Purchases and Sales Made in Q3 2022 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
113+ 3.11% |
$20.7K - $28K
|
3.75K
$725K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
108+ 15.19% |
$19.8K - $26.7K
|
819
$158K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
103New |
$18.9K - $25.5K
|
103
$19.9K
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
101+ 2.11% |
$18.5K - $25K
|
4.89K
$947K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
89+ 6.64% |
$16.3K - $22K
|
1.43K
$277K
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
74+ 8.63% |
$13.6K - $18.3K
|
931
$180K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
72+ 2.36% |
$13.2K - $17.8K
|
3.12K
$603K
|
|
Feb 14, 2023
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
67+ 0.11% |
$12.3K - $16.6K
|
63.1K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
67+ 0.11% |
$12.3K - $16.6K
|
63.1K
$12.2M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61+ 4.84% |
$11.2K - $15.1K
|
1.32K
$256K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
54+ 23.18% |
$9.9K - $13.4K
|
287
$55.5K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
54New |
$9.9K - $13.4K
|
54
$10.4K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
51+ 566.67% |
$9.35K - $12.6K
|
60
$11.6K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.86% |
$9.16K - $12.4K
|
2.74K
$530K
|
|
Nov 14, 2022
Q3 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
49+ 0.14% |
$8.98K - $12.1K
|
36.3K
$7.02M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
46+ 0.91% |
$8.43K - $11.4K
|
5.12K
$990K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
46+ 2.06% |
$8.43K - $11.4K
|
2.28K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
44+ 16.42% |
$8.06K - $10.9K
|
312
$60.4K
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
42+ 0.22% |
$7.7K - $10.4K
|
19.5K
$3.78M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
38New |
$6.96K - $9.41K
|
38
$7.35K
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
35+ 2.43% |
$6.41K - $8.66K
|
1.48K
$286K
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
33+ 275.0% |
$6.05K - $8.17K
|
45
$8.71K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 2.61% |
$5.86K - $7.92K
|
1.26K
$244K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 0.89% |
$5.5K - $7.43K
|
3.42K
$661K
|
|
Oct 19, 2022
Q3 2022
|
Shaker Investments LLC
|
BUY
|
- |
30+ 0.23% |
$5.5K - $7.43K
|
13.3K
$2.57M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
29+ 21.01% |
$5.31K - $7.18K
|
167
$32.3K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28+ 2.09% |
$5.13K - $6.93K
|
1.37K
$265K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27+ 3.7% |
$4.95K - $6.68K
|
756
$146K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26+ 78.79% |
$4.76K - $6.44K
|
59
$11.4K
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
25New |
$4.58K - $6.19K
|
25
$4.84K
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
25+ 2.35% |
$4.58K - $6.19K
|
1.09K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
25+ 39.06% |
$4.58K - $6.19K
|
89
$17.2K
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
23+ 3.81% |
$4.21K - $5.69K
|
627
$121K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$4.21K - $5.69K
|
23
$4.45K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 4.27% |
$3.67K - $4.95K
|
488
$94.4K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
20New |
$3.67K - $4.95K
|
20
$3.87K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
14New |
$2.57K - $3.47K
|
14
$2.71K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13New |
$2.38K - $3.22K
|
13
$2.51K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11+ 0.88% |
$2.02K - $2.72K
|
1.26K
$243K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 68.75% |
$2.02K - $2.72K
|
27
$5.22K
|
|
Nov 14, 2022
Q3 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
11+ 91.67% |
$2.02K - $2.72K
|
23
$4.45K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11+ 0.9% |
$2.02K - $2.72K
|
1.23K
$239K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
10+ 43.48% |
$1.83K - $2.48K
|
33
$6.38K
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10+ 0.91% |
$1.83K - $2.48K
|
1.11K
$215K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8New |
$1.47K - $1.98K
|
8
$1.55K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8New |
$1.47K - $1.98K
|
8
$1.55K
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.16% |
$1.28K - $1.73K
|
4.48K
$867K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
7+ 36.84% |
$1.28K - $1.73K
|
26
$5.03K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6New |
$1.1K - $1.49K
|
6
$1.16K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
6New |
$1.1K - $1.49K
|
6
$1.16K
|