Purchases and Sales Made in Q4 2022 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
140+ 11.62% |
$24.3K - $31.5K
|
1.35K
$256K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
134+ 6.62% |
$23.3K - $30.1K
|
2.16K
$410K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
133+ 10.98% |
$23.1K - $29.9K
|
1.34K
$255K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
133+ 27.94% |
$23.1K - $29.9K
|
609
$116K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124New |
$21.6K - $27.9K
|
124
$23.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
121+ 2.23% |
$21K - $27.2K
|
5.56K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
118+ 4.28% |
$20.5K - $26.5K
|
2.88K
$546K
|
|
|
Jan 27, 2023
Q4 2022
|
Tributary Capital Management, LLC
|
BUY
|
- |
118+ 5.04% |
$20.5K - $26.5K
|
2.46K
$468K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
117+ 93.6% |
$20.3K - $26.3K
|
242
$46K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
105New |
$18.3K - $23.6K
|
105
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
105+ 3.55% |
$18.3K - $23.6K
|
3.06K
$581K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
105+ 2.05% |
$18.3K - $23.6K
|
5.22K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
103New |
$17.9K - $23.2K
|
103
$19.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
100+ 1.22% |
$17.4K - $22.5K
|
8.33K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$17.4K - $22.5K
|
100
$19K
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
96+ 10.31% |
$16.7K - $21.6K
|
1.03K
$195K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
91+ 4.61% |
$15.8K - $20.5K
|
2.07K
$392K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81+ 5.92% |
$14.1K - $18.2K
|
1.45K
$275K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
79+ 39.9% |
$13.7K - $17.8K
|
277
$52.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
79New |
$13.7K - $17.8K
|
79
$15K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72+ 3.72% |
$12.5K - $16.2K
|
2.01K
$382K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
69New |
$12K - $15.5K
|
69
$13.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
69+ 2.14% |
$12K - $15.5K
|
3.3K
$627K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
68New |
$11.8K - $15.3K
|
68
$12.9K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
59New |
$10.3K - $13.3K
|
59
$11.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
56New |
$9.74K - $12.6K
|
56
$10.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
52New |
$9.04K - $11.7K
|
52
$9.88K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
50New |
$8.7K - $11.2K
|
50
$9.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
49New |
$8.52K - $11K
|
49
$9.31K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
49New |
$8.52K - $11K
|
49
$9.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47New |
$8.17K - $10.6K
|
47
$8.93K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
45+ 9.96% |
$7.83K - $10.1K
|
497
$94.4K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
42+ 0.6% |
$7.3K - $9.44K
|
7.07K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Groesbeck Investment Management Corp
|
BUY
|
- |
40+ 2.16% |
$6.96K - $8.99K
|
1.9K
$360K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
38+ 63.33% |
$6.61K - $8.54K
|
98
$18.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34+ 11.64% |
$5.91K - $7.64K
|
326
$61.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
28New |
$4.87K - $6.29K
|
28
$5.32K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
28+ 1.89% |
$4.87K - $6.29K
|
1.51K
$287K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
27+ 60.0% |
$4.7K - $6.07K
|
72
$13.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
25+ 1.16% |
$4.35K - $5.62K
|
2.18K
$413K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
21+ 2.56% |
$3.65K - $4.72K
|
840
$160K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
20+ 1.33% |
$3.48K - $4.5K
|
1.52K
$289K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20New |
$3.48K - $4.5K
|
20
$3.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20New |
$3.48K - $4.5K
|
20
$3.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
20New |
$3.48K - $4.5K
|
20
$3.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 13.87% |
$3.3K - $4.27K
|
156
$29.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18+ 3.19% |
$3.13K - $4.05K
|
583
$111K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
18New |
$3.13K - $4.05K
|
18
$3.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
17+ 0.33% |
$2.96K - $3.82K
|
5.13K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
16+ 19.28% |
$2.78K - $3.6K
|
99
$18.8K
|