Purchases and Sales Made in Q4 2024 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q4 2024. 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 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-51- 3.87% |
$9.74K - $12.1K
|
1.27K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-51- 23.61% |
$9.74K - $12.1K
|
165
$31.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-55- 1.51% |
$10.5K - $13K
|
3.59K
$694K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-56- 2.32% |
$10.7K - $13.3K
|
2.36K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-59- 0.41% |
$11.3K - $14K
|
14.4K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-63- 34.24% |
$12K - $14.9K
|
121
$23.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-63- 0.75% |
$12K - $14.9K
|
8.3K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 91.3% |
$12K - $14.9K
|
6
$1.16K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-63- 3.04% |
$12K - $14.9K
|
2.01K
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 16.46% |
$12.8K - $15.9K
|
340
$65.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-67- 0.73% |
$12.8K - $15.9K
|
9.17K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-69- 3.13% |
$13.2K - $16.3K
|
2.14K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-72- 3.08% |
$13.7K - $17K
|
2.27K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-74- 4.22% |
$14.1K - $17.5K
|
1.68K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-77- 4.84% |
$14.7K - $18.2K
|
1.52K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-78- 1.24% |
$14.9K - $18.5K
|
6.22K
$1.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-79- 2.63% |
$15.1K - $18.7K
|
2.92K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-80- 7.76% |
$15.3K - $18.9K
|
951
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-85- 3.53% |
$16.2K - $20.1K
|
2.32K
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-94- 1.49% |
$18K - $22.2K
|
6.23K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-98- 2.47% |
$18.7K - $23.2K
|
3.86K
$747K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 25.64% |
$19.1K - $23.7K
|
290
$56.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-102- 6.38% |
$19.5K - $24.1K
|
1.5K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-102- 3.22% |
$19.5K - $24.1K
|
3.07K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-110- 3.05% |
$21K - $26K
|
3.5K
$677K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-112- 14.05% |
$21.4K - $26.5K
|
685
$133K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-113- 3.44% |
$21.6K - $26.7K
|
3.17K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-115- 0.19% |
$22K - $27.2K
|
59.4K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-125- 77.64% |
$23.9K - $29.6K
|
36
$6.96K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-129- 52.65% |
$24.6K - $30.5K
|
116
$22.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-131- 13.26% |
$25K - $31K
|
857
$166K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-135- 2.84% |
$25.8K - $31.9K
|
4.61K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-136- 0.39% |
$26K - $32.2K
|
34.5K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-136- 6.38% |
$26K - $32.2K
|
2K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-147- 9.09% |
$28.1K - $34.8K
|
1.47K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-152- 26.62% |
$29K - $36K
|
419
$81.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-154- 1.68% |
$29.4K - $36.4K
|
9.02K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-155- 1.06% |
$29.6K - $36.7K
|
14.5K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-159- 2.68% |
$30.4K - $37.6K
|
5.78K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-161- 5.91% |
$30.7K - $38.1K
|
2.56K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-163- 1.17% |
$31.1K - $38.6K
|
13.7K
$2.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-164- 1.36% |
$31.3K - $38.8K
|
11.9K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-164- 1.63% |
$31.3K - $38.8K
|
9.9K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-165- 2.91% |
$31.5K - $39K
|
5.51K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-174- 9.25% |
$33.2K - $41.2K
|
1.71K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-179- 73.06% |
$34.2K - $42.4K
|
66
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-185- 1.04% |
$35.3K - $43.8K
|
17.6K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-187- 4.93% |
$35.7K - $44.2K
|
3.6K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-195- 0.89% |
$37.2K - $46.1K
|
21.7K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-197- 5.07% |
$37.6K - $46.6K
|
3.69K
$714K
|