Purchases and Sales Made in Q3 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 0.91% |
$590 - $696
|
334
$69.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.2% |
$590 - $696
|
1.48K
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 10.0% |
$590 - $696
|
33
$6.87K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 1.32% |
$394 - $464
|
153
$31.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.15% |
$394 - $464
|
95
$19.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.63% |
$394 - $464
|
321
$66.8K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 6.9% |
$394 - $464
|
31
$6.45K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
1+ 0.02% |
$197 - $232
|
6.37K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.08% |
$197 - $232
|
1.32K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.03% |
$197 - $232
|
3.88K
$808K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.82% |
$197 - $232
|
56
$11.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$197 - $232
|
14.4K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$197 - $232
|
1
$208
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 0.31% |
$197 - $232
|
317
$66K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.17% |
$197 - $232
|
605
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.04% |
$197 - $232
|
2.46K
$512K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-2- -0.0% |
$394 - $464
|
115K
$24M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.07% |
$394 - $464
|
2.77K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
SELL
|
- |
-2- 0.17% |
$394 - $464
|
1.21K
$251K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 50.0% |
$394 - $464
|
2
$416
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2- 0.05% |
$394 - $464
|
4.35K
$906K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2- 0.07% |
$394 - $464
|
3.07K
$639K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.54% |
$590 - $696
|
553
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.88% |
$590 - $696
|
339
$70.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 3.54% |
$787 - $928
|
109
$22.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 14.81% |
$787 - $928
|
23
$4.79K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4- 0.28% |
$787 - $928
|
1.44K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5- 0.17% |
$984 - $1.16K
|
2.96K
$617K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-5- 0.16% |
$984 - $1.16K
|
3.15K
$656K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 33.33% |
$1.18K - $1.39K
|
12
$2.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7- 0.55% |
$1.38K - $1.62K
|
1.26K
$262K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-7- 23.33% |
$1.38K - $1.62K
|
23
$4.79K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-7- 0.34% |
$1.38K - $1.62K
|
2.08K
$433K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-11- 0.97% |
$2.16K - $2.55K
|
1.12K
$233K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 0.68% |
$2.16K - $2.55K
|
1.61K
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 4.96% |
$2.36K - $2.78K
|
230
$47.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-13- 1.03% |
$2.56K - $3.02K
|
1.25K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-13- 1.25% |
$2.56K - $3.02K
|
1.03K
$213K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-13- 2.93% |
$2.56K - $3.02K
|
431
$89.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.11% |
$2.75K - $3.25K
|
13.3K
$2.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-15- 0.75% |
$2.95K - $3.48K
|
1.98K
$411K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-16- 1.4% |
$3.15K - $3.71K
|
1.13K
$235K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17- 2.01% |
$3.34K - $3.94K
|
829
$173K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-19- 1.54% |
$3.74K - $4.41K
|
1.21K
$252K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19Closed |
$3.74K - $4.41K
|
0
$0
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 1.63% |
$3.74K - $4.41K
|
1.15K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 5.41% |
$3.94K - $4.64K
|
350
$72.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-21- 0.8% |
$4.13K - $4.87K
|
2.61K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-22- 1.11% |
$4.33K - $5.1K
|
1.96K
$408K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25- 0.7% |
$4.92K - $5.8K
|
3.53K
$734K
|