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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
30New |
$5.17K - $6.8K
|
30
$6.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.5K- 93.25% |
$948K - $1.25M
|
398
$87.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.25% |
$517 - $680
|
1.21K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-897- 39.99% |
$155K - $203K
|
1.35K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$8.79K - $11.6K
|
51
$11.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-1.7K- 62.46% |
$293K - $384K
|
1.02K
$225K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
50New |
$8.62K - $11.3K
|
50
$11K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.71KNew |
$639K - $840K
|
3.71K
$818K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-14- 1.08% |
$2.41K - $3.17K
|
1.29K
$284K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34New |
$5.86K - $7.7K
|
34
$7.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Covea Finance
|
SELL
|
- |
-73.1K- 66.19% |
$12.6M - $16.6M
|
37.3K
$8.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
2.71KNew |
$468K - $614K
|
2.71K
$598K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
55New |
$9.48K - $12.5K
|
55
$12.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-325- 2.42% |
$56K - $73.6K
|
13.1K
$2.89M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-661- 39.96% |
$114K - $150K
|
993
$219K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-117- 5.21% |
$20.2K - $26.5K
|
2.13K
$470K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.13KNew |
$367K - $483K
|
2.13K
$470K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
100New |
$17.2K - $22.7K
|
100
$22.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.55K - $2.04K
|
9
$1.99K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$1.38K - $1.81K
|
8
$1.76K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-877- 0.48% |
$151K - $199K
|
180K
$39.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-104- 3.38% |
$17.9K - $23.6K
|
2.97K
$655K
|
|
|
Jan 12, 2023
Q4 2022
|
Ardevora Asset Management LLP
|
SELL
|
- |
-242K- 99.06% |
$41.7M - $54.8M
|
2.3K
$507K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46New |
$7.93K - $10.4K
|
46
$10.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-20- 3.57% |
$3.45K - $4.53K
|
540
$119K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
15New |
$2.59K - $3.4K
|
15
$3.31K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
36New |
$6.21K - $8.16K
|
36
$7.94K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7New |
$1.21K - $1.59K
|
7
$1.54K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
153New |
$26.4K - $34.7K
|
153
$33.8K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
437New |
$75.4K - $99K
|
437
$96.4K
|
|
| Q3 2022 | |||||||
|
Apr 14, 2025
Q3 2022
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
248KNew |
$45M - $61.6M
|
248K
$54.8M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
14+ 16.09% |
$2.54K - $3.48K
|
101
$22.3K
|
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
1.56KNew |
$283K - $388K
|
1.56K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
80.3K+ 505.03% |
$14.5M - $19.9M
|
96.2K
$21.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-37.7K- 5.22% |
$6.84M - $9.37M
|
685K
$151M
|
|
|
Nov 14, 2022
Q3 2022
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-2.09K- 54.95% |
$378K - $518K
|
1.71K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 6.04% |
$356K - $487K
|
30.6K
$6.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
2.2KNew |
$399K - $546K
|
2.2K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.12% |
$2.72K - $3.72K
|
12.4K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-1.43K- 0.71% |
$258K - $354K
|
200K
$44.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
300New |
$54.3K - $74.5K
|
300
$66.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.86K+ 168.81% |
$699K - $958K
|
6.15K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-692- 22.77% |
$125K - $172K
|
2.35K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 1.28% |
$362 - $497
|
158
$34.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
2.12KNew |
$383K - $526K
|
2.12K
$467K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
23+ 0.52% |
$4.17K - $5.71K
|
4.41K
$972K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
788New |
$143K - $196K
|
788
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-9.61K- 5.59% |
$1.74M - $2.39M
|
163K
$35.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5+ 0.43% |
$906 - $1.24K
|
1.17K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 754.24% |
$2.73M - $3.74M
|
17K
$3.76M
|
|