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 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24.9KNew |
$5.95M - $6.59M
|
24.9K
$5.48M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-90Closed |
$21.6K - $23.9K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.98KClosed |
$714K - $791K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.48KClosed |
$354K - $391K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.65KNew |
$1.11M - $1.23M
|
4.65K
$1.02M
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
31KNew |
$6.15M - $7.66M
|
31K
$6.85M
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-309Closed |
$61.2K - $76.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-41Closed |
$8.12K - $10.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Iron Triangle Partners LP
Cos Cob, CT |
SELL
|
- |
-100KClosed |
$19.8M - $24.7M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-39Closed |
$7.72K - $9.62K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.1KNew |
$813K - $1.01M
|
4.1K
$905K
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.83KClosed |
$560K - $697K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Health Cor Management, L.P.
New York, NY |
SELL
|
- |
-402KClosed |
$79.6M - $99.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-2K- 9.09% |
$396K - $494K
|
20K
$4.41M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-172Closed |
$34.1K - $42.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-8.36KClosed |
$1.66M - $2.06M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.93KClosed |
$778K - $970K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-3.01KClosed |
$596K - $742K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-28Closed |
$5.55K - $6.91K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-12.2KClosed |
$2.42M - $3.01M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-58.5KClosed |
$11.6M - $14.4M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-3.92KClosed |
$777K - $968K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-113- 28.11% |
$22.4K - $27.9K
|
289
$63.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-1.73KClosed |
$342K - $426K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$19.8K - $24.7K
|
100
$22.1K
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
97New |
$19.2K - $23.9K
|
97
$21.4K
|
|
|
Jul 23, 2021
Q2 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-10.7KClosed |
$2.12M - $2.64M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-75Closed |
$14.9K - $18.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.71KNew |
$933K - $1.16M
|
4.71K
$1.04M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-9Closed |
$1.78K - $2.22K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
65New |
$12.9K - $16K
|
65
$14.3K
|
|
|
Jul 20, 2021
Q2 2021
|
Univest Financial Corp
|
SELL
|
- |
-1.04KClosed |
$207K - $258K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3- 9.09% |
$519 - $584
|
30
$6.62K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-153Closed |
$26.5K - $29.8K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-27Closed |
$4.67K - $5.25K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-4Closed |
$692 - $778
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-153Closed |
$26.5K - $29.8K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-114- 30.48% |
$19.7K - $22.2K
|
260
$57.4K
|
|
|
May 17, 2021
Q1 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-168KClosed |
$29M - $32.6M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-65.9KClosed |
$11.4M - $12.8M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-1.45KClosed |
$251K - $283K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Parsifal Capital Management, LP
Greenwich, CT |
SELL
|
- |
-138KClosed |
$23.9M - $26.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Highline Capital Management, L.P.
New York, NY |
SELL
|
- |
-27KClosed |
$4.67M - $5.25M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-233KClosed |
$40.3M - $45.3M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-140Closed |
$24.2K - $27.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-53.8KClosed |
$9.31M - $10.5M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-156Closed |
$27K - $30.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-51.3KClosed |
$8.88M - $9.99M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-26.4KClosed |
$4.58M - $5.15M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-470Closed |
$81.3K - $91.5K
|
0
$0
|
|