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 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
203+ 8.72% |
$38.8K - $48K
|
2.53K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
200+ 1.61% |
$38.2K - $47.3K
|
12.6K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
200New |
$38.2K - $47.3K
|
200
$32.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
185+ 83.71% |
$35.3K - $43.8K
|
406
$66.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
182+ 3.41% |
$34.8K - $43.1K
|
5.52K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
179+ 5.15% |
$34.2K - $42.4K
|
3.66K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
179+ 6.22% |
$34.2K - $42.4K
|
3.06K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
173+ 0.78% |
$33K - $40.9K
|
22.3K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
172+ 1.02% |
$32.8K - $40.7K
|
17K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
169+ 72.84% |
$32.3K - $40K
|
401
$65.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
169New |
$32.3K - $40K
|
169
$27.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
169+ 16.85% |
$32.3K - $40K
|
1.17K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157+ 0.61% |
$30K - $37.2K
|
26.1K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
154+ 45.16% |
$29.4K - $36.4K
|
495
$80.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
143+ 4.77% |
$27.3K - $33.8K
|
3.14K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
142+ 2.25% |
$27.1K - $33.6K
|
6.47K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
141+ 4.92% |
$26.9K - $33.4K
|
3.01K
$491K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
140+ 3.16% |
$26.7K - $33.1K
|
4.57K
$746K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
138+ 52.47% |
$26.4K - $32.7K
|
401
$65.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
137+ 9.02% |
$26.2K - $32.4K
|
1.66K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
136+ 2.36% |
$26K - $32.2K
|
5.91K
$965K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131+ 9.7% |
$25K - $31K
|
1.48K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
126+ 0.23% |
$24.1K - $29.8K
|
54.3K
$8.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
119+ 0.24% |
$22.7K - $28.2K
|
48.9K
$7.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
112+ 1.05% |
$21.4K - $26.5K
|
10.8K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
110+ 2.58% |
$21K - $26K
|
4.37K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
108New |
$20.6K - $25.6K
|
108
$17.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
104New |
$19.9K - $24.6K
|
104
$17K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
102+ 0.73% |
$19.5K - $24.1K
|
14.1K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
102+ 11.09% |
$19.5K - $24.1K
|
1.02K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.33% |
$19.1K - $23.7K
|
30K
$4.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
99+ 5.96% |
$18.9K - $23.4K
|
1.76K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
98+ 4.74% |
$18.7K - $23.2K
|
2.17K
$354K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 46.04% |
$17.8K - $22K
|
295
$48.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
90+ 10.74% |
$17.2K - $21.3K
|
928
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
86+ 0.22% |
$16.4K - $20.4K
|
38.8K
$6.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
85+ 55.19% |
$16.2K - $20.1K
|
239
$39K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
81+ 0.35% |
$15.5K - $19.2K
|
23.1K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
74+ 2.9% |
$14.1K - $17.5K
|
2.63K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
74+ 822.22% |
$14.1K - $17.5K
|
83
$13.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 3.68% |
$12.2K - $15.1K
|
1.8K
$294K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
62+ 3.17% |
$11.8K - $14.7K
|
2.02K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
59New |
$11.3K - $14K
|
59
$9.63K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
58+ 4.72% |
$11.1K - $13.7K
|
1.29K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
57+ 4.81% |
$10.9K - $13.5K
|
1.24K
$203K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56+ 1.04% |
$10.7K - $13.3K
|
5.43K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
54New |
$10.3K - $12.8K
|
54
$8.82K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
54+ 4.94% |
$10.3K - $12.8K
|
1.15K
$187K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
50New |
$9.55K - $11.8K
|
50
$8.16K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
50+ 0.65% |
$9.55K - $11.8K
|
7.69K
$1.26M
|