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 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-333- 10.06% |
$59K - $77.5K
|
2.98K
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-335- 15.62% |
$59.3K - $78K
|
1.81K
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-342- 3.11% |
$60.6K - $79.6K
|
10.7K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-344- 0.77% |
$60.9K - $80.1K
|
44.3K
$6.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-344- 64.78% |
$60.9K - $80.1K
|
187
$26.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-345- 16.44% |
$61.1K - $80.3K
|
1.75K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-360- 61.02% |
$63.8K - $83.8K
|
230
$32.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-373- 18.2% |
$66.1K - $86.8K
|
1.68K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-406- 12.38% |
$71.9K - $94.5K
|
2.87K
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-408- 7.22% |
$72.3K - $95K
|
5.24K
$740K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-411- 0.73% |
$72.8K - $95.7K
|
55.6K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-413- 74.68% |
$73.2K - $96.1K
|
140
$19.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-429- 4.61% |
$76K - $99.8K
|
8.88K
$1.25M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-436- 12.22% |
$77.2K - $101K
|
3.13K
$442K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-439- 54.81% |
$77.8K - $102K
|
362
$51.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-445- 0.87% |
$78.8K - $104K
|
50.9K
$7.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-462- 0.18% |
$81.8K - $108K
|
250K
$35.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-463- 1.56% |
$82K - $108K
|
29.2K
$4.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-487- 13.05% |
$86.3K - $113K
|
3.25K
$458K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-502- 0.53% |
$88.9K - $117K
|
95K
$13.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-515- 10.4% |
$91.2K - $120K
|
4.44K
$627K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-519- 4.28% |
$91.9K - $121K
|
11.6K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-531- 5.82% |
$94.1K - $124K
|
8.59K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Fosun International LTD
|
SELL
|
- |
-550- 21.57% |
$97.4K - $128K
|
2K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-561- 12.91% |
$99.4K - $131K
|
3.78K
$534K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-563- 3.7% |
$99.7K - $131K
|
14.7K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-586- 2.71% |
$104K - $136K
|
21K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-597- 1.2% |
$106K - $139K
|
49.2K
$6.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-613- 4.77% |
$109K - $143K
|
12.2K
$1.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-631- 30.37% |
$112K - $147K
|
1.45K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-634- 1.77% |
$112K - $148K
|
35.1K
$4.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-639- 3.58% |
$113K - $149K
|
17.2K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-645- 18.68% |
$114K - $150K
|
2.81K
$396K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-655- 1.28% |
$116K - $152K
|
50.3K
$7.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-690- 0.58% |
$122K - $161K
|
117K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-693- 6.06% |
$123K - $161K
|
10.8K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-695- 5.56% |
$123K - $162K
|
11.8K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-698- 2.72% |
$124K - $162K
|
25K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-705- 9.81% |
$125K - $164K
|
6.48K
$915K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-709- 8.78% |
$126K - $165K
|
7.37K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-720- 1.7% |
$128K - $168K
|
41.6K
$5.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-744- 20.64% |
$132K - $173K
|
2.86K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-746- 4.47% |
$132K - $174K
|
15.9K
$2.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-754- 0.69% |
$134K - $175K
|
109K
$15.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-757- 45.11% |
$134K - $176K
|
921
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-762- 12.34% |
$135K - $177K
|
5.41K
$764K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-780- 32.47% |
$138K - $182K
|
1.62K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-791- 5.5% |
$140K - $184K
|
13.6K
$1.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-817- 1.08% |
$145K - $190K
|
75K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-820- 3.88% |
$145K - $191K
|
20.3K
$2.87M
|