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 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
954+ 2.03% |
$169K - $222K
|
48.1K
$9.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
938+ 4.0% |
$166K - $218K
|
24.4K
$4.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
938New |
$166K - $218K
|
938
$181K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
928New |
$164K - $216K
|
928
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
927New |
$164K - $216K
|
927
$179K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
926New |
$164K - $216K
|
926
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
920New |
$163K - $214K
|
920
$177K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
906New |
$161K - $211K
|
906
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
906New |
$161K - $211K
|
906
$175K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
900New |
$159K - $209K
|
900
$173K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
892New |
$158K - $208K
|
892
$172K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
869New |
$154K - $202K
|
869
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
861+ 57.21% |
$153K - $200K
|
2.37K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
849+ 11.72% |
$150K - $198K
|
8.1K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
823+ 30.99% |
$146K - $192K
|
3.48K
$670K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
801New |
$142K - $186K
|
801
$154K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
792+ 26.22% |
$140K - $184K
|
3.81K
$735K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
785New |
$139K - $183K
|
785
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
784+ 8.4% |
$139K - $182K
|
10.1K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
772+ 4.14% |
$137K - $180K
|
19.4K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
770+ 35.9% |
$136K - $179K
|
2.92K
$562K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
768+ 5.45% |
$136K - $179K
|
14.8K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
766+ 39.57% |
$136K - $178K
|
2.7K
$521K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
764+ 0.99% |
$135K - $178K
|
77.7K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
752+ 60.26% |
$133K - $175K
|
2K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
748+ 1.6% |
$133K - $174K
|
47.4K
$9.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
739+ 11.46% |
$131K - $172K
|
7.19K
$1.38M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
731New |
$130K - $170K
|
731
$141K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
716+ 0.3% |
$127K - $167K
|
238K
$45.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
693New |
$123K - $161K
|
693
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
669New |
$119K - $156K
|
669
$129K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
660+ 8.98% |
$117K - $154K
|
8.01K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
647+ 5.63% |
$115K - $151K
|
12.1K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
639+ 3.02% |
$113K - $149K
|
21.8K
$4.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
632+ 4.54% |
$112K - $147K
|
14.6K
$2.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
614+ 38.66% |
$109K - $143K
|
2.2K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
603+ 14.1% |
$107K - $140K
|
4.88K
$940K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
601+ 0.82% |
$106K - $140K
|
73.7K
$14.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
600+ 0.51% |
$106K - $140K
|
119K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
562+ 3.87% |
$99.6K - $131K
|
15.1K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
548+ 38.62% |
$97.1K - $128K
|
1.97K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
547New |
$96.9K - $127K
|
547
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
534+ 220.66% |
$94.6K - $124K
|
776
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
522+ 93.55% |
$92.5K - $121K
|
1.08K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
512+ 36.68% |
$90.7K - $119K
|
1.91K
$368K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
505+ 7.81% |
$89.5K - $118K
|
6.98K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
495+ 0.67% |
$87.7K - $115K
|
74.4K
$14.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
495+ 4.81% |
$87.7K - $115K
|
10.8K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
471+ 29.92% |
$83.4K - $110K
|
2.05K
$394K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
461+ 1.33% |
$81.7K - $107K
|
35.2K
$6.78M
|