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 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-27- 11.89% |
$5.31K - $6.26K
|
200
$39.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-28- 2.65% |
$5.51K - $6.49K
|
1.03K
$203K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-28- 1.07% |
$5.51K - $6.49K
|
2.6K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-30- 2.52% |
$5.9K - $6.96K
|
1.16K
$230K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-32- 0.64% |
$6.3K - $7.42K
|
4.95K
$980K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-32- 1.17% |
$6.3K - $7.42K
|
2.71K
$537K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-34- 6.81% |
$6.69K - $7.89K
|
465
$92K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-36- 20.93% |
$7.08K - $8.35K
|
136
$26.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-38- 1.34% |
$7.48K - $8.81K
|
2.8K
$554K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-39- 4.41% |
$7.67K - $9.05K
|
845
$167K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-39- 9.65% |
$7.67K - $9.05K
|
365
$72.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-40- 1.62% |
$7.87K - $9.28K
|
2.43K
$481K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-40- 0.8% |
$7.87K - $9.28K
|
4.95K
$979K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-43- 84.31% |
$8.46K - $9.97K
|
8
$1.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-44- 26.51% |
$8.66K - $10.2K
|
122
$24.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-45- 2.84% |
$8.85K - $10.4K
|
1.54K
$305K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-45- 2.14% |
$8.85K - $10.4K
|
2.06K
$407K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-46- 0.92% |
$9.05K - $10.7K
|
4.97K
$984K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-49- 3.72% |
$9.64K - $11.4K
|
1.27K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 8.22% |
$9.84K - $11.6K
|
558
$110K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-52- 49.06% |
$10.2K - $12.1K
|
54
$10.7K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-52- 49.06% |
$10.2K - $12.1K
|
54
$10.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52- 64.2% |
$10.2K - $12.1K
|
29
$5.74K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-53- 92.98% |
$10.4K - $12.3K
|
4
$791
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-56- 3.74% |
$11K - $13K
|
1.44K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-59- 1.89% |
$11.6K - $13.7K
|
3.07K
$607K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-61- 5.38% |
$12K - $14.1K
|
1.07K
$212K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-62- 0.6% |
$12.2K - $14.4K
|
10.3K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-67- 1.85% |
$13.2K - $15.5K
|
3.55K
$703K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-67- 0.71% |
$13.2K - $15.5K
|
9.43K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 18.48% |
$13.4K - $15.8K
|
300
$59.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-69- 2.46% |
$13.6K - $16K
|
2.73K
$541K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-69- 3.98% |
$13.6K - $16K
|
1.67K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-73- 1.25% |
$14.4K - $16.9K
|
5.78K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-73- 8.99% |
$14.4K - $16.9K
|
739
$146K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-76Closed |
$15K - $17.6K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-77Closed |
$15.1K - $17.9K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-77- 31.43% |
$15.1K - $17.9K
|
168
$33.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-80- 0.69% |
$15.7K - $18.6K
|
11.4K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-81- 2.79% |
$15.9K - $18.8K
|
2.83K
$559K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-84- 0.96% |
$16.5K - $19.5K
|
8.69K
$1.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-87- 0.43% |
$17.1K - $20.2K
|
19.9K
$3.95M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-90- 5.46% |
$17.7K - $20.9K
|
1.56K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-93- 7.46% |
$18.3K - $21.6K
|
1.15K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-95- 5.94% |
$18.7K - $22K
|
1.51K
$298K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-100- 3.28% |
$19.7K - $23.2K
|
2.95K
$584K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-103- 0.17% |
$20.3K - $23.9K
|
61.1K
$12.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-107- 3.34% |
$21.1K - $24.8K
|
3.1K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-114- 0.2% |
$22.4K - $26.4K
|
56K
$11.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-118- 3.46% |
$23.2K - $27.4K
|
3.29K
$651K
|