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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$991 - $1.36K
|
4
$796
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3+ 3.26% |
$744 - $1.02K
|
95
$18.9K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3+ 0.31% |
$744 - $1.02K
|
964
$192K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 17.65% |
$744 - $1.02K
|
20
$3.98K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.14% |
$744 - $1.02K
|
2.2K
$437K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2New |
$496 - $680
|
2
$398
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$496 - $680
|
2
$398
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1+ 0.01% |
$248 - $340
|
7.58K
$1.51M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.13% |
$248 - $340
|
749
$149K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$248 - $340
|
1
$199
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$248 - $340
|
1.41K
$281K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$248 - $340
|
1
$199
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1- 0.04% |
$248 - $340
|
2.67K
$531K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 0.13% |
$248 - $340
|
774
$154K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 4.17% |
$248 - $340
|
23
$4.58K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 15.38% |
$496 - $680
|
11
$2.19K
|
|
|
May 14, 2024
Q1 2024
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-2- 1.0% |
$496 - $680
|
199
$39.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 13.33% |
$496 - $680
|
13
$2.59K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2- 0.07% |
$496 - $680
|
2.8K
$558K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 4.0% |
$496 - $680
|
48
$9.56K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3- 0.31% |
$744 - $1.02K
|
964
$192K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3- 0.18% |
$744 - $1.02K
|
1.7K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-5- 0.64% |
$1.24K - $1.7K
|
782
$156K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-6- 8.22% |
$1.49K - $2.04K
|
67
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-7- 0.86% |
$1.73K - $2.38K
|
803
$160K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 42.11% |
$1.98K - $2.72K
|
11
$2.19K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8- 1.09% |
$1.98K - $2.72K
|
724
$144K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12- 54.55% |
$2.97K - $4.08K
|
10
$1.99K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-13- 0.42% |
$3.22K - $4.42K
|
3.05K
$607K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-14- 87.5% |
$3.47K - $4.76K
|
2
$398
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-14- 0.42% |
$3.47K - $4.76K
|
3.28K
$654K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 6.06% |
$3.47K - $4.76K
|
217
$43.2K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15- 1.47% |
$3.72K - $5.1K
|
1.01K
$200K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-15- 0.54% |
$3.72K - $5.1K
|
2.76K
$548K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-16- 0.26% |
$3.97K - $5.44K
|
6.19K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-17- 16.67% |
$4.21K - $5.78K
|
85
$16.9K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 85.71% |
$4.46K - $6.12K
|
3
$597
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-20- 0.94% |
$4.96K - $6.8K
|
2.11K
$420K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 17.89% |
$5.45K - $7.48K
|
101
$20.1K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-23- 1.02% |
$5.7K - $7.82K
|
2.23K
$445K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-23- 1.85% |
$5.7K - $7.82K
|
1.22K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24- 1.24% |
$5.95K - $8.16K
|
1.9K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-24- 3.1% |
$5.95K - $8.16K
|
750
$149K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-25- 2.51% |
$6.2K - $8.5K
|
972
$194K
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-25- 1.14% |
$6.2K - $8.5K
|
2.16K
$430K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-30- 1.88% |
$7.44K - $10.2K
|
1.56K
$311K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-35- 1.77% |
$8.67K - $11.9K
|
1.95K
$387K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-35- 2.95% |
$8.67K - $11.9K
|
1.15K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-41- 0.63% |
$10.2K - $13.9K
|
6.52K
$1.3M
|