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 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.42K+ 32.37% |
$462K - $572K
|
9.89K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.39KNew |
$457K - $566K
|
2.39K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.33KNew |
$444K - $550K
|
2.33K
$484K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.29K+ 57.77% |
$438K - $543K
|
6.26K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.28K+ 40.73% |
$436K - $540K
|
7.88K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.18K+ 17.91% |
$417K - $516K
|
14.4K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.18K+ 28.7% |
$416K - $516K
|
9.78K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.11K+ 5.97% |
$402K - $499K
|
37.4K
$7.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.05K+ 7.4% |
$391K - $484K
|
29.7K
$6.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.91K+ 14.56% |
$364K - $451K
|
15K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.89K+ 45.34% |
$362K - $448K
|
6.07K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.87K+ 14.66% |
$357K - $443K
|
14.6K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.86K+ 1.55% |
$355K - $440K
|
122K
$25.4M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.83KNew |
$349K - $433K
|
1.83K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.81KNew |
$345K - $427K
|
1.81K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.7KNew |
$325K - $402K
|
1.7K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.63K+ 19.46% |
$312K - $386K
|
10K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.62KNew |
$309K - $383K
|
1.62K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.52K+ 13.05% |
$290K - $360K
|
13.2K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.52KNew |
$290K - $359K
|
1.52K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.43KNew |
$273K - $338K
|
1.43K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.38K+ 40.03% |
$263K - $326K
|
4.81K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.33KNew |
$255K - $316K
|
1.33K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 1.92% |
$243K - $301K
|
67.5K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 710.12% |
$228K - $282K
|
1.36K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 3.32% |
$224K - $277K
|
36.5K
$7.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.09KNew |
$208K - $258K
|
1.09K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07KNew |
$204K - $253K
|
1.07K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.06K+ 32.79% |
$202K - $251K
|
4.29K
$894K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
939+ 17.08% |
$179K - $222K
|
6.44K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
900+ 12.06% |
$172K - $213K
|
8.36K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
842+ 10.01% |
$161K - $199K
|
9.25K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
839+ 2.22% |
$160K - $199K
|
38.6K
$8.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
821+ 18.71% |
$157K - $194K
|
5.21K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
751+ 12.27% |
$143K - $178K
|
6.87K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
713+ 6.86% |
$136K - $169K
|
11.1K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
690+ 4.07% |
$132K - $163K
|
17.6K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
662+ 8.23% |
$126K - $157K
|
8.7K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
661+ 9.83% |
$126K - $156K
|
7.38K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
627+ 65.79% |
$120K - $148K
|
1.58K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
601+ 1.26% |
$115K - $142K
|
48.4K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
587+ 46.29% |
$112K - $139K
|
1.86K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
583+ 2.79% |
$111K - $138K
|
21.5K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
574+ 49.7% |
$110K - $136K
|
1.73K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
511+ 4.46% |
$97.6K - $121K
|
12K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
500+ 9.17% |
$95.5K - $118K
|
5.95K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
492+ 18.24% |
$94K - $116K
|
3.19K
$664K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
466New |
$89K - $110K
|
466
$97K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
441+ 56.98% |
$84.2K - $104K
|
1.22K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
381+ 39.28% |
$72.8K - $90.2K
|
1.35K
$281K
|