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 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
312New |
$53.8K - $70.7K
|
312
$64.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
309+ 10.41% |
$53.3K - $70K
|
3.28K
$682K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
303+ 6.11% |
$52.3K - $68.6K
|
5.26K
$1.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
294+ 24.75% |
$50.7K - $66.6K
|
1.48K
$308K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
290+ 14.84% |
$50K - $65.7K
|
2.24K
$467K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
284New |
$49K - $64.3K
|
284
$59.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
281+ 10.46% |
$48.5K - $63.7K
|
2.97K
$618K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
274+ 0.34% |
$47.3K - $62.1K
|
80.8K
$16.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
272+ 18.64% |
$46.9K - $61.6K
|
1.73K
$360K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
272+ 1.29% |
$46.9K - $61.6K
|
21.4K
$4.45M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
264New |
$45.5K - $59.8K
|
264
$54.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
261+ 3.03% |
$45K - $59.1K
|
8.87K
$1.85M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
258+ 13.98% |
$44.5K - $58.4K
|
2.1K
$438K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
251New |
$43.3K - $56.9K
|
251
$52.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
250+ 13.94% |
$43.1K - $56.6K
|
2.04K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
231+ 8.75% |
$39.8K - $52.3K
|
2.87K
$598K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
225+ 3.68% |
$38.8K - $51K
|
6.34K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
222+ 1.56% |
$38.3K - $50.3K
|
14.4K
$3.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
220+ 20.15% |
$37.9K - $49.8K
|
1.31K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
216+ 10.6% |
$37.2K - $48.9K
|
2.25K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Health Invest Partners Ab
|
BUY
|
- |
215New |
$37.1K - $48.7K
|
215
$44.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
210+ 2.47% |
$36.2K - $47.6K
|
8.72K
$1.82M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
210New |
$36.2K - $47.6K
|
210
$43.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
210New |
$36.2K - $47.6K
|
210
$43.7K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
209+ 3.87% |
$36K - $47.3K
|
5.61K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
209+ 2.33% |
$36K - $47.3K
|
9.17K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
207+ 10.91% |
$35.7K - $46.9K
|
2.11K
$438K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
202New |
$34.8K - $45.8K
|
202
$42K
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200+ 7.69% |
$34.5K - $45.3K
|
2.8K
$583K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
199New |
$34.3K - $45.1K
|
199
$41.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
198+ 1.32% |
$34.1K - $44.9K
|
15.2K
$3.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
188+ 4.71% |
$32.4K - $42.6K
|
4.18K
$870K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
185+ 9.44% |
$31.9K - $41.9K
|
2.15K
$446K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
184+ 5.53% |
$31.7K - $41.7K
|
3.51K
$731K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
172+ 9.61% |
$29.7K - $39K
|
1.96K
$408K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
162+ 2.43% |
$27.9K - $36.7K
|
6.82K
$1.42M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
160+ 103.23% |
$27.6K - $36.2K
|
315
$65.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
153New |
$26.4K - $34.7K
|
153
$31.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
150+ 4.07% |
$25.9K - $34K
|
3.84K
$798K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
150+ 4.07% |
$25.9K - $34K
|
3.84K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
143+ 2.21% |
$24.7K - $32.4K
|
6.6K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
138New |
$23.8K - $31.3K
|
138
$28.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
123+ 0.24% |
$21.2K - $27.9K
|
50.8K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
121+ 1.29% |
$20.9K - $27.4K
|
9.48K
$1.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
117+ 0.77% |
$20.2K - $26.5K
|
15.4K
$3.2M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
115New |
$19.8K - $26.1K
|
115
$23.9K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
112+ 3.78% |
$19.3K - $25.4K
|
3.08K
$640K
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
107+ 7.14% |
$18.5K - $24.2K
|
1.61K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
106New |
$18.3K - $24K
|
106
$22.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
103+ 0.65% |
$17.8K - $23.3K
|
16K
$3.34M
|