Purchases and Sales Made in Q3 2023 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q3 2023. 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 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
74+ 58.73% |
$17.5K - $19.7K
|
200
$29.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
74+ 4.76% |
$17.5K - $19.7K
|
1.63K
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
74+ 2.13% |
$17.5K - $19.7K
|
3.56K
$525K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
73+ 4.57% |
$17.3K - $19.4K
|
1.67K
$246K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
66New |
$15.6K - $17.5K
|
66
$9.74K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
66+ 0.11% |
$15.6K - $17.5K
|
59.8K
$8.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
66+ 36.67% |
$15.6K - $17.5K
|
246
$36.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
65New |
$15.4K - $17.3K
|
65
$9.59K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62+ 2.16% |
$14.7K - $16.5K
|
2.93K
$432K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
57+ 10.42% |
$13.5K - $15.1K
|
604
$89.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
45+ 6.57% |
$10.6K - $12K
|
730
$108K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 1466.67% |
$10.4K - $11.7K
|
47
$6.94K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
42New |
$9.93K - $11.2K
|
42
$6.2K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
42+ 1.11% |
$9.93K - $11.2K
|
3.82K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
42+ 5.66% |
$9.93K - $11.2K
|
784
$116K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
40+ 2.65% |
$9.46K - $10.6K
|
1.55K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38+ 3.35% |
$8.98K - $10.1K
|
1.17K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
38New |
$8.98K - $10.1K
|
38
$5.61K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
36+ 0.49% |
$8.51K - $9.56K
|
7.42K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
35+ 3.42% |
$8.28K - $9.3K
|
1.06K
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 4.93% |
$8.04K - $9.03K
|
723
$107K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
30+ 0.44% |
$7.09K - $7.97K
|
6.87K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22New |
$5.2K - $5.84K
|
22
$3.25K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
22+ 0.49% |
$5.2K - $5.84K
|
4.49K
$662K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21+ 95.45% |
$4.97K - $5.58K
|
43
$6.35K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
21New |
$4.97K - $5.58K
|
21
$3.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 52.5% |
$4.97K - $5.58K
|
61
$9K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
21+ 28.38% |
$4.97K - $5.58K
|
95
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
18New |
$4.26K - $4.78K
|
18
$2.66K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
17+ 1.21% |
$4.02K - $4.52K
|
1.42K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13+ 1.02% |
$3.07K - $3.45K
|
1.29K
$191K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 13.58% |
$2.6K - $2.92K
|
92
$13.6K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11New |
$2.6K - $2.92K
|
11
$1.62K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11+ 183.33% |
$2.6K - $2.92K
|
17
$2.51K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 4.72% |
$2.36K - $2.66K
|
222
$32.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9New |
$2.13K - $2.39K
|
9
$1.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$1.18K - $1.33K
|
5
$738
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 11.36% |
$1.18K - $1.33K
|
49
$7.23K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.37% |
$1.18K - $1.33K
|
1.34K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 250.0% |
$1.18K - $1.33K
|
7
$1.03K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$946 - $1.06K
|
4
$590
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3New |
$709 - $797
|
3
$443
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
3+ 0.2% |
$709 - $797
|
1.51K
$222K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 50.0% |
$473 - $531
|
6
$886
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$473 - $531
|
2
$295
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.09% |
$473 - $531
|
2.12K
$313K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.09% |
$473 - $531
|
2.12K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 8.7% |
$473 - $531
|
25
$3.69K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$473 - $531
|
2
$295
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.03% |
$236 - $266
|
3.81K
$562K
|