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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-750Closed |
$158K - $205K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-14Closed |
$2.95K - $3.83K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-3KClosed |
$632K - $821K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
118New |
$24.8K - $32.3K
|
118
$26K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-69- 62.73% |
$14.5K - $18.9K
|
41
$9.05K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.2KNew |
$3.87M - $4.59M
|
16.2K
$3.58M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
28.5KNew |
$6.79M - $8.05M
|
28.5K
$6.29M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
795New |
$190K - $225K
|
795
$175K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-52Closed |
$12.4K - $14.7K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65New |
$15.5K - $18.4K
|
65
$14.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18Closed |
$4.29K - $5.09K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-400Closed |
$95.3K - $113K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-26KClosed |
$6.2M - $7.35M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-25Closed |
$5.96K - $7.07K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
24New |
$5.72K - $6.78K
|
24
$5.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Hound Partners, LLC
New York, NY |
SELL
|
- |
-83KClosed |
$19.8M - $23.5M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
4.1K+ 455.56% |
$977K - $1.16M
|
5K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-168Closed |
$40K - $47.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bain Capital Investors LLC
Boston, MA |
SELL
|
- |
-617KClosed |
$147M - $175M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-38KClosed |
$9.05M - $10.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-37Closed |
$8.82K - $10.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-224- 71.34% |
$53.4K - $63.3K
|
90
$19.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-114KClosed |
$27.1M - $32.1M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-28.9KClosed |
$6.88M - $8.16M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-250Closed |
$59.6K - $70.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-2.44KClosed |
$582K - $690K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
285+ 26.27% |
$67.9K - $80.5K
|
1.37K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-298Closed |
$71K - $84.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$2.62K - $3.11K
|
11
$2.43K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-15Closed |
$3.58K - $4.24K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3New |
$715 - $848
|
3
$662
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
10New |
$2.38K - $2.83K
|
10
$2.21K
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.42KClosed |
$339K - $402K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-9Closed |
$2.15K - $2.54K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-12Closed |
$2.86K - $3.39K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7New |
$1.67K - $1.98K
|
7
$1.54K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$953 - $1.13K
|
4
$882
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-25Closed |
$5.96K - $7.07K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-54Closed |
$12.9K - $15.3K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-10Closed |
$2.38K - $2.83K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.99KClosed |
$713K - $846K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
SELL
|
CALL |
-6KClosed |
$1.44M - $1.59M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Point State Capital LP
New York, NY |
SELL
|
- |
-20KClosed |
$4.79M - $5.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-894Closed |
$214K - $237K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1KClosed |
$240K - $265K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-4.04KClosed |
$968K - $1.07M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-95- 1.72% |
$22.8K - $25.2K
|
5.42K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106New |
$25.4K - $28.1K
|
106
$23.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-4.86KClosed |
$1.16M - $1.29M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-3.52KClosed |
$842K - $933K
|
0
$0
|
|