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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
236+ 1.84% |
$56.3K - $66.7K
|
13.1K
$2.72M
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
234+ 11.6% |
$55.8K - $66.1K
|
2.25K
$469K
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
222+ 1.07% |
$52.9K - $62.7K
|
21K
$4.38M
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
216+ 3.65% |
$51.5K - $61K
|
6.14K
$1.28M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
214+ 10.96% |
$51K - $60.5K
|
2.17K
$451K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
213+ 22.0% |
$50.8K - $60.2K
|
1.18K
$246K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
205+ 2.66% |
$48.9K - $57.9K
|
7.92K
$1.65M
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
203+ 2.84% |
$48.4K - $57.4K
|
7.35K
$1.53M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
202+ 29.23% |
$48.2K - $57.1K
|
893
$186K
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200New |
$47.7K - $56.5K
|
200
$41.6K
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
200+ 18.99% |
$47.7K - $56.5K
|
1.25K
$261K
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
197+ 5.68% |
$47K - $55.7K
|
3.67K
$763K
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
188+ 3.72% |
$44.8K - $53.1K
|
5.24K
$1.09M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
184+ 4.51% |
$43.9K - $52K
|
4.26K
$887K
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
181+ 6.03% |
$43.1K - $51.2K
|
3.18K
$662K
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
176+ 20.23% |
$42K - $49.7K
|
1.05K
$218K
|
|
Feb 11, 2022
Q4 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
174+ 1.81% |
$41.5K - $49.2K
|
9.78K
$2.04M
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
169+ 15.36% |
$40.3K - $47.8K
|
1.27K
$264K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
160New |
$38.1K - $45.2K
|
160
$33.3K
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
155+ 0.79% |
$36.9K - $43.8K
|
19.8K
$4.11M
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
149+ 15.31% |
$35.5K - $42.1K
|
1.12K
$234K
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
145+ 7.82% |
$34.6K - $41K
|
2K
$416K
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 10.0% |
$33.1K - $39.3K
|
1.53K
$318K
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
139+ 2.19% |
$33.1K - $39.3K
|
6.5K
$1.35M
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
134New |
$31.9K - $37.9K
|
134
$27.9K
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
122+ 94.57% |
$29.1K - $34.5K
|
251
$52.2K
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
120+ 9.92% |
$28.6K - $33.9K
|
1.33K
$277K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
120New |
$28.6K - $33.9K
|
120
$25K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
118+ 0.23% |
$28.1K - $33.3K
|
51.9K
$10.8M
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
117+ 7.15% |
$27.9K - $33.1K
|
1.75K
$365K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
116+ 0.62% |
$27.7K - $32.8K
|
18.9K
$3.94M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
114+ 7.44% |
$27.2K - $32.2K
|
1.65K
$343K
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
114+ 0.92% |
$27.2K - $32.2K
|
12.5K
$2.6M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
113+ 2.27% |
$26.9K - $31.9K
|
5.08K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
110+ 3.01% |
$26.2K - $31.1K
|
3.76K
$783K
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
109+ 9.86% |
$26K - $30.8K
|
1.22K
$253K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
105+ 17.41% |
$25K - $29.7K
|
708
$147K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
105+ 42.0% |
$25K - $29.7K
|
355
$73.9K
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
105+ 9.17% |
$25K - $29.7K
|
1.25K
$260K
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
105+ 12.53% |
$25K - $29.7K
|
943
$196K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
103+ 20.52% |
$24.6K - $29.1K
|
605
$126K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
102+ 3.84% |
$24.3K - $28.8K
|
2.76K
$575K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
101+ 2.63% |
$24.1K - $28.5K
|
3.95K
$821K
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.84% |
$23.8K - $28.3K
|
12K
$2.5M
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.29% |
$23.8K - $28.3K
|
34.7K
$7.21M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
98+ 7.02% |
$23.4K - $27.7K
|
1.5K
$311K
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
97+ 0.39% |
$23.1K - $27.4K
|
25.3K
$5.26M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
92New |
$21.9K - $26K
|
92
$19.1K
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
92+ 7.97% |
$21.9K - $26K
|
1.25K
$260K
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
90+ 3.42% |
$21.5K - $25.4K
|
2.72K
$566K
|