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 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
24+ 1.96% |
$4.49K - $7.14K
|
1.25K
$178K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$4.31K - $6.84K
|
23
$3.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23+ 0.99% |
$4.31K - $6.84K
|
2.36K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 366.67% |
$4.12K - $6.55K
|
28
$4K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
19New |
$3.56K - $5.65K
|
19
$2.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16New |
$3K - $4.76K
|
16
$2.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 14.12% |
$2.25K - $3.57K
|
97
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11+ 0.66% |
$2.06K - $3.27K
|
1.67K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11+ 0.5% |
$2.06K - $3.27K
|
2.2K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
10New |
$1.87K - $2.98K
|
10
$1.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
7+ 0.04% |
$1.31K - $2.08K
|
16.2K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6New |
$1.12K - $1.79K
|
6
$858
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 26.32% |
$936 - $1.49K
|
24
$3.43K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$749 - $1.19K
|
4
$572
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4New |
$749 - $1.19K
|
4
$572
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 8.33% |
$562 - $893
|
39
$5.58K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$187 - $298
|
1
$143
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$187 - $298
|
2
$286
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 1.2% |
$187 - $298
|
84
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 0.42% |
$374 - $595
|
471
$67.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2- 0.31% |
$374 - $595
|
638
$91.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2- 0.05% |
$374 - $595
|
3.81K
$545K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 7.69% |
$562 - $893
|
36
$5.15K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3- 37.5% |
$562 - $893
|
5
$715
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 23.53% |
$749 - $1.19K
|
13
$1.86K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5- 0.35% |
$936 - $1.49K
|
1.43K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-6- 27.27% |
$1.12K - $1.79K
|
16
$2.29K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8- 0.83% |
$1.5K - $2.38K
|
958
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8- 0.13% |
$1.5K - $2.38K
|
6.16K
$881K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-8- 1.28% |
$1.5K - $2.38K
|
617
$88.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 14.29% |
$1.68K - $2.68K
|
54
$7.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9- 0.64% |
$1.68K - $2.68K
|
1.4K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-12- 29.27% |
$2.25K - $3.57K
|
29
$4.15K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-12- 0.46% |
$2.25K - $3.57K
|
2.6K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 76.47% |
$2.43K - $3.87K
|
4
$572
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 1.9% |
$2.62K - $4.17K
|
724
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-14- 0.45% |
$2.62K - $4.17K
|
3.12K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 2.4% |
$2.62K - $4.17K
|
569
$81.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 59.26% |
$3K - $4.76K
|
11
$1.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16- 1.48% |
$3K - $4.76K
|
1.07K
$152K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-18- 0.26% |
$3.37K - $5.36K
|
6.87K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 2.47% |
$4.31K - $6.84K
|
908
$130K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 6.12% |
$4.49K - $7.14K
|
368
$52.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-24- 1.69% |
$4.49K - $7.14K
|
1.4K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-25- 0.66% |
$4.68K - $7.44K
|
3.76K
$537K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-26- 0.68% |
$4.87K - $7.74K
|
3.78K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 81.82% |
$5.05K - $8.03K
|
6
$858
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-31- 3.43% |
$5.8K - $9.22K
|
872
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 33.7% |
$5.8K - $9.22K
|
61
$8.72K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-31- 22.79% |
$5.8K - $9.22K
|
105
$15K
|