Latest Institutional Purchases of Iqvia Holdings Inc. (IQV)

IQV Quotes by TradingView

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
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
62
New
$11.7K - $14.9K
62 $12.5K
May 12, 2023 Q1 2023
Trust Asset Management LLC

Houston, TX
BUY
 -
60
+ 2.81%
$11.3K - $14.4K
2.19K $442K
Apr 17, 2023 Q1 2023
ETF Managers Group, LLC

Summit, NJ
BUY
 -
46
+ 1.5%
$8.65K - $11.1K
3.12K $628K
Apr 19, 2023 Q1 2023
Close Asset Management LTD

BUY
 -
35
New
$6.58K - $8.42K
35 $7.05K
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
12
New
$2.26K - $2.89K
12 $2.42K
May 04, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
12
New
$2.26K - $2.89K
12 $2.42K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
10
+ 2.65%
$1.88K - $2.41K
387 $77.9K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
10
New
$1.88K - $2.41K
10 $2.01K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
6
New
$1.13K - $1.44K
6 $1.21K
Q4 2022
Feb 14, 2023 Q4 2022
Coronation Fund Managers Ltd.

Cape Town, T3
BUY
 -
14.6K
+ 709.36%
$2.52M - $3.31M
16.7K $3.36M
Feb 14, 2023 Q4 2022
Kids Capital Management, L.P.

Los Angeles, CA
BUY
 -
6.5K
New
$1.12M - $1.47M
6.5K $1.31M
Feb 14, 2023 Q4 2022
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
5.93K
+ 2.63%
$1.02M - $1.34M
232K $46.7M
Feb 07, 2023 Q4 2022
Biltmore Family Office, LLC

BUY
 -
3.71K
New
$639K - $840K
3.71K $746K
Feb 01, 2023 Q4 2022
Legato Capital Management LLC

BUY
 -
2.71K
New
$468K - $614K
2.71K $546K
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
2.53K
New
$436K - $573K
2.53K $509K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
2.51K
+ 8.97%
$434K - $569K
30.5K $6.15M
Feb 14, 2023 Q4 2022
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
2.25K
+ 3.54%
$388K - $510K
65.9K $13.3M
Jan 27, 2023 Q4 2022
Threadgill Financial, LLC

BUY
 -
2.13K
New
$367K - $483K
2.13K $429K
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
1.67K
New
$287K - $378K
1.67K $336K
Jan 13, 2023 Q4 2022
Gateway Investment Advisers LLC

BUY
 -
1.03K
New
$177K - $233K
1.03K $207K
Feb 14, 2023 Q4 2022
Lmr Partners LLP

London, X0
BUY
 -
559
+ 24.49%
$96.4K - $127K
2.84K $572K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
502
New
$86.6K - $114K
502 $101K
Feb 10, 2023 Q4 2022
Tctc Holdings, LLC

Dallas, TX
BUY
 -
496
New
$85.5K - $112K
496 $99.9K
Jan 05, 2023 Q4 2022
General Partner, Inc.

Pittsburgh, PA
BUY
 -
437
New
$75.4K - $99K
437 $88K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
375
New
$64.7K - $84.9K
375 $75.5K
May 09, 2023 Q4 2022
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
264
New
$45.5K - $59.8K
264 $53.2K
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
251
New
$43.3K - $56.9K
251 $50.5K
Dec 12, 2024 Q4 2022
Heritage Wealth Advisors

BUY
 -
210
New
$36.2K - $47.6K
210 $42.3K
Sep 06, 2024 Q4 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
209
+ 3.87%
$36K - $47.3K
5.61K $1.13M
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
202
New
$34.8K - $45.8K
202 $40.7K
Jan 10, 2023 Q4 2022
Glassy Mountain Advisors, Inc.

BUY
 -
153
New
$26.4K - $34.7K
153 $30.8K
Feb 14, 2023 Q4 2022
Allstate Corp

Northbrook, IL
BUY
 -
143
+ 2.21%
$24.7K - $32.4K
6.6K $1.33M
Jan 25, 2023 Q4 2022
Duncker Streett & CO Inc

BUY
 -
100
New
$17.2K - $22.7K
100 $20.1K
Mar 02, 2023 Q4 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
68
New
$11.7K - $15.4K
68 $13.7K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
55
New
$9.48K - $12.5K
55 $11.1K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
51
New
$8.79K - $11.6K
51 $10.3K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
50
New
$8.62K - $11.3K
50 $10.1K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
46
New
$7.93K - $10.4K
46 $9.26K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
36
New
$6.21K - $8.16K
36 $7.25K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
34
New
$5.86K - $7.7K
34 $6.85K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
30
New
$5.17K - $6.8K
30 $6.04K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
15
New
$2.59K - $3.4K
15 $3.02K
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
12
+ 80.0%
$2.07K - $2.72K
27 $5.44K
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
9
New
$1.55K - $2.04K
9 $1.81K
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

BUY
 -
8
New
$1.38K - $1.81K
8 $1.61K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
7
New
$1.21K - $1.59K
7 $1.41K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
4
New
$690 - $906
4 $805
Q3 2022
Nov 14, 2022 Q3 2022
Oribel Capital Management, LP

New York, NY
BUY
 -
80.3K
+ 505.03%
$14.5M - $19.9M
96.2K $19.4M
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
15K
+ 754.24%
$2.73M - $3.74M
17K $3.43M

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