Purchases and Sales Made in Q4 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 2024. 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 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-11- 0.55% |
$2.1K - $2.6K
|
2K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-11- 18.97% |
$2.1K - $2.6K
|
47
$7.67K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11- 20.0% |
$2.1K - $2.6K
|
44
$7.18K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-13- 0.04% |
$2.48K - $3.08K
|
32.9K
$5.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 1.41% |
$2.48K - $3.08K
|
910
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.92% |
$2.67K - $3.31K
|
1.51K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-14- 0.26% |
$2.67K - $3.31K
|
5.48K
$894K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-15- 20.0% |
$2.86K - $3.55K
|
60
$9.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-15- 0.85% |
$2.86K - $3.55K
|
1.75K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15- 4.17% |
$2.86K - $3.55K
|
345
$56.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16- 0.77% |
$3.06K - $3.79K
|
2.06K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 15.89% |
$3.25K - $4.02K
|
90
$14.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18- 16.51% |
$3.44K - $4.26K
|
91
$14.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-20- 0.42% |
$3.82K - $4.73K
|
4.76K
$777K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 0.27% |
$3.82K - $4.73K
|
7.29K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-20- 32.79% |
$3.82K - $4.73K
|
41
$6.69K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 1.06% |
$4.01K - $4.97K
|
1.96K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-23- 39.66% |
$4.39K - $5.44K
|
35
$5.71K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-23- 0.18% |
$4.39K - $5.44K
|
12.8K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 31.17% |
$4.58K - $5.68K
|
53
$8.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-25- 2.21% |
$4.77K - $5.92K
|
1.11K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-25- 1.79% |
$4.77K - $5.92K
|
1.37K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-28- 3.02% |
$5.35K - $6.63K
|
900
$147K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-30- 1.82% |
$5.73K - $7.1K
|
1.62K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 67.35% |
$6.3K - $7.81K
|
16
$2.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-33- 1.77% |
$6.3K - $7.81K
|
1.84K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-34- 0.23% |
$6.49K - $8.05K
|
14.7K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-36- 40.45% |
$6.87K - $8.52K
|
53
$8.65K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-36- 1.55% |
$6.87K - $8.52K
|
2.28K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-38- 1.34% |
$7.26K - $8.99K
|
2.81K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-40- 1.26% |
$7.64K - $9.47K
|
3.13K
$511K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-43- 2.08% |
$8.21K - $10.2K
|
2.02K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-47- 51.09% |
$8.98K - $11.1K
|
45
$7.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-47- 9.69% |
$8.98K - $11.1K
|
438
$71.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-48- 4.06% |
$9.17K - $11.4K
|
1.13K
$185K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-48- 3.8% |
$9.17K - $11.4K
|
1.21K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-48- 15.05% |
$9.17K - $11.4K
|
271
$44.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-49- 1.47% |
$9.36K - $11.6K
|
3.28K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-49- 2.19% |
$9.36K - $11.6K
|
2.19K
$357K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 16.56% |
$9.55K - $11.8K
|
252
$41.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-51- 23.61% |
$9.74K - $12.1K
|
165
$26.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-51- 3.87% |
$9.74K - $12.1K
|
1.27K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-55- 1.51% |
$10.5K - $13K
|
3.59K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-56- 2.32% |
$10.7K - $13.3K
|
2.36K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-59- 0.41% |
$11.3K - $14K
|
14.4K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-63- 3.04% |
$12K - $14.9K
|
2.01K
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-63- 0.75% |
$12K - $14.9K
|
8.3K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-63- 34.24% |
$12K - $14.9K
|
121
$19.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 91.3% |
$12K - $14.9K
|
6
$980
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 16.46% |
$12.8K - $15.9K
|
340
$55.5K
|