Purchases and Sales Made in Q3 2023 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
470+ 16.97% |
$111K - $125K
|
3.24K
$616K
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
460+ 5.77% |
$109K - $122K
|
8.44K
$1.6M
|
|
Oct 26, 2023
Q3 2023
|
Henry James International Management Inc.
|
BUY
|
- |
459+ 2.17% |
$109K - $122K
|
21.6K
$4.11M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
459+ 2.11% |
$109K - $122K
|
22.2K
$4.22M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
457+ 31.56% |
$108K - $121K
|
1.91K
$362K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
448+ 6.58% |
$106K - $119K
|
7.25K
$1.38M
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
429+ 4.42% |
$101K - $114K
|
10.1K
$1.92M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
426+ 30.87% |
$101K - $113K
|
1.81K
$343K
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
407+ 1.35% |
$96.2K - $108K
|
30.6K
$5.81M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
403+ 36.87% |
$95.3K - $107K
|
1.5K
$284K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
400+ 30.49% |
$94.6K - $106K
|
1.71K
$325K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
399+ 17.92% |
$94.3K - $106K
|
2.63K
$499K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
334+ 9.72% |
$79K - $88.7K
|
3.77K
$716K
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
334+ 14.6% |
$79K - $88.7K
|
2.62K
$498K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
270+ 9.1% |
$63.8K - $71.7K
|
3.24K
$615K
|
|
Nov 14, 2023
Q3 2023
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
255New |
$60.3K - $67.7K
|
255
$48.5K
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
253+ 24.21% |
$59.8K - $67.2K
|
1.3K
$247K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
243+ 26.56% |
$57.5K - $64.5K
|
1.16K
$220K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
240+ 59.41% |
$56.7K - $63.7K
|
644
$122K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
231New |
$54.6K - $61.4K
|
231
$43.9K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
230+ 2.33% |
$54.4K - $61.1K
|
10.1K
$1.92M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
228+ 15.0% |
$53.9K - $60.6K
|
1.75K
$332K
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
225+ 9.46% |
$53.2K - $59.8K
|
2.6K
$495K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
222New |
$52.5K - $59K
|
222
$42.2K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
219+ 18.59% |
$51.8K - $58.2K
|
1.4K
$265K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
219+ 18.59% |
$51.8K - $58.2K
|
1.4K
$265K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
204+ 15.8% |
$48.2K - $54.2K
|
1.5K
$284K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
194+ 245.57% |
$45.9K - $51.5K
|
273
$51.9K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
190+ 21.84% |
$44.9K - $50.5K
|
1.06K
$201K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
176+ 16.24% |
$41.6K - $46.7K
|
1.26K
$239K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
158New |
$37.4K - $42K
|
158
$30K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
153+ 3.54% |
$36.2K - $40.6K
|
4.48K
$851K
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
150+ 3.54% |
$35.5K - $39.8K
|
4.39K
$834K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
135+ 0.41% |
$31.9K - $35.9K
|
32.9K
$6.24M
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
124+ 12.76% |
$29.3K - $32.9K
|
1.1K
$208K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
120New |
$28.4K - $31.9K
|
120
$22.8K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
119+ 8.45% |
$28.1K - $31.6K
|
1.53K
$290K
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
118New |
$27.9K - $31.3K
|
118
$22.4K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
114+ 0.78% |
$27K - $30.3K
|
14.8K
$2.81M
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
113New |
$26.7K - $30K
|
113
$21.5K
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
111+ 9.56% |
$26.2K - $29.5K
|
1.27K
$242K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
105+ 9.71% |
$24.8K - $27.9K
|
1.19K
$225K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
103+ 2.5% |
$24.4K - $27.4K
|
4.23K
$803K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
101+ 4.03% |
$23.9K - $26.8K
|
2.61K
$495K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
99+ 8.26% |
$23.4K - $26.3K
|
1.3K
$246K
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
95+ 3.83% |
$22.5K - $25.2K
|
2.57K
$489K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
90+ 11.8% |
$21.3K - $23.9K
|
853
$162K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
89+ 5.02% |
$21K - $23.6K
|
1.86K
$354K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82+ 0.07% |
$19.4K - $21.8K
|
116K
$22.1M
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
74+ 2.13% |
$17.5K - $19.7K
|
3.56K
$676K
|