Purchases and Sales Made in Q1 2024 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q1 2024. 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 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
929New |
$230K - $316K
|
929
$198K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
923New |
$229K - $314K
|
923
$197K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
917+ 5.48% |
$227K - $312K
|
17.7K
$3.77M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
890New |
$221K - $303K
|
890
$190K
|
|
May 14, 2024
Q1 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
880+ 2.0% |
$218K - $299K
|
44.8K
$9.56M
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
831+ 23.01% |
$206K - $283K
|
4.44K
$947K
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
816+ 0.54% |
$202K - $277K
|
152K
$32.5M
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
787New |
$195K - $268K
|
787
$168K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
734New |
$182K - $250K
|
734
$157K
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
699New |
$173K - $238K
|
699
$149K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
697New |
$173K - $237K
|
697
$149K
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
693New |
$172K - $236K
|
693
$148K
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
692New |
$172K - $235K
|
692
$148K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
692+ 1441.67% |
$172K - $235K
|
740
$158K
|
|
May 15, 2024
Q1 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
678New |
$168K - $231K
|
678
$145K
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
673New |
$167K - $229K
|
673
$144K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
672New |
$167K - $228K
|
672
$143K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
663New |
$164K - $225K
|
663
$141K
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
660+ 1.13% |
$164K - $224K
|
59.1K
$12.6M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
651+ 21.67% |
$161K - $221K
|
3.66K
$780K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
649New |
$161K - $221K
|
649
$138K
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
648New |
$161K - $220K
|
648
$138K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 50.8% |
$158K - $217K
|
1.89K
$404K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
637New |
$158K - $217K
|
637
$136K
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
636+ 1.46% |
$158K - $216K
|
44.1K
$9.4M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
633New |
$157K - $215K
|
633
$135K
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
627New |
$155K - $213K
|
627
$134K
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
627+ 3.49% |
$155K - $213K
|
18.6K
$3.97M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
625+ 45.75% |
$155K - $213K
|
1.99K
$425K
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
610New |
$151K - $207K
|
610
$130K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
608New |
$151K - $207K
|
608
$130K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
600New |
$149K - $204K
|
600
$128K
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
599+ 1.46% |
$148K - $204K
|
41.7K
$8.89M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
593+ 21.95% |
$147K - $202K
|
3.3K
$703K
|
|
Apr 22, 2024
Q1 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
559+ 0.77% |
$139K - $190K
|
73.2K
$15.6M
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
500New |
$124K - $170K
|
500
$107K
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
490+ 3.14% |
$121K - $167K
|
16.1K
$3.43M
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
488+ 24.23% |
$121K - $166K
|
2.5K
$534K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
482+ 14.78% |
$119K - $164K
|
3.74K
$799K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
480+ 14.45% |
$119K - $163K
|
3.8K
$811K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
472+ 13.23% |
$117K - $160K
|
4.04K
$862K
|
|
Apr 11, 2024
Q1 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
471+ 4.25% |
$117K - $160K
|
11.6K
$2.46M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
465+ 5.05% |
$115K - $158K
|
9.68K
$2.06M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
450+ 23.24% |
$112K - $153K
|
2.39K
$509K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
442+ 4.3% |
$110K - $150K
|
10.7K
$2.29M
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
434+ 5.7% |
$108K - $148K
|
8.05K
$1.72M
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
394+ 15.05% |
$97.6K - $134K
|
3.01K
$642K
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
375New |
$92.9K - $128K
|
375
$80K
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
371+ 8.27% |
$91.9K - $126K
|
4.86K
$1.04M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
367New |
$91K - $125K
|
367
$78.3K
|