Purchases and Sales Made in Q3 2024 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q3 2024. 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, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
234+ 21.77% |
$65.6K - $81K
|
1.31K
$259K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
230+ 11.13% |
$64.5K - $79.6K
|
2.3K
$455K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
228+ 30.73% |
$63.9K - $78.9K
|
970
$192K
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
218+ 12.29% |
$61.1K - $75.5K
|
1.99K
$395K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
216+ 3.58% |
$60.6K - $74.8K
|
6.25K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
216+ 0.14% |
$60.6K - $74.8K
|
160K
$31.7M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
195+ 11.51% |
$54.7K - $67.5K
|
1.89K
$374K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
190New |
$53.3K - $65.8K
|
190
$37.6K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
190+ 2.03% |
$53.3K - $65.8K
|
9.56K
$1.89M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
161+ 34.7% |
$45.2K - $55.7K
|
625
$124K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
160+ 7.67% |
$44.9K - $55.4K
|
2.25K
$445K
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
154+ 2.26% |
$43.2K - $53.3K
|
6.98K
$1.38M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
151+ 33.86% |
$42.4K - $52.3K
|
597
$118K
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
150+ 15.15% |
$42.1K - $51.9K
|
1.14K
$226K
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
138+ 10.66% |
$38.7K - $47.8K
|
1.43K
$284K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
133+ 17.27% |
$37.3K - $46K
|
903
$179K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
130+ 419.35% |
$36.5K - $45K
|
161
$31.9K
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
125+ 16.89% |
$35.1K - $43.3K
|
865
$171K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
123+ 219.64% |
$34.5K - $42.6K
|
179
$35.5K
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
118+ 1.47% |
$33.1K - $40.9K
|
8.14K
$1.61M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
112+ 6.6% |
$31.4K - $38.8K
|
1.81K
$358K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100+ 4.24% |
$28K - $34.6K
|
2.46K
$487K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
96+ 23.13% |
$26.9K - $33.2K
|
511
$101K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93+ 18.98% |
$26.1K - $32.2K
|
583
$115K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
91+ 0.55% |
$25.5K - $31.5K
|
16.8K
$3.32M
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
91+ 2.27% |
$25.5K - $31.5K
|
4.11K
$814K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
90+ 0.32% |
$25.2K - $31.2K
|
28.4K
$5.63M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
85+ 1.57% |
$23.8K - $29.4K
|
5.51K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
73+ 9.77% |
$20.5K - $25.3K
|
820
$162K
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
71+ 8.93% |
$19.9K - $24.6K
|
866
$172K
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
70+ 0.55% |
$19.6K - $24.2K
|
12.8K
$2.54M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
70+ 3.54% |
$19.6K - $24.2K
|
2.05K
$406K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
62+ 5.04% |
$17.4K - $21.5K
|
1.29K
$256K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
60+ 8.86% |
$16.8K - $20.8K
|
737
$146K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
59+ 128.26% |
$16.5K - $20.4K
|
105
$20.8K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
55+ 8.35% |
$15.4K - $19K
|
714
$141K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
52New |
$14.6K - $18K
|
52
$10.3K
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
51+ 3.15% |
$14.3K - $17.7K
|
1.67K
$331K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
51+ 5.04% |
$14.3K - $17.7K
|
1.06K
$211K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
49+ 2.12% |
$13.7K - $17K
|
2.36K
$468K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
45+ 6.8% |
$12.6K - $15.6K
|
707
$140K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
41New |
$11.5K - $14.2K
|
41
$8.12K
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
38+ 1.24% |
$10.7K - $13.2K
|
3.09K
$612K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 3.68% |
$10.4K - $12.8K
|
1.04K
$206K
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
36+ 0.42% |
$10.1K - $12.5K
|
8.52K
$1.69M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34+ 49.28% |
$9.54K - $11.8K
|
103
$20.4K
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
34+ 1.0% |
$9.54K - $11.8K
|
3.43K
$680K
|
|
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
33+ 0.59% |
$9.26K - $11.4K
|
5.6K
$1.11M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 29.52% |
$8.69K - $10.7K
|
136
$26.9K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
30+ 0.81% |
$8.41K - $10.4K
|
3.71K
$736K
|