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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 710.12% |
$228K - $282K
|
1.36K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 3.32% |
$224K - $277K
|
36.5K
$5.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.17K+ 1.65% |
$223K - $276K
|
71.9K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
1.15K+ 9.86% |
$220K - $273K
|
12.8K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.14K+ 5.32% |
$218K - $270K
|
22.6K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.11K+ 12.73% |
$211K - $262K
|
9.79K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.09KNew |
$209K - $258K
|
1.09K
$178K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.09KNew |
$208K - $258K
|
1.09K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.08KNew |
$206K - $256K
|
1.08K
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1.07K+ 9.83% |
$205K - $254K
|
12K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07KNew |
$204K - $253K
|
1.07K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.07K+ 77.86% |
$204K - $253K
|
2.44K
$399K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.06K+ 6.46% |
$203K - $251K
|
17.5K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.06K+ 32.79% |
$202K - $251K
|
4.29K
$701K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.01K+ 20.92% |
$193K - $239K
|
5.84K
$954K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.01KNew |
$192K - $238K
|
1.01K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
970+ 30.12% |
$185K - $230K
|
4.19K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
962+ 1.31% |
$184K - $228K
|
74.6K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
939+ 17.08% |
$179K - $222K
|
6.44K
$1.05M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
928New |
$177K - $220K
|
928
$151K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
919+ 6.86% |
$176K - $217K
|
14.3K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
917+ 14.92% |
$175K - $217K
|
7.06K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
900+ 12.06% |
$172K - $213K
|
8.36K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
872+ 11.82% |
$167K - $206K
|
8.25K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
850+ 1.72% |
$162K - $201K
|
50.2K
$8.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
842+ 10.01% |
$161K - $199K
|
9.25K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
839+ 2.22% |
$160K - $199K
|
38.6K
$6.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
821+ 18.71% |
$157K - $194K
|
5.21K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
795+ 3.37% |
$152K - $188K
|
24.4K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
786+ 9.44% |
$150K - $186K
|
9.11K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
751+ 12.27% |
$143K - $178K
|
6.87K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
735New |
$140K - $174K
|
735
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
718+ 53.22% |
$137K - $170K
|
2.07K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
713+ 6.86% |
$136K - $169K
|
11.1K
$1.81M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
706+ 26.9% |
$135K - $167K
|
3.33K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
699+ 15.22% |
$133K - $165K
|
5.29K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
690+ 4.07% |
$132K - $163K
|
17.6K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
662+ 8.23% |
$126K - $157K
|
8.7K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
661+ 9.83% |
$126K - $156K
|
7.38K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
627+ 65.79% |
$120K - $148K
|
1.58K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
617+ 64.81% |
$118K - $146K
|
1.57K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
601+ 1.26% |
$115K - $142K
|
48.4K
$7.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
588+ 1.28% |
$112K - $139K
|
46.7K
$7.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
587+ 46.29% |
$112K - $139K
|
1.86K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
583+ 2.79% |
$111K - $138K
|
21.5K
$3.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
574+ 49.7% |
$110K - $136K
|
1.73K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
566+ 25.79% |
$108K - $134K
|
2.76K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
551+ 20.15% |
$105K - $130K
|
3.29K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
544+ 27.53% |
$104K - $129K
|
2.52K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
511+ 4.46% |
$97.6K - $121K
|
12K
$1.95M
|