Purchases and Sales Made in Q4 2024 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.51K+ 21.68% |
$283K - $450K
|
8.49K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.43K+ 1.74% |
$268K - $426K
|
83.5K
$15.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 17.12% |
$255K - $405K
|
9.32K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.33K+ 73.41% |
$249K - $395K
|
3.14K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.32K+ 3.97% |
$247K - $392K
|
34.5K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.21KNew |
$226K - $359K
|
1.21K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
1.2KNew |
$225K - $357K
|
1.2K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.18K+ 10.25% |
$220K - $350K
|
12.7K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.17K+ 570.73% |
$219K - $348K
|
1.38K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.15KNew |
$216K - $343K
|
1.15K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.15K+ 14.13% |
$215K - $342K
|
9.29K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.14KNew |
$214K - $340K
|
1.14K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.1K+ 5.77% |
$206K - $327K
|
20.1K
$3.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$204K - $325K
|
1.09K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.06KNew |
$199K - $316K
|
1.06K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.02KNew |
$191K - $304K
|
1.02K
$195K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.02K+ 4.23% |
$190K - $302K
|
25K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
985+ 48.14% |
$184K - $293K
|
3.03K
$578K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
804+ 20.13% |
$151K - $239K
|
4.8K
$916K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
716+ 17.81% |
$134K - $213K
|
4.74K
$904K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
703+ 21.24% |
$132K - $209K
|
4.01K
$766K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
699+ 12.86% |
$131K - $208K
|
6.14K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
655+ 128.18% |
$123K - $195K
|
1.17K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
550+ 533.98% |
$103K - $164K
|
653
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
548+ 1.74% |
$103K - $163K
|
32.1K
$6.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
518+ 32.03% |
$97K - $154K
|
2.14K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
427+ 8.86% |
$79.9K - $127K
|
5.25K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
422+ 13.59% |
$79K - $126K
|
3.53K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
386+ 75.98% |
$72.3K - $115K
|
894
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
370+ 35.51% |
$69.3K - $110K
|
1.41K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
345+ 14.6% |
$64.6K - $103K
|
2.71K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
330New |
$61.8K - $98.2K
|
330
$63K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
280+ 10.53% |
$52.4K - $83.3K
|
2.94K
$561K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
269+ 12.9% |
$50.4K - $80K
|
2.36K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
262+ 24.28% |
$49.1K - $78K
|
1.34K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
260+ 26.8% |
$48.7K - $77.4K
|
1.23K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
239New |
$44.7K - $71.1K
|
239
$45.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
200New |
$37.4K - $59.5K
|
200
$38.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
191New |
$35.8K - $56.8K
|
191
$36.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
184+ 16.77% |
$34.4K - $54.8K
|
1.28K
$244K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
169+ 64.02% |
$31.6K - $50.3K
|
433
$82.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
166+ 281.36% |
$31.1K - $49.4K
|
225
$42.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
161+ 28.75% |
$30.1K - $47.9K
|
721
$138K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
150+ 11.26% |
$28.1K - $44.6K
|
1.48K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
136New |
$25.5K - $40.5K
|
136
$26K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
127+ 66.84% |
$23.8K - $37.8K
|
317
$60.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
112+ 21.09% |
$21K - $33.3K
|
643
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
96New |
$18K - $28.6K
|
96
$18.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
93New |
$17.4K - $27.7K
|
93
$17.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
89+ 8900.0% |
$16.7K - $26.5K
|
90
$17.2K
|