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 |
---|---|---|---|---|---|---|---|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
176+ 1353.85% |
$36.7K - $49.8K
|
189
$32K
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
154+ 4.05% |
$32.1K - $43.6K
|
3.96K
$669K
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
144+ 2.76% |
$30K - $40.8K
|
5.36K
$906K
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
141+ 21.27% |
$29.4K - $39.9K
|
804
$136K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
120New |
$25K - $34K
|
120
$20.3K
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
120New |
$25K - $34K
|
120
$20.3K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
118New |
$24.6K - $33.4K
|
118
$20K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118+ 4.87% |
$24.6K - $33.4K
|
2.54K
$429K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
117New |
$24.4K - $33.1K
|
117
$19.8K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
117+ 9.28% |
$24.4K - $33.1K
|
1.38K
$233K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
115+ 1.65% |
$24K - $32.5K
|
7.08K
$1.2M
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
111New |
$23.1K - $31.4K
|
111
$18.8K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
105+ 32.41% |
$21.9K - $29.7K
|
429
$72.5K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
98+ 3.4% |
$20.4K - $27.7K
|
2.98K
$504K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
95+ 395.83% |
$19.8K - $26.9K
|
119
$20.1K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
94New |
$19.6K - $26.6K
|
94
$15.9K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
93+ 7.32% |
$19.4K - $26.3K
|
1.36K
$230K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
92+ 0.9% |
$19.2K - $26K
|
10.3K
$1.74M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
92+ 5.99% |
$19.2K - $26K
|
1.63K
$275K
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
89+ 16.21% |
$18.6K - $25.2K
|
638
$108K
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
85+ 1.77% |
$17.7K - $24.1K
|
4.88K
$825K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
84+ 86.6% |
$17.5K - $23.8K
|
181
$30.6K
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
78+ 1.52% |
$16.3K - $22.1K
|
5.21K
$882K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
62New |
$12.9K - $17.5K
|
62
$10.5K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
61+ 19.87% |
$12.7K - $17.3K
|
368
$62.2K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60+ 10.97% |
$12.5K - $17K
|
607
$103K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58New |
$12.1K - $16.4K
|
58
$9.81K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
57+ 2.95% |
$11.9K - $16.1K
|
1.99K
$337K
|
|
Oct 19, 2021
Q3 2021
|
Henry James International Management Inc.
|
BUY
|
- |
53+ 0.16% |
$11.1K - $15K
|
33.4K
$5.65M
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
52New |
$10.8K - $14.7K
|
52
$8.79K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 4.41% |
$10.4K - $14.2K
|
1.19K
$200K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
46New |
$9.59K - $13K
|
46
$7.78K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
41New |
$8.55K - $11.6K
|
41
$6.93K
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
38+ 3.04% |
$7.92K - $10.8K
|
1.29K
$218K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$7.09K - $9.62K
|
34
$5.75K
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
34New |
$7.09K - $9.62K
|
34
$5.75K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
34+ 68.0% |
$7.09K - $9.62K
|
84
$14.2K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
33New |
$6.88K - $9.34K
|
33
$5.58K
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
30New |
$6.26K - $8.49K
|
30
$5.07K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29New |
$6.05K - $8.21K
|
29
$4.9K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
29+ 78.38% |
$6.05K - $8.21K
|
66
$11.2K
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
28+ 0.66% |
$5.84K - $7.93K
|
4.25K
$719K
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
27+ 0.44% |
$5.63K - $7.64K
|
6.17K
$1.04M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
26New |
$5.42K - $7.36K
|
26
$4.4K
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
25+ 89.29% |
$5.21K - $7.08K
|
53
$8.96K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 72.41% |
$4.38K - $5.94K
|
50
$8.45K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20New |
$4.17K - $5.66K
|
20
$3.38K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
20+ 58.82% |
$4.17K - $5.66K
|
54
$9.13K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
20+ 50.0% |
$4.17K - $5.66K
|
60
$10.1K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 10.2% |
$4.17K - $5.66K
|
216
$36.5K
|