Latest Institutional Purchases of Iqvia Holdings Inc. (IQV)
This list provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.03KNew |
$890K - $1.17M
|
5.03K
$935K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
4.9K+ 1225.0% |
$868K - $1.14M
|
5.3K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.74KNew |
$840K - $1.1M
|
4.74K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.69KNew |
$653K - $858K
|
3.69K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.18KNew |
$385K - $506K
|
2.18K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.25KNew |
$221K - $290K
|
1.25K
$232K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.2KNew |
$212K - $279K
|
1.2K
$223K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.03KNew |
$183K - $240K
|
1.03K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.03KNew |
$182K - $239K
|
1.03K
$191K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
989New |
$175K - $230K
|
989
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
920New |
$163K - $214K
|
920
$171K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
331New |
$58.6K - $77K
|
331
$61.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
178New |
$31.5K - $41.4K
|
178
$33.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
131+ 30.25% |
$23.2K - $30.5K
|
564
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
122New |
$21.6K - $28.4K
|
122
$22.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
120New |
$21.3K - $27.9K
|
120
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
81New |
$14.3K - $18.9K
|
81
$15.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68New |
$12K - $15.8K
|
68
$12.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
68New |
$12K - $15.8K
|
68
$12.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
50New |
$8.86K - $11.6K
|
50
$9.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
43New |
$7.62K - $10K
|
43
$8K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
23New |
$4.07K - $5.35K
|
23
$4.28K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
21New |
$3.72K - $4.89K
|
21
$3.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
19New |
$3.37K - $4.42K
|
19
$3.54K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4New |
$709 - $931
|
4
$744
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$531 - $698
|
3
$558
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$531 - $698
|
3
$558
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$354 - $465
|
2
$372
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$177 - $233
|
1
$186
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tpg Gp A, LLC
Fort Worth, TX |
BUY
|
- |
157K+ 65.31% |
$31M - $36.5M
|
398K
$74.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
63KNew |
$12.4M - $14.6M
|
63K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
16.9KNew |
$3.33M - $3.92M
|
16.9K
$3.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
11.5KNew |
$2.27M - $2.67M
|
11.5K
$2.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
11.5KNew |
$2.26M - $2.67M
|
11.5K
$2.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
10.4K+ 268.04% |
$2.05M - $2.42M
|
14.3K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
7.4KNew |
$1.46M - $1.72M
|
7.4K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.57KNew |
$899K - $1.06M
|
4.57K
$850K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
4.5KNew |
$885K - $1.04M
|
4.5K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
4.12KNew |
$810K - $955K
|
4.12K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.57KNew |
$506K - $597K
|
2.57K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.16KNew |
$425K - $501K
|
2.16K
$402K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.91K+ 47.83% |
$376K - $443K
|
5.9K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.46KNew |
$287K - $339K
|
1.46K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.23KNew |
$241K - $285K
|
1.23K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.11K+ 30.18% |
$219K - $258K
|
4.79K
$892K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
370+ 33.94% |
$72.8K - $85.8K
|
1.46K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
331+ 1379.17% |
$65.1K - $76.8K
|
355
$66.1K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
225New |
$44.3K - $52.2K
|
225
$41.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Brahman Capital Corp.
New York, NY |
BUY
|
- |
219+ 0.56% |
$43.1K - $50.8K
|
39.1K
$7.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
203+ 8.4% |
$39.9K - $47.1K
|
2.62K
$488K
|
|