Purchases and Sales Made in Q2 2023 in Intercontinental Exchange, Inc. (ICE)
This table provides information about the institutional ownership of Intercontinental Exchange, Inc. (ICE) during Q2 2023. The information is specifically focused on institutions that hold shares of Intercontinental Exchange, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.09% |
$1.25K - $1.36K
|
13.4K
$2.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
11+ 5.19% |
$1.15K - $1.24K
|
223
$35.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
11+ 5.91% |
$1.15K - $1.24K
|
197
$31.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11+ 0.5% |
$1.15K - $1.24K
|
2.23K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 122.22% |
$1.15K - $1.24K
|
20
$3.19K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
11+ 0.38% |
$1.15K - $1.24K
|
2.93K
$466K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
9+ 0.12% |
$940 - $1.02K
|
7.31K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 8.65% |
$940 - $1.02K
|
113
$18K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8+ 0.02% |
$835 - $905
|
39.1K
$6.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 15.91% |
$731 - $792
|
51
$8.12K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.32% |
$731 - $792
|
2.18K
$347K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$731 - $792
|
7
$1.12K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6+ 0.13% |
$626 - $678
|
4.64K
$739K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 21.43% |
$626 - $678
|
34
$5.42K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.23% |
$626 - $678
|
2.63K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 600.0% |
$626 - $678
|
7
$1.12K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
6+ 0.29% |
$626 - $678
|
2.05K
$327K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5New |
$522 - $565
|
5
$796
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.19% |
$522 - $565
|
2.67K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.96% |
$522 - $565
|
524
$83.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.4% |
$522 - $565
|
1.24K
$198K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 5.97% |
$418 - $452
|
71
$11.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.38% |
$313 - $339
|
794
$126K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.16% |
$313 - $339
|
1.87K
$298K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3+ 0.21% |
$313 - $339
|
1.45K
$231K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3New |
$313 - $339
|
3
$478
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
3+ 0.02% |
$313 - $339
|
12.6K
$2.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2+ 0.07% |
$209 - $226
|
3.08K
$490K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.36% |
$209 - $226
|
553
$88.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$209 - $226
|
2.73K
$435K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.2% |
$104 - $113
|
508
$80.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.18% |
$104 - $113
|
547
$87.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.01% |
$104 - $113
|
7.14K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$104 - $113
|
1
$159
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$104 - $113
|
6.27K
$998K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 4.55% |
$104 - $113
|
23
$3.66K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.2% |
$104 - $113
|
508
$80.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 25, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$104 - $113
|
5.34K
$851K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.97% |
$209 - $226
|
204
$32.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 1.84% |
$313 - $339
|
160
$25.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6- 0.2% |
$626 - $678
|
2.93K
$467K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-6- 0.1% |
$626 - $678
|
5.76K
$918K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-7- 0.24% |
$731 - $792
|
2.95K
$470K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-8- 8.6% |
$835 - $905
|
85
$13.5K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-8- 5.48% |
$835 - $905
|
138
$22K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-9- 1.61% |
$940 - $1.02K
|
550
$87.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10- 0.3% |
$1.04K - $1.13K
|
3.28K
$522K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-11- 0.2% |
$1.15K - $1.24K
|
5.62K
$895K
|