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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
662+ 8.23% |
$126K - $157K
|
8.7K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
661+ 9.83% |
$126K - $156K
|
7.38K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
627+ 65.79% |
$120K - $148K
|
1.58K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
601+ 1.26% |
$115K - $142K
|
48.4K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
587+ 46.29% |
$112K - $139K
|
1.86K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
583+ 2.79% |
$111K - $138K
|
21.5K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
574+ 49.7% |
$110K - $136K
|
1.73K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
511+ 4.46% |
$97.6K - $121K
|
12K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
500+ 9.17% |
$95.5K - $118K
|
5.95K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
492+ 18.24% |
$94K - $116K
|
3.19K
$664K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
466New |
$89K - $110K
|
466
$97K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
465New |
$88.8K - $110K
|
465
$96.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
441+ 56.98% |
$84.2K - $104K
|
1.22K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
381+ 39.28% |
$72.8K - $90.2K
|
1.35K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
381+ 26.13% |
$72.8K - $90.2K
|
1.84K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
363+ 18.0% |
$69.3K - $85.9K
|
2.38K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
357+ 14.49% |
$68.2K - $84.5K
|
2.82K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
346+ 13.58% |
$66.1K - $81.9K
|
2.89K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
332+ 0.36% |
$63.4K - $78.6K
|
91.4K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
307New |
$58.6K - $72.6K
|
307
$63.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
306+ 29.71% |
$58.4K - $72.4K
|
1.34K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
305+ 25.06% |
$58.2K - $72.2K
|
1.52K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
305+ 19.61% |
$58.2K - $72.2K
|
1.86K
$387K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
305+ 27.7% |
$58.2K - $72.2K
|
1.41K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
303+ 0.36% |
$57.9K - $71.7K
|
84.4K
$17.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
274+ 158.38% |
$52.3K - $64.8K
|
447
$93K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
267+ 1.31% |
$51K - $63.2K
|
20.6K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
260+ 44.44% |
$49.7K - $61.5K
|
845
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
253+ 2.65% |
$48.3K - $59.9K
|
9.81K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
240+ 4.56% |
$45.8K - $56.8K
|
5.51K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
236+ 10.05% |
$45.1K - $55.8K
|
2.58K
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
220+ 42.88% |
$42K - $52.1K
|
733
$153K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
218+ 14.82% |
$41.6K - $51.6K
|
1.69K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
204+ 11.37% |
$39K - $48.3K
|
2K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
200+ 1.61% |
$38.2K - $47.3K
|
12.6K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
185+ 83.71% |
$35.3K - $43.8K
|
406
$84.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
182+ 3.41% |
$34.8K - $43.1K
|
5.52K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
179+ 6.22% |
$34.2K - $42.4K
|
3.06K
$636K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
172+ 1.02% |
$32.8K - $40.7K
|
17K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
169New |
$32.3K - $40K
|
169
$35.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
169+ 16.85% |
$32.3K - $40K
|
1.17K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
169+ 72.84% |
$32.3K - $40K
|
401
$83.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157+ 0.61% |
$30K - $37.2K
|
26.1K
$5.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
143+ 4.77% |
$27.3K - $33.8K
|
3.14K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
141+ 4.92% |
$26.9K - $33.4K
|
3.01K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
140+ 3.16% |
$26.7K - $33.1K
|
4.57K
$952K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
138+ 52.47% |
$26.4K - $32.7K
|
401
$83.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
137+ 9.02% |
$26.2K - $32.4K
|
1.66K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131+ 9.7% |
$25K - $31K
|
1.48K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
119+ 0.24% |
$22.7K - $28.2K
|
48.9K
$10.2M
|