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 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
451+ 18.85% |
$93.3K - $113K
|
2.84K
$528K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
436+ 14.34% |
$90.2K - $110K
|
3.48K
$646K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
427+ 9.6% |
$88.3K - $107K
|
4.87K
$906K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
426+ 0.58% |
$88.1K - $107K
|
73.9K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
425New |
$87.9K - $107K
|
425
$79K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
409+ 0.5% |
$84.6K - $103K
|
82.7K
$15.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
407+ 19.8% |
$84.2K - $102K
|
2.46K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
403+ 68.89% |
$83.3K - $101K
|
988
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
400New |
$82.7K - $101K
|
400
$74.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
396+ 13.04% |
$81.9K - $99.6K
|
3.43K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
395+ 16.0% |
$81.7K - $99.4K
|
2.86K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
380+ 745.1% |
$78.6K - $95.6K
|
431
$80.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
377+ 3.76% |
$78K - $94.8K
|
10.4K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
375+ 1.53% |
$77.6K - $94.3K
|
24.9K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
373+ 4.21% |
$77.1K - $93.8K
|
9.23K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
368+ 27.88% |
$76.1K - $92.6K
|
1.69K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
365+ 7.99% |
$75.5K - $91.8K
|
4.93K
$917K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
364+ 2.28% |
$75.3K - $91.6K
|
16.3K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
354+ 3.19% |
$73.2K - $89K
|
11.5K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
353+ 2.86% |
$73K - $88.8K
|
12.7K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
341+ 4.83% |
$70.5K - $85.8K
|
7.4K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
340+ 3.69% |
$70.3K - $85.5K
|
9.55K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
339+ 10.51% |
$70.1K - $85.3K
|
3.56K
$662K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
328+ 1.87% |
$67.8K - $82.5K
|
17.8K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
327+ 4.47% |
$67.6K - $82.3K
|
7.64K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
327+ 6.0% |
$67.6K - $82.3K
|
5.77K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
325+ 1.12% |
$67.2K - $81.8K
|
29.4K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
324+ 1.49% |
$67K - $81.5K
|
22.1K
$4.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
315+ 11.72% |
$65.1K - $79.2K
|
3K
$558K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
309+ 7.37% |
$63.9K - $77.7K
|
4.5K
$837K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
305+ 0.34% |
$63.1K - $76.7K
|
91.3K
$17M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
301+ 5.6% |
$62.2K - $75.7K
|
5.68K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
297New |
$61.4K - $74.7K
|
297
$55.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
293+ 27.1% |
$60.6K - $73.7K
|
1.37K
$255K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
292+ 36.09% |
$60.4K - $73.5K
|
1.1K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
288+ 0.61% |
$59.6K - $72.4K
|
47.8K
$8.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
282+ 9.25% |
$58.3K - $70.9K
|
3.33K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
280+ 8.57% |
$57.9K - $70.4K
|
3.55K
$660K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
278+ 21.91% |
$57.5K - $69.9K
|
1.55K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
274+ 5.72% |
$56.7K - $68.9K
|
5.06K
$941K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
270+ 1.84% |
$55.8K - $67.9K
|
15K
$2.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
259+ 2.13% |
$53.6K - $65.2K
|
12.4K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
257+ 13.22% |
$53.2K - $64.6K
|
2.2K
$409K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
253+ 19.43% |
$52.3K - $63.6K
|
1.56K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
244+ 20.82% |
$50.5K - $61.4K
|
1.42K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
241New |
$49.8K - $60.6K
|
241
$44.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
241New |
$49.8K - $60.6K
|
241
$44.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
238+ 0.2% |
$49.2K - $59.9K
|
120K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
232+ 5.09% |
$48K - $58.4K
|
4.79K
$890K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
223+ 10.64% |
$46.1K - $56.1K
|
2.32K
$431K
|