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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3New |
$525 - $668
|
3
$526
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3+ 0.25% |
$525 - $668
|
1.18K
$207K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3+ 50.0% |
$525 - $668
|
9
$1.58K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3New |
$525 - $668
|
3
$526
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 27.27% |
$525 - $668
|
14
$2.45K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 200.0% |
$350 - $445
|
3
$526
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$350 - $445
|
2
$350
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 15.38% |
$350 - $445
|
15
$2.63K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$175 - $223
|
1
$175
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$175 - $223
|
1
$175
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$175 - $223
|
1.38K
$242K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
1+ 5.26% |
$175 - $223
|
20
$3.5K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 20.0% |
$175 - $223
|
4
$701
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1- 0.03% |
$175 - $223
|
3.81K
$668K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.03% |
$175 - $223
|
3.37K
$590K
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2- 0.08% |
$350 - $445
|
2.6K
$456K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2- 0.99% |
$350 - $445
|
201
$35.2K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2- 0.14% |
$350 - $445
|
1.41K
$246K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 3.57% |
$525 - $668
|
81
$14.2K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 4.92% |
$525 - $668
|
58
$10.2K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 7.69% |
$525 - $668
|
36
$6.31K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 14.29% |
$700 - $890
|
24
$4.21K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 23.53% |
$700 - $890
|
13
$2.28K
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.26% |
$1.05K - $1.34K
|
2.3K
$403K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 56.25% |
$1.57K - $2K
|
7
$1.23K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 11.9% |
$1.75K - $2.23K
|
74
$13K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10- 3.53% |
$1.75K - $2.23K
|
273
$47.8K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-11- 8.09% |
$1.92K - $2.45K
|
125
$21.9K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-13- 0.57% |
$2.27K - $2.89K
|
2.27K
$398K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14- 6.22% |
$2.45K - $3.12K
|
211
$37K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-14- 1.02% |
$2.45K - $3.12K
|
1.36K
$238K
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-14- 38.89% |
$2.45K - $3.12K
|
22
$3.85K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 24.62% |
$2.8K - $3.56K
|
49
$8.59K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-18- 75.0% |
$3.15K - $4.01K
|
6
$1.05K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-20- 8.0% |
$3.5K - $4.45K
|
230
$40.3K
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-22- 0.58% |
$3.85K - $4.9K
|
3.76K
$658K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 4.94% |
$3.85K - $4.9K
|
423
$74.1K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-24- 1.92% |
$4.2K - $5.34K
|
1.22K
$214K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-25- 0.13% |
$4.37K - $5.56K
|
19.3K
$3.38M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 96.55% |
$4.9K - $6.23K
|
1
$175
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 34.12% |
$5.07K - $6.45K
|
56
$9.81K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-29- 4.33% |
$5.07K - $6.45K
|
641
$112K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-32- 2.05% |
$5.6K - $7.12K
|
1.53K
$268K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-34- 2.04% |
$5.95K - $7.57K
|
1.63K
$286K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-37- 92.5% |
$6.47K - $8.24K
|
3
$526
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-38- 1.22% |
$6.65K - $8.46K
|
3.08K
$539K
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-40- 3.04% |
$7K - $8.9K
|
1.28K
$224K
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-43- 3.57% |
$7.52K - $9.57K
|
1.16K
$204K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-54- 1.41% |
$9.45K - $12K
|
3.76K
$659K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 52.38% |
$9.62K - $12.2K
|
50
$8.76K
|