Purchases and Sales Made in Q4 2023 in Intercontinental Exchange, Inc. (ICE)
This table provides information about the institutional ownership of Intercontinental Exchange, Inc. (ICE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
191+ 10.14% |
$20K - $24.6K
|
2.08K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
191+ 7.09% |
$20K - $24.6K
|
2.89K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
189+ 60.77% |
$19.8K - $24.3K
|
500
$79.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
188+ 10.11% |
$19.7K - $24.2K
|
2.05K
$326K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
188+ 5.45% |
$19.7K - $24.2K
|
3.64K
$579K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
182+ 0.57% |
$19.1K - $23.4K
|
31.9K
$5.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
179+ 4.54% |
$18.7K - $23K
|
4.12K
$657K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
172+ 5.94% |
$18K - $22.1K
|
3.07K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
172+ 0.7% |
$18K - $22.1K
|
24.7K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
171+ 0.72% |
$17.9K - $22K
|
23.8K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
170+ 6.17% |
$17.8K - $21.9K
|
2.93K
$466K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
167New |
$17.5K - $21.5K
|
167
$26.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
165+ 5.46% |
$17.3K - $21.2K
|
3.19K
$508K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
165+ 8.04% |
$17.3K - $21.2K
|
2.22K
$353K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
160+ 8.13% |
$16.8K - $20.6K
|
2.13K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
152New |
$15.9K - $19.5K
|
152
$24.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
148+ 3.61% |
$15.5K - $19K
|
4.25K
$676K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
146+ 28.74% |
$15.3K - $18.8K
|
654
$104K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
146+ 28.74% |
$15.3K - $18.8K
|
654
$104K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
141New |
$14.8K - $18.1K
|
141
$22.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
140+ 1.63% |
$14.7K - $18K
|
8.7K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
140+ 1.76% |
$14.7K - $18K
|
8.11K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
140+ 0.08% |
$14.7K - $18K
|
183K
$29.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
139+ 5.4% |
$14.6K - $17.9K
|
2.72K
$432K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
138+ 1.23% |
$14.5K - $17.7K
|
11.3K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
137+ 7.86% |
$14.3K - $17.6K
|
1.88K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
134+ 0.89% |
$14K - $17.2K
|
15.2K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
132+ 0.82% |
$13.8K - $17K
|
16.2K
$2.57M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
132+ 1.43% |
$13.8K - $17K
|
9.38K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
125+ 3.28% |
$13.1K - $16.1K
|
3.94K
$627K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
120+ 171.43% |
$12.6K - $15.4K
|
190
$30.3K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
119New |
$12.5K - $15.3K
|
119
$19K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
117+ 2.47% |
$12.3K - $15K
|
4.85K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
114New |
$11.9K - $14.7K
|
114
$18.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
112+ 4.18% |
$11.7K - $14.4K
|
2.79K
$444K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
110+ 0.82% |
$11.5K - $14.1K
|
13.6K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
110+ 0.08% |
$11.5K - $14.1K
|
135K
$21.5M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
110+ 6.51% |
$11.5K - $14.1K
|
1.8K
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
108+ 2.93% |
$11.3K - $13.9K
|
3.8K
$605K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
108New |
$11.3K - $13.9K
|
108
$17.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
107New |
$11.2K - $13.8K
|
107
$17K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
106+ 2.64% |
$11.1K - $13.6K
|
4.12K
$656K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
105+ 0.6% |
$11K - $13.5K
|
17.6K
$2.81M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
105New |
$11K - $13.5K
|
105
$16.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
104+ 0.76% |
$10.9K - $13.4K
|
13.7K
$2.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
101+ 27.67% |
$10.6K - $13K
|
466
$74.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
100+ 2.89% |
$10.5K - $12.9K
|
3.56K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 1.18% |
$10.5K - $12.9K
|
8.56K
$1.36M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
98+ 4.56% |
$10.3K - $12.6K
|
2.25K
$358K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
97+ 0.36% |
$10.2K - $12.5K
|
26.8K
$4.27M
|