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 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-35- 2.95% |
$8.67K - $11.9K
|
1.15K
$165K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-41- 0.63% |
$10.2K - $13.9K
|
6.52K
$932K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-42- 8.96% |
$10.4K - $14.3K
|
427
$61.1K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-46- 56.1% |
$11.4K - $15.6K
|
36
$5.15K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-47- 54.02% |
$11.6K - $16K
|
40
$5.72K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-48- 4.16% |
$11.9K - $16.3K
|
1.11K
$158K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-49- 6.59% |
$12.1K - $16.7K
|
695
$99.4K
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-49- 6.63% |
$12.1K - $16.7K
|
690
$98.7K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-49- 36.57% |
$12.1K - $16.7K
|
85
$12.2K
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-53- 2.04% |
$13.1K - $18K
|
2.55K
$364K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-53- 7.44% |
$13.1K - $18K
|
659
$94.3K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54- 0.1% |
$13.4K - $18.4K
|
56.1K
$8.02M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-55- 1.4% |
$13.6K - $18.7K
|
3.87K
$553K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58- 15.34% |
$14.4K - $19.7K
|
320
$45.8K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-62- 5.24% |
$15.4K - $21.1K
|
1.12K
$160K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64- 3.13% |
$15.9K - $21.8K
|
1.98K
$283K
|
|
May 15, 2024
Q1 2024
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-70- 0.45% |
$17.3K - $23.8K
|
15.3K
$2.19M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-71- 4.67% |
$17.6K - $24.1K
|
1.45K
$207K
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-78- 1.93% |
$19.3K - $26.5K
|
3.97K
$568K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-80- 9.83% |
$19.8K - $27.2K
|
734
$105K
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-81- 2.17% |
$20.1K - $27.5K
|
3.65K
$522K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-100- 15.82% |
$24.8K - $34K
|
532
$76.1K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-108- 69.23% |
$26.8K - $36.7K
|
48
$6.86K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-108- 14.88% |
$26.8K - $36.7K
|
618
$88.4K
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-108- 1.99% |
$26.8K - $36.7K
|
5.32K
$760K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-113- 0.72% |
$28K - $38.4K
|
15.5K
$2.22M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-115- 7.14% |
$28.5K - $39.1K
|
1.5K
$214K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-115- 8.16% |
$28.5K - $39.1K
|
1.29K
$185K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-120- 6.29% |
$29.7K - $40.8K
|
1.79K
$256K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-126- 10.29% |
$31.2K - $42.8K
|
1.1K
$157K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-132- 2.42% |
$32.7K - $44.9K
|
5.32K
$761K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-167- 19.98% |
$41.4K - $56.8K
|
669
$95.7K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-169- 8.56% |
$41.9K - $57.5K
|
1.81K
$258K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-173- 20.79% |
$42.9K - $58.8K
|
659
$94.3K
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-175- 11.08% |
$43.4K - $59.5K
|
1.4K
$201K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-177- 0.61% |
$43.9K - $60.2K
|
29.1K
$4.16M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-189- 2.66% |
$46.8K - $64.3K
|
6.91K
$988K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-190- 10.56% |
$47.1K - $64.6K
|
1.61K
$230K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-194- 3.37% |
$48.1K - $66K
|
5.56K
$796K
|
|
May 02, 2024
Q1 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-197- 0.06% |
$48.8K - $67K
|
351K
$50.1M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-204- 21.23% |
$50.6K - $69.4K
|
757
$108K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-208- 44.73% |
$51.6K - $70.7K
|
257
$36.8K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-217- 2.82% |
$53.8K - $73.8K
|
7.49K
$1.07M
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-219- 1.46% |
$54.3K - $74.5K
|
14.8K
$2.11M
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-223- 3.24% |
$55.3K - $75.8K
|
6.65K
$951K
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-223- 0.87% |
$55.3K - $75.8K
|
25.3K
$3.62M
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-223- 18.57% |
$55.3K - $75.8K
|
978
$140K
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-226- 19.91% |
$56K - $76.8K
|
909
$130K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-229- 1.78% |
$56.8K - $77.9K
|
12.6K
$1.8M
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-230- 3.7% |
$57K - $78.2K
|
5.99K
$857K
|