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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
200+ 1.25% |
$21.4K - $23.7K
|
16.2K
$2.71M
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
200+ 0.04% |
$21.4K - $23.7K
|
496K
$82.7M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
200+ 7.62% |
$21.4K - $23.7K
|
2.83K
$471K
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
200+ 8.33% |
$21.4K - $23.7K
|
2.6K
$433K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
194+ 3.94% |
$20.8K - $23K
|
5.11K
$852K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
194+ 3.12% |
$20.8K - $23K
|
6.42K
$1.07M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
189+ 2.97% |
$20.3K - $22.4K
|
6.55K
$1.09M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
187New |
$20.1K - $22.2K
|
187
$31.2K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
181+ 1.36% |
$19.4K - $21.5K
|
13.5K
$2.25M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
174+ 3.06% |
$18.7K - $20.6K
|
5.86K
$976K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
172+ 32.76% |
$18.4K - $20.4K
|
697
$116K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
172+ 1.74% |
$18.4K - $20.4K
|
10.1K
$1.68M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
171+ 4.15% |
$18.3K - $20.3K
|
4.29K
$715K
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
170+ 11.6% |
$18.2K - $20.2K
|
1.64K
$273K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
169+ 42.25% |
$18.1K - $20K
|
569
$94.9K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
167+ 6.26% |
$17.9K - $19.8K
|
2.83K
$472K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
165+ 0.22% |
$17.7K - $19.6K
|
76.1K
$12.7M
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
165+ 49.25% |
$17.7K - $19.6K
|
500
$83.4K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
158+ 17.1% |
$16.9K - $18.7K
|
1.08K
$180K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
157+ 1.33% |
$16.8K - $18.6K
|
11.9K
$1.99M
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
156+ 3.05% |
$16.7K - $18.5K
|
5.27K
$879K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
154+ 2.44% |
$16.5K - $18.3K
|
6.48K
$1.08M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
152+ 0.17% |
$16.3K - $18K
|
87.9K
$14.7M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
149+ 11.37% |
$16K - $17.7K
|
1.46K
$243K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
148+ 21.93% |
$15.9K - $17.5K
|
823
$137K
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
145+ 3.83% |
$15.5K - $17.2K
|
3.93K
$655K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
144+ 2.39% |
$15.4K - $17.1K
|
6.16K
$1.03M
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
133+ 0.3% |
$14.3K - $15.8K
|
44.7K
$7.45M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
127+ 5.53% |
$13.6K - $15.1K
|
2.42K
$404K
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
126+ 2.24% |
$13.5K - $14.9K
|
5.74K
$957K
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
121+ 3.07% |
$13K - $14.3K
|
4.06K
$677K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
118+ 1.07% |
$12.7K - $14K
|
11.1K
$1.85M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
112+ 3.81% |
$12K - $13.3K
|
3.05K
$509K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
111+ 3.17% |
$11.9K - $13.2K
|
3.62K
$603K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
108+ 0.35% |
$11.6K - $12.8K
|
30.6K
$5.11M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
102+ 120.0% |
$10.9K - $12.1K
|
187
$31.2K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
102+ 1.9% |
$10.9K - $12.1K
|
5.46K
$910K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
101+ 1.2% |
$10.8K - $12K
|
8.52K
$1.42M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
100+ 1.46% |
$10.7K - $11.9K
|
6.95K
$1.16M
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
100+ 2.69% |
$10.7K - $11.9K
|
3.81K
$635K
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
100+ 0.09% |
$10.7K - $11.9K
|
117K
$19.5M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
97+ 4.8% |
$10.4K - $11.5K
|
2.12K
$353K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
95New |
$10.2K - $11.3K
|
95
$15.8K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
95+ 0.9% |
$10.2K - $11.3K
|
10.6K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
93+ 0.56% |
$9.97K - $11K
|
16.7K
$2.79M
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
87+ 1.19% |
$9.33K - $10.3K
|
7.39K
$1.23M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 2.58% |
$9.11K - $10.1K
|
3.38K
$564K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
85+ 3.05% |
$9.11K - $10.1K
|
2.87K
$478K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
84+ 2.33% |
$9.01K - $9.96K
|
3.69K
$615K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
80New |
$8.58K - $9.49K
|
80
$13.3K
|