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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
201+ 9.38% |
$36.9K - $45.2K
|
2.34K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-26.4K- 95.35% |
$4.85M - $5.94M
|
1.29K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.61K+ 1.53% |
$295K - $361K
|
106K
$23.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
3.5KNew |
$643K - $787K
|
3.5K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
19.2KNew |
$3.52M - $4.31M
|
19.2K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-22.6K- 72.63% |
$4.14M - $5.07M
|
8.5K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-255- 95.15% |
$46.8K - $57.3K
|
13
$2.87K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10.2KNew |
$1.87M - $2.29M
|
10.2K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-1.03M- 99.91% |
$188M - $231M
|
973
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-607- 32.41% |
$111K - $136K
|
1.27K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
24New |
$4.41K - $5.39K
|
24
$5.29K
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-522- 62.89% |
$95.9K - $117K
|
308
$67.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
166+ 16.16% |
$30.5K - $37.3K
|
1.19K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-459- 1.96% |
$84.3K - $103K
|
23K
$5.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Tekla Capital Management LLC
|
BUY
|
- |
46K+ 72.9% |
$8.45M - $10.3M
|
109K
$24.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.04K+ 2.69% |
$375K - $459K
|
78.1K
$17.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-755- 27.24% |
$139K - $170K
|
2.02K
$445K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-3.9K- 11.44% |
$716K - $877K
|
30.2K
$6.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.12KNew |
$205K - $251K
|
1.12K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-58- 1.47% |
$10.7K - $13K
|
3.9K
$860K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.45K+ 3.9% |
$818K - $1M
|
119K
$26.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.01KNew |
$185K - $227K
|
1.01K
$222K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$551 - $674
|
3
$662
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.52KNew |
$646K - $791K
|
3.52K
$777K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
40New |
$7.35K - $8.99K
|
40
$8.82K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.22KNew |
$224K - $274K
|
1.22K
$269K
|
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
BUY
|
- |
910New |
$167K - $205K
|
910
$201K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
76+ 7.08% |
$14K - $17.1K
|
1.15K
$254K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.74KNew |
$319K - $390K
|
1.74K
$383K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-281- 19.37% |
$51.6K - $63.2K
|
1.17K
$258K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 37.04% |
$3.67K - $4.5K
|
74
$16.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.34KNew |
$246K - $301K
|
1.34K
$295K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.78KNew |
$327K - $401K
|
1.78K
$393K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.88KNew |
$1.08M - $1.32M
|
5.88K
$1.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.6KNew |
$294K - $360K
|
1.6K
$354K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 25.0% |
$367 - $450
|
6
$1.32K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
20New |
$3.67K - $4.5K
|
20
$4.41K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20New |
$3.67K - $4.5K
|
20
$4.41K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
369New |
$67.8K - $82.9K
|
369
$81.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-605- 3.84% |
$111K - $136K
|
15.2K
$3.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
995New |
$183K - $224K
|
995
$220K
|
|
|
Jul 14, 2023
Q2 2023
|
Cheyne Capital Management (Uk) LLP
|
BUY
|
- |
4.8KNew |
$882K - $1.08M
|
4.8K
$1.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
978New |
$180K - $220K
|
978
$216K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.46K- 47.25% |
$268K - $328K
|
1.63K
$360K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 18.75% |
$551 - $674
|
13
$2.87K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.5KNew |
$7.98M - $10.2M
|
42.5K
$9.37M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-462- 77.39% |
$86.9K - $111K
|
135
$29.8K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
1.38KNew |
$259K - $332K
|
1.38K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.44KNew |
$271K - $347K
|
1.44K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.91K+ 320.81% |
$1.3M - $1.66M
|
9.06K
$2M
|
|