Purchases and Sales Made in Q4 2023 in Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
810New |
$180K - $231K
|
810
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
810New |
$180K - $231K
|
810
$154K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
805New |
$179K - $230K
|
805
$153K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
805New |
$179K - $230K
|
805
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
792New |
$176K - $226K
|
792
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
787New |
$175K - $225K
|
787
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
783+ 65.69% |
$174K - $224K
|
1.98K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
775New |
$173K - $221K
|
775
$147K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
766New |
$171K - $219K
|
766
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
757New |
$169K - $216K
|
757
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
755+ 0.08% |
$168K - $216K
|
988K
$188M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
751New |
$167K - $215K
|
751
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
748+ 3.67% |
$167K - $214K
|
21.1K
$4.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
744New |
$166K - $213K
|
744
$141K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
740New |
$165K - $211K
|
740
$141K
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
740New |
$165K - $211K
|
740
$141K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
739New |
$165K - $211K
|
739
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
738New |
$164K - $211K
|
738
$140K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
736New |
$164K - $210K
|
736
$140K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
734+ 4.26% |
$164K - $210K
|
18K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
729New |
$162K - $208K
|
729
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
724+ 0.83% |
$161K - $207K
|
87.8K
$16.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
718New |
$160K - $205K
|
718
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
712New |
$159K - $203K
|
712
$135K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
623+ 3.51% |
$139K - $178K
|
18.4K
$3.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
612+ 20.77% |
$136K - $175K
|
3.56K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
571+ 1.85% |
$127K - $163K
|
31.4K
$5.97M
|
|
|
May 10, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
555+ 0.05% |
$124K - $159K
|
1.19M
$227M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
493+ 82.3% |
$110K - $141K
|
1.09K
$208K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
480+ 27.03% |
$107K - $137K
|
2.26K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
477+ 10.28% |
$106K - $136K
|
5.12K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
454+ 6.26% |
$101K - $130K
|
7.71K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
454+ 14.12% |
$101K - $130K
|
3.67K
$697K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
440+ 8.78% |
$98K - $126K
|
5.45K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
430+ 59.47% |
$95.8K - $123K
|
1.15K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
420+ 29.98% |
$93.6K - $120K
|
1.82K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
413+ 4.48% |
$92K - $118K
|
9.63K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
400New |
$89.1K - $114K
|
400
$76K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
384+ 0.53% |
$85.6K - $110K
|
73.3K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
379+ 2.92% |
$84.5K - $108K
|
13.4K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
355+ 32.81% |
$79.1K - $101K
|
1.44K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
343+ 0.35% |
$76.4K - $98K
|
98.9K
$18.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
304+ 46.27% |
$67.7K - $86.9K
|
961
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
300+ 6.7% |
$66.8K - $85.7K
|
4.78K
$908K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
290+ 15.3% |
$64.6K - $82.9K
|
2.19K
$415K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
277+ 2.34% |
$61.7K - $79.2K
|
12.1K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
272+ 6.46% |
$60.6K - $77.7K
|
4.49K
$852K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
229+ 0.74% |
$51K - $65.4K
|
31.3K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
219New |
$48.8K - $62.6K
|
219
$41.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
212+ 164.34% |
$47.2K - $60.6K
|
341
$64.8K
|