Purchases and Sales Made in Q4 2022 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 2022. 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 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6- 0.07% |
$1.03K - $1.36K
|
8.3K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8- 2.84% |
$1.38K - $1.81K
|
274
$52.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-9- 14.75% |
$1.55K - $2.04K
|
52
$10K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 0.2% |
$1.72K - $2.27K
|
5.03K
$970K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 4.02% |
$1.72K - $2.27K
|
239
$46.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10- 0.4% |
$1.72K - $2.27K
|
2.48K
$478K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-11- 0.8% |
$1.9K - $2.49K
|
1.37K
$263K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-11- 0.28% |
$1.9K - $2.49K
|
3.85K
$742K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-14- 1.08% |
$2.41K - $3.17K
|
1.29K
$248K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-15- 0.22% |
$2.59K - $3.4K
|
6.89K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-15- 0.03% |
$2.59K - $3.4K
|
44.2K
$8.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-16- 55.17% |
$2.76K - $3.62K
|
13
$2.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 22.86% |
$2.76K - $3.62K
|
54
$10.4K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-17- 22.08% |
$2.93K - $3.85K
|
60
$11.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 4.28% |
$3.1K - $4.08K
|
403
$77.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-19- 1.27% |
$3.28K - $4.3K
|
1.47K
$284K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.76% |
$3.28K - $4.3K
|
2.47K
$476K
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-20- 3.57% |
$3.45K - $4.53K
|
540
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-20- 8.06% |
$3.45K - $4.53K
|
228
$43.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-20- 0.62% |
$3.45K - $4.53K
|
3.22K
$619K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-21- 0.34% |
$3.62K - $4.76K
|
6.07K
$1.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-21- 19.63% |
$3.62K - $4.76K
|
86
$16.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-23- 1.7% |
$3.97K - $5.21K
|
1.33K
$256K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-23- 0.57% |
$3.97K - $5.21K
|
4.03K
$777K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-25- 1.41% |
$4.31K - $5.66K
|
1.75K
$338K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-25- 12.56% |
$4.31K - $5.66K
|
174
$33.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-25- 1.24% |
$4.31K - $5.66K
|
1.99K
$383K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-25- 2.78% |
$4.31K - $5.66K
|
875
$169K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 1.53% |
$4.31K - $5.66K
|
1.61K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29- 0.32% |
$5K - $6.57K
|
9.17K
$1.77M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-32- 71.11% |
$5.52K - $7.25K
|
13
$2.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-32- 4.51% |
$5.52K - $7.25K
|
678
$131K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-33- 0.84% |
$5.69K - $7.48K
|
3.91K
$753K
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-34- 1.04% |
$5.86K - $7.7K
|
3.25K
$626K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-35- 3.14% |
$6.04K - $7.93K
|
1.08K
$208K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-35- 0.12% |
$6.04K - $7.93K
|
28.8K
$5.54M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-38- 17.67% |
$6.55K - $8.61K
|
177
$34.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-40- 0.3% |
$6.9K - $9.06K
|
13.4K
$2.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-41- 0.06% |
$7.07K - $9.29K
|
68.5K
$13.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-42- 0.83% |
$7.24K - $9.51K
|
5.03K
$968K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-44- 3.97% |
$7.59K - $9.97K
|
1.06K
$205K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-44- 3.68% |
$7.59K - $9.97K
|
1.15K
$222K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-49- 36.03% |
$8.45K - $11.1K
|
87
$16.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-50- 0.07% |
$8.62K - $11.3K
|
72.9K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-51- 18.21% |
$8.79K - $11.6K
|
229
$44.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-52- 3.41% |
$8.97K - $11.8K
|
1.47K
$283K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-54- 3.58% |
$9.31K - $12.2K
|
1.45K
$280K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-60- 0.9% |
$10.3K - $13.6K
|
6.61K
$1.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-65- 1.49% |
$11.2K - $14.7K
|
4.31K
$831K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-68- 23.13% |
$11.7K - $15.4K
|
226
$43.5K
|