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 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
79New |
$14.5K - $19.8K
|
79
$15K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76+ 102.7% |
$13.9K - $19K
|
150
$28.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76+ 102.7% |
$13.9K - $19K
|
150
$28.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
75+ 3.5% |
$13.7K - $18.8K
|
2.22K
$422K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
71+ 14.92% |
$13K - $17.8K
|
547
$104K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
70+ 0.96% |
$12.8K - $17.5K
|
7.39K
$1.4M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
70+ 0.96% |
$12.8K - $17.5K
|
7.39K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
64+ 2.0% |
$11.7K - $16K
|
3.26K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
58+ 0.81% |
$10.6K - $14.5K
|
7.26K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
55+ 3.79% |
$10.1K - $13.8K
|
1.51K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
54+ 0.28% |
$9.89K - $13.5K
|
19.5K
$3.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
52+ 288.89% |
$9.52K - $13K
|
70
$13.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
49+ 1.45% |
$8.97K - $12.3K
|
3.44K
$653K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48+ 1.64% |
$8.79K - $12K
|
2.97K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
48+ 3.6% |
$8.79K - $12K
|
1.38K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
47+ 3.56% |
$8.61K - $11.8K
|
1.37K
$260K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46+ 3.15% |
$8.42K - $11.5K
|
1.51K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
45+ 3.15% |
$8.24K - $11.3K
|
1.48K
$280K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
42New |
$7.69K - $10.5K
|
42
$7.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
42+ 1.74% |
$7.69K - $10.5K
|
2.46K
$467K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
41+ 0.52% |
$7.51K - $10.3K
|
7.89K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40+ 22.22% |
$7.32K - $10K
|
220
$41.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36+ 16.82% |
$6.59K - $9.01K
|
250
$47.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 266.67% |
$5.86K - $8.01K
|
44
$8.36K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
29+ 1.01% |
$5.31K - $7.26K
|
2.89K
$550K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
28+ 0.08% |
$5.13K - $7.01K
|
33.5K
$6.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
26+ 0.62% |
$4.76K - $6.51K
|
4.24K
$806K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26+ 4.46% |
$4.76K - $6.51K
|
609
$116K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25+ 6.79% |
$4.58K - $6.26K
|
393
$74.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 19.38% |
$4.58K - $6.26K
|
154
$29.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
23New |
$4.21K - $5.75K
|
23
$4.37K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
23New |
$4.21K - $5.75K
|
23
$4.37K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
23+ 2.3% |
$4.21K - $5.75K
|
1.02K
$194K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22New |
$4.03K - $5.5K
|
22
$4.18K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20New |
$3.66K - $5K
|
20
$3.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 1.69% |
$3.3K - $4.5K
|
1.08K
$205K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
14+ 0.07% |
$2.56K - $3.5K
|
20K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 1.6% |
$2.2K - $3K
|
763
$145K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$2.2K - $3K
|
12
$2.28K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 2.8% |
$2.01K - $2.75K
|
404
$76.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
11New |
$2.01K - $2.75K
|
11
$2.09K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
11+ 9.57% |
$2.01K - $2.75K
|
126
$23.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 17.24% |
$1.83K - $2.5K
|
68
$12.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9+ 0.89% |
$1.65K - $2.25K
|
1.02K
$194K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8+ 0.32% |
$1.46K - $2K
|
2.54K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
8+ 28.57% |
$1.46K - $2K
|
36
$6.84K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7+ 0.43% |
$1.28K - $1.75K
|
1.64K
$311K
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
5+ 0.1% |
$916 - $1.25K
|
5.14K
$977K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3New |
$549 - $751
|
3
$570
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 2.6% |
$366 - $500
|
79
$15K
|