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 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 7.14% |
$34.5K - $45.3K
|
2.6K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-211- 2.69% |
$36.4K - $47.8K
|
7.62K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-231- 7.4% |
$39.8K - $52.3K
|
2.89K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-231- 5.53% |
$39.8K - $52.3K
|
3.95K
$773K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-239- 8.0% |
$41.2K - $54.1K
|
2.75K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-246- 13.32% |
$42.4K - $55.7K
|
1.6K
$314K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-254- 10.9% |
$43.8K - $57.5K
|
2.08K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-274- 18.92% |
$47.3K - $62.1K
|
1.17K
$230K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-276- 18.49% |
$47.6K - $62.5K
|
1.22K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-277- 11.94% |
$47.8K - $62.7K
|
2.04K
$400K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-279- 5.82% |
$48.1K - $63.2K
|
4.52K
$886K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-282- 2.61% |
$48.6K - $63.9K
|
10.5K
$2.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-282- 2.61% |
$48.6K - $63.9K
|
10.5K
$2.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-285- 3.9% |
$49.1K - $64.6K
|
7.02K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-288- 3.81% |
$49.7K - $65.2K
|
7.27K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-291- 8.11% |
$50.2K - $65.9K
|
3.3K
$647K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 0.9% |
$51.7K - $68K
|
33K
$6.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-315- 0.89% |
$54.3K - $71.4K
|
35.1K
$6.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-321- 1.78% |
$55.4K - $72.7K
|
17.7K
$3.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-325- 2.42% |
$56K - $73.6K
|
13.1K
$2.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-335- 4.62% |
$57.8K - $75.9K
|
6.92K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-339- 2.58% |
$58.5K - $76.8K
|
12.8K
$2.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-348- 1.49% |
$60K - $78.8K
|
23.1K
$4.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-368- 1.52% |
$63.5K - $83.4K
|
23.9K
$4.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-369- 0.28% |
$63.6K - $83.6K
|
129K
$25.3M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-373- 10.3% |
$64.3K - $84.5K
|
3.25K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Brahman Capital Corp.
New York, NY |
SELL
|
- |
-389- 0.31% |
$67.1K - $88.1K
|
124K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-391- 2.94% |
$67.4K - $88.6K
|
12.9K
$2.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-432- 17.48% |
$74.5K - $97.9K
|
2.04K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-448- 0.89% |
$77.3K - $101K
|
49.9K
$9.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-455- 2.15% |
$78.5K - $103K
|
20.7K
$4.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-458- 20.27% |
$79K - $104K
|
1.8K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-464- 26.29% |
$80K - $105K
|
1.3K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-474- 1.1% |
$81.7K - $107K
|
42.4K
$8.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-475- 1.96% |
$81.9K - $108K
|
23.7K
$4.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-499- 4.18% |
$86.1K - $113K
|
11.4K
$2.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-499- 4.43% |
$86.1K - $113K
|
10.8K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-529- 4.73% |
$91.2K - $120K
|
10.6K
$2.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-555- 0.48% |
$95.7K - $126K
|
114K
$22.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-576- 11.65% |
$99.3K - $130K
|
4.37K
$856K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-590- 7.49% |
$102K - $134K
|
7.29K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-632- 1.23% |
$109K - $143K
|
50.8K
$9.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-661- 39.96% |
$114K - $150K
|
993
$195K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-702- 3.0% |
$121K - $159K
|
22.7K
$4.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-711- 12.02% |
$123K - $161K
|
5.21K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-748- 35.74% |
$129K - $169K
|
1.35K
$264K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-767- 25.16% |
$132K - $174K
|
2.28K
$447K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-769- 18.78% |
$133K - $174K
|
3.33K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-786- 1.3% |
$136K - $178K
|
59.5K
$11.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-799- 28.53% |
$138K - $181K
|
2K
$392K
|