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
|
Jones Financial Companies Lllp
|
BUY
|
- |
36+ 171.43% |
$8.02K - $10.3K
|
57
$10.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
33New |
$7.35K - $9.43K
|
33
$6.27K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
33+ 2.13% |
$7.35K - $9.43K
|
1.58K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
31+ 11.36% |
$6.91K - $8.86K
|
304
$57.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
30New |
$6.68K - $8.57K
|
30
$5.7K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
29New |
$6.46K - $8.29K
|
29
$5.51K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
29New |
$6.46K - $8.29K
|
29
$5.51K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
29New |
$6.46K - $8.29K
|
29
$5.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
27New |
$6.02K - $7.72K
|
27
$5.13K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 26.8% |
$5.79K - $7.43K
|
123
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
24+ 2.0% |
$5.35K - $6.86K
|
1.23K
$233K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22+ 146.67% |
$4.9K - $6.29K
|
37
$7.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22New |
$4.9K - $6.29K
|
22
$4.18K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21New |
$4.68K - $6K
|
21
$3.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 1.05% |
$4.46K - $5.72K
|
1.93K
$366K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
20New |
$4.46K - $5.72K
|
20
$3.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 8.56% |
$4.23K - $5.43K
|
241
$45.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17+ 1.27% |
$3.79K - $4.86K
|
1.36K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 2.4% |
$3.79K - $4.86K
|
726
$138K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
16New |
$3.57K - $4.57K
|
16
$3.04K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
14+ 1.22% |
$3.12K - $4K
|
1.16K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 1.0% |
$3.12K - $4K
|
1.41K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13+ 0.87% |
$2.9K - $3.71K
|
1.51K
$287K
|
|
|
Feb 29, 2024
Q4 2023
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
13+ 1.08% |
$2.9K - $3.71K
|
1.22K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 108.33% |
$2.9K - $3.71K
|
25
$4.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 48.0% |
$2.67K - $3.43K
|
37
$7.03K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
12+ 0.34% |
$2.67K - $3.43K
|
3.57K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
10+ 5.0% |
$2.23K - $2.86K
|
210
$39.9K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 0.64% |
$2.01K - $2.57K
|
1.42K
$270K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$2.01K - $2.57K
|
9
$1.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9+ 0.64% |
$2.01K - $2.57K
|
1.41K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 1.3% |
$1.34K - $1.71K
|
469
$89.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$1.34K - $1.71K
|
6
$1.14K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
5+ 0.06% |
$1.11K - $1.43K
|
9.04K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
5New |
$1.11K - $1.43K
|
5
$950
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4+ 0.2% |
$891 - $1.14K
|
1.98K
$376K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 9.3% |
$891 - $1.14K
|
47
$8.93K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4+ 0.12% |
$891 - $1.14K
|
3.3K
$627K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
3+ 16.67% |
$668 - $857
|
21
$3.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2New |
$446 - $572
|
2
$380
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 1.3% |
$446 - $572
|
156
$29.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
2+ 0.05% |
$446 - $572
|
4.39K
$835K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1New |
$223 - $286
|
1
$190
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$223 - $286
|
1
$190
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$223 - $286
|
8
$1.52K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 6.25% |
$223 - $286
|
15
$2.85K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3- 3.16% |
$668 - $857
|
92
$17.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 1.24% |
$668 - $857
|
239
$45.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-4- 0.24% |
$891 - $1.14K
|
1.67K
$317K
|