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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
150New |
$26.6K - $34.9K
|
150
$31.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
140New |
$24.8K - $32.6K
|
140
$29.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
139+ 12.11% |
$24.6K - $32.3K
|
1.29K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
133+ 0.68% |
$23.6K - $31K
|
19.6K
$4.09M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
133+ 3.36% |
$23.6K - $31K
|
4.09K
$851K
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
131+ 30.25% |
$23.2K - $30.5K
|
564
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
130+ 29.55% |
$23K - $30.3K
|
570
$119K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
127+ 0.37% |
$22.5K - $29.6K
|
34.3K
$7.15M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
124+ 12.04% |
$22K - $28.9K
|
1.15K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
122New |
$21.6K - $28.4K
|
122
$25.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
121+ 21.34% |
$21.4K - $28.2K
|
688
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
120New |
$21.3K - $27.9K
|
120
$25K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
118+ 1.25% |
$20.9K - $27.5K
|
9.54K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
117+ 0.64% |
$20.7K - $27.2K
|
18.5K
$3.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
115+ 5.24% |
$20.4K - $26.8K
|
2.31K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113+ 92.62% |
$20K - $26.3K
|
235
$48.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
105+ 3.54% |
$18.6K - $24.4K
|
3.07K
$639K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
100+ 8.87% |
$17.7K - $23.3K
|
1.23K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
100+ 3.96% |
$17.7K - $23.3K
|
2.63K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
96New |
$17K - $22.3K
|
96
$20K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
95+ 327.59% |
$16.8K - $22.1K
|
124
$25.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
92+ 1.13% |
$16.3K - $21.4K
|
8.27K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
90+ 5.71% |
$15.9K - $20.9K
|
1.67K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
90+ 5.78% |
$15.9K - $20.9K
|
1.65K
$343K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
85+ 9.13% |
$15.1K - $19.8K
|
1.02K
$211K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
85New |
$15.1K - $19.8K
|
85
$17.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
81New |
$14.3K - $18.9K
|
81
$16.9K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
76New |
$13.5K - $17.7K
|
76
$15.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
76+ 2.41% |
$13.5K - $17.7K
|
3.23K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
73New |
$12.9K - $17K
|
73
$15.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68New |
$12K - $15.8K
|
68
$14.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
68New |
$12K - $15.8K
|
68
$14.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
67+ 0.21% |
$11.9K - $15.6K
|
32.1K
$6.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
67+ 1.02% |
$11.9K - $15.6K
|
6.61K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
63+ 1.5% |
$11.2K - $14.7K
|
4.25K
$885K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
61New |
$10.8K - $14.2K
|
61
$12.7K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
59+ 4.4% |
$10.5K - $13.7K
|
1.4K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
58+ 1.87% |
$10.3K - $13.5K
|
3.15K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
51+ 0.08% |
$9.04K - $11.9K
|
66.5K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
50New |
$8.86K - $11.6K
|
50
$10.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 4.52% |
$8.86K - $11.6K
|
1.16K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 3.66% |
$8.68K - $11.4K
|
1.39K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
49+ 0.43% |
$8.68K - $11.4K
|
11.4K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
47+ 0.06% |
$8.33K - $10.9K
|
77.5K
$16.1M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
45+ 7.15% |
$7.97K - $10.5K
|
674
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
45+ 4.51% |
$7.97K - $10.5K
|
1.04K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
43New |
$7.62K - $10K
|
43
$8.95K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 12.14% |
$7.44K - $9.77K
|
388
$80.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
42+ 3.64% |
$7.44K - $9.77K
|
1.2K
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
42+ 0.14% |
$7.44K - $9.77K
|
31.1K
$6.47M
|