Institutional Ownership Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR). We have compiled data on the 703 institutions that hold shares in the stock, with a total of 75.7 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
805
shares
|
$152,660
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
800
shares
|
$151,712
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
788
shares
|
$149,436
0.0% of portfolio
|
Q3 2024
Reduced 76.83%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
787
shares
|
$149,246
0.05% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
784
shares
|
$148,677
0.0% of portfolio
|
Q4 2023
Reduced 27.34%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
751
shares
|
$142,419
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
749
shares
|
$142,040
0.16% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
740
shares
|
$140,333
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
738
shares
|
$139,954
0.01% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
737
shares
|
$139,764
0.0% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
728
shares
|
$138,057
0.01% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
726
shares
|
$137,678
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
725
shares
|
$137,489
0.0% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
722
shares
|
$136,920
0.0% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
717
shares
|
$135,971
0.0% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
714
shares
|
$135,402
0.01% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
707
shares
|
$134,075
0.0% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
705
shares
|
$133,696
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
700
shares
|
$132,748
0.02% of portfolio
|
Q3 2024
Reduced 95.91%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
700
shares
|
$132,748
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
697
shares
|
$132,179
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
677
shares
|
$128,386
0.0% of portfolio
|
Q3 2024
Added 88.06%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
660
shares
|
$125,162
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
640
shares
|
$121,369
0.03% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
625
shares
|
$118,524
0.0% of portfolio
|
Q3 2024
Added 34.7%
|