Purchases and Sales Made in Q2 2023 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
859New |
$157K - $215K
|
859
$163K
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
855New |
$157K - $214K
|
855
$162K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
850+ 6.55% |
$156K - $213K
|
13.8K
$2.63M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
844New |
$155K - $211K
|
844
$160K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
834New |
$153K - $209K
|
834
$158K
|
|
Aug 04, 2023
Q2 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
826New |
$151K - $207K
|
826
$157K
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
825+ 3.93% |
$151K - $206K
|
21.8K
$4.14M
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
805New |
$147K - $201K
|
805
$153K
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
801+ 10.73% |
$147K - $200K
|
8.26K
$1.57M
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
741+ 2.37% |
$136K - $185K
|
32K
$6.09M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
674+ 37.36% |
$123K - $169K
|
2.48K
$471K
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
643+ 37.06% |
$118K - $161K
|
2.38K
$452K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
458+ 1.23% |
$83.9K - $115K
|
37.8K
$7.19M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
445+ 29.39% |
$81.5K - $111K
|
1.96K
$372K
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
437+ 7.0% |
$80K - $109K
|
6.68K
$1.27M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
428New |
$78.4K - $107K
|
428
$81.3K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
387+ 0.61% |
$70.9K - $96.8K
|
64.1K
$12.2M
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
377+ 1.62% |
$69K - $94.3K
|
23.7K
$4.5M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
370New |
$67.8K - $92.6K
|
370
$70.3K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
363+ 28.52% |
$66.5K - $90.8K
|
1.64K
$311K
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
360+ 14.94% |
$65.9K - $90.1K
|
2.77K
$526K
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
327+ 0.38% |
$59.9K - $81.8K
|
85.7K
$16.3M
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
266+ 2.82% |
$48.7K - $66.6K
|
9.7K
$1.84M
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
250+ 5.88% |
$45.8K - $62.6K
|
4.5K
$855K
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
239+ 17.6% |
$43.8K - $59.8K
|
1.6K
$303K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
215+ 15.48% |
$39.4K - $53.8K
|
1.6K
$305K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
208+ 5200.0% |
$38.1K - $52K
|
212
$40.3K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
206+ 0.69% |
$37.7K - $51.5K
|
29.9K
$5.68M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
202+ 53.02% |
$37K - $50.5K
|
583
$111K
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
196+ 4.59% |
$35.9K - $49K
|
4.47K
$849K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
183+ 41.69% |
$33.5K - $45.8K
|
622
$118K
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
178+ 6.96% |
$32.6K - $44.5K
|
2.73K
$520K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
177+ 3.63% |
$32.4K - $44.3K
|
5.06K
$961K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
146+ 13.52% |
$26.7K - $36.5K
|
1.23K
$233K
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
146+ 4.38% |
$26.7K - $36.5K
|
3.48K
$662K
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
144+ 6.8% |
$26.4K - $36K
|
2.26K
$430K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
138+ 1254.55% |
$25.3K - $34.5K
|
149
$28.3K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
135+ 13.98% |
$24.7K - $33.8K
|
1.1K
$209K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
130+ 2.46% |
$23.8K - $32.5K
|
5.42K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
128+ 44.6% |
$23.4K - $32K
|
415
$78.9K
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
116+ 18.53% |
$21.2K - $29K
|
742
$141K
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
115+ 10.99% |
$21.1K - $28.8K
|
1.16K
$221K
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
113+ 6.79% |
$20.7K - $28.3K
|
1.78K
$338K
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
113+ 3.08% |
$20.7K - $28.3K
|
3.78K
$719K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
105+ 4.38% |
$19.2K - $26.3K
|
2.51K
$476K
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
96+ 8.58% |
$17.6K - $24K
|
1.22K
$231K
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
95+ 0.1% |
$17.4K - $23.8K
|
91.1K
$17.3M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
91New |
$16.7K - $22.8K
|
91
$17.3K
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
88+ 3.56% |
$16.1K - $22K
|
2.56K
$487K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
88+ 1.59% |
$16.1K - $22K
|
5.62K
$1.07M
|