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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-56- 4.53% |
$10.8K - $13.7K
|
1.18K
$252K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-79- 1.59% |
$15.3K - $19.4K
|
4.88K
$1.04M
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-80- 4.41% |
$15.5K - $19.6K
|
1.74K
$370K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-81- 1.13% |
$15.7K - $19.9K
|
7.08K
$1.51M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-82- 28.57% |
$15.9K - $20.1K
|
205
$43.7K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-101- 36.46% |
$19.6K - $24.8K
|
176
$37.5K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-103- 7.49% |
$19.9K - $25.3K
|
1.27K
$272K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-110- 6.81% |
$21.3K - $27K
|
1.51K
$321K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-120- 29.48% |
$23.2K - $29.4K
|
287
$61.2K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-123- 5.06% |
$23.8K - $30.2K
|
2.31K
$492K
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-125- 6.68% |
$24.2K - $30.7K
|
1.75K
$372K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-133- 21.84% |
$25.7K - $32.6K
|
476
$102K
|
|
May 11, 2023
Q1 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-155- 1.08% |
$30K - $38K
|
14.1K
$3.02M
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-155- 2.93% |
$30K - $38K
|
5.14K
$1.1M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-165- 9.54% |
$31.9K - $40.5K
|
1.57K
$334K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-169- 4.0% |
$32.7K - $41.5K
|
4.05K
$864K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-172- 5.73% |
$33.3K - $42.2K
|
2.83K
$604K
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-175- 0.91% |
$33.9K - $42.9K
|
19K
$4.04M
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-182- 0.18% |
$35.2K - $44.7K
|
100K
$21.4M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-194- 15.43% |
$37.6K - $47.6K
|
1.06K
$227K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-210- 3.54% |
$40.7K - $51.5K
|
5.72K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-225- 0.39% |
$43.6K - $55.2K
|
57.1K
$12.2M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-232- 9.53% |
$44.9K - $56.9K
|
2.2K
$470K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-232- 16.43% |
$44.9K - $56.9K
|
1.18K
$252K
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-257- 10.07% |
$49.8K - $63K
|
2.29K
$489K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-267- 78.3% |
$51.7K - $65.5K
|
74
$15.8K
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-278- 9.56% |
$53.8K - $68.2K
|
2.63K
$561K
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-325- 8.6% |
$62.9K - $79.7K
|
3.46K
$737K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-327- 28.48% |
$63.3K - $80.2K
|
821
$175K
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-336- 11.62% |
$65K - $82.4K
|
2.56K
$545K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-339- 1.71% |
$65.6K - $83.2K
|
19.5K
$4.15M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-343- 11.93% |
$66.4K - $84.1K
|
2.53K
$540K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-384- 17.66% |
$74.3K - $94.2K
|
1.79K
$382K
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-400- 2.22% |
$77.4K - $98.1K
|
17.6K
$3.76M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-402- 18.63% |
$77.8K - $98.6K
|
1.76K
$375K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-434- 31.63% |
$84K - $106K
|
938
$200K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-447- 2.12% |
$86.5K - $110K
|
20.7K
$4.4M
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-456- 15.87% |
$88.3K - $112K
|
2.42K
$515K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-474- 3.62% |
$91.8K - $116K
|
12.6K
$2.69M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-486- 4.89% |
$94.1K - $119K
|
9.46K
$2.02M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-522- 17.71% |
$101K - $128K
|
2.43K
$517K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-528- 4.91% |
$102K - $130K
|
10.2K
$2.18M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-558- 33.68% |
$108K - $137K
|
1.1K
$234K
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-583- 7.66% |
$113K - $143K
|
7.03K
$1.5M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-649- 27.81% |
$126K - $159K
|
1.69K
$359K
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-652- 30.05% |
$126K - $160K
|
1.52K
$324K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-654- 27.72% |
$127K - $160K
|
1.71K
$364K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-655- 2.13% |
$127K - $161K
|
30.2K
$6.43M
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-667- 1.11% |
$129K - $164K
|
59.3K
$12.7M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-695- 25.42% |
$135K - $171K
|
2.04K
$435K
|