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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
184+ 16.77% |
$34.4K - $54.8K
|
1.28K
$234K
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
176+ 3.14% |
$33K - $52.4K
|
5.78K
$1.06M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
169+ 64.02% |
$31.6K - $50.3K
|
433
$79.1K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
166+ 281.36% |
$31.1K - $49.4K
|
225
$41.1K
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
161+ 28.75% |
$30.1K - $47.9K
|
721
$132K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
150+ 11.26% |
$28.1K - $44.6K
|
1.48K
$271K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
136New |
$25.5K - $40.5K
|
136
$24.8K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
127+ 66.84% |
$23.8K - $37.8K
|
317
$57.9K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
112+ 21.09% |
$21K - $33.3K
|
643
$117K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
96New |
$18K - $28.6K
|
96
$17.5K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
93New |
$17.4K - $27.7K
|
93
$17K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
89+ 8900.0% |
$16.7K - $26.5K
|
90
$16.4K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
85+ 8.3% |
$15.9K - $25.3K
|
1.11K
$203K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
82+ 48.81% |
$15.4K - $24.4K
|
250
$45.7K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
76+ 1.83% |
$14.2K - $22.6K
|
4.22K
$771K
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
76+ 2.44% |
$14.2K - $22.6K
|
3.19K
$582K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68+ 0.71% |
$12.7K - $20.2K
|
9.62K
$1.76M
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
60New |
$11.2K - $17.9K
|
60
$11K
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
58+ 1.1% |
$10.9K - $17.3K
|
5.32K
$972K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
57+ 570.0% |
$10.7K - $17K
|
67
$12.2K
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
55+ 3.65% |
$10.3K - $16.4K
|
1.56K
$285K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
54New |
$10.1K - $16.1K
|
54
$9.86K
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
44+ 2.74% |
$8.24K - $13.1K
|
1.65K
$301K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
38New |
$7.11K - $11.3K
|
38
$6.94K
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
37+ 0.98% |
$6.93K - $11K
|
3.83K
$699K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34+ 66.67% |
$6.37K - $10.1K
|
85
$15.5K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
28+ 4.0% |
$5.24K - $8.33K
|
728
$133K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 122.73% |
$5.05K - $8.03K
|
49
$8.95K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
25New |
$4.68K - $7.44K
|
25
$4.57K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
25New |
$4.68K - $7.44K
|
25
$4.57K
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
24+ 1.96% |
$4.49K - $7.14K
|
1.25K
$228K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
24+ 1.6% |
$4.49K - $7.14K
|
1.53K
$279K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
24+ 11.32% |
$4.49K - $7.14K
|
236
$43.1K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$4.31K - $6.84K
|
23
$4.2K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 366.67% |
$4.12K - $6.55K
|
28
$5.11K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
19New |
$3.56K - $5.65K
|
19
$3.47K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16New |
$3K - $4.76K
|
16
$2.92K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 14.12% |
$2.25K - $3.57K
|
97
$17.7K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11+ 0.66% |
$2.06K - $3.27K
|
1.67K
$305K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11+ 0.5% |
$2.06K - $3.27K
|
2.2K
$402K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
10New |
$1.87K - $2.98K
|
10
$1.83K
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
7+ 0.04% |
$1.31K - $2.08K
|
16.2K
$2.95M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6New |
$1.12K - $1.79K
|
6
$1.1K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 26.32% |
$936 - $1.49K
|
24
$4.38K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4New |
$749 - $1.19K
|
4
$731
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 8.33% |
$562 - $893
|
39
$7.12K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$187 - $298
|
1
$183
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 1.2% |
$187 - $298
|
84
$15.3K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2- 0.31% |
$374 - $595
|
638
$117K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2- 0.05% |
$374 - $595
|
3.81K
$696K
|