Purchases and Sales Made in Q4 2021 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
90New |
$23.2K - $27.9K
|
90
$17.1K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
89+ 1.99% |
$23K - $27.6K
|
4.57K
$868K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
83+ 19.35% |
$21.4K - $25.7K
|
512
$97.3K
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
82+ 4.3% |
$21.2K - $25.4K
|
1.99K
$378K
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
81+ 6.28% |
$20.9K - $25.1K
|
1.37K
$261K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 21.47% |
$20.4K - $24.5K
|
447
$84.9K
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
79+ 23.24% |
$20.4K - $24.5K
|
419
$79.6K
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
79+ 6.95% |
$20.4K - $24.5K
|
1.22K
$231K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
78+ 86.67% |
$20.1K - $24.2K
|
168
$31.9K
|
|
Jan 06, 2022
Q4 2021
|
Tributary Capital Management, LLC
|
BUY
|
- |
77+ 3.87% |
$19.9K - $23.8K
|
2.07K
$393K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
76+ 223.53% |
$19.6K - $23.5K
|
110
$20.9K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
72+ 7.83% |
$18.6K - $22.3K
|
991
$188K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
68New |
$17.6K - $21.1K
|
68
$12.9K
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
66+ 1.23% |
$17K - $20.4K
|
5.43K
$1.03M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
60+ 3.01% |
$15.5K - $18.6K
|
2.05K
$390K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
59New |
$15.2K - $18.3K
|
59
$11.2K
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
56+ 2.09% |
$14.5K - $17.3K
|
2.73K
$519K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56New |
$14.5K - $17.3K
|
56
$10.6K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
53+ 2.87% |
$13.7K - $16.4K
|
1.9K
$361K
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
50+ 5.78% |
$12.9K - $15.5K
|
915
$174K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
50New |
$12.9K - $15.5K
|
50
$9.5K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
49+ 5.2% |
$12.6K - $15.2K
|
991
$188K
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
42+ 4.06% |
$10.8K - $13K
|
1.08K
$205K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 8.63% |
$10.6K - $12.7K
|
516
$98.1K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
37+ 115.63% |
$9.55K - $11.5K
|
69
$13.1K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36New |
$9.29K - $11.1K
|
36
$6.84K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35+ 875.0% |
$9.03K - $10.8K
|
39
$7.41K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34+ 2.08% |
$8.78K - $10.5K
|
1.67K
$318K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
33+ 2.03% |
$8.52K - $10.2K
|
1.66K
$316K
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
32+ 1.79% |
$8.26K - $9.91K
|
1.82K
$345K
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
31+ 0.66% |
$8K - $9.6K
|
4.75K
$902K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 13.02% |
$7.23K - $8.67K
|
243
$46.2K
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
28+ 3.28% |
$7.23K - $8.67K
|
881
$167K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26+ 4.28% |
$6.71K - $8.05K
|
633
$120K
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
26+ 2.25% |
$6.71K - $8.05K
|
1.18K
$225K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25New |
$6.45K - $7.74K
|
25
$4.75K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
23+ 40.35% |
$5.94K - $7.12K
|
80
$15.2K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
22+ 1.6% |
$5.68K - $6.81K
|
1.4K
$266K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
21New |
$5.42K - $6.5K
|
21
$3.99K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21New |
$5.42K - $6.5K
|
21
$3.99K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
20+ 62.5% |
$5.16K - $6.19K
|
52
$9.88K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 1.7% |
$4.9K - $5.88K
|
1.14K
$216K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 1.36% |
$4.9K - $5.88K
|
1.42K
$270K
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
19New |
$4.9K - $5.88K
|
19
$3.61K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
18+ 0.4% |
$4.65K - $5.57K
|
4.56K
$866K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
18+ 0.4% |
$4.65K - $5.57K
|
4.54K
$863K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 360.0% |
$4.65K - $5.57K
|
23
$4.37K
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
17New |
$4.39K - $5.26K
|
17
$3.23K
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
16+ 1.32% |
$4.13K - $4.96K
|
1.23K
$234K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
16New |
$4.13K - $4.96K
|
16
$3.04K
|