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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-488- 0.97% |
$102K - $126K
|
49.8K
$8.78M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.66KNew |
$345K - $429K
|
1.66K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-175- 97.22% |
$36.4K - $45.3K
|
5
$882
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-27.9K- 9.11% |
$5.82M - $7.24M
|
279K
$49.2M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 499.62% |
$270K - $337K
|
1.56K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
33.8KNew |
$7.03M - $8.74M
|
33.8K
$5.95M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
190+ 10.5% |
$39.6K - $49.2K
|
2K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
6.8KNew |
$1.42M - $1.76M
|
6.8K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.24K+ 10.87% |
$257K - $320K
|
12.6K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-65- 1.05% |
$13.5K - $16.8K
|
6.14K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
914New |
$190K - $237K
|
914
$161K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-140- 12.61% |
$29.2K - $36.3K
|
970
$171K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
619New |
$129K - $160K
|
619
$109K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.1KNew |
$1.89M - $2.36M
|
9.1K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
46+ 4.96% |
$9.58K - $11.9K
|
973
$172K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
1.04KNew |
$216K - $269K
|
1.04K
$183K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-197- 17.75% |
$41K - $51K
|
913
$161K
|
|
|
May 02, 2024
Q1 2024
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
800New |
$167K - $207K
|
800
$141K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.29K+ 28.62% |
$477K - $594K
|
10.3K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-136- 8.49% |
$28.3K - $35.2K
|
1.47K
$258K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.16KNew |
$241K - $300K
|
1.16K
$204K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-120- 2.83% |
$25K - $31.1K
|
4.12K
$727K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 7.12% |
$5K - $6.22K
|
313
$55.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-115- 6.56% |
$23.9K - $29.8K
|
1.64K
$289K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.96K- 41.15% |
$1.03M - $1.29M
|
7.1K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
852New |
$177K - $221K
|
852
$150K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
202+ 12.05% |
$42.1K - $52.3K
|
1.88K
$331K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
229+ 2.88% |
$47.7K - $59.3K
|
8.19K
$1.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.2KNew |
$250K - $311K
|
1.2K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
10New |
$2.08K - $2.59K
|
10
$1.76K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.25KNew |
$469K - $584K
|
2.25K
$397K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-757- 46.87% |
$158K - $196K
|
858
$151K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 19.12% |
$2.71K - $3.37K
|
55
$9.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
14.7KNew |
$3.06M - $3.8M
|
14.7K
$2.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
2K+ 33.33% |
$416K - $518K
|
8K
$1.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
687New |
$143K - $178K
|
687
$121K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-490- 32.58% |
$102K - $127K
|
1.01K
$179K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-755- 15.96% |
$157K - $196K
|
3.98K
$701K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.78KNew |
$579K - $721K
|
2.78K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50+ 294.12% |
$10.4K - $13K
|
67
$11.8K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
817New |
$170K - $212K
|
817
$144K
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.26K- 10.27% |
$470K - $585K
|
19.7K
$3.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.49KNew |
$1.56M - $1.94M
|
7.49K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3.21KNew |
$668K - $832K
|
3.21K
$566K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2+ 0.07% |
$416 - $518
|
2.95K
$520K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-1.95K- 59.95% |
$405K - $504K
|
1.3K
$229K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17New |
$3.54K - $4.4K
|
17
$3K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.46% |
$3.12K - $3.89K
|
3.23K
$569K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 12.5% |
$208 - $259
|
9
$1.59K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-335- 26.17% |
$69.8K - $86.8K
|
945
$167K
|