Latest Institutional Transactions on Iqvia Holdings Inc. (IQV)
This table provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
32+ 1.22% |
$6.11K - $7.57K
|
2.65K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 67.35% |
$6.3K - $7.81K
|
16
$2.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-504- 24.68% |
$96.2K - $119K
|
1.54K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.16K- 1.93% |
$222K - $275K
|
59K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.43KNew |
$273K - $338K
|
1.43K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 13.64% |
$573 - $710
|
19
$3.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.52KNew |
$290K - $359K
|
1.52K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 11.11% |
$764 - $947
|
32
$5.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
267+ 1.31% |
$51K - $63.2K
|
20.6K
$3.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11- 20.0% |
$2.1K - $2.6K
|
44
$7.81K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7- 1.35% |
$1.34K - $1.66K
|
513
$91K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-129- 52.65% |
$24.6K - $30.5K
|
116
$20.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-48- 3.8% |
$9.17K - $11.4K
|
1.21K
$215K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-292- 18.88% |
$55.8K - $69.1K
|
1.26K
$223K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.36K- 47.57% |
$451K - $559K
|
2.61K
$462K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.19K- 25.17% |
$227K - $281K
|
3.54K
$627K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 1.06% |
$4.01K - $4.97K
|
1.96K
$347K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 8.43% |
$2.86K - $3.55K
|
193
$34.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-79- 2.63% |
$15.1K - $18.7K
|
2.92K
$518K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.42% |
$573 - $710
|
127
$22.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 16.56% |
$9.55K - $11.8K
|
252
$44.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
452K+ 47.42% |
$86.3M - $107M
|
1.41M
$249M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.78K- 48.75% |
$531K - $657K
|
2.92K
$518K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 46.04% |
$17.8K - $22K
|
295
$52.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
305+ 27.7% |
$58.2K - $72.2K
|
1.41K
$249K
|
|
| Q3 2024 | |||||||
|
Mar 18, 2025
Q3 2024
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
- |
2.09K+ 0.9% |
$433K - $526K
|
234K
$41.6M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
36.6K+ 3.16% |
$7.57M - $9.21M
|
1.2M
$212M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-418- 0.7% |
$86.4K - $105K
|
59.5K
$10.6M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
21.9KNew |
$4.53M - $5.51M
|
21.9K
$3.89M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.52% |
$2.27K - $2.77K
|
2.13K
$377K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
36+ 1.15% |
$7.45K - $9.06K
|
3.16K
$560K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
38+ 0.61% |
$7.86K - $9.56K
|
6.26K
$1.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-36- 3.55% |
$7.45K - $9.06K
|
979
$174K
|
|
|
Nov 15, 2024
Q3 2024
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
62.9KNew |
$13M - $15.8M
|
62.9K
$11.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.98KNew |
$409K - $498K
|
1.98K
$351K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$620 - $755
|
3
$532
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
396+ 13.04% |
$81.9K - $99.6K
|
3.43K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.16KNew |
$239K - $291K
|
1.16K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
166KNew |
$34.3M - $41.7M
|
166K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
960+ 7.88% |
$199K - $241K
|
13.1K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
28.9KNew |
$5.97M - $7.26M
|
28.9K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5- 0.21% |
$1.03K - $1.26K
|
2.34K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
11KNew |
$2.27M - $2.77M
|
11K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-46.2K- 47.5% |
$9.55M - $11.6M
|
51K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
147+ 8.07% |
$30.4K - $37K
|
1.97K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-8K- 51.28% |
$1.65M - $2.01M
|
7.6K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalan Capital Partners, LP
New York, NY |
SELL
|
- |
-35K- 6.31% |
$7.24M - $8.8M
|
520K
$92.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-53- 8.56% |
$11K - $13.3K
|
566
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Integral Health Asset Management, LLC
|
BUY
|
- |
20KNew |
$4.14M - $5.03M
|
20K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
82.2K+ 197.17% |
$17M - $20.7M
|
124K
$22M
|
|