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 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.06% |
$236 - $266
|
1.75K
$346K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1- 0.11% |
$236 - $266
|
885
$175K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1- 16.67% |
$236 - $266
|
5
$991
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.09% |
$236 - $266
|
1.06K
$211K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2- 0.19% |
$473 - $531
|
1.06K
$210K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2- 0.09% |
$473 - $531
|
2.29K
$453K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 13.33% |
$473 - $531
|
13
$2.58K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.47% |
$709 - $797
|
632
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 15.79% |
$709 - $797
|
16
$3.17K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 15.0% |
$709 - $797
|
17
$3.37K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.12% |
$709 - $797
|
2.56K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-4- 0.02% |
$946 - $1.06K
|
26.2K
$5.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-4- 0.18% |
$946 - $1.06K
|
2.27K
$449K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-6- 0.03% |
$1.42K - $1.59K
|
20K
$3.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9- 22.5% |
$2.13K - $2.39K
|
31
$6.14K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-10- 0.13% |
$2.36K - $2.66K
|
7.89K
$1.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 19.35% |
$2.84K - $3.19K
|
50
$9.91K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-13- 86.67% |
$3.07K - $3.45K
|
2
$396
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-14- 15.73% |
$3.31K - $3.72K
|
75
$14.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 2.47% |
$3.78K - $4.25K
|
633
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-17- 0.55% |
$4.02K - $4.52K
|
3.07K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-18- 0.73% |
$4.26K - $4.78K
|
2.44K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19- 0.64% |
$4.49K - $5.05K
|
2.95K
$584K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-19- 0.07% |
$4.49K - $5.05K
|
25.9K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 14.0% |
$4.97K - $5.58K
|
129
$25.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-23- 19.49% |
$5.44K - $6.11K
|
95
$18.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-23- 1.83% |
$5.44K - $6.11K
|
1.23K
$244K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-28- 22.4% |
$6.62K - $7.44K
|
97
$19.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-30- 0.48% |
$7.09K - $7.97K
|
6.21K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-32- 1.31% |
$7.57K - $8.5K
|
2.42K
$479K
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-36- 5.36% |
$8.51K - $9.56K
|
636
$126K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-39- 1.0% |
$9.22K - $10.4K
|
3.86K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-48- 5.69% |
$11.3K - $12.7K
|
796
$158K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-49- 2.21% |
$11.6K - $13K
|
2.17K
$430K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-50- 5.16% |
$11.8K - $13.3K
|
919
$182K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-51- 3.14% |
$12.1K - $13.5K
|
1.57K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-52- 4.32% |
$12.3K - $13.8K
|
1.15K
$228K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-52- 74.29% |
$12.3K - $13.8K
|
18
$3.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-55- 4.53% |
$13K - $14.6K
|
1.16K
$230K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-64- 2.91% |
$15.1K - $17K
|
2.13K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-65- 15.19% |
$15.4K - $17.3K
|
363
$71.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-66- 6.69% |
$15.6K - $17.5K
|
920
$182K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-71- 13.3% |
$16.8K - $18.9K
|
463
$91.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-72- 3.84% |
$17K - $19.1K
|
1.8K
$357K
|
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
SELL
|
- |
-75- 0.82% |
$17.7K - $19.9K
|
9.03K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-78- 0.45% |
$18.4K - $20.7K
|
17.4K
$3.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-82- 8.75% |
$19.4K - $21.8K
|
855
$169K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-100- 1.76% |
$23.6K - $26.6K
|
5.59K
$1.11M
|