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 14, 2022
Q4 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
83+ 1.83% |
$19.8K - $23.5K
|
4.61K
$888K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
80+ 5.14% |
$19.1K - $22.6K
|
1.64K
$315K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
79+ 8.4% |
$18.8K - $22.3K
|
1.02K
$196K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
75+ 1.9% |
$17.9K - $21.2K
|
4.02K
$775K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74+ 5.22% |
$17.6K - $20.9K
|
1.49K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Cowbird Capital LP
New York, NY |
BUY
|
- |
74+ 0.07% |
$17.6K - $20.9K
|
106K
$20.5M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
74+ 2.38% |
$17.6K - $20.9K
|
3.18K
$613K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72New |
$17.2K - $20.3K
|
72
$13.9K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65New |
$15.5K - $18.4K
|
65
$12.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
65+ 1.59% |
$15.5K - $18.4K
|
4.16K
$801K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
65+ 1.96% |
$15.5K - $18.4K
|
3.38K
$652K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
61+ 3.34% |
$14.5K - $17.2K
|
1.89K
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
61New |
$14.5K - $17.2K
|
61
$11.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
59New |
$14.1K - $16.7K
|
59
$11.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
56+ 32.56% |
$13.3K - $15.8K
|
228
$43.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
52+ 23.11% |
$12.4K - $14.7K
|
277
$53.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
50New |
$11.9K - $14.1K
|
50
$9.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
50+ 4.24% |
$11.9K - $14.1K
|
1.23K
$237K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49+ 5.81% |
$11.7K - $13.8K
|
892
$172K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
49+ 0.77% |
$11.7K - $13.8K
|
6.38K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
48New |
$11.4K - $13.6K
|
48
$9.25K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 2.15% |
$11.2K - $13.3K
|
2.23K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
45+ 1.23% |
$10.7K - $12.7K
|
3.7K
$713K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44New |
$10.5K - $12.4K
|
44
$8.48K
|
|
|
Feb 07, 2022
Q4 2021
|
Homestead Advisers Corp
|
BUY
|
- |
43+ 30.5% |
$10.2K - $12.2K
|
184
$35.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
43New |
$10.2K - $12.2K
|
43
$8.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
41+ 1.62% |
$9.77K - $11.6K
|
2.58K
$497K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
40+ 3.36% |
$9.53K - $11.3K
|
1.23K
$237K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
39New |
$9.3K - $11K
|
39
$7.51K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
39+ 9.15% |
$9.3K - $11K
|
465
$89.6K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
38+ 2.26% |
$9.06K - $10.7K
|
1.72K
$331K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37+ 2.79% |
$8.82K - $10.5K
|
1.36K
$263K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37+ 2.79% |
$8.82K - $10.5K
|
1.36K
$263K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
37+ 1.25% |
$8.82K - $10.5K
|
3.01K
$580K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36+ 4.33% |
$8.58K - $10.2K
|
867
$167K
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
35New |
$8.34K - $9.89K
|
35
$6.74K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
35+ 0.25% |
$8.34K - $9.89K
|
13.9K
$2.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
32+ 1.26% |
$7.63K - $9.04K
|
2.58K
$497K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
32+ 1.94% |
$7.63K - $9.04K
|
1.68K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
32+ 96.97% |
$7.63K - $9.04K
|
65
$12.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.5% |
$6.91K - $8.2K
|
1.96K
$378K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 3.91% |
$6.2K - $7.35K
|
691
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
24New |
$5.72K - $6.78K
|
24
$4.62K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24+ 5.67% |
$5.72K - $6.78K
|
447
$86.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
22New |
$5.24K - $6.22K
|
22
$4.24K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22New |
$5.24K - $6.22K
|
22
$4.24K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
21+ 16.67% |
$5.01K - $5.93K
|
147
$28.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
19+ 1.95% |
$4.53K - $5.37K
|
993
$191K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
18+ 40.0% |
$4.29K - $5.09K
|
63
$12.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 6.93% |
$3.81K - $4.52K
|
247
$47.6K
|