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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 14.29% |
$177 - $233
|
8
$1.67K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$177 - $233
|
1
$208
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 0.04% |
$177 - $233
|
2.45K
$509K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 9.09% |
$177 - $233
|
10
$2.08K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 13.33% |
$354 - $465
|
13
$2.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 0.85% |
$354 - $465
|
234
$48.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 8.33% |
$354 - $465
|
22
$4.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 1.31% |
$354 - $465
|
151
$31.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 13.04% |
$531 - $698
|
20
$4.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 2.75% |
$531 - $698
|
106
$22.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3- 33.33% |
$531 - $698
|
6
$1.25K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-3- 15.0% |
$531 - $698
|
17
$3.54K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3- 9.09% |
$531 - $698
|
30
$6.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-3- 4.55% |
$531 - $698
|
63
$13.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3- 0.26% |
$531 - $698
|
1.16K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4- 0.27% |
$709 - $931
|
1.48K
$307K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4- 0.08% |
$709 - $931
|
5.24K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 0.1% |
$886 - $1.16K
|
5.06K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 3.85% |
$886 - $1.16K
|
125
$26K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5- 0.35% |
$886 - $1.16K
|
1.44K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6- 0.48% |
$1.06K - $1.4K
|
1.26K
$261K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 22.58% |
$1.24K - $1.63K
|
24
$5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-7- 53.85% |
$1.24K - $1.63K
|
6
$1.25K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-7- 1.51% |
$1.24K - $1.63K
|
458
$95.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8- 1.96% |
$1.42K - $1.86K
|
400
$83.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8- 0.29% |
$1.42K - $1.86K
|
2.79K
$581K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-9- 0.41% |
$1.59K - $2.09K
|
2.19K
$457K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-9- 42.86% |
$1.59K - $2.09K
|
12
$2.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.01% |
$1.77K - $2.33K
|
86K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 26.83% |
$1.95K - $2.56K
|
30
$6.24K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 26.83% |
$1.95K - $2.56K
|
30
$6.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 23.4% |
$1.95K - $2.56K
|
36
$7.49K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-12- 1.14% |
$2.13K - $2.79K
|
1.04K
$217K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-12- 15.79% |
$2.13K - $2.79K
|
64
$13.3K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-13- 6.6% |
$2.3K - $3.03K
|
184
$38.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-13- 6.6% |
$2.3K - $3.03K
|
184
$38.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14- 1.66% |
$2.48K - $3.26K
|
831
$173K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-14- 3.25% |
$2.48K - $3.26K
|
417
$86.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-15- 0.76% |
$2.66K - $3.49K
|
1.96K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 2.69% |
$3.19K - $4.19K
|
652
$136K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 17.14% |
$3.19K - $4.19K
|
87
$18.1K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-18- 20.93% |
$3.19K - $4.19K
|
68
$14.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18- 1.74% |
$3.19K - $4.19K
|
1.02K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-19- 1.26% |
$3.37K - $4.42K
|
1.49K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-19- 0.2% |
$3.37K - $4.42K
|
9.38K
$1.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 25.0% |
$3.54K - $4.65K
|
60
$12.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 6.54% |
$3.72K - $4.89K
|
300
$62.4K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-22- 0.93% |
$3.9K - $5.12K
|
2.34K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-22- 0.93% |
$3.9K - $5.12K
|
2.34K
$486K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.4% |
$4.43K - $5.82K
|
6.21K
$1.29M
|