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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 5.78% |
$1.94K - $2.45K
|
183
$34.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 2.34% |
$1.74K - $2.21K
|
393
$74.7K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9New |
$1.74K - $2.21K
|
9
$1.71K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
7+ 0.06% |
$1.36K - $1.72K
|
11.4K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 5.83% |
$1.16K - $1.47K
|
109
$20.7K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 0.09% |
$1.16K - $1.47K
|
6.67K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6New |
$1.16K - $1.47K
|
6
$1.14K
|
|
|
May 05, 2023
Q1 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
5+ 21.74% |
$968 - $1.23K
|
28
$5.32K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$968 - $1.23K
|
5
$950
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 50.0% |
$968 - $1.23K
|
15
$2.85K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4New |
$774 - $981
|
4
$760
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$774 - $981
|
27K
$5.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4+ 0.05% |
$774 - $981
|
7.85K
$1.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3+ 0.22% |
$581 - $736
|
1.37K
$260K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$581 - $736
|
3
$570
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1New |
$194 - $245
|
1
$190
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 7.14% |
$194 - $245
|
13
$2.47K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1- 0.64% |
$194 - $245
|
156
$29.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2- 0.2% |
$387 - $491
|
1K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4- 57.14% |
$774 - $981
|
3
$570
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-4- 0.2% |
$774 - $981
|
2K
$380K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 0.61% |
$968 - $1.23K
|
810
$154K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5- 31.25% |
$968 - $1.23K
|
11
$2.09K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 52.0% |
$2.52K - $3.19K
|
12
$2.28K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-13- 0.97% |
$2.52K - $3.19K
|
1.33K
$253K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14- 4.29% |
$2.71K - $3.43K
|
312
$59.3K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-15- 1.12% |
$2.9K - $3.68K
|
1.32K
$251K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 50.0% |
$3.29K - $4.17K
|
17
$3.23K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20Closed |
$3.87K - $4.91K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-21- 7.22% |
$4.07K - $5.15K
|
270
$51.3K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-23- 38.98% |
$4.45K - $5.64K
|
36
$6.84K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-26- 2.16% |
$5.03K - $6.38K
|
1.18K
$224K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-27- 1.99% |
$5.23K - $6.62K
|
1.33K
$252K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-28- 17.95% |
$5.42K - $6.87K
|
128
$24.3K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-28- 0.16% |
$5.42K - $6.87K
|
17.7K
$3.36M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-29- 1.34% |
$5.61K - $7.11K
|
2.13K
$405K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-30- 2.65% |
$5.81K - $7.36K
|
1.1K
$209K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-31- 1.68% |
$6K - $7.61K
|
1.82K
$345K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-31- 1.43% |
$6K - $7.61K
|
2.14K
$407K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-31Closed |
$6K - $7.61K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 4.09% |
$6.19K - $7.85K
|
751
$143K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-37- 44.58% |
$7.16K - $9.08K
|
46
$8.74K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-41- 77.36% |
$7.94K - $10.1K
|
12
$2.28K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 3.36% |
$7.94K - $10.1K
|
1.18K
$224K
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-46- 0.78% |
$8.91K - $11.3K
|
5.85K
$1.11M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-48- 1.57% |
$9.29K - $11.8K
|
3.02K
$574K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 40.32% |
$9.68K - $12.3K
|
74
$14.1K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-51- 1.28% |
$9.87K - $12.5K
|
3.94K
$749K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-51- 1.3% |
$9.87K - $12.5K
|
3.86K
$733K
|