Latest Institutional Transactions on Icon PLC (ICLR)
This table provides information on the latest institutional transactions involving Icon PLC (ICLR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
173+ 2.78% |
$42.9K - $58.8K
|
6.39K
$1.18M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
60New |
$14.9K - $20.4K
|
60
$11.1K
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
627New |
$155K - $213K
|
627
$116K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-46- 56.1% |
$11.4K - $15.6K
|
36
$6.66K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
64New |
$15.9K - $21.8K
|
64
$11.8K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
134New |
$33.2K - $45.6K
|
134
$24.8K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
92New |
$22.8K - $31.3K
|
92
$17K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$991 - $1.36K
|
4
$739
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14New |
$3.47K - $4.76K
|
14
$2.59K
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.44K+ 70.6% |
$1.6M - $2.19M
|
15.6K
$2.88M
|
|
Q4 2023 | |||||||
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
29New |
$6.46K - $8.29K
|
29
$5.36K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 63.64% |
$1.56K - $2K
|
4
$739
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 9.3% |
$891 - $1.14K
|
47
$8.69K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
20New |
$4.46K - $5.72K
|
20
$3.7K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
102New |
$22.7K - $29.1K
|
102
$18.9K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1New |
$223 - $286
|
1
$185
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-519- 18.0% |
$116K - $148K
|
2.36K
$437K
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
33New |
$7.35K - $9.43K
|
33
$6.1K
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5- 0.2% |
$1.11K - $1.43K
|
2.47K
$457K
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-23- 2.25% |
$5.13K - $6.57K
|
1K
$185K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
CALL |
-3.9K- 81.25% |
$869K - $1.11M
|
900
$166K
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
43.5KNew |
$9.69M - $12.4M
|
43.5K
$8.04M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-814- 1.03% |
$181K - $233K
|
78.1K
$14.4M
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
729New |
$162K - $208K
|
729
$135K
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
38New |
$8.47K - $10.9K
|
38
$7.03K
|
|
Feb 14, 2024
Q4 2023
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
3.66KNew |
$815K - $1.05M
|
3.66K
$676K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
76New |
$16.9K - $21.7K
|
76
$14.1K
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
8.73KNew |
$1.95M - $2.5M
|
8.73K
$1.61M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
90New |
$20.1K - $25.7K
|
90
$16.6K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.9KNew |
$1.54M - $1.97M
|
6.9K
$1.28M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
14.8KNew |
$3.3M - $4.24M
|
14.8K
$2.74M
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-35- 62.5% |
$7.8K - $10K
|
21
$3.88K
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11.7K+ 18.8% |
$2.61M - $3.34M
|
74K
$13.7M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 48.0% |
$2.67K - $3.43K
|
37
$6.84K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-295- 27.34% |
$65.7K - $84.3K
|
784
$145K
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.11KNew |
$471K - $604K
|
2.11K
$390K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
740New |
$165K - $211K
|
740
$137K
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
179+ 17.1% |
$39.9K - $51.2K
|
1.23K
$227K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-16- 1.71% |
$3.57K - $4.57K
|
919
$170K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$2.01K - $2.57K
|
9
$1.66K
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.89KNew |
$1.76M - $2.25M
|
7.89K
$1.46M
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
3+ 16.67% |
$668 - $857
|
21
$3.88K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.8K+ 155.17% |
$2.63M - $3.37M
|
19.4K
$3.59M
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
30New |
$6.68K - $8.57K
|
30
$5.55K
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
805New |
$179K - $230K
|
805
$149K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
29New |
$6.46K - $8.29K
|
29
$5.36K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
29New |
$6.46K - $8.29K
|
29
$5.36K
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
751New |
$167K - $215K
|
751
$139K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-44- 80.0% |
$9.8K - $12.6K
|
11
$2.03K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6- 3.85% |
$1.34K - $1.71K
|
150
$27.7K
|