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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$3.96K - $5.38K
|
19
$3.21K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 86.36% |
$3.96K - $5.38K
|
41
$6.93K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
17New |
$3.55K - $4.81K
|
17
$2.87K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
15New |
$3.13K - $4.25K
|
15
$2.54K
|
|
|
Nov 15, 2021
Q3 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
14+ 7.61% |
$2.92K - $3.96K
|
198
$33.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 6.44% |
$2.71K - $3.68K
|
215
$36.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13New |
$2.71K - $3.68K
|
13
$2.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
12+ 14.29% |
$2.5K - $3.4K
|
96
$16.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
11New |
$2.29K - $3.11K
|
11
$1.86K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
8+ 0.5% |
$1.67K - $2.26K
|
1.6K
$270K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 8.43% |
$1.46K - $1.98K
|
90
$15.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 4.7% |
$1.46K - $1.98K
|
156
$26.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
6New |
$1.25K - $1.7K
|
6
$1.01K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 2.54% |
$1.04K - $1.42K
|
202
$34.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5New |
$1.04K - $1.42K
|
5
$845
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4New |
$834 - $1.13K
|
4
$676
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4New |
$834 - $1.13K
|
4
$676
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 12.9% |
$834 - $1.13K
|
35
$5.92K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 3.1% |
$834 - $1.13K
|
133
$22.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4New |
$834 - $1.13K
|
4
$676
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3New |
$626 - $849
|
3
$507
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 9.09% |
$209 - $283
|
12
$2.03K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2- 0.01% |
$417 - $566
|
15.4K
$2.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-3Closed |
$626 - $849
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-5- 6.02% |
$1.04K - $1.42K
|
78
$13.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5Closed |
$1.04K - $1.42K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 16.67% |
$1.04K - $1.42K
|
25
$4.23K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5Closed |
$1.04K - $1.42K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10Closed |
$2.09K - $2.83K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-15Closed |
$3.13K - $4.25K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17- 1.03% |
$3.55K - $4.81K
|
1.64K
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 4.11% |
$5.63K - $7.64K
|
630
$107K
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-29- 47.54% |
$6.05K - $8.21K
|
32
$5.41K
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-37- 0.7% |
$7.72K - $10.5K
|
5.22K
$882K
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
SELL
|
- |
-41- 1.83% |
$8.55K - $11.6K
|
2.2K
$371K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-44- 4.24% |
$9.18K - $12.5K
|
994
$168K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-63- 88.73% |
$13.1K - $17.8K
|
8
$1.35K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-67Closed |
$14K - $19K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-70- 19.55% |
$14.6K - $19.8K
|
288
$48.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-77- 3.76% |
$16.1K - $21.8K
|
1.97K
$334K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-79- 0.15% |
$16.5K - $22.4K
|
52.4K
$8.86M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-96Closed |
$20K - $27.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-96- 0.61% |
$20K - $27.2K
|
15.7K
$2.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-101- 3.27% |
$21.1K - $28.6K
|
2.99K
$506K
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-103- 1.64% |
$21.5K - $29.2K
|
6.18K
$1.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-103- 0.18% |
$21.5K - $29.2K
|
56.4K
$9.53M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-123- 0.93% |
$25.6K - $34.8K
|
13.1K
$2.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-159- 13.8% |
$33.2K - $45K
|
993
$168K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
SELL
|
- |
-160- 2.49% |
$33.4K - $45.3K
|
6.26K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-161- 0.69% |
$33.6K - $45.6K
|
23.1K
$3.91M
|