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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
103+ 0.65% |
$17.8K - $23.3K
|
16K
$2.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100+ 5.91% |
$17.2K - $22.7K
|
1.79K
$293K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.05% |
$17.2K - $22.7K
|
216K
$35.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.84% |
$17.2K - $22.7K
|
12K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
100+ 11.43% |
$17.2K - $22.7K
|
975
$159K
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
100+ 2.11% |
$17.2K - $22.7K
|
4.83K
$788K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
100New |
$17.2K - $22.7K
|
100
$16.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
95+ 6.74% |
$16.4K - $21.5K
|
1.51K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95+ 2.66% |
$16.4K - $21.5K
|
3.67K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
92+ 0.21% |
$15.9K - $20.8K
|
44.5K
$7.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
90+ 0.7% |
$15.5K - $20.4K
|
12.9K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
86+ 0.47% |
$14.8K - $19.5K
|
18.5K
$3.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
85New |
$14.7K - $19.3K
|
85
$13.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
83+ 1.68% |
$14.3K - $18.8K
|
5.01K
$818K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
78+ 0.36% |
$13.5K - $17.7K
|
21.7K
$3.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
76+ 3.13% |
$13.1K - $17.2K
|
2.5K
$408K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
76New |
$13.1K - $17.2K
|
76
$12.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74+ 0.77% |
$12.8K - $16.8K
|
9.64K
$1.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
70+ 1.78% |
$12.1K - $15.9K
|
4K
$653K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
68New |
$11.7K - $15.4K
|
68
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
67New |
$11.6K - $15.2K
|
67
$10.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
65+ 0.45% |
$11.2K - $14.7K
|
14.7K
$2.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
62+ 0.43% |
$10.7K - $14K
|
14.3K
$2.34M
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
62+ 3.8% |
$10.7K - $14K
|
1.69K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.87% |
$10.5K - $13.8K
|
2.18K
$356K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
59+ 36.42% |
$10.2K - $13.4K
|
221
$36.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57+ 228.0% |
$9.83K - $12.9K
|
82
$13.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
56+ 6.12% |
$9.66K - $12.7K
|
971
$159K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
55New |
$9.48K - $12.5K
|
55
$8.98K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
55+ 177.42% |
$9.48K - $12.5K
|
86
$14K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
54+ 3.48% |
$9.31K - $12.2K
|
1.6K
$262K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
54+ 3.43% |
$9.31K - $12.2K
|
1.63K
$266K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
54New |
$9.31K - $12.2K
|
54
$8.82K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$8.79K - $11.6K
|
51
$8.33K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
51+ 2.82% |
$8.79K - $11.6K
|
1.86K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
50New |
$8.62K - $11.3K
|
50
$8.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
49New |
$8.45K - $11.1K
|
49
$8K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
48+ 40.34% |
$8.28K - $10.9K
|
167
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
46+ 11.17% |
$7.93K - $10.4K
|
458
$74.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46New |
$7.93K - $10.4K
|
46
$7.51K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
45+ 0.87% |
$7.76K - $10.2K
|
5.24K
$856K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42+ 2.93% |
$7.24K - $9.51K
|
1.48K
$241K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
40+ 1.22% |
$6.9K - $9.06K
|
3.33K
$543K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
39New |
$6.73K - $8.83K
|
39
$6.37K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
38+ 1.96% |
$6.55K - $8.61K
|
1.98K
$322K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
36New |
$6.21K - $8.16K
|
36
$5.88K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35New |
$6.04K - $7.93K
|
35
$5.71K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
35+ 32.71% |
$6.04K - $7.93K
|
142
$23.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
34+ 9.44% |
$5.86K - $7.7K
|
394
$64.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34New |
$5.86K - $7.7K
|
34
$5.55K
|