Purchases and Sales Made in Q2 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
824+ 30.05% |
$151K - $185K
|
3.57K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
787+ 68.55% |
$145K - $177K
|
1.94K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
785+ 0.7% |
$144K - $176K
|
113K
$15.9M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
781+ 35.34% |
$143K - $176K
|
2.99K
$422K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
781+ 120.52% |
$143K - $176K
|
1.43K
$202K
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
759+ 0.69% |
$139K - $171K
|
110K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
749+ 5.78% |
$138K - $168K
|
13.7K
$1.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
742+ 17.47% |
$136K - $167K
|
4.99K
$705K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
721+ 0.06% |
$132K - $162K
|
1.25M
$176M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
716+ 8.52% |
$132K - $161K
|
9.12K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
667+ 13.05% |
$123K - $150K
|
5.78K
$816K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
659+ 47.0% |
$121K - $148K
|
2.06K
$291K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
648+ 9.47% |
$119K - $146K
|
7.49K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
646New |
$119K - $145K
|
646
$91.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
641+ 0.96% |
$118K - $144K
|
67.3K
$9.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640+ 144.47% |
$118K - $144K
|
1.08K
$153K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
631+ 2.12% |
$116K - $142K
|
30.3K
$4.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
619+ 11.3% |
$114K - $139K
|
6.1K
$861K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
600+ 206.9% |
$110K - $135K
|
890
$126K
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
600+ 7.79% |
$110K - $135K
|
8.3K
$1.17M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
557+ 6.76% |
$102K - $125K
|
8.79K
$1.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
557+ 6.76% |
$102K - $125K
|
8.79K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
550+ 4.17% |
$101K - $124K
|
13.7K
$1.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
550+ 3.07% |
$101K - $124K
|
18.4K
$2.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
538+ 1.55% |
$98.8K - $121K
|
35.2K
$4.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
535+ 4.5% |
$98.3K - $120K
|
12.4K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
508+ 5.47% |
$93.3K - $114K
|
9.8K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
505+ 2.95% |
$92.7K - $114K
|
17.6K
$2.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
488+ 16.72% |
$89.6K - $110K
|
3.41K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
487+ 3.28% |
$89.4K - $109K
|
15.3K
$2.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
483+ 1.89% |
$88.7K - $109K
|
26K
$3.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
466+ 3.94% |
$85.6K - $105K
|
12.3K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
450+ 13.27% |
$82.6K - $101K
|
3.84K
$543K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
444New |
$81.5K - $99.8K
|
444
$62.7K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 4.65% |
$73.5K - $89.9K
|
9K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
394+ 6.02% |
$72.4K - $88.6K
|
6.94K
$981K
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
389+ 10.63% |
$71.4K - $87.4K
|
4.05K
$572K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
378+ 6.69% |
$69.4K - $85K
|
6.03K
$851K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
373+ 23.4% |
$68.5K - $83.8K
|
1.97K
$278K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
369New |
$67.8K - $82.9K
|
369
$52.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
327+ 27.64% |
$60.1K - $73.5K
|
1.51K
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
314+ 19.95% |
$57.7K - $70.6K
|
1.89K
$267K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
306+ 22.63% |
$56.2K - $68.8K
|
1.66K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
301New |
$55.3K - $67.7K
|
301
$42.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
300+ 22.69% |
$55.1K - $67.4K
|
1.62K
$229K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
273+ 11.25% |
$50.1K - $61.4K
|
2.7K
$381K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
264+ 8.98% |
$48.5K - $59.3K
|
3.2K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
263+ 1.59% |
$48.3K - $59.1K
|
16.8K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
260+ 0.5% |
$47.8K - $58.4K
|
51.8K
$7.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
255+ 6.82% |
$46.8K - $57.3K
|
3.99K
$564K
|