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
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
19+ 0.36% |
$2.04K - $2.25K
|
5.26K
$839K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
19+ 0.49% |
$2.04K - $2.25K
|
3.89K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 112.5% |
$1.93K - $2.13K
|
34
$5.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
18+ 20.93% |
$1.93K - $2.13K
|
104
$16.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 0.31% |
$1.82K - $2.02K
|
5.46K
$870K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 0.31% |
$1.82K - $2.02K
|
5.46K
$870K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.86% |
$1.72K - $1.9K
|
1.88K
$300K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
16+ 0.75% |
$1.72K - $1.9K
|
2.14K
$341K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
15New |
$1.61K - $1.78K
|
15
$2.39K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 0.4% |
$1.61K - $1.78K
|
3.76K
$598K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.53% |
$1.5K - $1.66K
|
2.68K
$426K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13+ 7.14% |
$1.39K - $1.54K
|
195
$31.1K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 0.61% |
$1.29K - $1.42K
|
1.98K
$315K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12+ 0.5% |
$1.29K - $1.42K
|
2.42K
$386K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 0.69% |
$1.29K - $1.42K
|
1.74K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.32% |
$1.29K - $1.42K
|
3.76K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 2.71% |
$1.29K - $1.42K
|
455
$72.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 2.74% |
$1.18K - $1.3K
|
412
$65.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 9.02% |
$1.18K - $1.3K
|
133
$21.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.07K - $1.19K
|
15.7K
$2.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.33% |
$1.07K - $1.19K
|
3.02K
$481K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10+ 0.02% |
$1.07K - $1.19K
|
41.5K
$6.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 7.38% |
$965 - $1.07K
|
131
$20.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 4.84% |
$965 - $1.07K
|
195
$31.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.24% |
$858 - $949
|
3.38K
$538K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 5.71% |
$858 - $949
|
148
$23.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 3.92% |
$858 - $949
|
212
$33.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7New |
$751 - $830
|
7
$1.12K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 26.09% |
$643 - $711
|
29
$4.62K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$643 - $711
|
7.67K
$1.22M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6+ 0.01% |
$643 - $711
|
56.7K
$9.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$536 - $593
|
3.15K
$501K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5+ 0.19% |
$536 - $593
|
2.6K
$414K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5+ 0.91% |
$536 - $593
|
555
$88.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 1.63% |
$536 - $593
|
312
$49.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4New |
$429 - $474
|
4
$637
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 1.3% |
$429 - $474
|
312
$49.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4+ 0.21% |
$429 - $474
|
1.87K
$297K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 6.15% |
$429 - $474
|
69
$11K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 1.88% |
$322 - $356
|
163
$26K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.38% |
$322 - $356
|
797
$127K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 2.97% |
$322 - $356
|
104
$16.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 300.0% |
$322 - $356
|
4
$637
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$322 - $356
|
1.05K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3+ 0.09% |
$322 - $356
|
3.22K
$513K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$214 - $237
|
6.27K
$998K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2+ 0.0% |
$214 - $237
|
179K
$28.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2+ 0.08% |
$214 - $237
|
2.46K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 8.7% |
$214 - $237
|
25
$3.98K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.1% |
$214 - $237
|
2.01K
$320K
|