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 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
85+ 8.3% |
$15.9K - $25.3K
|
1.11K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
82+ 48.81% |
$15.4K - $24.4K
|
250
$47.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
76+ 1.83% |
$14.2K - $22.6K
|
4.22K
$806K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68+ 0.71% |
$12.7K - $20.2K
|
9.62K
$1.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
60New |
$11.2K - $17.9K
|
60
$11.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
58+ 1.1% |
$10.9K - $17.3K
|
5.32K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
57+ 570.0% |
$10.7K - $17K
|
67
$12.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
55+ 3.65% |
$10.3K - $16.4K
|
1.56K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
54New |
$10.1K - $16.1K
|
54
$10.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
44+ 2.74% |
$8.24K - $13.1K
|
1.65K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
38New |
$7.11K - $11.3K
|
38
$7.25K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
37+ 0.98% |
$6.93K - $11K
|
3.83K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34+ 66.67% |
$6.37K - $10.1K
|
85
$16.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
28+ 4.0% |
$5.24K - $8.33K
|
728
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 122.73% |
$5.05K - $8.03K
|
49
$9.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
24+ 1.96% |
$4.49K - $7.14K
|
1.25K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
24+ 1.6% |
$4.49K - $7.14K
|
1.53K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$4.31K - $6.84K
|
23
$4.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 366.67% |
$4.12K - $6.55K
|
28
$5.34K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
19New |
$3.56K - $5.65K
|
19
$3.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16New |
$3K - $4.76K
|
16
$3.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 14.12% |
$2.25K - $3.57K
|
97
$18.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11+ 0.5% |
$2.06K - $3.27K
|
2.2K
$420K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11+ 0.66% |
$2.06K - $3.27K
|
1.67K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
10New |
$1.87K - $2.98K
|
10
$1.91K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6New |
$1.12K - $1.79K
|
6
$1.15K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 26.32% |
$936 - $1.49K
|
24
$4.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4New |
$749 - $1.19K
|
4
$763
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 8.33% |
$562 - $893
|
39
$7.44K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 1.2% |
$187 - $298
|
84
$16K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$187 - $298
|
1
$191
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 0.42% |
$374 - $595
|
471
$89.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2- 0.31% |
$374 - $595
|
638
$122K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2- 0.05% |
$374 - $595
|
3.81K
$727K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 7.69% |
$562 - $893
|
36
$6.87K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3- 37.5% |
$562 - $893
|
5
$954
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 23.53% |
$749 - $1.19K
|
13
$2.48K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5- 0.35% |
$936 - $1.49K
|
1.43K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-8- 1.28% |
$1.5K - $2.38K
|
617
$118K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8- 0.83% |
$1.5K - $2.38K
|
958
$183K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8- 0.13% |
$1.5K - $2.38K
|
6.16K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-12- 0.46% |
$2.25K - $3.57K
|
2.6K
$497K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 76.47% |
$2.43K - $3.87K
|
4
$763
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 1.9% |
$2.62K - $4.17K
|
724
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 2.4% |
$2.62K - $4.17K
|
569
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16- 1.48% |
$3K - $4.76K
|
1.07K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 59.26% |
$3K - $4.76K
|
11
$2.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-18- 0.26% |
$3.37K - $5.36K
|
6.87K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 2.47% |
$4.31K - $6.84K
|
908
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-24- 1.69% |
$4.49K - $7.14K
|
1.4K
$267K
|