Purchases and Sales Made in Q1 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q1 2023. The information is specifically focused on institutions that hold shares of IQVIA HOLDINGS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-32- 62.75% |
$6.02K - $7.7K
|
19
$3.95K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-33- 0.63% |
$6.2K - $7.94K
|
5.21K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-38- 2.36% |
$7.14K - $9.14K
|
1.57K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38- 15.9% |
$7.14K - $9.14K
|
201
$41.8K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-39- 0.43% |
$7.33K - $9.39K
|
9.13K
$1.9M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-40- 0.34% |
$7.52K - $9.63K
|
11.8K
$2.46M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-41- 13.27% |
$7.71K - $9.87K
|
268
$55.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-43- 1.74% |
$8.08K - $10.3K
|
2.43K
$505K
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-43- 0.01% |
$8.08K - $10.3K
|
299K
$62.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-43- 15.14% |
$8.08K - $10.3K
|
241
$50.2K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-50- 2.19% |
$9.4K - $12K
|
2.24K
$465K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-55- 4.18% |
$10.3K - $13.2K
|
1.26K
$263K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-56- 4.51% |
$10.5K - $13.5K
|
1.19K
$247K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-57- 0.55% |
$10.7K - $13.7K
|
10.4K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-58- 4.0% |
$10.9K - $14K
|
1.39K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-62- -0.0% |
$11.7K - $14.9K
|
1.68M
$349M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-64- 0.24% |
$12K - $15.4K
|
26.7K
$5.56M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-65- 19.64% |
$12.2K - $15.6K
|
266
$55.4K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-69- 2.39% |
$13K - $16.6K
|
2.82K
$587K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-70- 0.2% |
$13.2K - $16.8K
|
35.6K
$7.4M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-73- 1.2% |
$13.7K - $17.6K
|
6K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-75- 1.86% |
$14.1K - $18K
|
3.96K
$824K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-76- 1.14% |
$14.3K - $18.3K
|
6.61K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-77- 16.81% |
$14.5K - $18.5K
|
381
$79.3K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-79- 5.52% |
$14.9K - $19K
|
1.35K
$281K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-84- 6.17% |
$15.8K - $20.2K
|
1.28K
$266K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-84- 2.22% |
$15.8K - $20.2K
|
3.7K
$769K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-84- 1.24% |
$15.8K - $20.2K
|
6.68K
$1.39M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-86- 3.9% |
$16.2K - $20.7K
|
2.12K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-87- 3.16% |
$16.4K - $20.9K
|
2.66K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-87- 2.83% |
$16.4K - $20.9K
|
2.99K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-88- 6.09% |
$16.5K - $21.2K
|
1.36K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-89- 2.83% |
$16.7K - $21.4K
|
3.06K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-90- 4.41% |
$16.9K - $21.7K
|
1.95K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-100- 1.79% |
$18.8K - $24.1K
|
5.5K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-103- 3.12% |
$19.4K - $24.8K
|
3.2K
$665K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-104- 0.2% |
$19.6K - $25K
|
50.7K
$10.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-107- 75.35% |
$20.1K - $25.7K
|
35
$7.28K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-108- 5.06% |
$20.3K - $26K
|
2.03K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-112- 4.97% |
$21.1K - $27K
|
2.14K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-119- 1.83% |
$22.4K - $28.6K
|
6.4K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-127- 3.22% |
$23.9K - $30.6K
|
3.82K
$795K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-133- 9.74% |
$25K - $32K
|
1.23K
$256K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-142- 17.86% |
$26.7K - $34.2K
|
653
$136K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-144- 11.83% |
$27.1K - $34.7K
|
1.07K
$223K
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-145- 14.87% |
$27.3K - $34.9K
|
830
$173K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-149- 52.84% |
$28K - $35.9K
|
133
$27.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-157- 10.59% |
$29.5K - $37.8K
|
1.33K
$276K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-175- 4.54% |
$32.9K - $42.1K
|
3.68K
$765K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-178- 57.05% |
$33.5K - $42.8K
|
134
$27.9K
|