Purchases and Sales Made in Q3 2023 in Iqvia Holdings Inc. (IQV)

IQV Quotes by TradingView

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
Nov 14, 2023 Q3 2023
Alps Advisors Inc

Denver, CO
BUY
 -
324
+ 16.57%
$63.7K - $75.2K
2.28K $474K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
318
+ 24.73%
$62.6K - $73.8K
1.6K $334K
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
300
+ 23.38%
$59K - $69.6K
1.58K $329K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
298
+ 1.46%
$58.6K - $69.1K
20.6K $4.3M
Nov 14, 2023 Q3 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
296
New
$58.2K - $68.7K
296 $61.6K
Oct 12, 2023 Q3 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
296
+ 1.98%
$58.2K - $68.7K
15.2K $3.17M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
289
+ 22.49%
$56.9K - $67K
1.57K $328K
Nov 08, 2023 Q3 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
289
+ 18.38%
$56.9K - $67K
1.86K $387K
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
284
+ 20.97%
$55.9K - $65.9K
1.64K $341K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
283
+ 21.69%
$55.7K - $65.6K
1.59K $331K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
266
+ 9.86%
$52.3K - $61.7K
2.97K $617K
Oct 23, 2023 Q3 2023
Callahan Advisors, LLC

BUY
 -
265
+ 0.9%
$52.1K - $61.5K
29.7K $6.18M
Oct 24, 2023 Q3 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
258
+ 19.66%
$50.8K - $59.8K
1.57K $327K
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
257
+ 13.61%
$50.6K - $59.6K
2.15K $446K
Oct 19, 2023 Q3 2023
Investment Research & Advisory Group, Inc.

BUY
 -
257
+ 1.52%
$50.6K - $59.6K
17.2K $3.58M
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
254
+ 46.1%
$50K - $58.9K
805 $168K
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
253
+ 20.05%
$49.8K - $58.7K
1.52K $315K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
237
+ 10.37%
$46.6K - $55K
2.52K $525K
Nov 14, 2023 Q3 2023
Fairhaven Wealth Management, LLC

BUY
 -
235
+ 1.72%
$46.2K - $54.5K
13.9K $2.9M
Nov 13, 2023 Q3 2023
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
234
+ 5.78%
$46K - $54.3K
4.28K $891K
Nov 14, 2023 Q3 2023
Elo Mutual Pension Insurance CO

BUY
 -
226
+ 1.48%
$44.5K - $52.4K
15.5K $3.24M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
225
New
$44.3K - $52.2K
225 $46.8K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
225
+ 2.61%
$44.3K - $52.2K
8.85K $1.84M
Oct 19, 2023 Q3 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
223
+ 7.22%
$43.9K - $51.7K
3.31K $689K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
221
+ 3.15%
$43.5K - $51.3K
7.25K $1.51M
Nov 14, 2023 Q3 2023
Brahman Capital Corp.

New York, NY
BUY
 -
219
+ 0.56%
$43.1K - $50.8K
39.1K $8.14M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
217
+ 53.85%
$42.7K - $50.3K
620 $129K
Oct 30, 2023 Q3 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
211
+ 0.7%
$41.5K - $48.9K
30.5K $6.36M
Oct 30, 2023 Q3 2023
Paradiem, LLC

BUY
 -
211
+ 1.1%
$41.5K - $48.9K
19.5K $4.05M
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
210
+ 2.28%
$41.3K - $48.7K
9.42K $1.96M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
210
+ 2.64%
$41.3K - $48.7K
8.18K $1.7M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
207
+ 5.8%
$40.7K - $48K
3.77K $785K
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
203
+ 8.4%
$39.9K - $47.1K
2.62K $545K
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
192
+ 0.56%
$37.8K - $44.5K
34.4K $7.15M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
184
+ 2.02%
$36.2K - $42.7K
9.3K $1.94M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
178
+ 11.79%
$35K - $41.3K
1.69K $351K
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
174
+ 16.67%
$34.2K - $40.4K
1.22K $254K
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
170
+ 5.96%
$33.4K - $39.4K
3.02K $629K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
167
+ 2.4%
$32.9K - $38.7K
7.11K $1.48M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
164
+ 2.5%
$32.3K - $38K
6.73K $1.4M
Nov 01, 2023 Q3 2023
Regions Financial Corp

BUY
 -
161
+ 10.19%
$31.7K - $37.3K
1.74K $362K
Nov 14, 2023 Q3 2023
Natixis Investment Managers International

Paris, I0
BUY
 -
155
+ 3.44%
$30.5K - $36K
4.66K $969K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
154
+ 8.64%
$30.3K - $35.7K
1.94K $403K
Nov 01, 2023 Q3 2023
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
149
+ 4.38%
$29.3K - $34.6K
3.55K $738K
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
142
+ 3.51%
$27.9K - $32.9K
4.19K $872K
Oct 12, 2023 Q3 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
132
+ 1.98%
$26K - $30.6K
6.79K $1.41M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
132
+ 13.39%
$26K - $30.6K
1.12K $233K
Nov 13, 2023 Q3 2023
Knott David M Jr

Syosset, NY
BUY
 -
122
New
$24K - $28.3K
122 $25.4K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
120
New
$23.6K - $27.8K
120 $25K

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