Latest Institutional Transactions on Icon PLC (ICLR)
This table provides information on the latest institutional transactions involving Icon PLC (ICLR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-14- 15.73% |
$3.31K - $3.72K
|
75
$10.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
66New |
$15.6K - $17.5K
|
66
$9.44K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
176+ 16.24% |
$41.6K - $46.7K
|
1.26K
$180K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.53K+ 246.37% |
$834K - $937K
|
4.96K
$709K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2- 0.19% |
$473 - $531
|
1.06K
$151K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-13- 86.67% |
$3.07K - $3.45K
|
2
$286
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11New |
$2.6K - $2.92K
|
11
$1.57K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
2.89KNew |
$683K - $767K
|
2.89K
$413K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9- 22.5% |
$2.13K - $2.39K
|
31
$4.43K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9New |
$2.13K - $2.39K
|
9
$1.29K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
42New |
$9.93K - $11.2K
|
42
$6.01K
|
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
118New |
$27.9K - $31.3K
|
118
$16.9K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.63K- 34.0% |
$482K - $659K
|
5.11K
$731K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
370New |
$67.8K - $92.6K
|
370
$52.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
91New |
$16.7K - $22.8K
|
91
$13K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
875New |
$160K - $219K
|
875
$125K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-9.24K- 90.9% |
$1.69M - $2.31M
|
925
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-250- 22.52% |
$45.8K - $62.6K
|
860
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
1.8KNew |
$330K - $450K
|
1.8K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
13.8KNew |
$2.53M - $3.46M
|
13.8K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
61.9KNew |
$11.3M - $15.5M
|
61.9K
$8.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.2K- 16.0% |
$220K - $300K
|
6.3K
$901K
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
75KNew |
$13.7M - $18.8M
|
75K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7K- 39.68% |
$1.28M - $1.75M
|
10.6K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 9.17% |
$1.83K - $2.5K
|
99
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.77K+ 110.18% |
$507K - $693K
|
5.29K
$756K
|
|
|
Aug 14, 2023
Q2 2023
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-211K- 52.85% |
$38.7M - $52.9M
|
189K
$27M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
177+ 3.63% |
$32.4K - $44.3K
|
5.06K
$723K
|
|
|
Aug 11, 2023
Q2 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
910New |
$167K - $228K
|
910
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
458+ 1.23% |
$83.9K - $115K
|
37.8K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
146+ 13.52% |
$26.7K - $36.5K
|
1.23K
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
45+ 3.15% |
$8.24K - $11.3K
|
1.48K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.31K- 2.11% |
$424K - $579K
|
107K
$15.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.6K- 11.46% |
$476K - $651K
|
20.1K
$2.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
855New |
$157K - $214K
|
855
$122K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$4.21K - $5.75K
|
23
$3.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
826New |
$151K - $207K
|
826
$118K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40+ 22.22% |
$7.32K - $10K
|
220
$31.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8+ 0.32% |
$1.46K - $2K
|
2.54K
$363K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-38- 59.38% |
$6.96K - $9.51K
|
26
$3.72K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
834New |
$153K - $209K
|
834
$119K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.5KNew |
$1.19M - $1.63M
|
6.5K
$930K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.15K- 45.11% |
$210K - $287K
|
1.4K
$200K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$2.2K - $3K
|
12
$1.72K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
42New |
$7.69K - $10.5K
|
42
$6.01K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
143+ 103.62% |
$27.7K - $35.1K
|
281
$40.2K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
4.69KNew |
$909K - $1.15M
|
4.69K
$671K
|
|
|
Jun 23, 2023
Q1 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.4KNew |
$1.24M - $1.57M
|
6.4K
$915K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 5.12% |
$8.32K - $10.5K
|
883
$126K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4- 57.14% |
$774 - $981
|
3
$429
|
|