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 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 15.38% |
$366 - $500
|
15
$2.85K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.09% |
$366 - $500
|
2.29K
$435K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2New |
$366 - $500
|
2
$380
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.19% |
$366 - $500
|
1.06K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.65% |
$183 - $250
|
156
$29.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.85% |
$183 - $250
|
118
$22.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1+ 0.08% |
$183 - $250
|
1.28K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.09% |
$183 - $250
|
1.06K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1- 3.33% |
$183 - $250
|
29
$5.51K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-1- 0.01% |
$183 - $250
|
15.1K
$2.88M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$366 - $500
|
1.18K
$224K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$366 - $500
|
1.18K
$224K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 6.45% |
$366 - $500
|
29
$5.51K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 2.34% |
$549 - $751
|
125
$23.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 1.64% |
$549 - $751
|
180
$34.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-5- 0.05% |
$916 - $1.25K
|
9.88K
$1.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 0.76% |
$916 - $1.25K
|
649
$123K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5- 0.35% |
$916 - $1.25K
|
1.44K
$273K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-6- 0.87% |
$1.1K - $1.5K
|
685
$130K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 0.74% |
$1.1K - $1.5K
|
804
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 1.01% |
$1.28K - $1.75K
|
689
$131K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8- 0.61% |
$1.46K - $2K
|
1.31K
$249K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-8- 0.35% |
$1.46K - $2K
|
2.27K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 9.17% |
$1.83K - $2.5K
|
99
$18.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 20.41% |
$1.83K - $2.5K
|
39
$7.41K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 82.35% |
$2.56K - $3.5K
|
3
$570
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 3.09% |
$3.11K - $4.25K
|
534
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-21- 0.91% |
$3.85K - $5.25K
|
2.29K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27- 1.98% |
$4.94K - $6.76K
|
1.34K
$254K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 57.45% |
$4.94K - $6.76K
|
20
$3.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29- 3.53% |
$5.31K - $7.26K
|
792
$150K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-31- 67.39% |
$5.68K - $7.76K
|
15
$2.85K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-31- 2.88% |
$5.68K - $7.76K
|
1.05K
$199K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-34- 2.32% |
$6.23K - $8.51K
|
1.43K
$272K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-38- 59.38% |
$6.96K - $9.51K
|
26
$4.94K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-42- 2.72% |
$7.69K - $10.5K
|
1.5K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-42- 2.52% |
$7.69K - $10.5K
|
1.63K
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-43- 1.09% |
$7.87K - $10.8K
|
3.9K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44- 3.73% |
$8.06K - $11K
|
1.14K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-45- 2.88% |
$8.24K - $11.3K
|
1.52K
$289K
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-47- 6.54% |
$8.61K - $11.8K
|
672
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-48- 1.24% |
$8.79K - $12K
|
3.81K
$724K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-50- 1.45% |
$9.16K - $12.5K
|
3.41K
$647K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-50- 3.29% |
$9.16K - $12.5K
|
1.47K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-50- 4.55% |
$9.16K - $12.5K
|
1.05K
$200K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-52- 3.56% |
$9.52K - $13K
|
1.41K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-57- 1.3% |
$10.4K - $14.3K
|
4.33K
$822K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-62- 3.41% |
$11.4K - $15.5K
|
1.75K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-65- 1.76% |
$11.9K - $16.3K
|
3.62K
$688K
|