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 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
49New |
$9.36K - $11.6K
|
49
$8K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
47+ 0.1% |
$8.98K - $11.1K
|
46K
$7.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
45New |
$8.59K - $10.6K
|
45
$7.35K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44New |
$8.4K - $10.4K
|
44
$7.18K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
43+ 8.04% |
$8.21K - $10.2K
|
578
$94.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
42+ 3.07% |
$8.02K - $9.94K
|
1.41K
$230K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
37New |
$7.07K - $8.76K
|
37
$6.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
37+ 2.35% |
$7.07K - $8.76K
|
1.61K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 2.83% |
$6.3K - $7.81K
|
1.2K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
33New |
$6.3K - $7.81K
|
33
$5.39K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
32+ 1.22% |
$6.11K - $7.57K
|
2.65K
$433K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
30New |
$5.73K - $7.1K
|
30
$4.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 6.38% |
$5.73K - $7.1K
|
500
$81.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
29New |
$5.54K - $6.86K
|
29
$4.73K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29New |
$5.54K - $6.86K
|
29
$4.73K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
25+ 0.75% |
$4.77K - $5.92K
|
3.37K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
25+ 12.32% |
$4.77K - $5.92K
|
228
$37.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25+ 1.69% |
$4.77K - $5.92K
|
1.51K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24+ 77.42% |
$4.58K - $5.68K
|
55
$8.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.39K - $5.44K
|
23
$3.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
22+ 2.35% |
$4.2K - $5.21K
|
960
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
20New |
$3.82K - $4.73K
|
20
$3.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.81% |
$3.63K - $4.5K
|
2.37K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
19+ 14.39% |
$3.63K - $4.5K
|
151
$24.7K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
18New |
$3.44K - $4.26K
|
18
$2.94K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 90.0% |
$3.44K - $4.26K
|
38
$6.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 1.46% |
$3.06K - $3.79K
|
1.11K
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
16+ 0.22% |
$3.06K - $3.79K
|
7.16K
$1.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 8.43% |
$2.86K - $3.55K
|
193
$31.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15New |
$2.86K - $3.55K
|
15
$2.45K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14+ 2.03% |
$2.67K - $3.31K
|
704
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 33.33% |
$2.67K - $3.31K
|
56
$9.14K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
13New |
$2.48K - $3.08K
|
13
$2.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 36.11% |
$2.48K - $3.08K
|
49
$8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 0.16% |
$2.48K - $3.08K
|
8.22K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12+ 14.12% |
$2.29K - $2.84K
|
97
$15.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
12+ 40.0% |
$2.29K - $2.84K
|
42
$6.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11New |
$2.1K - $2.6K
|
11
$1.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11New |
$2.1K - $2.6K
|
11
$1.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 20.75% |
$2.1K - $2.6K
|
64
$10.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
10+ 0.75% |
$1.91K - $2.37K
|
1.35K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.91K - $2.37K
|
10
$1.63K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
10+ 55.56% |
$1.91K - $2.37K
|
28
$4.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9New |
$1.72K - $2.13K
|
9
$1.47K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$1.53K - $1.89K
|
8
$1.31K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6New |
$1.15K - $1.42K
|
6
$980
|