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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
910New |
$167K - $228K
|
910
$137K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
458+ 1.23% |
$83.9K - $115K
|
37.8K
$5.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
146+ 13.52% |
$26.7K - $36.5K
|
1.23K
$185K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
45+ 3.15% |
$8.24K - $11.3K
|
1.48K
$222K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.31K- 2.11% |
$424K - $579K
|
107K
$16.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.6K- 11.46% |
$476K - $651K
|
20.1K
$3.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
855New |
$157K - $214K
|
855
$129K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$4.21K - $5.75K
|
23
$3.46K
|
|
|
Aug 04, 2023
Q2 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
826New |
$151K - $207K
|
826
$124K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40+ 22.22% |
$7.32K - $10K
|
220
$33.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8+ 0.32% |
$1.46K - $2K
|
2.54K
$382K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-38- 59.38% |
$6.96K - $9.51K
|
26
$3.91K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
834New |
$153K - $209K
|
834
$126K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.5KNew |
$1.19M - $1.63M
|
6.5K
$978K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.15K- 45.11% |
$210K - $287K
|
1.4K
$210K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$2.2K - $3K
|
12
$1.81K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
42New |
$7.69K - $10.5K
|
42
$6.32K
|
|
| Q1 2023 | |||||||
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
4.69KNew |
$909K - $1.15M
|
4.69K
$706K
|
|
|
Jun 23, 2023
Q1 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.4KNew |
$1.24M - $1.57M
|
6.4K
$963K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 5.12% |
$8.32K - $10.5K
|
883
$133K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4- 57.14% |
$774 - $981
|
3
$452
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-225- 0.39% |
$43.6K - $55.2K
|
57.1K
$8.59M
|
|
|
May 15, 2023
Q1 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.14K+ 65.21% |
$220K - $279K
|
2.88K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Avidity Partners Management LP
Dallas, TX |
SELL
|
- |
-72.1K- 33.53% |
$14M - $17.7M
|
143K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
1.3KNew |
$252K - $319K
|
1.3K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
68.7KNew |
$13.3M - $16.9M
|
68.7K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$968K - $1.23M
|
5K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9New |
$1.74K - $2.21K
|
9
$1.35K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1New |
$194 - $245
|
1
$151
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.54K+ 75.9% |
$879K - $1.11M
|
10.5K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
330+ 27.68% |
$63.9K - $81K
|
1.52K
$229K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.64K- 63.88% |
$317K - $401K
|
925
$139K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.81K- 39.78% |
$932K - $1.18M
|
7.29K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
415KNew |
$80.3M - $102M
|
415K
$62.4M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
35New |
$6.78K - $8.59K
|
35
$5.27K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-27- 1.99% |
$5.23K - $6.62K
|
1.33K
$200K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
4KNew |
$774K - $981K
|
4K
$602K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-21- 7.22% |
$4.07K - $5.15K
|
270
$40.6K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$968 - $1.23K
|
5
$753
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
249New |
$48.2K - $61.1K
|
249
$37.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
47New |
$9.1K - $11.5K
|
47
$7.07K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
15New |
$2.9K - $3.68K
|
15
$2.26K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02KNew |
$197K - $250K
|
1.02K
$154K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.86K- 49.75% |
$360K - $456K
|
1.88K
$283K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2- 0.2% |
$387 - $491
|
1K
$151K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-4- 0.2% |
$774 - $981
|
2K
$301K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
165New |
$28.7K - $37.1K
|
165
$24.8K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.47K- 68.67% |
$429K - $555K
|
1.13K
$169K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
20New |
$3.48K - $4.5K
|
20
$3.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.07KNew |
$186K - $240K
|
1.07K
$161K
|
|