Purchases and Sales Made in Q4 2021 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
910New |
$217K - $257K
|
910
$180K
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
908New |
$216K - $257K
|
908
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
906New |
$216K - $256K
|
906
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
903New |
$215K - $255K
|
903
$178K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
901+ 109.21% |
$215K - $255K
|
1.73K
$341K
|
|
|
Feb 15, 2022
Q4 2021
|
Fjarde Ap Fonden
|
BUY
|
- |
900+ 1.48% |
$215K - $254K
|
61.9K
$12.2M
|
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
899+ 18.95% |
$214K - $254K
|
5.64K
$1.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
883+ 39.12% |
$210K - $250K
|
3.14K
$620K
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
878New |
$209K - $248K
|
878
$173K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
875+ 12.38% |
$209K - $247K
|
7.95K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
873New |
$208K - $247K
|
873
$172K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
868+ 76.27% |
$207K - $245K
|
2.01K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
865New |
$206K - $244K
|
865
$171K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
864New |
$206K - $244K
|
864
$171K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
859+ 14.56% |
$205K - $243K
|
6.76K
$1.33M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
856New |
$204K - $242K
|
856
$169K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
853+ 15.11% |
$203K - $241K
|
6.5K
$1.28M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
832New |
$198K - $235K
|
832
$164K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
829+ 9.26% |
$198K - $234K
|
9.78K
$1.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
821+ 2.02% |
$196K - $232K
|
41.5K
$8.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
818+ 331.17% |
$195K - $231K
|
1.07K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
815+ 1.91% |
$194K - $230K
|
43.5K
$8.59M
|
|
|
Jan 25, 2022
Q4 2021
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
800New |
$191K - $226K
|
800
$158K
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
800New |
$191K - $226K
|
800
$158K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
798New |
$190K - $226K
|
798
$158K
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
795New |
$190K - $225K
|
795
$157K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
790New |
$188K - $223K
|
790
$156K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
790New |
$188K - $223K
|
790
$156K
|
|
|
Feb 09, 2022
Q4 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
780New |
$186K - $220K
|
780
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
774New |
$184K - $219K
|
774
$153K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
759+ 3.36% |
$181K - $215K
|
23.3K
$4.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
758New |
$181K - $214K
|
758
$150K
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
754New |
$180K - $213K
|
754
$149K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
750+ 14.99% |
$179K - $212K
|
5.75K
$1.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
750New |
$179K - $212K
|
750
$148K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
745New |
$178K - $211K
|
745
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
739New |
$176K - $209K
|
739
$146K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
739New |
$176K - $209K
|
739
$146K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
738New |
$176K - $209K
|
738
$146K
|
|
|
Feb 11, 2022
Q4 2021
|
Bishop Rock Capital, L.P.
New York, NY |
BUY
|
- |
737+ 2.31% |
$176K - $208K
|
32.6K
$6.44M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
731New |
$174K - $207K
|
731
$144K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
730New |
$174K - $206K
|
730
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
726New |
$173K - $205K
|
726
$143K
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
726+ 47.79% |
$173K - $205K
|
2.25K
$443K
|
|
|
Feb 11, 2022
Q4 2021
|
Palladiem, LLC
|
BUY
|
- |
715New |
$170K - $202K
|
715
$141K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
711+ 11.71% |
$169K - $201K
|
6.79K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
705+ 3.82% |
$168K - $199K
|
19.2K
$3.78M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
701+ 0.9% |
$167K - $198K
|
78.5K
$15.5M
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
700+ 8.23% |
$167K - $198K
|
9.2K
$1.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
675New |
$161K - $191K
|
675
$133K
|