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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
10New |
$1.96K - $2.52K
|
10
$2.01K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$1.57K - $2.02K
|
8
$1.61K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$196 - $252
|
1
$201
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
52.9KNew |
$11.1M - $14.5M
|
52.9K
$10.7M
|
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
BUY
|
- |
38KNew |
$8M - $10.4M
|
38K
$7.65M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$3.09M - $4.01M
|
14.7K
$2.95M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
293New |
$61.7K - $80.2K
|
293
$59K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
118New |
$24.8K - $32.3K
|
118
$23.8K
|
|
|
May 16, 2022
Q1 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
64+ 0.94% |
$13.5K - $17.5K
|
6.9K
$1.39M
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$421 - $547
|
2
$403
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
28.5KNew |
$6.79M - $8.05M
|
28.5K
$5.74M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.2KNew |
$3.87M - $4.59M
|
16.2K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
13.8KNew |
$3.29M - $3.9M
|
13.8K
$2.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
4.1K+ 455.56% |
$977K - $1.16M
|
5K
$1.01M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
795New |
$190K - $225K
|
795
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
285+ 26.27% |
$67.9K - $80.5K
|
1.37K
$276K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65New |
$15.5K - $18.4K
|
65
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
24New |
$5.72K - $6.78K
|
24
$4.83K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22New |
$5.24K - $6.22K
|
22
$4.43K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$2.62K - $3.11K
|
11
$2.21K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
10New |
$2.38K - $2.83K
|
10
$2.01K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7New |
$1.67K - $1.98K
|
7
$1.41K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$953 - $1.13K
|
4
$805
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3New |
$715 - $848
|
3
$604
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
32KNew |
$7.67M - $8.49M
|
32K
$6.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24.9KNew |
$5.95M - $6.59M
|
24.9K
$5M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.65KNew |
$1.11M - $1.23M
|
4.65K
$936K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106New |
$25.4K - $28.1K
|
106
$21.3K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
31KNew |
$6.15M - $7.66M
|
31K
$6.25M
|
|
|
Aug 12, 2021
Q2 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
19K+ 487.18% |
$3.76M - $4.69M
|
22.9K
$4.61M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.71KNew |
$933K - $1.16M
|
4.71K
$948K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.1KNew |
$813K - $1.01M
|
4.1K
$826K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$19.8K - $24.7K
|
100
$20.1K
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
97New |
$19.2K - $23.9K
|
97
$19.5K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
65New |
$12.9K - $16K
|
65
$13.1K
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.32KNew |
$229K - $257K
|
1.32K
$266K
|
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
97+ 108.99% |
$16.8K - $18.9K
|
186
$37.5K
|
|
|
May 10, 2021
Q1 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
6New |
$1.04K - $1.17K
|
6
$1.21K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
18.3KNew |
$2.82M - $3.31M
|
18.3K
$3.69M
|
|
|
Mar 03, 2021
Q4 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
345New |
$53.1K - $62.2K
|
345
$69.5K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
201New |
$31K - $36.3K
|
201
$40.5K
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
8.7K+ 82.08% |
$1.23M - $1.48M
|
19.3K
$3.89M
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.69KNew |
$804K - $966K
|
5.69K
$1.15M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$14.1K - $17K
|
100
$20.1K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
115KNew |
$11.5M - $17.6M
|
115K
$23.1M
|
|
|
Aug 14, 2020
Q2 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
20.2K+ 246.34% |
$2.02M - $3.09M
|
28.4K
$5.72M
|
|
|
Jul 22, 2020
Q2 2020
|
Cutler Group LP
|
BUY
|
- |
330New |
$33K - $50.5K
|
330
$66.4K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
31+ 3.32% |
$3.1K - $4.74K
|
965
$194K
|
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
23New |
$2.3K - $3.52K
|
23
$4.63K
|
|
|
Sep 21, 2023
Q2 2020
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12New |
$1.2K - $1.84K
|
12
$2.42K
|
|