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, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
28+ 0.24% |
$5.07K - $6.95K
|
11.5K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
68New |
$12.3K - $16.9K
|
68
$15K
|
|
|
Nov 14, 2022
Q3 2022
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
- |
10KNew |
$1.81M - $2.48M
|
10K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-17.9K- 23.24% |
$3.24M - $4.44M
|
59.1K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
111+ 8.77% |
$20.1K - $27.6K
|
1.38K
$304K
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.2K- 29.89% |
$761K - $1.04M
|
9.85K
$2.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-970- 1.58% |
$176K - $241K
|
60.5K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
317New |
$57.4K - $78.7K
|
317
$69.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
102New |
$18.5K - $25.3K
|
102
$22.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-104- 47.49% |
$18.8K - $25.8K
|
115
$25.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Parametrica Management LTD
|
BUY
|
- |
2.28KNew |
$412K - $565K
|
2.28K
$502K
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
46+ 0.6% |
$8.33K - $11.4K
|
7.74K
$1.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
150New |
$27.2K - $37.2K
|
150
$33.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.25KNew |
$407K - $558K
|
2.25K
$496K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
600New |
$109K - $149K
|
600
$132K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
24+ 0.8% |
$4.35K - $5.96K
|
3.03K
$668K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.31KNew |
$238K - $326K
|
1.31K
$290K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.91KNew |
$708K - $971K
|
3.91K
$863K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
2.47KNew |
$447K - $613K
|
2.47K
$544K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.25KNew |
$226K - $310K
|
1.25K
$276K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.75KNew |
$498K - $682K
|
2.75K
$606K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-754- 15.56% |
$137K - $187K
|
4.09K
$903K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-54- 65.06% |
$9.78K - $13.4K
|
29
$6.4K
|
|
|
Oct 03, 2022
Q3 2022
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-6.8KClosed |
$1.23M - $1.69M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Mar 18, 2025
Q2 2022
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
PUT |
3K+ 100.0% |
$589K - $757K
|
6K
$1.32M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29New |
$5.7K - $7.32K
|
29
$6.4K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-19Closed |
$3.73K - $4.79K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-194- 1.97% |
$38.1K - $48.9K
|
9.63K
$2.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-19Closed |
$3.73K - $4.79K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
10New |
$1.96K - $2.52K
|
10
$2.21K
|
|
|
Aug 15, 2022
Q2 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-44.8KClosed |
$8.8M - $11.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-4.1KClosed |
$806K - $1.03M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-1.1MClosed |
$216M - $278M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-8Closed |
$1.57K - $2.02K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-104Closed |
$20.4K - $26.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
376+ 11.3% |
$73.9K - $94.9K
|
3.7K
$817K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-954Closed |
$187K - $241K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-4.75KClosed |
$933K - $1.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
455New |
$89.4K - $115K
|
455
$100K
|
|
|
Aug 12, 2022
Q2 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-1.24K- 35.71% |
$243K - $312K
|
2.23K
$491K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-15- 2.29% |
$2.95K - $3.78K
|
641
$141K
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-2- 0.17% |
$393 - $505
|
1.17K
$257K
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-3.43KClosed |
$675K - $866K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
649+ 212.09% |
$127K - $164K
|
955
$211K
|
|
|
Aug 12, 2022
Q2 2022
|
Amitell Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-15.6KClosed |
$3.06M - $3.93M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-22.8KClosed |
$4.49M - $5.76M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
43.9KNew |
$8.62M - $11.1M
|
43.9K
$9.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-22Closed |
$4.32K - $5.55K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
458+ 19.56% |
$90K - $116K
|
2.8K
$618K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-9Closed |
$1.77K - $2.27K
|
0
$0
|
|