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 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
761+ 0.11% |
$157K - $191K
|
667K
$134M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
721+ 10.55% |
$149K - $181K
|
7.56K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
720+ 2.04% |
$149K - $181K
|
36K
$7.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
674+ 674.0% |
$139K - $170K
|
774
$156K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
668+ 13.15% |
$138K - $168K
|
5.75K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
667+ 4.82% |
$138K - $168K
|
14.5K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
666+ 5.77% |
$138K - $168K
|
12.2K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
610+ 2.66% |
$126K - $153K
|
23.6K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
606+ 28.48% |
$125K - $152K
|
2.73K
$551K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
570+ 21.84% |
$118K - $143K
|
3.18K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
568+ 28.29% |
$117K - $143K
|
2.58K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
561+ 2.39% |
$116K - $141K
|
24K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
553+ 21.16% |
$114K - $139K
|
3.17K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
546+ 18.38% |
$113K - $137K
|
3.52K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
538+ 4.82% |
$111K - $135K
|
11.7K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
509+ 9.3% |
$105K - $128K
|
5.98K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
493+ 33.24% |
$102K - $124K
|
1.98K
$398K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
468New |
$96.8K - $118K
|
468
$94.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
451+ 18.85% |
$93.3K - $113K
|
2.84K
$572K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
436+ 14.34% |
$90.2K - $110K
|
3.48K
$700K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
426+ 0.58% |
$88.1K - $107K
|
73.9K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
425New |
$87.9K - $107K
|
425
$85.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
409+ 0.5% |
$84.6K - $103K
|
82.7K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
407+ 19.8% |
$84.2K - $102K
|
2.46K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
403+ 68.89% |
$83.3K - $101K
|
988
$199K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
396+ 13.04% |
$81.9K - $99.6K
|
3.43K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
395+ 16.0% |
$81.7K - $99.4K
|
2.86K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
380+ 745.1% |
$78.6K - $95.6K
|
431
$86.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
373+ 4.21% |
$77.1K - $93.8K
|
9.23K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
365+ 7.99% |
$75.5K - $91.8K
|
4.93K
$993K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
364+ 2.28% |
$75.3K - $91.6K
|
16.3K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
353+ 2.86% |
$73K - $88.8K
|
12.7K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
341+ 4.83% |
$70.5K - $85.8K
|
7.4K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
340+ 3.69% |
$70.3K - $85.5K
|
9.55K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
339+ 10.51% |
$70.1K - $85.3K
|
3.56K
$717K
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
327+ 6.0% |
$67.6K - $82.3K
|
5.77K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
327+ 4.47% |
$67.6K - $82.3K
|
7.64K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
324+ 1.49% |
$67K - $81.5K
|
22.1K
$4.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
305+ 0.34% |
$63.1K - $76.7K
|
91.3K
$18.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
301+ 5.6% |
$62.2K - $75.7K
|
5.68K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
297New |
$61.4K - $74.7K
|
297
$59.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
293+ 27.1% |
$60.6K - $73.7K
|
1.37K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
288+ 0.61% |
$59.6K - $72.4K
|
47.8K
$9.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
282+ 9.25% |
$58.3K - $70.9K
|
3.33K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
280+ 8.57% |
$57.9K - $70.4K
|
3.55K
$714K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
274+ 5.72% |
$56.7K - $68.9K
|
5.06K
$1.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
270+ 1.84% |
$55.8K - $67.9K
|
15K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
259+ 2.13% |
$53.6K - $65.2K
|
12.4K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
257+ 13.22% |
$53.2K - $64.6K
|
2.2K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
241New |
$49.8K - $60.6K
|
241
$48.5K
|