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 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
657+ 8.23% |
$157K - $186K
|
8.64K
$1.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
656New |
$156K - $185K
|
656
$129K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
651+ 7.21% |
$155K - $184K
|
9.68K
$1.91M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
649+ 1.94% |
$155K - $183K
|
34.1K
$6.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
629+ 27.23% |
$150K - $178K
|
2.94K
$580K
|
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
622New |
$148K - $176K
|
622
$123K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
612+ 44.51% |
$146K - $173K
|
1.99K
$392K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
610+ 5.1% |
$145K - $172K
|
12.6K
$2.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
597+ 1.21% |
$142K - $169K
|
49.9K
$9.85M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
530+ 26500.0% |
$126K - $150K
|
532
$105K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
500+ 7.99% |
$119K - $141K
|
6.76K
$1.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
492+ 19.41% |
$117K - $139K
|
3.03K
$597K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
475+ 47.55% |
$113K - $134K
|
1.47K
$291K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
472+ 28.2% |
$113K - $133K
|
2.15K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
460+ 0.67% |
$110K - $130K
|
69.2K
$13.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
459+ 25.16% |
$109K - $130K
|
2.28K
$451K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
443+ 34.31% |
$106K - $125K
|
1.73K
$342K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
411+ 12.83% |
$98K - $116K
|
3.62K
$714K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
403+ 15.96% |
$96.1K - $114K
|
2.93K
$578K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
398+ 7.11% |
$94.9K - $112K
|
6K
$1.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
395+ 3.54% |
$94.2K - $112K
|
11.6K
$2.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
388+ 11.57% |
$92.5K - $110K
|
3.74K
$738K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
385+ 25.31% |
$91.8K - $109K
|
1.91K
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
380+ 1.75% |
$90.6K - $107K
|
22.1K
$4.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
352+ 8.35% |
$83.9K - $99.5K
|
4.57K
$902K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
351New |
$83.7K - $99.2K
|
351
$69.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
339+ 12.3% |
$80.8K - $95.8K
|
3.1K
$611K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
338+ 0.58% |
$80.6K - $95.5K
|
59.1K
$11.7M
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
338+ 10.84% |
$80.6K - $95.5K
|
3.46K
$682K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
336+ 69.28% |
$80.1K - $95K
|
821
$162K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
321+ 6.9% |
$76.5K - $90.7K
|
4.98K
$982K
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
316+ 1.38% |
$75.3K - $89.3K
|
23.2K
$4.57M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
312+ 4.56% |
$74.4K - $88.2K
|
7.15K
$1.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
312+ 5.11% |
$74.4K - $88.2K
|
6.42K
$1.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
310+ 21.86% |
$73.9K - $87.6K
|
1.73K
$341K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
304New |
$72.5K - $85.9K
|
304
$60K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
292+ 49.66% |
$69.6K - $82.5K
|
880
$174K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
288+ 54.14% |
$68.7K - $81.4K
|
820
$162K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
285+ 26.27% |
$67.9K - $80.5K
|
1.37K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
277+ 26.92% |
$66K - $78.3K
|
1.31K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
275+ 2.76% |
$65.6K - $77.7K
|
10.2K
$2.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
270+ 2.39% |
$64.4K - $76.3K
|
11.6K
$2.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
260New |
$62K - $73.5K
|
260
$51.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
255New |
$60.8K - $72.1K
|
255
$50.3K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
251+ 22.41% |
$59.8K - $70.9K
|
1.37K
$271K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
250+ 7.61% |
$59.6K - $70.7K
|
3.53K
$697K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
250New |
$59.6K - $70.7K
|
250
$49.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
248+ 14.79% |
$59.1K - $70.1K
|
1.93K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
238New |
$56.7K - $67.3K
|
238
$47K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
236+ 1.84% |
$56.3K - $66.7K
|
13.1K
$2.58M
|