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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
788New |
$143K - $196K
|
788
$174K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
600New |
$109K - $149K
|
600
$132K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
317New |
$57.4K - $78.7K
|
317
$69.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
300New |
$54.3K - $74.5K
|
300
$66.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
150New |
$27.2K - $37.2K
|
150
$33.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
111+ 8.77% |
$20.1K - $27.6K
|
1.38K
$304K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
102New |
$18.5K - $25.3K
|
102
$22.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
68New |
$12.3K - $16.9K
|
68
$15K
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
46+ 0.6% |
$8.33K - $11.4K
|
7.74K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
28+ 0.24% |
$5.07K - $6.95K
|
11.5K
$2.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
24+ 0.8% |
$4.35K - $5.96K
|
3.03K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
23+ 0.52% |
$4.17K - $5.71K
|
4.41K
$972K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.12% |
$2.72K - $3.72K
|
12.4K
$2.74M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
14+ 16.09% |
$2.54K - $3.48K
|
101
$22.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5+ 0.43% |
$906 - $1.24K
|
1.17K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 1.28% |
$362 - $497
|
158
$34.9K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
43.9KNew |
$8.62M - $11.1M
|
43.9K
$9.68M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.34KNew |
$656K - $843K
|
3.34K
$737K
|
|
|
Mar 18, 2025
Q2 2022
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
PUT |
3K+ 100.0% |
$589K - $757K
|
6K
$1.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Applied Research Investments, LLC
|
BUY
|
- |
2.76KNew |
$543K - $697K
|
2.76K
$609K
|
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
BUY
|
- |
1.59K+ 2.65% |
$312K - $401K
|
61.7K
$13.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.32KNew |
$260K - $334K
|
1.32K
$292K
|
|
|
Aug 10, 2022
Q2 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
940New |
$185K - $237K
|
940
$207K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
649+ 212.09% |
$127K - $164K
|
955
$211K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
458+ 19.56% |
$90K - $116K
|
2.8K
$618K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
455New |
$89.4K - $115K
|
455
$100K
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
376+ 11.3% |
$73.9K - $94.9K
|
3.7K
$817K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
188New |
$36.9K - $47.4K
|
188
$41.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
187New |
$36.7K - $47.2K
|
187
$41.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
45New |
$8.84K - $11.4K
|
45
$9.93K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29New |
$5.7K - $7.32K
|
29
$6.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19+ 2.09% |
$3.73K - $4.79K
|
928
$205K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13New |
$2.55K - $3.28K
|
13
$2.87K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
12New |
$2.36K - $3.03K
|
12
$2.65K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
10New |
$1.96K - $2.52K
|
10
$2.21K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$1.57K - $2.02K
|
8
$1.76K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$196 - $252
|
1
$221
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
52.9KNew |
$11.1M - $14.5M
|
52.9K
$11.7M
|
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
BUY
|
- |
38KNew |
$8M - $10.4M
|
38K
$8.38M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$3.09M - $4.01M
|
14.7K
$3.24M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
293New |
$61.7K - $80.2K
|
293
$64.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
118New |
$24.8K - $32.3K
|
118
$26K
|
|
|
May 16, 2022
Q1 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
64+ 0.94% |
$13.5K - $17.5K
|
6.9K
$1.52M
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
28.5KNew |
$6.79M - $8.05M
|
28.5K
$6.29M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.2KNew |
$3.87M - $4.59M
|
16.2K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
4.1K+ 455.56% |
$977K - $1.16M
|
5K
$1.1M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
795New |
$190K - $225K
|
795
$175K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
285+ 26.27% |
$67.9K - $80.5K
|
1.37K
$302K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65New |
$15.5K - $18.4K
|
65
$14.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
24New |
$5.72K - $6.78K
|
24
$5.29K
|
|