Purchases and Sales Made in Q1 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
28+ 12.17% |
$5.83K - $7.25K
|
258
$52K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
28+ 3.09% |
$5.83K - $7.25K
|
934
$188K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
27+ 96.43% |
$5.62K - $7K
|
55
$11.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 3.78% |
$5.41K - $6.74K
|
714
$144K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 0.43% |
$5.21K - $6.48K
|
5.78K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
25+ 0.09% |
$5.21K - $6.48K
|
29K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
23New |
$4.79K - $5.96K
|
23
$4.63K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
23+ 2.33% |
$4.79K - $5.96K
|
1.01K
$204K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
21+ 1.51% |
$4.37K - $5.44K
|
1.42K
$285K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 2.28% |
$4.37K - $5.44K
|
942
$190K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21+ 95.45% |
$4.37K - $5.44K
|
43
$8.66K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
20+ 1.6% |
$4.16K - $5.18K
|
1.27K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
19+ 10.33% |
$3.96K - $4.92K
|
203
$40.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
18+ 1.73% |
$3.75K - $4.66K
|
1.06K
$213K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17New |
$3.54K - $4.4K
|
17
$3.42K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 45.71% |
$3.33K - $4.15K
|
51
$10.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
15+ 0.72% |
$3.12K - $3.89K
|
2.1K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
15+ 2.63% |
$3.12K - $3.89K
|
585
$118K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14+ 1.29% |
$2.92K - $3.63K
|
1.1K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.65% |
$2.92K - $3.63K
|
2.18K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
13+ 0.84% |
$2.71K - $3.37K
|
1.57K
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 1.44% |
$2.5K - $3.11K
|
843
$170K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
10+ 0.97% |
$2.08K - $2.59K
|
1.04K
$209K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
10New |
$2.08K - $2.59K
|
10
$2.01K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 8.18% |
$1.87K - $2.33K
|
119
$24K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
9+ 0.39% |
$1.87K - $2.33K
|
2.35K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8+ 0.56% |
$1.67K - $2.07K
|
1.44K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.86% |
$1.67K - $2.07K
|
936
$188K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 1.8% |
$1.46K - $1.81K
|
395
$79.5K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7+ 19.44% |
$1.46K - $1.81K
|
43
$8.66K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
7+ 0.61% |
$1.46K - $1.81K
|
1.16K
$233K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6New |
$1.25K - $1.55K
|
6
$1.21K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6+ 54.55% |
$1.25K - $1.55K
|
17
$3.42K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 600.0% |
$1.25K - $1.55K
|
7
$1.41K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 60.0% |
$1.25K - $1.55K
|
16
$3.22K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 5.88% |
$1.25K - $1.55K
|
108
$21.7K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5New |
$1.04K - $1.3K
|
5
$1.01K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 12.5% |
$833 - $1.04K
|
36
$7.25K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
4New |
$833 - $1.04K
|
4
$805
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 2.52% |
$833 - $1.04K
|
163
$32.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 4.6% |
$833 - $1.04K
|
91
$18.3K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 100.0% |
$625 - $777
|
6
$1.21K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 15.0% |
$625 - $777
|
23
$4.63K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$416 - $518
|
2
$403
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
2+ 0.14% |
$416 - $518
|
1.46K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 15.38% |
$416 - $518
|
15
$3.02K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2+ 0.07% |
$416 - $518
|
2.95K
$594K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.25% |
$416 - $518
|
805
$162K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 5.26% |
$416 - $518
|
40
$8.05K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1+ 0.08% |
$208 - $259
|
1.22K
$246K
|