Purchases and Sales Made in Q1 2023 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
91+ 0.38% |
$17.6K - $22.3K
|
24.3K
$4.61M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
89+ 6.49% |
$17.2K - $21.8K
|
1.46K
$278K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
89+ 2.7% |
$17.2K - $21.8K
|
3.39K
$644K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
85+ 16.47% |
$16.5K - $20.9K
|
601
$114K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
82+ 6.86% |
$15.9K - $20.1K
|
1.28K
$243K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
78New |
$15.1K - $19.1K
|
78
$14.8K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71+ 3.53% |
$13.7K - $17.4K
|
2.08K
$395K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
64New |
$12.4K - $15.7K
|
64
$12.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
54+ 2.62% |
$10.5K - $13.2K
|
2.12K
$403K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
54+ 2.05% |
$10.5K - $13.2K
|
2.69K
$512K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
54+ 10.87% |
$10.5K - $13.2K
|
551
$105K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
51New |
$9.87K - $12.5K
|
51
$9.69K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
48+ 165.52% |
$9.29K - $11.8K
|
77
$14.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
47New |
$9.1K - $11.5K
|
47
$8.93K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
46+ 383.33% |
$8.91K - $11.3K
|
58
$11K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
45+ 3.35% |
$8.71K - $11K
|
1.39K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 5.12% |
$8.32K - $10.5K
|
883
$168K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41+ 3.1% |
$7.94K - $10.1K
|
1.36K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
40+ 2.33% |
$7.74K - $9.81K
|
1.76K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
35+ 2.32% |
$6.78K - $8.59K
|
1.55K
$294K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
35New |
$6.78K - $8.59K
|
35
$6.65K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
34+ 0.48% |
$6.58K - $8.34K
|
7.06K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
32New |
$6.19K - $7.85K
|
32
$6.08K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
30New |
$5.81K - $7.36K
|
30
$5.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30New |
$5.81K - $7.36K
|
30
$5.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
30+ 0.66% |
$5.81K - $7.36K
|
4.57K
$869K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
29+ 1.18% |
$5.61K - $7.11K
|
2.49K
$473K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29New |
$5.61K - $7.11K
|
29
$5.51K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
28+ 4.22% |
$5.42K - $6.87K
|
691
$131K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25New |
$4.84K - $6.13K
|
25
$4.75K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23+ 2.51% |
$4.45K - $5.64K
|
938
$178K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23+ 287.5% |
$4.45K - $5.64K
|
31
$5.89K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20+ 10.31% |
$3.87K - $4.91K
|
214
$40.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
19+ 19.39% |
$3.68K - $4.66K
|
117
$22.2K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 2.81% |
$3.68K - $4.66K
|
696
$132K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
19+ 1.85% |
$3.68K - $4.66K
|
1.05K
$199K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
18+ 0.54% |
$3.48K - $4.42K
|
3.38K
$642K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
18+ 2.96% |
$3.48K - $4.42K
|
626
$119K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
18New |
$3.48K - $4.42K
|
18
$3.42K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16+ 160.0% |
$3.1K - $3.93K
|
26
$4.94K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
16+ 16.16% |
$3.1K - $3.93K
|
115
$21.9K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 0.52% |
$3.1K - $3.93K
|
3.08K
$585K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
16+ 1.28% |
$3.1K - $3.93K
|
1.26K
$240K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
15New |
$2.9K - $3.68K
|
15
$2.85K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14New |
$2.71K - $3.43K
|
14
$2.66K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 40.0% |
$2.71K - $3.43K
|
49
$9.31K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13+ 1.24% |
$2.52K - $3.19K
|
1.06K
$201K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 26.53% |
$2.52K - $3.19K
|
62
$11.8K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
13+ 0.57% |
$2.52K - $3.19K
|
2.29K
$435K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12+ 3.37% |
$2.32K - $2.94K
|
368
$69.9K
|