Purchases and Sales Made in Q1 2025 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
927+ 1.43% |
$162K - $206K
|
65.8K
$9.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
870+ 10.24% |
$152K - $194K
|
9.36K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
808+ 69.48% |
$141K - $180K
|
1.97K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
763+ 3.54% |
$134K - $170K
|
22.3K
$3.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
712+ 23.49% |
$125K - $158K
|
3.74K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
693+ 62.66% |
$121K - $154K
|
1.8K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
666New |
$117K - $148K
|
666
$95.3K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
646+ 12.67% |
$113K - $144K
|
5.74K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
578New |
$101K - $129K
|
578
$82.7K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
572+ 19.58% |
$100K - $127K
|
3.49K
$500K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
487+ 40.41% |
$85.2K - $108K
|
1.69K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
458+ 18.69% |
$80.1K - $102K
|
2.91K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
436+ 9.21% |
$76.3K - $97K
|
5.17K
$740K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
427+ 36.62% |
$74.7K - $95K
|
1.59K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
404+ 11.56% |
$70.7K - $89.9K
|
3.9K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
396New |
$69.3K - $88.1K
|
396
$56.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
351+ 32.71% |
$61.4K - $78.1K
|
1.42K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
341New |
$59.7K - $75.9K
|
341
$48.8K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
321+ 13.98% |
$56.2K - $71.4K
|
2.62K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
302+ 21.62% |
$52.8K - $67.2K
|
1.7K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
299New |
$52.3K - $66.6K
|
299
$42.8K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
287+ 27.0% |
$50.2K - $63.9K
|
1.35K
$193K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
259+ 45.52% |
$45.3K - $57.6K
|
828
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
232+ 37.6% |
$40.6K - $51.6K
|
849
$121K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
222+ 5550.0% |
$38.8K - $49.4K
|
226
$32.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
219+ 0.85% |
$38.3K - $48.7K
|
25.8K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
163+ 25.55% |
$28.5K - $36.3K
|
801
$115K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
163+ 168.04% |
$28.5K - $36.3K
|
260
$37.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
151+ 0.86% |
$26.4K - $33.6K
|
17.7K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
145New |
$25.4K - $32.3K
|
145
$20.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
134+ 1030.77% |
$23.4K - $29.8K
|
147
$21K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
125+ 6.79% |
$21.9K - $27.8K
|
1.97K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110+ 22.77% |
$19.2K - $24.5K
|
593
$84.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
97+ 1.24% |
$17K - $21.6K
|
7.93K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
95+ 2.25% |
$16.6K - $21.1K
|
4.32K
$617K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
88+ 1.71% |
$15.4K - $19.6K
|
5.22K
$747K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
83+ 7.61% |
$14.5K - $18.5K
|
1.17K
$168K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
83New |
$14.5K - $18.5K
|
83
$11.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
81+ 3.68% |
$14.2K - $18K
|
2.28K
$327K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
75+ 20.0% |
$13.1K - $16.7K
|
450
$64.4K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
75New |
$13.1K - $16.7K
|
75
$10.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
73+ 19.84% |
$12.8K - $16.2K
|
441
$63.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
71+ 1.85% |
$12.4K - $15.8K
|
3.9K
$558K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
59+ 245.83% |
$10.3K - $13.1K
|
83
$11.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
54+ 13.95% |
$9.45K - $12K
|
441
$63.1K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
45New |
$7.87K - $10K
|
45
$6.44K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
40+ 1.72% |
$7K - $8.9K
|
2.37K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25+ 46.3% |
$4.37K - $5.56K
|
79
$11.3K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
24New |
$4.2K - $5.34K
|
24
$3.43K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
23+ 9.39% |
$4.02K - $5.12K
|
268
$38.3K
|