Purchases and Sales Made in Q2 2024 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
30+ 1.39% |
$8.65K - $9.95K
|
2.19K
$384K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
29New |
$8.36K - $9.62K
|
29
$5.08K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
29+ 2.85% |
$8.36K - $9.62K
|
1.05K
$183K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
26+ 4.11% |
$7.49K - $8.62K
|
659
$115K
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 3.77% |
$7.21K - $8.29K
|
688
$121K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
25+ 1.65% |
$7.21K - $8.29K
|
1.54K
$270K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20+ 181.82% |
$5.76K - $6.63K
|
31
$5.43K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$5.76K - $6.63K
|
20
$3.5K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 4.45% |
$5.48K - $6.3K
|
446
$78.1K
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
18+ 2.28% |
$5.19K - $5.97K
|
807
$141K
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
16+ 0.11% |
$4.61K - $5.31K
|
14.8K
$2.59M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
16+ 2.0% |
$4.61K - $5.31K
|
815
$143K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 177.78% |
$4.61K - $5.31K
|
25
$4.38K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 65.22% |
$4.32K - $4.98K
|
38
$6.66K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14+ 22.58% |
$4.04K - $4.64K
|
76
$13.3K
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13+ 0.43% |
$3.75K - $4.31K
|
3.05K
$535K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
13+ 1.72% |
$3.75K - $4.31K
|
770
$135K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 55.0% |
$3.17K - $3.65K
|
31
$5.43K
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10+ 0.46% |
$2.88K - $3.32K
|
2.21K
$387K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
$2.88K - $3.32K
|
10
$1.75K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9+ 1.29% |
$2.59K - $2.99K
|
704
$123K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8New |
$2.31K - $2.65K
|
8
$1.4K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 20.0% |
$2.31K - $2.65K
|
48
$8.41K
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8+ 1.02% |
$2.31K - $2.65K
|
795
$139K
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.19% |
$2.31K - $2.65K
|
4.27K
$748K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$1.44K - $1.66K
|
5
$876
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
BUY
|
- |
5+ 0.05% |
$1.44K - $1.66K
|
9.1K
$1.59M
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5+ 5.26% |
$1.44K - $1.66K
|
100
$17.5K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
4+ 16.67% |
$1.15K - $1.33K
|
28
$4.91K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 4.94% |
$1.15K - $1.33K
|
85
$14.9K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 9.52% |
$1.15K - $1.33K
|
46
$8.06K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4+ 0.59% |
$1.15K - $1.33K
|
677
$119K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 42.86% |
$865 - $995
|
10
$1.75K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.64% |
$865 - $995
|
474
$83K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.19% |
$576 - $663
|
1.07K
$187K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.19% |
$576 - $663
|
1.07K
$187K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 4.0% |
$576 - $663
|
52
$9.11K
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$576 - $663
|
966
$169K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 9.09% |
$288 - $332
|
10
$1.75K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$288 - $332
|
1
$175
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 7.69% |
$288 - $332
|
12
$2.1K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2- 0.13% |
$576 - $663
|
1.51K
$265K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.32% |
$576 - $663
|
616
$108K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 3.0% |
$865 - $995
|
97
$17K
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-4- 0.29% |
$1.15K - $1.33K
|
1.35K
$237K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5- 7.81% |
$1.44K - $1.66K
|
59
$10.3K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 5.94% |
$1.73K - $1.99K
|
95
$16.6K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 15.0% |
$1.73K - $1.99K
|
34
$5.96K
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-6- 0.33% |
$1.73K - $1.99K
|
1.82K
$318K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 3.64% |
$2.31K - $2.65K
|
212
$37.1K
|