Purchases and Sales Made in Q3 2023 in Intercontinental Exchange, Inc. (ICE)
This table provides information about the institutional ownership of Intercontinental Exchange, Inc. (ICE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
First Washington Corp
Seattle, WA |
BUY
|
- |
414+ 1.27% |
$44.4K - $49.1K
|
33K
$5.5M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
410+ 4.08% |
$44K - $48.6K
|
10.5K
$1.74M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
405+ 2.29% |
$43.4K - $48K
|
18.1K
$3.01M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
399+ 18.64% |
$42.8K - $47.3K
|
2.54K
$423K
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
398+ 102.58% |
$42.7K - $47.2K
|
786
$131K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
396+ 3.26% |
$42.5K - $47K
|
12.6K
$2.09M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
391+ 2.03% |
$41.9K - $46.4K
|
19.6K
$3.27M
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
390+ 0.42% |
$41.8K - $46.2K
|
93.7K
$15.6M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
390+ 2.65% |
$41.8K - $46.2K
|
15.1K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
385New |
$41.3K - $45.6K
|
385
$64.2K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
382+ 14.51% |
$41K - $45.3K
|
3.02K
$503K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
381+ 8.84% |
$40.9K - $45.2K
|
4.69K
$782K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
380+ 4.36% |
$40.7K - $45.1K
|
9.09K
$1.52M
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
370+ 4.1% |
$39.7K - $43.9K
|
9.4K
$1.57M
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
369+ 9.69% |
$39.6K - $43.8K
|
4.18K
$697K
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
367+ 3.22% |
$39.4K - $43.5K
|
11.8K
$1.96M
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
365+ 1.41% |
$39.1K - $43.3K
|
26.3K
$4.39M
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
360+ 9.81% |
$38.6K - $42.7K
|
4.03K
$672K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
356+ 17.24% |
$38.2K - $42.2K
|
2.42K
$404K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
340New |
$36.5K - $40.3K
|
340
$56.7K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
327+ 1.35% |
$35.1K - $38.8K
|
24.5K
$4.09M
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
311+ 545.61% |
$33.3K - $36.9K
|
368
$61.3K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
305+ 10.48% |
$32.7K - $36.2K
|
3.21K
$536K
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
303+ 5.37% |
$32.5K - $35.9K
|
5.94K
$991K
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
303+ 9.84% |
$32.5K - $35.9K
|
3.38K
$564K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
301+ 14.76% |
$32.3K - $35.7K
|
2.34K
$390K
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
298+ 4.48% |
$32K - $35.3K
|
6.94K
$1.16M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
297+ 3.02% |
$31.8K - $35.2K
|
10.1K
$1.69M
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
294+ 11.46% |
$31.5K - $34.9K
|
2.86K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
292+ 4.39% |
$31.3K - $34.6K
|
6.94K
$1.16M
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
284+ 6.81% |
$30.5K - $33.7K
|
4.45K
$742K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
281+ 151.89% |
$30.1K - $33.3K
|
466
$77.7K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
275+ 12.78% |
$29.5K - $32.6K
|
2.43K
$404K
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
267+ 3.81% |
$28.6K - $31.7K
|
7.27K
$1.21M
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
266+ 7.89% |
$28.5K - $31.5K
|
3.64K
$606K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
265+ 1.99% |
$28.4K - $31.4K
|
13.6K
$2.26M
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
252+ 2.5% |
$27K - $29.9K
|
10.3K
$1.72M
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
251+ 2.7% |
$26.9K - $29.8K
|
9.54K
$1.59M
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
248+ 2.96% |
$26.6K - $29.4K
|
8.63K
$1.44M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
245+ 23.76% |
$26.3K - $29K
|
1.28K
$213K
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
239+ 0.13% |
$25.6K - $28.3K
|
179K
$29.9M
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
237New |
$25.4K - $28.1K
|
237
$39.5K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
235New |
$25.2K - $27.9K
|
235
$39.2K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
232+ 12.75% |
$24.9K - $27.5K
|
2.05K
$342K
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
231+ 5.78% |
$24.8K - $27.4K
|
4.23K
$705K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
229+ 5.67% |
$24.6K - $27.2K
|
4.27K
$712K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
224+ 18.6% |
$24K - $26.6K
|
1.43K
$238K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
221+ 10.79% |
$23.7K - $26.2K
|
2.27K
$378K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
220+ 11.73% |
$23.6K - $26.1K
|
2.1K
$349K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
210+ 3.46% |
$22.5K - $24.9K
|
6.28K
$1.05M
|