% |
$44.5K - $54.1K
|
4.43K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-231- 15.41% |
$47.8K - $58.1K
|
1.27K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-240- 3.12% |
$49.6K - $60.4K
|
7.46K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-245- 3.52% |
$50.7K - $61.6K
|
6.72K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-247- 3.6% |
$51.1K - $62.1K
|
6.62K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-274- 1.68% |
$56.7K - $68.9K
|
16.1K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-279- 10.7% |
$57.7K - $70.2K
|
2.33K
$460K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-279- 3.22% |
$57.7K - $70.2K
|
8.39K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-280- 6.22% |
$57.9K - $70.4K
|
4.22K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 3.26% |
$62K - $75.5K
|
8.9K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-308- 1.53% |
$63.7K - $77.5K
|
19.8K
$3.91M
|