Purchases and Sales Made in Q4 2022 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 2022. 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 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32+ 168.42% |
$5.52K - $7.25K
|
51
$10.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
31+ 2.56% |
$5.35K - $7.02K
|
1.24K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
30New |
$5.17K - $6.8K
|
30
$6.24K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
30New |
$5.17K - $6.8K
|
30
$6.24K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
28+ 26.92% |
$4.83K - $6.34K
|
132
$27.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
26+ 10.48% |
$4.48K - $5.89K
|
274
$57K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
26+ 1.64% |
$4.48K - $5.89K
|
1.61K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
24New |
$4.14K - $5.44K
|
24
$5K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
20+ 50.0% |
$3.45K - $4.53K
|
60
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20+ 0.83% |
$3.45K - $4.53K
|
2.44K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18New |
$3.1K - $4.08K
|
18
$3.75K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17+ 36.96% |
$2.93K - $3.85K
|
63
$13.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17New |
$2.93K - $3.85K
|
17
$3.54K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
15New |
$2.59K - $3.4K
|
15
$3.12K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 0.37% |
$2.59K - $3.4K
|
4.07K
$846K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
15+ 1.15% |
$2.59K - $3.4K
|
1.32K
$274K
|
|
|
Feb 03, 2023
Q4 2022
|
Homestead Advisers Corp
|
BUY
|
- |
14+ 3.86% |
$2.41K - $3.17K
|
377
$78.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
14+ 0.65% |
$2.41K - $3.17K
|
2.16K
$450K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 80.0% |
$2.07K - $2.72K
|
27
$5.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.45% |
$2.07K - $2.72K
|
2.69K
$560K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11+ 550.0% |
$1.9K - $2.49K
|
13
$2.71K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
11+ 50.0% |
$1.9K - $2.49K
|
33
$6.87K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 36.67% |
$1.9K - $2.49K
|
41
$8.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$1.72K - $2.27K
|
10
$2.08K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10+ 0.46% |
$1.72K - $2.27K
|
2.19K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
9+ 0.63% |
$1.55K - $2.04K
|
1.45K
$301K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.55K - $2.04K
|
9
$1.87K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$1.38K - $1.81K
|
8
$1.67K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 133.33% |
$1.38K - $1.81K
|
14
$2.91K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7New |
$1.21K - $1.59K
|
7
$1.46K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.52% |
$1.21K - $1.59K
|
1.36K
$283K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
7+ 0.54% |
$1.21K - $1.59K
|
1.31K
$273K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$1.03K - $1.36K
|
6
$1.25K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5+ 0.29% |
$862 - $1.13K
|
1.71K
$357K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$862 - $1.13K
|
2.14K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4New |
$690 - $906
|
4
$833
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 400.0% |
$690 - $906
|
5
$1.04K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$517 - $680
|
3
$624
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 0.1% |
$517 - $680
|
3.12K
$650K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 60.0% |
$517 - $680
|
8
$1.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.51% |
$517 - $680
|
590
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.56% |
$172 - $227
|
65
$13.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 6.25% |
$172 - $227
|
17
$3.54K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.43% |
$172 - $227
|
233
$48.5K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1Closed |
$172 - $227
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 3.13% |
$172 - $227
|
31
$6.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.25% |
$517 - $680
|
1.21K
$251K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3- 0.17% |
$517 - $680
|
1.76K
$367K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 25.0% |
$690 - $906
|
12
$2.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.38% |
$690 - $906
|
1.04K
$217K
|