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 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.11K+ 5.97% |
$402K - $499K
|
37.4K
$7.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.05K+ 7.4% |
$391K - $484K
|
29.7K
$5.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.91K+ 14.56% |
$364K - $451K
|
15K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.89K+ 45.34% |
$362K - $448K
|
6.07K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.87K+ 14.66% |
$357K - $443K
|
14.6K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.86K+ 1.55% |
$355K - $440K
|
122K
$24.1M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.83KNew |
$349K - $433K
|
1.83K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.81K+ 63.44% |
$345K - $427K
|
4.65K
$920K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.81KNew |
$345K - $427K
|
1.81K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.7KNew |
$325K - $402K
|
1.7K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.7K+ 42.02% |
$324K - $402K
|
5.74K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.67K+ 32.21% |
$319K - $396K
|
6.86K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.63K+ 19.46% |
$312K - $386K
|
10K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.62KNew |
$309K - $383K
|
1.62K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.55K+ 6.29% |
$295K - $366K
|
26.1K
$5.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.52K+ 13.05% |
$290K - $360K
|
13.2K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.52KNew |
$290K - $359K
|
1.52K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.5K+ 159.17% |
$287K - $355K
|
2.44K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.43KNew |
$273K - $338K
|
1.43K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$268K - $332K
|
1.4K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
1.4KNew |
$267K - $330K
|
1.4K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.38K+ 40.03% |
$263K - $326K
|
4.81K
$952K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.34K+ 397.03% |
$256K - $317K
|
1.68K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.33KNew |
$255K - $316K
|
1.33K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.31K+ 1.38% |
$250K - $310K
|
96.5K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 1.92% |
$243K - $301K
|
67.5K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.24KNew |
$237K - $293K
|
1.24K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 710.12% |
$228K - $282K
|
1.36K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 3.32% |
$224K - $277K
|
36.5K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
1.15K+ 9.86% |
$220K - $273K
|
12.8K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.11K+ 12.73% |
$211K - $262K
|
9.79K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.09KNew |
$209K - $258K
|
1.09K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.09KNew |
$208K - $258K
|
1.09K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.08KNew |
$206K - $256K
|
1.08K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07KNew |
$204K - $253K
|
1.07K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.06K+ 32.79% |
$202K - $251K
|
4.29K
$849K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.01KNew |
$192K - $238K
|
1.01K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
962+ 1.31% |
$184K - $228K
|
74.6K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
939+ 17.08% |
$179K - $222K
|
6.44K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
919+ 6.86% |
$176K - $217K
|
14.3K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
900+ 12.06% |
$172K - $213K
|
8.36K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
842+ 10.01% |
$161K - $199K
|
9.25K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
839+ 2.22% |
$160K - $199K
|
38.6K
$7.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
821+ 18.71% |
$157K - $194K
|
5.21K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
795+ 3.37% |
$152K - $188K
|
24.4K
$4.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
786+ 9.44% |
$150K - $186K
|
9.11K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
751+ 12.27% |
$143K - $178K
|
6.87K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
713+ 6.86% |
$136K - $169K
|
11.1K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
690+ 4.07% |
$132K - $163K
|
17.6K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
662+ 8.23% |
$126K - $157K
|
8.7K
$1.72M
|