Purchases and Sales Made in Q2 2024 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 3.77% |
$7.21K - $8.29K
|
688
$131K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$5.76K - $6.63K
|
20
$3.8K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20+ 181.82% |
$5.76K - $6.63K
|
31
$5.89K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 4.45% |
$5.48K - $6.3K
|
446
$84.7K
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
18+ 2.28% |
$5.19K - $5.97K
|
807
$153K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
16+ 2.0% |
$4.61K - $5.31K
|
815
$155K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 177.78% |
$4.61K - $5.31K
|
25
$4.75K
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
16+ 0.11% |
$4.61K - $5.31K
|
14.8K
$2.81M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 65.22% |
$4.32K - $4.98K
|
38
$7.22K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14+ 22.58% |
$4.04K - $4.64K
|
76
$14.4K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
13+ 1.72% |
$3.75K - $4.31K
|
770
$146K
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13+ 0.43% |
$3.75K - $4.31K
|
3.05K
$580K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 55.0% |
$3.17K - $3.65K
|
31
$5.89K
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10+ 0.46% |
$2.88K - $3.32K
|
2.21K
$419K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
$2.88K - $3.32K
|
10
$1.9K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9+ 1.29% |
$2.59K - $2.99K
|
704
$134K
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8+ 1.02% |
$2.31K - $2.65K
|
795
$151K
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.19% |
$2.31K - $2.65K
|
4.27K
$811K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8New |
$2.31K - $2.65K
|
8
$1.52K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 20.0% |
$2.31K - $2.65K
|
48
$9.12K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$1.44K - $1.66K
|
5
$950
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5+ 5.26% |
$1.44K - $1.66K
|
100
$19K
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
BUY
|
- |
5+ 0.05% |
$1.44K - $1.66K
|
9.1K
$1.73M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4+ 0.59% |
$1.15K - $1.33K
|
677
$129K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 4.94% |
$1.15K - $1.33K
|
85
$16.2K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 9.52% |
$1.15K - $1.33K
|
46
$8.74K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
4+ 16.67% |
$1.15K - $1.33K
|
28
$5.32K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 42.86% |
$865 - $995
|
10
$1.9K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.64% |
$865 - $995
|
474
$90.1K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 4.0% |
$576 - $663
|
52
$9.88K
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$576 - $663
|
966
$184K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.19% |
$576 - $663
|
1.07K
$203K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.19% |
$576 - $663
|
1.07K
$202K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 9.09% |
$288 - $332
|
10
$1.9K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 7.69% |
$288 - $332
|
12
$2.28K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$288 - $332
|
1
$190
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.32% |
$576 - $663
|
616
$117K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2- 0.13% |
$576 - $663
|
1.51K
$288K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 3.0% |
$865 - $995
|
97
$18.4K
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-4- 0.29% |
$1.15K - $1.33K
|
1.35K
$257K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5- 7.81% |
$1.44K - $1.66K
|
59
$11.2K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 5.94% |
$1.73K - $1.99K
|
95
$18.1K
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-6- 0.33% |
$1.73K - $1.99K
|
1.82K
$345K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 15.0% |
$1.73K - $1.99K
|
34
$6.46K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 3.64% |
$2.31K - $2.65K
|
212
$40.3K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8- 0.87% |
$2.31K - $2.65K
|
915
$174K
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-9- 1.37% |
$2.59K - $2.99K
|
650
$124K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11- 64.71% |
$3.17K - $3.65K
|
6
$1.14K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-11- 16.42% |
$3.17K - $3.65K
|
56
$10.6K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-11- 34.38% |
$3.17K - $3.65K
|
21
$3.99K
|