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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-473- 1.43% |
$86.6K - $118K
|
32.7K
$6.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-493- 2.87% |
$90.3K - $123K
|
16.7K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-509- 15.91% |
$93.2K - $127K
|
2.69K
$511K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-541- 3.84% |
$99.1K - $135K
|
13.6K
$2.58M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-585- 24.8% |
$107K - $146K
|
1.77K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-645- 23.26% |
$118K - $161K
|
2.13K
$404K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-662- 3.82% |
$121K - $166K
|
16.7K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-741- 10.24% |
$136K - $185K
|
6.5K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-750- 34.04% |
$137K - $188K
|
1.45K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-782- 21.57% |
$143K - $196K
|
2.84K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-844- 3.13% |
$155K - $211K
|
26.2K
$4.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-877- 0.8% |
$161K - $219K
|
109K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-901- 5.73% |
$165K - $225K
|
14.8K
$2.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-905- 26.8% |
$166K - $226K
|
2.47K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-940- 1.95% |
$172K - $235K
|
47.3K
$8.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.03K- 39.85% |
$188K - $257K
|
1.55K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.04K- 35.71% |
$191K - $261K
|
1.88K
$356K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.05K- 98.59% |
$192K - $262K
|
15
$2.85K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 52.57% |
$201K - $274K
|
988
$188K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.13K- 24.12% |
$207K - $283K
|
3.57K
$677K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.15K- 45.11% |
$210K - $287K
|
1.4K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.17K- 50.87% |
$214K - $292K
|
1.13K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.17K- 35.19% |
$214K - $293K
|
2.16K
$410K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.19K- 56.03% |
$219K - $299K
|
937
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.2K- 16.0% |
$220K - $300K
|
6.3K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-1.29K- 26.7% |
$237K - $324K
|
3.55K
$675K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.31K- 20.54% |
$240K - $328K
|
5.08K
$965K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.37K- 4.35% |
$251K - $343K
|
30.1K
$5.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.41K- 3.18% |
$259K - $354K
|
43K
$8.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.46K- 1.65% |
$268K - $366K
|
87.2K
$16.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.52K- 18.85% |
$278K - $380K
|
6.54K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.61K- 4.02% |
$295K - $403K
|
38.4K
$7.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.61K- 9.11% |
$295K - $403K
|
16.1K
$3.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.65K- 10.43% |
$302K - $412K
|
14.1K
$2.69M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.82K- 60.12% |
$332K - $454K
|
1.2K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.87K- 66.13% |
$343K - $468K
|
959
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.95K- 57.07% |
$357K - $488K
|
1.47K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 12.37% |
$357K - $488K
|
13.8K
$2.63M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.99K- 3.8% |
$365K - $499K
|
50.5K
$9.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.31K- 2.11% |
$424K - $579K
|
107K
$20.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.42K- 0.6% |
$444K - $606K
|
403K
$76.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-2.57K- 5.08% |
$470K - $642K
|
48K
$9.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.6K- 11.46% |
$476K - $651K
|
20.1K
$3.82M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.63K- 34.0% |
$482K - $659K
|
5.11K
$971K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-2.63K- 22.43% |
$482K - $659K
|
9.11K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.65K- 28.02% |
$485K - $663K
|
6.81K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.77K- 19.32% |
$507K - $693K
|
11.6K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.94K- 34.05% |
$539K - $736K
|
5.7K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.06K- 28.78% |
$561K - $766K
|
7.58K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.13K- 16.06% |
$574K - $784K
|
16.4K
$3.11M
|