Purchases and Sales Made in Q1 2024 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
61+ 5.68% |
$15.1K - $20.7K
|
1.14K
$230K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
60New |
$14.9K - $20.4K
|
60
$12.2K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
60+ 5.15% |
$14.9K - $20.4K
|
1.22K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
59+ 1.54% |
$14.6K - $20.1K
|
3.88K
$787K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
58+ 5.75% |
$14.4K - $19.7K
|
1.07K
$216K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
58+ 0.64% |
$14.4K - $19.7K
|
9.1K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
54+ 24.66% |
$13.4K - $18.4K
|
273
$55.3K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
46+ 287.5% |
$11.4K - $15.6K
|
62
$12.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 45.26% |
$10.7K - $14.6K
|
138
$28K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42+ 17.43% |
$10.4K - $14.3K
|
283
$57.4K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
40+ 2.72% |
$9.91K - $13.6K
|
1.51K
$306K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37+ 2.72% |
$9.17K - $12.6K
|
1.4K
$283K
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
35+ 0.58% |
$8.67K - $11.9K
|
6.1K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34+ 2.31% |
$8.43K - $11.6K
|
1.5K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
34+ 1.42% |
$8.43K - $11.6K
|
2.42K
$491K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
32+ 22.54% |
$7.93K - $10.9K
|
174
$35.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
27+ 1.05% |
$6.69K - $9.18K
|
2.59K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
24+ 0.63% |
$5.95K - $8.16K
|
3.84K
$777K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24+ 58.54% |
$5.95K - $8.16K
|
65
$13.2K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
24New |
$5.95K - $8.16K
|
24
$4.86K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$4.96K - $6.8K
|
20
$4.05K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 1.04% |
$4.96K - $6.8K
|
1.95K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
19New |
$4.71K - $6.46K
|
19
$3.85K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
18+ 1800.0% |
$4.46K - $6.12K
|
19
$3.85K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
18+ 0.44% |
$4.46K - $6.12K
|
4.12K
$836K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16New |
$3.97K - $5.44K
|
16
$3.24K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$3.97K - $5.44K
|
16
$3.24K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15New |
$3.72K - $5.1K
|
15
$3.04K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 1.06% |
$3.72K - $5.1K
|
1.44K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
14+ 1.81% |
$3.47K - $4.76K
|
789
$160K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14New |
$3.47K - $4.76K
|
14
$2.84K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 56.0% |
$3.47K - $4.76K
|
39
$7.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 63.64% |
$3.47K - $4.76K
|
36
$7.3K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13+ 0.43% |
$3.22K - $4.42K
|
3.05K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13New |
$3.22K - $4.42K
|
13
$2.63K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$3.22K - $4.42K
|
13
$2.63K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 100.0% |
$2.73K - $3.74K
|
22
$4.46K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11New |
$2.73K - $3.74K
|
11
$2.23K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
11+ 0.85% |
$2.73K - $3.74K
|
1.31K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10+ 11.11% |
$2.48K - $3.4K
|
100
$20.3K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8+ 14.04% |
$1.98K - $2.72K
|
65
$13.2K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 3.77% |
$1.98K - $2.72K
|
220
$44.6K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7New |
$1.73K - $2.38K
|
7
$1.42K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 9.59% |
$1.73K - $2.38K
|
80
$16.2K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 200.0% |
$1.49K - $2.04K
|
9
$1.82K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.4% |
$1.49K - $2.04K
|
1.52K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 1.1% |
$1.49K - $2.04K
|
549
$111K
|
|
|
May 15, 2024
Q1 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
5+ 13.89% |
$1.24K - $1.7K
|
41
$8.31K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$991 - $1.36K
|
4
$811
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4+ 0.52% |
$991 - $1.36K
|
770
$156K
|