Purchases and Sales Made in Q4 2021 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
18+ 40.0% |
$4.29K - $5.09K
|
63
$13.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
16+ 0.88% |
$3.81K - $4.52K
|
1.83K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 6.93% |
$3.81K - $4.52K
|
247
$51.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
16New |
$3.81K - $4.52K
|
16
$3.33K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
16+ 1.88% |
$3.81K - $4.52K
|
869
$181K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
16+ 0.32% |
$3.81K - $4.52K
|
5.07K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 6.55% |
$3.58K - $4.24K
|
244
$50.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15New |
$3.58K - $4.24K
|
15
$3.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
14New |
$3.34K - $3.96K
|
14
$2.91K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13+ 0.47% |
$3.1K - $3.67K
|
2.81K
$584K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
13New |
$3.1K - $3.67K
|
13
$2.71K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
12+ 0.96% |
$2.86K - $3.39K
|
1.27K
$264K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 12.24% |
$2.86K - $3.39K
|
110
$22.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
12+ 1.14% |
$2.86K - $3.39K
|
1.07K
$222K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.73% |
$2.62K - $3.11K
|
1.52K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$2.62K - $3.11K
|
11
$2.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10+ 0.91% |
$2.38K - $2.83K
|
1.11K
$231K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
10New |
$2.38K - $2.83K
|
10
$2.08K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 100.0% |
$2.38K - $2.83K
|
20
$4.16K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.08% |
$2.15K - $2.54K
|
11K
$2.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 1.66% |
$1.91K - $2.26K
|
489
$102K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 21.05% |
$1.91K - $2.26K
|
46
$9.57K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
8+ 57.14% |
$1.91K - $2.26K
|
22
$4.58K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
7New |
$1.67K - $1.98K
|
7
$1.46K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
7New |
$1.67K - $1.98K
|
7
$1.46K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7New |
$1.67K - $1.98K
|
7
$1.46K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 10.61% |
$1.67K - $1.98K
|
73
$15.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$1.43K - $1.7K
|
6
$1.25K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$1.19K - $1.41K
|
5
$1.04K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 1.36% |
$1.19K - $1.41K
|
374
$77.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
5New |
$1.19K - $1.41K
|
5
$1.04K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4+ 0.22% |
$953 - $1.13K
|
1.81K
$377K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$953 - $1.13K
|
4
$833
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$953 - $1.13K
|
4
$833
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4+ 0.45% |
$953 - $1.13K
|
896
$186K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$715 - $848
|
3
$624
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 50.0% |
$715 - $848
|
9
$1.87K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3+ 0.25% |
$715 - $848
|
1.2K
$249K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3New |
$715 - $848
|
3
$624
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 1.02% |
$477 - $565
|
199
$41.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-2- 0.2% |
$477 - $565
|
1.01K
$210K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-4- 0.43% |
$953 - $1.13K
|
920
$191K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5- 5.43% |
$1.19K - $1.41K
|
87
$18.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5- 0.18% |
$1.19K - $1.41K
|
2.73K
$567K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-7- 0.35% |
$1.67K - $1.98K
|
2K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7Closed |
$1.67K - $1.98K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7- 0.78% |
$1.67K - $1.98K
|
894
$186K
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-8- 36.36% |
$1.91K - $2.26K
|
14
$2.91K
|
|
|
Feb 11, 2022
Q4 2021
|
Eulav Asset Management
|
SELL
|
- |
-8- 0.01% |
$1.91K - $2.26K
|
72.5K
$15.1M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-9Closed |
$2.15K - $2.54K
|
0
$0
|