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 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
99+ 74.44% |
$20.5K - $24.9K
|
232
$45.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
98+ 2.28% |
$20.3K - $24.7K
|
4.39K
$866K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
90+ 0.16% |
$18.6K - $22.6K
|
56.3K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
90+ 30.0% |
$18.6K - $22.6K
|
390
$77K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
89+ 6.81% |
$18.4K - $22.4K
|
1.4K
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
89+ 9.38% |
$18.4K - $22.4K
|
1.04K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
87+ 117.57% |
$18K - $21.9K
|
161
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
84+ 2.68% |
$17.4K - $21.1K
|
3.22K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
82New |
$17K - $20.6K
|
82
$16.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
81New |
$16.8K - $20.4K
|
81
$16K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
80+ 8.41% |
$16.5K - $20.1K
|
1.03K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
78+ 4.55% |
$16.1K - $19.6K
|
1.79K
$354K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
77+ 61.6% |
$15.9K - $19.4K
|
202
$39.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
75New |
$15.5K - $18.9K
|
75
$14.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
75+ 6.32% |
$15.5K - $18.9K
|
1.26K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
75+ 0.64% |
$15.5K - $18.9K
|
11.8K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
73+ 0.6% |
$15.1K - $18.4K
|
12.3K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
72+ 2.58% |
$14.9K - $18.1K
|
2.87K
$566K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
70+ 1.16% |
$14.5K - $17.6K
|
6.13K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
69New |
$14.3K - $17.4K
|
69
$13.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
68+ 7.95% |
$14.1K - $17.1K
|
923
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
66+ 0.21% |
$13.6K - $16.6K
|
31.6K
$6.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
66New |
$13.6K - $16.6K
|
66
$13K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
65+ 4.08% |
$13.4K - $16.4K
|
1.66K
$328K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
64+ 4.17% |
$13.2K - $16.1K
|
1.6K
$316K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
63+ 34.43% |
$13K - $15.8K
|
246
$48.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
62+ 22.22% |
$12.8K - $15.6K
|
341
$67.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 5.51% |
$12.6K - $15.3K
|
1.17K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
60+ 3.41% |
$12.4K - $15.1K
|
1.82K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
58New |
$12K - $14.6K
|
58
$11.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 2.92% |
$11.6K - $14.1K
|
1.98K
$390K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56+ 7.44% |
$11.6K - $14.1K
|
809
$160K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
55+ 34.16% |
$11.4K - $13.8K
|
216
$42.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 44.17% |
$11K - $13.3K
|
173
$34.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 1275.0% |
$10.5K - $12.8K
|
55
$10.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
50+ 1.28% |
$10.3K - $12.6K
|
3.97K
$783K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
50+ 0.53% |
$10.3K - $12.6K
|
9.48K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
47+ 10.73% |
$9.72K - $11.8K
|
485
$95.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 4.16% |
$9.72K - $11.8K
|
1.18K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 104.44% |
$9.72K - $11.8K
|
92
$18.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
46+ 0.14% |
$9.51K - $11.6K
|
32.2K
$6.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43New |
$8.89K - $10.8K
|
43
$8.49K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
42+ 2.98% |
$8.69K - $10.6K
|
1.45K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
42+ 1.06% |
$8.69K - $10.6K
|
4.01K
$792K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
41+ 3.56% |
$8.48K - $10.3K
|
1.19K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
41+ 3.01% |
$8.48K - $10.3K
|
1.41K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 4.28% |
$8.48K - $10.3K
|
1K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
40+ 0.64% |
$8.27K - $10.1K
|
6.33K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
40+ 0.23% |
$8.27K - $10.1K
|
17.8K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39+ 4.88% |
$8.07K - $9.81K
|
838
$165K
|