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 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-47- 1.03% |
$9.72K - $11.8K
|
4.5K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-47- 66.2% |
$9.72K - $11.8K
|
24
$3.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-51- 0.82% |
$10.5K - $12.8K
|
6.15K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-53- 8.56% |
$11K - $13.3K
|
566
$92.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-55- 1.94% |
$11.4K - $13.8K
|
2.78K
$454K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-55- 0.14% |
$11.4K - $13.8K
|
39.6K
$6.47M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-62- 6.18% |
$12.8K - $15.6K
|
941
$154K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-62- 0.56% |
$12.8K - $15.6K
|
11.1K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-65- 6.55% |
$13.4K - $16.4K
|
928
$151K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-65- 1.77% |
$13.4K - $16.4K
|
3.61K
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-65- 3.05% |
$13.4K - $16.4K
|
2.07K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-68- 5.64% |
$14.1K - $17.1K
|
1.14K
$186K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-73- 1.93% |
$15.1K - $18.4K
|
3.71K
$605K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-74- 2.46% |
$15.3K - $18.6K
|
2.94K
$479K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-74- 5.14% |
$15.3K - $18.6K
|
1.37K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-74- 3.2% |
$15.3K - $18.6K
|
2.24K
$365K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-76- 4.95% |
$15.7K - $19.1K
|
1.46K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-79- 0.06% |
$16.3K - $19.9K
|
136K
$22.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-79- 5.35% |
$16.3K - $19.9K
|
1.4K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-82- 7.82% |
$17K - $20.6K
|
966
$158K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-87- 5.1% |
$18K - $21.9K
|
1.62K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-87- 0.79% |
$18K - $21.9K
|
10.9K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-87- 8.03% |
$18K - $21.9K
|
996
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-88- 4.24% |
$18.2K - $22.1K
|
1.99K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-95- 0.35% |
$19.6K - $23.9K
|
26.7K
$4.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-97- 2.44% |
$20.1K - $24.4K
|
3.89K
$634K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 3.47% |
$20.3K - $24.7K
|
2.72K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-104- 8.26% |
$21.5K - $26.2K
|
1.16K
$189K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-104- 9.68% |
$21.5K - $26.2K
|
970
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-105- 11.86% |
$21.7K - $26.4K
|
780
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-112- 3.41% |
$23.2K - $28.2K
|
3.17K
$518K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 1.16% |
$23.8K - $28.9K
|
9.81K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-118- 12.2% |
$24.4K - $29.7K
|
849
$139K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-120- 6.01% |
$24.8K - $30.2K
|
1.88K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-127- 7.43% |
$26.3K - $31.9K
|
1.58K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-133- 91.72% |
$27.5K - $33.5K
|
12
$1.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-135- 4.31% |
$27.9K - $34K
|
3K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-139- 1.13% |
$28.7K - $35K
|
12.2K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-140- 2.26% |
$29K - $35.2K
|
6.04K
$987K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-144- 4.58% |
$29.8K - $36.2K
|
3K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
SELL
|
- |
-152- 0.04% |
$31.4K - $38.2K
|
389K
$63.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-163- 6.49% |
$33.7K - $41K
|
2.35K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-163- 8.5% |
$33.7K - $41K
|
1.75K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-167- 6.22% |
$34.5K - $42K
|
2.52K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-171- 9.8% |
$35.4K - $43K
|
1.57K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-174- 0.95% |
$36K - $43.8K
|
18.1K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-176- 20.51% |
$36.4K - $44.3K
|
682
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-177- 16.03% |
$36.6K - $44.5K
|
927
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-180- 0.26% |
$37.2K - $45.3K
|
69.7K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-188- 0.76% |
$38.9K - $47.3K
|
24.7K
$4.03M
|