Purchases and Sales Made in Q4 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-108- 0.14% |
$19.1K - $25.1K
|
78K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-109- 8.03% |
$19.3K - $25.4K
|
1.25K
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-110- 2.53% |
$19.5K - $25.6K
|
4.24K
$599K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-114- 4.69% |
$20.2K - $26.5K
|
2.32K
$327K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-121- 5.55% |
$21.4K - $28.2K
|
2.06K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-122- 1.61% |
$21.6K - $28.4K
|
7.45K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-122- 0.84% |
$21.6K - $28.4K
|
14.4K
$2.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-123- 1.88% |
$21.8K - $28.6K
|
6.43K
$908K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-128- 11.08% |
$22.7K - $29.8K
|
1.03K
$145K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-131- 1.36% |
$23.2K - $30.5K
|
9.53K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-138- 3.22% |
$24.4K - $32.1K
|
4.14K
$585K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-138- 1.11% |
$24.4K - $32.1K
|
12.3K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-148- 3.14% |
$26.2K - $34.4K
|
4.56K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-156- 7.42% |
$27.6K - $36.3K
|
1.95K
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-158- 10.31% |
$28K - $36.8K
|
1.37K
$194K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-161- 0.47% |
$28.5K - $37.5K
|
34.2K
$4.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-162- 9.72% |
$28.7K - $37.7K
|
1.5K
$212K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-164- 2.44% |
$29.1K - $38.2K
|
6.57K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-164- 4.22% |
$29.1K - $38.2K
|
3.72K
$525K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-168- 3.11% |
$29.8K - $39.1K
|
5.23K
$739K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-170- 8.35% |
$30.1K - $39.6K
|
1.87K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-171- 57.77% |
$30.3K - $39.8K
|
125
$17.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-171- 4.81% |
$30.3K - $39.8K
|
3.38K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-191- 12.07% |
$33.8K - $44.5K
|
1.39K
$197K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-200- 3.57% |
$35.4K - $46.5K
|
5.4K
$763K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.77% |
$35.4K - $46.5K
|
11.1K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-200- 12.41% |
$35.4K - $46.5K
|
1.41K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.63% |
$35.4K - $46.5K
|
31.6K
$4.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-215- 10.09% |
$38.1K - $50K
|
1.92K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-216- 0.05% |
$38.3K - $50.3K
|
480K
$67.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-217- 13.47% |
$38.4K - $50.5K
|
1.39K
$197K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-225- 36.29% |
$39.9K - $52.4K
|
395
$55.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-235- 14.09% |
$41.6K - $54.7K
|
1.43K
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-240- 10.0% |
$42.5K - $55.9K
|
2.16K
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-245- 7.45% |
$43.4K - $57K
|
3.04K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-252- 1.28% |
$44.6K - $58.6K
|
19.4K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-255- 0.3% |
$45.2K - $59.3K
|
83.4K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-269- 3.96% |
$47.7K - $62.6K
|
6.52K
$921K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-286- 22.63% |
$50.7K - $66.6K
|
978
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-292- 36.27% |
$51.7K - $68K
|
513
$72.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-297- 9.53% |
$52.6K - $69.1K
|
2.82K
$398K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-303- 2.65% |
$53.7K - $70.5K
|
11.1K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-305- 1.58% |
$54K - $71K
|
19K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-305- 2.25% |
$54K - $71K
|
13.3K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-306- 12.38% |
$54.2K - $71.2K
|
2.17K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-313- 21.15% |
$55.5K - $72.8K
|
1.17K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-313- 12.41% |
$55.5K - $72.8K
|
2.21K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-318- 0.63% |
$56.3K - $74K
|
50.3K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-331- 16.78% |
$58.6K - $77K
|
1.64K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-333- 12.22% |
$59K - $77.5K
|
2.39K
$338K
|