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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
211+ 3.32% |
$47K - $60.3K
|
6.56K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
200+ 11.07% |
$44.6K - $57.2K
|
2.01K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 16.1% |
$42.1K - $54K
|
1.36K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
179+ 17.1% |
$39.9K - $51.2K
|
1.23K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
177+ 7.25% |
$39.4K - $50.6K
|
2.62K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
171+ 3.64% |
$38.1K - $48.9K
|
4.87K
$926K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170+ 278.69% |
$37.9K - $48.6K
|
231
$43.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
163+ 6.26% |
$36.3K - $46.6K
|
2.77K
$526K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
158+ 6.21% |
$35.2K - $45.2K
|
2.7K
$513K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
153+ 4.0% |
$34.1K - $43.7K
|
3.98K
$756K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
150+ 3.98% |
$33.4K - $42.9K
|
3.92K
$745K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
144+ 1.59% |
$32.1K - $41.1K
|
9.21K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
142New |
$31.6K - $40.6K
|
142
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
131+ 13.05% |
$29.2K - $37.4K
|
1.14K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
128+ 21.19% |
$28.5K - $36.6K
|
732
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116+ 6.37% |
$25.8K - $33.1K
|
1.94K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
113+ 7.56% |
$25.2K - $32.3K
|
1.61K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
111+ 3.58% |
$24.7K - $31.7K
|
3.21K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
108+ 8.21% |
$24.1K - $30.9K
|
1.42K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
102New |
$22.7K - $29.1K
|
102
$19.4K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
102New |
$22.7K - $29.1K
|
102
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.71% |
$22.3K - $28.6K
|
14.1K
$2.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98+ 8.46% |
$21.8K - $28K
|
1.26K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
96+ 7.44% |
$21.4K - $27.4K
|
1.39K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
96+ 14.91% |
$21.4K - $27.4K
|
740
$141K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
90New |
$20.1K - $25.7K
|
90
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
90New |
$20.1K - $25.7K
|
90
$17.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
87+ 5.77% |
$19.4K - $24.9K
|
1.59K
$303K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
87New |
$19.4K - $24.9K
|
87
$16.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
86+ 5.02% |
$19.2K - $24.6K
|
1.8K
$342K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
83New |
$18.5K - $23.7K
|
83
$15.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
82+ 5.37% |
$18.3K - $23.4K
|
1.61K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
78+ 4.96% |
$17.4K - $22.3K
|
1.65K
$314K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
78+ 2.67% |
$17.4K - $22.3K
|
3K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
76New |
$16.9K - $21.7K
|
76
$14.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
73New |
$16.3K - $20.9K
|
73
$13.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
68+ 0.43% |
$15.2K - $19.4K
|
16.1K
$3.05M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
65+ 1.71% |
$14.5K - $18.6K
|
3.86K
$733K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
61+ 6.73% |
$13.6K - $17.4K
|
967
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
58+ 3.14% |
$12.9K - $16.6K
|
1.91K
$362K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
55+ 110.0% |
$12.3K - $15.7K
|
105
$20K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50New |
$11.1K - $14.3K
|
50
$9.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48New |
$10.7K - $13.7K
|
48
$9.12K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
47New |
$10.5K - $13.4K
|
47
$8.93K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
46+ 127.78% |
$10.3K - $13.1K
|
82
$15.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
45+ 2.76% |
$10K - $12.9K
|
1.67K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
41New |
$9.14K - $11.7K
|
41
$7.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
38New |
$8.47K - $10.9K
|
38
$7.22K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
38+ 1.67% |
$8.47K - $10.9K
|
2.31K
$440K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 5.85% |
$8.24K - $10.6K
|
670
$127K
|