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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37+ 1.25% |
$6.55K - $8.61K
|
3K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
37+ 1.5% |
$6.55K - $8.61K
|
2.5K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 3.23% |
$6.55K - $8.61K
|
1.18K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
35New |
$6.2K - $8.15K
|
35
$6.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
35+ 159.09% |
$6.2K - $8.15K
|
57
$11K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
34+ 2.82% |
$6.02K - $7.91K
|
1.24K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
33+ 1.75% |
$5.85K - $7.68K
|
1.92K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
32New |
$5.67K - $7.45K
|
32
$6.17K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
30+ 0.85% |
$5.31K - $6.98K
|
3.58K
$689K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
29New |
$5.14K - $6.75K
|
29
$5.59K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 32.53% |
$4.78K - $6.28K
|
110
$21.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 100.0% |
$4.43K - $5.82K
|
50
$9.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23+ 0.27% |
$4.07K - $5.35K
|
8.56K
$1.65M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
23New |
$4.07K - $5.35K
|
23
$4.43K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 220.0% |
$3.9K - $5.12K
|
32
$6.17K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21+ 32.81% |
$3.72K - $4.89K
|
85
$16.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
21New |
$3.72K - $4.89K
|
21
$4.05K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21New |
$3.72K - $4.89K
|
21
$4.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
19New |
$3.37K - $4.42K
|
19
$3.66K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
18+ 0.12% |
$3.19K - $4.19K
|
14.5K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
17+ 0.94% |
$3.01K - $3.96K
|
1.82K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.29% |
$3.01K - $3.96K
|
5.8K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
15New |
$2.66K - $3.49K
|
15
$2.89K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15New |
$2.66K - $3.49K
|
15
$2.89K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13New |
$2.3K - $3.03K
|
13
$2.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13New |
$2.3K - $3.03K
|
13
$2.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13+ 0.53% |
$2.3K - $3.03K
|
2.45K
$471K
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
12+ 66.67% |
$2.13K - $2.79K
|
30
$5.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.52% |
$2.13K - $2.79K
|
803
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 4.0% |
$2.13K - $2.79K
|
312
$60.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 22.0% |
$1.95K - $2.56K
|
61
$11.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
11New |
$1.95K - $2.56K
|
11
$2.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 40.74% |
$1.95K - $2.56K
|
38
$7.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$1.77K - $2.33K
|
10
$1.93K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$1.77K - $2.33K
|
10
$1.93K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8+ 0.42% |
$1.42K - $1.86K
|
1.93K
$372K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 114.29% |
$1.42K - $1.86K
|
15
$2.89K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.84% |
$1.24K - $1.63K
|
836
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 12.5% |
$1.24K - $1.63K
|
63
$12.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6+ 0.29% |
$1.06K - $1.4K
|
2.07K
$398K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5+ 0.41% |
$886 - $1.16K
|
1.22K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4+ 6.35% |
$709 - $931
|
67
$12.9K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4New |
$709 - $931
|
4
$771
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 4.08% |
$709 - $931
|
102
$19.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$531 - $698
|
3
$578
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$531 - $698
|
3
$578
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 37.5% |
$531 - $698
|
11
$2.12K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.11% |
$354 - $465
|
97
$18.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$354 - $465
|
2
$385
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 14.29% |
$177 - $233
|
8
$1.54K
|