Purchases and Sales Made in Q4 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 2023. 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 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 25.0% |
$3.54K - $4.65K
|
60
$9.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 6.54% |
$3.72K - $4.89K
|
300
$49K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-22- 0.93% |
$3.9K - $5.12K
|
2.34K
$381K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-22- 0.93% |
$3.9K - $5.12K
|
2.34K
$381K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.4% |
$4.43K - $5.82K
|
6.21K
$1.01M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-27- 0.74% |
$4.78K - $6.28K
|
3.62K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-27- 0.74% |
$4.78K - $6.28K
|
3.62K
$591K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-28- 0.07% |
$4.96K - $6.52K
|
37.8K
$6.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29- 2.71% |
$5.14K - $6.75K
|
1.04K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-30- 2.5% |
$5.31K - $6.98K
|
1.17K
$191K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-30- 0.61% |
$5.31K - $6.98K
|
4.92K
$803K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-32- 0.47% |
$5.67K - $7.45K
|
6.71K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-33- 2.29% |
$5.85K - $7.68K
|
1.41K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-35- 10.32% |
$6.2K - $8.15K
|
304
$49.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-39- 0.6% |
$6.91K - $9.08K
|
6.44K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-40- 3.9% |
$7.09K - $9.31K
|
985
$161K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-41- 20.5% |
$7.26K - $9.54K
|
159
$26K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-41- 2.5% |
$7.26K - $9.54K
|
1.6K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-42- 0.2% |
$7.44K - $9.77K
|
21.2K
$3.46M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-42- 1.21% |
$7.44K - $9.77K
|
3.42K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-44- 3.71% |
$7.8K - $10.2K
|
1.14K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-46- 4.13% |
$8.15K - $10.7K
|
1.07K
$175K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-48- 18.11% |
$8.5K - $11.2K
|
217
$35.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-49- 0.49% |
$8.68K - $11.4K
|
9.89K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-50- 21.74% |
$8.86K - $11.6K
|
180
$29.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-50- 1.42% |
$8.86K - $11.6K
|
3.48K
$567K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-52- 1.96% |
$9.21K - $12.1K
|
2.6K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-55- 3.72% |
$9.74K - $12.8K
|
1.42K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-58- 4.99% |
$10.3K - $13.5K
|
1.1K
$180K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-59- 3.89% |
$10.5K - $13.7K
|
1.46K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-63- 5.5% |
$11.2K - $14.7K
|
1.08K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-65- 20.5% |
$11.5K - $15.1K
|
252
$41.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-67- 4.42% |
$11.9K - $15.6K
|
1.45K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-69- 4.61% |
$12.2K - $16.1K
|
1.43K
$233K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-72- 63.16% |
$12.8K - $16.8K
|
42
$6.86K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-73- 1.27% |
$12.9K - $17K
|
5.68K
$927K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-75- 4.44% |
$13.3K - $17.5K
|
1.61K
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-78- 1.12% |
$13.8K - $18.2K
|
6.88K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-78- 2.72% |
$13.8K - $18.2K
|
2.79K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-78- 3.69% |
$13.8K - $18.2K
|
2.04K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-89- 3.21% |
$15.8K - $20.7K
|
2.68K
$438K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-90- 8.03% |
$15.9K - $20.9K
|
1.03K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-90- 25.71% |
$15.9K - $20.9K
|
260
$42.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-91- 2.96% |
$16.1K - $21.2K
|
2.98K
$486K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-91- 13.19% |
$16.1K - $21.2K
|
599
$97.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-95- 3.5% |
$16.8K - $22.1K
|
2.62K
$427K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-95- 67.86% |
$16.8K - $22.1K
|
45
$7.35K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-97- 6.05% |
$17.2K - $22.6K
|
1.51K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-98- 2.39% |
$17.4K - $22.8K
|
4K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 17.76% |
$17.7K - $23.3K
|
463
$75.6K
|