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 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.86K- 49.75% |
$360K - $456K
|
1.88K
$347K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2- 0.2% |
$387 - $491
|
1K
$185K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-4- 0.2% |
$774 - $981
|
2K
$370K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
165New |
$28.7K - $37.1K
|
165
$30.5K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.47K- 68.67% |
$429K - $555K
|
1.13K
$208K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
20New |
$3.48K - $4.5K
|
20
$3.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.07KNew |
$186K - $240K
|
1.07K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-117- 6.39% |
$20.3K - $26.3K
|
1.71K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
105New |
$18.3K - $23.6K
|
105
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
13KNew |
$2.26M - $2.92M
|
13K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Dryden Capital, LLC
Miami, FL |
SELL
|
- |
-1K- 33.33% |
$174K - $225K
|
2K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$313K - $405K
|
1.8K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-23- 1.23% |
$4K - $5.17K
|
1.84K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.01K+ 459.86% |
$349K - $451K
|
2.44K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
47.5KNew |
$8.26M - $10.7M
|
47.5K
$8.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$17.4K - $22.5K
|
100
$18.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.17KNew |
$899K - $1.16M
|
5.17K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
56.2KNew |
$9.77M - $12.6M
|
56.2K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 142.98% |
$664K - $859K
|
6.49K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-40- 47.06% |
$6.96K - $8.99K
|
45
$8.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-1.1K- 10.54% |
$191K - $247K
|
9.33K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-3.9K- 43.23% |
$678K - $876K
|
5.12K
$946K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
5.54KNew |
$964K - $1.25M
|
5.54K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
996New |
$173K - $224K
|
996
$184K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
27+ 60.0% |
$4.7K - $6.07K
|
72
$13.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.14K+ 23.02% |
$1.59M - $2.06M
|
48.9K
$9.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10New |
$1.74K - $2.25K
|
10
$1.85K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
5New |
$870 - $1.12K
|
5
$924
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
50New |
$8.7K - $11.2K
|
50
$9.24K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-40- 20.3% |
$6.96K - $8.99K
|
157
$29K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
22.4K+ 29.88% |
$3.9M - $5.05M
|
97.6K
$18M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
8New |
$1.39K - $1.8K
|
8
$1.48K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-69- 66.99% |
$12K - $15.5K
|
34
$6.29K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-168K- 15.79% |
$29.3M - $37.8M
|
897K
$166M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-37Closed |
$6.43K - $8.32K
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$174 - $225
|
1
$185
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
52New |
$9.04K - $11.7K
|
52
$9.61K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
7New |
$1.22K - $1.57K
|
7
$1.29K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
69New |
$12K - $15.5K
|
69
$12.8K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-14- 4.81% |
$2.57K - $3.47K
|
277
$51.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 2.52% |
$550 - $743
|
116
$21.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
8.66KNew |
$1.59M - $2.14M
|
8.66K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26+ 78.79% |
$4.76K - $6.44K
|
59
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-93- 30.59% |
$17K - $23K
|
211
$39K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
14New |
$2.57K - $3.47K
|
14
$2.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23.9K+ 48.06% |
$4.38M - $5.91M
|
73.6K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Apogem Capital LLC
New York, NY |
BUY
|
- |
600+ 20.0% |
$110K - $149K
|
3.6K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-4.67K- 51.64% |
$856K - $1.16M
|
4.37K
$809K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
44+ 16.42% |
$8.06K - $10.9K
|
312
$57.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.86% |
$9.16K - $12.4K
|
2.74K
$506K
|
|