Purchases and Sales Made in Q1 2023 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q1 2023. The information is specifically focused on institutions that hold shares of ICON PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
509+ 18.92% |
$98.5K - $125K
|
3.2K
$634K
|
|
|
Apr 18, 2023
Q1 2023
|
Montanaro Asset Management LTD
|
BUY
|
- |
500+ 0.28% |
$96.8K - $123K
|
179K
$35.5M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
480+ 12.3% |
$92.9K - $118K
|
4.38K
$868K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
459+ 6.69% |
$88.9K - $113K
|
7.32K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
449+ 12.37% |
$86.9K - $110K
|
4.08K
$808K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
424+ 34.17% |
$82.1K - $104K
|
1.67K
$330K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
421+ 21.27% |
$81.5K - $103K
|
2.4K
$475K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
420+ 2210.53% |
$81.3K - $103K
|
439
$87K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
419+ 10.88% |
$81.1K - $103K
|
4.27K
$846K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
406+ 49.39% |
$78.6K - $99.6K
|
1.23K
$243K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
400+ 2.63% |
$77.4K - $98.1K
|
15.6K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
400+ 0.76% |
$77.4K - $98.1K
|
53K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
388+ 7.3% |
$75.1K - $95.2K
|
5.7K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
384+ 8.6% |
$74.3K - $94.2K
|
4.85K
$960K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
380+ 7.28% |
$73.6K - $93.2K
|
5.6K
$1.11M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
373+ 34.28% |
$72.2K - $91.5K
|
1.46K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
369+ 3075.0% |
$71.4K - $90.5K
|
381
$75.5K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
360+ 17.03% |
$69.7K - $88.3K
|
2.47K
$490K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
330+ 27.68% |
$63.9K - $81K
|
1.52K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
314+ 27.26% |
$60.8K - $77K
|
1.47K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
313+ 1.75% |
$60.6K - $76.8K
|
18.2K
$3.6M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
312+ 27.49% |
$60.4K - $76.5K
|
1.45K
$287K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
312+ 27.49% |
$60.4K - $76.5K
|
1.45K
$287K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
304+ 6.1% |
$58.9K - $74.6K
|
5.29K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
301+ 24.81% |
$58.3K - $73.8K
|
1.51K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
301+ 26.66% |
$58.3K - $73.8K
|
1.43K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
249New |
$48.2K - $61.1K
|
249
$49.3K
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
247+ 0.84% |
$47.8K - $60.6K
|
29.7K
$5.87M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
241+ 4.01% |
$46.7K - $59.1K
|
6.25K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
229+ 53.88% |
$44.3K - $56.2K
|
654
$130K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
228+ 1.88% |
$44.1K - $55.9K
|
12.4K
$2.45M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
227+ 7.3% |
$43.9K - $55.7K
|
3.34K
$661K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
214+ 14.73% |
$41.4K - $52.5K
|
1.67K
$330K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
201New |
$38.9K - $49.3K
|
201
$39.8K
|
|
|
May 12, 2023
Q1 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
192+ 0.39% |
$37.2K - $47.1K
|
49.5K
$9.81M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
183+ 0.79% |
$35.4K - $44.9K
|
23.3K
$4.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
169+ 14.21% |
$32.7K - $41.5K
|
1.36K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
153+ 11.78% |
$29.6K - $37.5K
|
1.45K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
143+ 103.62% |
$27.7K - $35.1K
|
281
$55.7K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
143+ 103.62% |
$27.7K - $35.1K
|
281
$55.7K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
134New |
$25.9K - $32.9K
|
134
$26.5K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
131+ 1.85% |
$25.4K - $32.1K
|
7.2K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
120New |
$23.2K - $29.4K
|
120
$23.8K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
119+ 23.06% |
$23K - $29.2K
|
635
$126K
|
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
110+ 0.95% |
$21.3K - $27K
|
11.7K
$2.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
110+ 0.2% |
$21.3K - $27K
|
55.3K
$11M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
107+ 2.86% |
$20.7K - $26.3K
|
3.85K
$763K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
102+ 377.78% |
$19.7K - $25K
|
129
$25.6K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
98+ 1.91% |
$19K - $24K
|
5.23K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
91+ 0.38% |
$17.6K - $22.3K
|
24.3K
$4.81M
|