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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
40New |
$7.87K - $9.28K
|
40
$8.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Tpg Gp A, LLC
Fort Worth, TX |
BUY
|
- |
157K+ 65.31% |
$31M - $36.5M
|
398K
$87.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
331+ 1379.17% |
$65.1K - $76.8K
|
355
$78.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
16.9KNew |
$3.33M - $3.92M
|
16.9K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.23KNew |
$241K - $285K
|
1.23K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.87K- 40.29% |
$369K - $434K
|
2.78K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-37.8K- 89.78% |
$7.44M - $8.77M
|
4.3K
$950K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-77Closed |
$15.1K - $17.9K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-1.28K- 55.04% |
$251K - $296K
|
1.04K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-59- 1.89% |
$11.6K - $13.7K
|
3.07K
$676K
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2.78K- 2.6% |
$547K - $645K
|
104K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.57KNew |
$899K - $1.06M
|
4.57K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 16.39% |
$1.97K - $2.32K
|
71
$15.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
98+ 0.73% |
$19.3K - $22.7K
|
13.5K
$2.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-10K- 36.36% |
$1.97M - $2.32M
|
17.5K
$3.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
80+ 30.08% |
$15.7K - $18.6K
|
346
$76.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-64.2K- 92.5% |
$12.6M - $14.9M
|
5.21K
$1.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
20New |
$3.94K - $4.64K
|
20
$4.41K
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-65.6K- 97.44% |
$12.9M - $15.2M
|
1.72K
$380K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$787 - $928
|
4
$882
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
78New |
$15.3K - $18.1K
|
78
$17.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.91K+ 47.83% |
$376K - $443K
|
5.9K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-103- 0.17% |
$20.3K - $23.9K
|
61.1K
$13.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
120New |
$23.6K - $27.8K
|
120
$26.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-27- 11.89% |
$5.31K - $6.26K
|
200
$44.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
370+ 33.94% |
$72.8K - $85.8K
|
1.46K
$322K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.46KNew |
$287K - $339K
|
1.46K
$322K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
40New |
$7.87K - $9.28K
|
40
$8.82K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
10.4K+ 268.04% |
$2.05M - $2.42M
|
14.3K
$3.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
11.5KNew |
$2.27M - $2.67M
|
11.5K
$2.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
53New |
$10.4K - $12.3K
|
53
$11.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-704- 10.09% |
$139K - $163K
|
6.27K
$1.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.08% |
$197 - $232
|
1.32K
$292K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
37New |
$7.28K - $8.58K
|
37
$8.16K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-45- 2.84% |
$8.85K - $10.4K
|
1.54K
$340K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-45- 2.14% |
$8.85K - $10.4K
|
2.06K
$454K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$984 - $1.16K
|
5
$1.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-87- 0.43% |
$17.1K - $20.2K
|
19.9K
$4.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-16.5K- 3.31% |
$3.24M - $3.82M
|
480K
$106M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-135- 2.01% |
$26.6K - $31.3K
|
6.59K
$1.45M
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-32Closed |
$5.88K - $7.19K
|
0
$0
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-721Closed |
$132K - $162K
|
0
$0
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-17.9KClosed |
$3.29M - $4.02M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.25K- 30.84% |
$413K - $505K
|
5.04K
$1.11M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23New |
$4.22K - $5.17K
|
23
$5.07K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
102New |
$18.7K - $22.9K
|
102
$22.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 120.0% |
$2.2K - $2.7K
|
22
$4.85K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
89New |
$16.3K - $20K
|
89
$19.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$2.75K - $3.37K
|
15
$3.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Redmile Group, LLC
San Francisco, CA |
BUY
|
- |
22.8K+ 31.75% |
$4.18M - $5.11M
|
94.4K
$20.8M
|
|