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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
502New |
$86.6K - $114K
|
502
$93.4K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
437New |
$75.4K - $99K
|
437
$81.3K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
375New |
$64.7K - $84.9K
|
375
$69.8K
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
264New |
$45.5K - $59.8K
|
264
$49.1K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
251New |
$43.3K - $56.9K
|
251
$46.7K
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
210New |
$36.2K - $47.6K
|
210
$39.1K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
209+ 3.87% |
$36K - $47.3K
|
5.61K
$1.04M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
153New |
$26.4K - $34.7K
|
153
$28.5K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
100New |
$17.2K - $22.7K
|
100
$18.6K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
68New |
$11.7K - $15.4K
|
68
$12.7K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
55New |
$9.48K - $12.5K
|
55
$10.2K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$8.79K - $11.6K
|
51
$9.49K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
50New |
$8.62K - $11.3K
|
50
$9.31K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46New |
$7.93K - $10.4K
|
46
$8.56K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
36New |
$6.21K - $8.16K
|
36
$6.7K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34New |
$5.86K - $7.7K
|
34
$6.33K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
30New |
$5.17K - $6.8K
|
30
$5.58K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
15New |
$2.59K - $3.4K
|
15
$2.79K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 80.0% |
$2.07K - $2.72K
|
27
$5.02K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.55K - $2.04K
|
9
$1.67K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$1.38K - $1.81K
|
8
$1.49K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7New |
$1.21K - $1.59K
|
7
$1.3K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4New |
$690 - $906
|
4
$744
|
|
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
$17.9M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 754.24% |
$2.73M - $3.74M
|
17K
$3.17M
|
|
Nov 14, 2022
Q3 2022
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
- |
10KNew |
$1.81M - $2.48M
|
10K
$1.86M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.91KNew |
$708K - $971K
|
3.91K
$728K
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.86K+ 168.81% |
$699K - $958K
|
6.15K
$1.14M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.75KNew |
$498K - $682K
|
2.75K
$512K
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
2.47KNew |
$447K - $613K
|
2.47K
$459K
|
|
Nov 02, 2022
Q3 2022
|
Parametrica Management LTD
|
BUY
|
- |
2.28KNew |
$412K - $565K
|
2.28K
$424K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.25KNew |
$407K - $558K
|
2.25K
$418K
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
2.2KNew |
$399K - $546K
|
2.2K
$409K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
2.12KNew |
$383K - $526K
|
2.12K
$394K
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
1.56KNew |
$283K - $388K
|
1.56K
$291K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.31KNew |
$238K - $326K
|
1.31K
$245K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.25KNew |
$226K - $310K
|
1.25K
$233K
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
807New |
$146K - $200K
|
807
$150K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
788New |
$143K - $196K
|
788
$147K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
600New |
$109K - $149K
|
600
$112K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
317New |
$57.4K - $78.7K
|
317
$59K
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
300New |
$54.3K - $74.5K
|
300
$55.8K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
150New |
$27.2K - $37.2K
|
150
$27.9K
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
111+ 8.77% |
$20.1K - $27.6K
|
1.38K
$256K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
102New |
$18.5K - $25.3K
|
102
$19K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
68New |
$12.3K - $16.9K
|
68
$12.7K
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
46+ 0.6% |
$8.33K - $11.4K
|
7.74K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
28+ 0.24% |
$5.07K - $6.95K
|
11.5K
$2.15M
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
24+ 0.8% |
$4.35K - $5.96K
|
3.03K
$563K
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
23+ 0.52% |
$4.17K - $5.71K
|
4.41K
$820K
|