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 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-52- 3.41% |
$8.97K - $11.8K
|
1.47K
$240K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-54- 3.58% |
$9.31K - $12.2K
|
1.45K
$237K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-60- 0.9% |
$10.3K - $13.6K
|
6.61K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-65- 1.49% |
$11.2K - $14.7K
|
4.31K
$704K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-68- 23.13% |
$11.7K - $15.4K
|
226
$36.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-72- 3.51% |
$12.4K - $16.3K
|
1.98K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-73- 64.04% |
$12.6K - $16.5K
|
41
$6.69K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-75- 5.25% |
$12.9K - $17K
|
1.35K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 0.52% |
$12.9K - $17K
|
14.5K
$2.36M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-76- 1.45% |
$13.1K - $17.2K
|
5.15K
$841K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-77- 24.29% |
$13.3K - $17.4K
|
240
$39.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-90- 22.56% |
$15.5K - $20.4K
|
309
$50.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-95- 0.56% |
$16.4K - $21.5K
|
16.8K
$2.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-98- 7.03% |
$16.9K - $22.2K
|
1.3K
$212K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 25.64% |
$17.2K - $22.7K
|
290
$47.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-102- 8.59% |
$17.6K - $23.1K
|
1.09K
$177K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-104- 3.38% |
$17.9K - $23.6K
|
2.97K
$485K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-105- 25.55% |
$18.1K - $23.8K
|
306
$50K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-111- 4.44% |
$19.1K - $25.1K
|
2.39K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-116- 10.58% |
$20K - $26.3K
|
980
$160K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-117- 5.21% |
$20.2K - $26.5K
|
2.13K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-118- 3.17% |
$20.3K - $26.7K
|
3.6K
$588K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-123- 1.53% |
$21.2K - $27.9K
|
7.91K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-124- 0.85% |
$21.4K - $28.1K
|
14.5K
$2.36M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-126- 5.39% |
$21.7K - $28.5K
|
2.21K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-126- 10.67% |
$21.7K - $28.5K
|
1.06K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-127- 5.36% |
$21.9K - $28.8K
|
2.24K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-127- 2.72% |
$21.9K - $28.8K
|
4.54K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-129- 5.44% |
$22.2K - $29.2K
|
2.24K
$366K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-130- 0.99% |
$22.4K - $29.4K
|
13K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-130- 52.0% |
$22.4K - $29.4K
|
120
$19.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-132- 2.16% |
$22.8K - $29.9K
|
5.99K
$978K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-137- 1.75% |
$23.6K - $31K
|
7.7K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-140- 52.63% |
$24.1K - $31.7K
|
126
$20.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-155- 6.13% |
$26.7K - $35.1K
|
2.38K
$388K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-156- 2.53% |
$26.9K - $35.3K
|
6.01K
$980K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-159- 27.56% |
$27.4K - $36K
|
418
$68.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-164- 25.75% |
$28.3K - $37.2K
|
473
$77.2K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-165- 20.78% |
$28.5K - $37.4K
|
629
$103K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-166- 1.57% |
$28.6K - $37.6K
|
10.4K
$1.7M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-169- 5.18% |
$29.1K - $38.3K
|
3.09K
$505K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-176- 3.39% |
$30.4K - $39.9K
|
5.02K
$820K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-176- 40.84% |
$30.4K - $39.9K
|
255
$41.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-176- 1.12% |
$30.4K - $39.9K
|
15.5K
$2.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-177- 12.21% |
$30.5K - $40.1K
|
1.27K
$208K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-185- 4.69% |
$31.9K - $41.9K
|
3.76K
$613K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-190- 4.52% |
$32.8K - $43K
|
4.02K
$655K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-192- 5.88% |
$33.1K - $43.5K
|
3.08K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-195- 4.53% |
$33.6K - $44.2K
|
4.11K
$670K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-195- 22.03% |
$33.6K - $44.2K
|
690
$113K
|