Purchases and Sales Made in Q2 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.35K+ 42.95% |
$286K - $336K
|
4.5K
$937K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.35K+ 80.59% |
$285K - $336K
|
3.02K
$629K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.35K+ 16.55% |
$284K - $335K
|
9.49K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.34K+ 5.7% |
$284K - $334K
|
24.9K
$5.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.33K+ 7.31% |
$280K - $330K
|
19.5K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.32KNew |
$278K - $328K
|
1.32K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.31KNew |
$276K - $325K
|
1.31K
$272K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.27K+ 15.59% |
$269K - $317K
|
9.43K
$1.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.25K+ 11.51% |
$263K - $310K
|
12.1K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 72.07% |
$263K - $310K
|
2.97K
$618K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 35.06% |
$262K - $309K
|
4.79K
$997K
|
|
|
Aug 09, 2024
Q2 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
1.22K+ 0.38% |
$258K - $304K
|
325K
$67.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.21K+ 132.82% |
$256K - $302K
|
2.13K
$443K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.2KNew |
$254K - $299K
|
1.2K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.19K+ 20.6% |
$251K - $296K
|
6.97K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1.18K+ 11.98% |
$249K - $293K
|
11K
$2.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.17KNew |
$248K - $292K
|
1.17K
$244K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.16K+ 21.23% |
$246K - $289K
|
6.64K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.14K+ 56.75% |
$240K - $282K
|
3.14K
$653K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$235K - $277K
|
1.12K
$232K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.11K+ 0.94% |
$235K - $277K
|
120K
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.1K+ 37.3% |
$232K - $274K
|
4.05K
$843K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.08K+ 80.67% |
$228K - $269K
|
2.42K
$504K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.07K+ 11.97% |
$226K - $267K
|
10K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.07KNew |
$225K - $266K
|
1.07K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.06K+ 20.38% |
$224K - $264K
|
6.26K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.05K+ 3.16% |
$221K - $261K
|
34.2K
$7.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.03KNew |
$217K - $255K
|
1.03K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.01K+ 28.62% |
$214K - $252K
|
4.55K
$948K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 13.49% |
$214K - $252K
|
8.51K
$1.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
992+ 3.98% |
$209K - $247K
|
25.9K
$5.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
973New |
$205K - $242K
|
973
$203K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
960New |
$203K - $239K
|
960
$200K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
960New |
$203K - $239K
|
960
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
952+ 3.99% |
$201K - $237K
|
24.8K
$5.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
951New |
$201K - $237K
|
951
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
947+ 1.28% |
$200K - $236K
|
74.9K
$15.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
932+ 8.42% |
$197K - $232K
|
12K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
926+ 15.1% |
$196K - $230K
|
7.06K
$1.47M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
918+ 4.78% |
$194K - $228K
|
20.1K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
912+ 0.35% |
$193K - $227K
|
258K
$53.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
900+ 93.65% |
$190K - $224K
|
1.86K
$387K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
885New |
$187K - $220K
|
885
$184K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
873+ 13.55% |
$184K - $217K
|
7.32K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
871+ 16.35% |
$184K - $217K
|
6.2K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
851+ 62.39% |
$180K - $212K
|
2.22K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
849+ 5.29% |
$179K - $211K
|
16.9K
$3.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
838+ 25.1% |
$177K - $209K
|
4.18K
$869K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
814+ 82.56% |
$172K - $203K
|
1.8K
$375K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
796+ 10.44% |
$168K - $198K
|
8.42K
$1.75M
|