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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
92+ 7.97% |
$21.9K - $26K
|
1.25K
$232K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
92New |
$21.9K - $26K
|
92
$17.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
90+ 3.42% |
$21.5K - $25.4K
|
2.72K
$506K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
87+ 6.32% |
$20.7K - $24.6K
|
1.46K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
83+ 1.83% |
$19.8K - $23.5K
|
4.61K
$857K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
83+ 2.45% |
$19.8K - $23.5K
|
3.47K
$645K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
80+ 5.14% |
$19.1K - $22.6K
|
1.64K
$304K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
79+ 8.4% |
$18.8K - $22.3K
|
1.02K
$189K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
75+ 1.9% |
$17.9K - $21.2K
|
4.02K
$748K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
74+ 2.38% |
$17.6K - $20.9K
|
3.18K
$591K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74+ 5.22% |
$17.6K - $20.9K
|
1.49K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Cowbird Capital LP
New York, NY |
BUY
|
- |
74+ 0.07% |
$17.6K - $20.9K
|
106K
$19.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72New |
$17.2K - $20.3K
|
72
$13.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65New |
$15.5K - $18.4K
|
65
$12.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
65+ 1.96% |
$15.5K - $18.4K
|
3.38K
$629K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
65+ 1.59% |
$15.5K - $18.4K
|
4.16K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
61New |
$14.5K - $17.2K
|
61
$11.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
61+ 3.34% |
$14.5K - $17.2K
|
1.89K
$351K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
59New |
$14.1K - $16.7K
|
59
$11K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
56+ 32.56% |
$13.3K - $15.8K
|
228
$42.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
52+ 23.11% |
$12.4K - $14.7K
|
277
$51.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
50+ 4.24% |
$11.9K - $14.1K
|
1.23K
$229K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
50New |
$11.9K - $14.1K
|
50
$9.3K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
49+ 0.77% |
$11.7K - $13.8K
|
6.38K
$1.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49+ 5.81% |
$11.7K - $13.8K
|
892
$166K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
48New |
$11.4K - $13.6K
|
48
$8.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 2.15% |
$11.2K - $13.3K
|
2.23K
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
45+ 1.23% |
$10.7K - $12.7K
|
3.7K
$688K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44New |
$10.5K - $12.4K
|
44
$8.18K
|
|
|
Feb 07, 2022
Q4 2021
|
Homestead Advisers Corp
|
BUY
|
- |
43+ 30.5% |
$10.2K - $12.2K
|
184
$34.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
43New |
$10.2K - $12.2K
|
43
$7.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
41+ 1.62% |
$9.77K - $11.6K
|
2.58K
$479K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
40+ 3.36% |
$9.53K - $11.3K
|
1.23K
$229K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
39New |
$9.3K - $11K
|
39
$7.25K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
39+ 9.15% |
$9.3K - $11K
|
465
$86.4K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
38+ 2.26% |
$9.06K - $10.7K
|
1.72K
$319K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37+ 2.79% |
$8.82K - $10.5K
|
1.36K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
37+ 1.25% |
$8.82K - $10.5K
|
3.01K
$559K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37+ 2.79% |
$8.82K - $10.5K
|
1.36K
$254K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36+ 4.33% |
$8.58K - $10.2K
|
867
$161K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
35+ 0.25% |
$8.34K - $9.89K
|
13.9K
$2.58M
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
35New |
$8.34K - $9.89K
|
35
$6.51K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
32+ 1.26% |
$7.63K - $9.04K
|
2.58K
$480K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
32+ 96.97% |
$7.63K - $9.04K
|
65
$12.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
32+ 1.94% |
$7.63K - $9.04K
|
1.68K
$312K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.5% |
$6.91K - $8.2K
|
1.96K
$365K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 3.91% |
$6.2K - $7.35K
|
691
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
24New |
$5.72K - $6.78K
|
24
$4.46K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24+ 5.67% |
$5.72K - $6.78K
|
447
$83.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22New |
$5.24K - $6.22K
|
22
$4.09K
|