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 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
444+ 2.86% |
$78.7K - $103K
|
16K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
444+ 17.97% |
$78.7K - $103K
|
2.92K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
432+ 6.66% |
$76.5K - $101K
|
6.92K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
430+ 0.76% |
$76.2K - $100K
|
57.2K
$11M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
415+ 9.89% |
$73.5K - $96.6K
|
4.61K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
409+ 1.68% |
$72.5K - $95.2K
|
24.7K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
397+ 8.24% |
$70.3K - $92.4K
|
5.22K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
379+ 29.91% |
$67.1K - $88.2K
|
1.65K
$317K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
355+ 0.33% |
$62.9K - $82.6K
|
107K
$20.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
345+ 46.68% |
$61.1K - $80.3K
|
1.08K
$209K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
340+ 5.24% |
$60.2K - $79.1K
|
6.83K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
331+ 4.18% |
$58.6K - $77K
|
8.26K
$1.59M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
331New |
$58.6K - $77K
|
331
$63.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
330+ 0.37% |
$58.5K - $76.8K
|
88.5K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
326+ 9.47% |
$57.8K - $75.9K
|
3.77K
$726K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
324+ 14.88% |
$57.4K - $75.4K
|
2.5K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
320+ 0.89% |
$56.7K - $74.5K
|
36.3K
$7M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
308+ 23.82% |
$54.6K - $71.7K
|
1.6K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
300+ 0.2% |
$53.1K - $69.8K
|
151K
$29.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
287+ 13.02% |
$50.8K - $66.8K
|
2.49K
$480K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
286+ 6.86% |
$50.7K - $66.6K
|
4.46K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
285+ 9.3% |
$50.5K - $66.3K
|
3.35K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
284+ 5.59% |
$50.3K - $66.1K
|
5.37K
$1.03M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
281New |
$49.8K - $65.4K
|
281
$54.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
261New |
$46.2K - $60.7K
|
261
$50.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
259+ 0.85% |
$45.9K - $60.3K
|
30.8K
$5.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
251+ 15.95% |
$44.5K - $58.4K
|
1.83K
$352K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
235+ 8.63% |
$41.6K - $54.7K
|
2.96K
$570K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
217New |
$38.4K - $50.5K
|
217
$41.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
215+ 0.59% |
$38.1K - $50K
|
36.9K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
214+ 2.62% |
$37.9K - $49.8K
|
8.4K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
210+ 1.22% |
$37.2K - $48.9K
|
17.4K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
207+ 5.49% |
$36.7K - $48.2K
|
3.98K
$767K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
200+ 17.89% |
$35.4K - $46.5K
|
1.32K
$254K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
198+ 18.45% |
$35.1K - $46.1K
|
1.27K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
196+ 52.27% |
$34.7K - $45.6K
|
571
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
191+ 3.75% |
$33.8K - $44.5K
|
5.28K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
185New |
$32.8K - $43.1K
|
185
$35.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
182+ 0.67% |
$32.2K - $42.4K
|
27.5K
$5.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
182+ 1.04% |
$32.2K - $42.4K
|
17.7K
$3.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
180+ 1.28% |
$31.9K - $41.9K
|
14.3K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
178New |
$31.5K - $41.4K
|
178
$34.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
178+ 0.43% |
$31.5K - $41.4K
|
41.7K
$8.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
176+ 1.87% |
$31.2K - $41K
|
9.61K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
175+ 6.19% |
$31K - $40.7K
|
3K
$578K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
168+ 9.65% |
$29.8K - $39.1K
|
1.91K
$368K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157+ 1.39% |
$27.8K - $36.5K
|
11.5K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
152+ 2.84% |
$26.9K - $35.4K
|
5.5K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
150New |
$26.6K - $34.9K
|
150
$28.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
150+ 500.0% |
$26.6K - $34.9K
|
180
$34.7K
|