Purchases and Sales Made in Q3 2021 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
919New |
$192K - $260K
|
919
$155K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
911+ 68.34% |
$190K - $258K
|
2.24K
$379K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
905New |
$189K - $256K
|
905
$153K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
881New |
$184K - $249K
|
881
$149K
|
|
|
Nov 03, 2021
Q3 2021
|
Alta Capital Management LLC
|
BUY
|
- |
873New |
$182K - $247K
|
873
$148K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
870New |
$181K - $246K
|
870
$147K
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
865New |
$180K - $245K
|
865
$146K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
854New |
$178K - $242K
|
854
$144K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
853New |
$178K - $241K
|
853
$144K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
820New |
$171K - $232K
|
820
$139K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
805New |
$168K - $228K
|
805
$136K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
800+ 23.19% |
$167K - $226K
|
4.25K
$719K
|
|
|
Nov 01, 2021
Q3 2021
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
787New |
$164K - $223K
|
787
$133K
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
767+ 3.44% |
$160K - $217K
|
23K
$3.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
720+ 1.45% |
$150K - $204K
|
50.5K
$8.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Apogem Capital LLC
New York, NY |
BUY
|
- |
700+ 28.0% |
$146K - $198K
|
3.2K
$541K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
692+ 8.21% |
$144K - $196K
|
9.12K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Amundi
Paris, I0 |
BUY
|
- |
690+ 2.8% |
$144K - $195K
|
25.4K
$4.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
687+ 17.95% |
$143K - $194K
|
4.51K
$763K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
651+ 223.71% |
$136K - $184K
|
942
$159K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
647+ 16.76% |
$135K - $183K
|
4.51K
$762K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
593+ 42.94% |
$124K - $168K
|
1.97K
$334K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
591+ 28.33% |
$123K - $167K
|
2.68K
$453K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
575+ 61.83% |
$120K - $163K
|
1.51K
$254K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
574+ 393.15% |
$120K - $162K
|
720
$122K
|
|
|
Nov 10, 2021
Q3 2021
|
Jlb & Associates Inc
|
BUY
|
- |
551+ 1.49% |
$115K - $156K
|
37.6K
$6.36M
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
508+ 21.05% |
$106K - $144K
|
2.92K
$494K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
493+ 54.24% |
$103K - $140K
|
1.4K
$237K
|
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
475New |
$99.1K - $134K
|
475
$80.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
475New |
$99.1K - $134K
|
475
$80.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
463+ 13.19% |
$96.5K - $131K
|
3.97K
$672K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
462+ 32.54% |
$96.3K - $131K
|
1.88K
$318K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
426+ 5.44% |
$88.8K - $121K
|
8.26K
$1.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
385+ 7.99% |
$80.3K - $109K
|
5.21K
$880K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
364New |
$75.9K - $103K
|
364
$61.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
354+ 8.24% |
$73.8K - $100K
|
4.65K
$786K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
347+ 8.28% |
$72.4K - $98.2K
|
4.54K
$767K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
340New |
$70.9K - $96.2K
|
340
$57.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
BUY
|
- |
332+ 13.71% |
$69.2K - $94K
|
2.75K
$466K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
324+ 25.35% |
$67.6K - $91.7K
|
1.6K
$271K
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
300+ 33.33% |
$62.6K - $84.9K
|
1.2K
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
291+ 15.65% |
$60.7K - $82.4K
|
2.15K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
285+ 7.24% |
$59.4K - $80.7K
|
4.22K
$714K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
284+ 6.77% |
$59.2K - $80.4K
|
4.48K
$757K
|
|
|
Nov 09, 2021
Q3 2021
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
261New |
$54.4K - $73.9K
|
261
$44.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
210+ 20.87% |
$43.8K - $59.4K
|
1.22K
$206K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
202+ 81.78% |
$42.1K - $57.2K
|
449
$75.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
200New |
$41.7K - $56.6K
|
200
$33.8K
|
|
|
Nov 08, 2023
Q3 2021
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
185+ 0.26% |
$38.6K - $52.4K
|
71.9K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
184+ 10.67% |
$38.4K - $52.1K
|
1.91K
$323K
|