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 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
100+ 2.89% |
$10.5K - $12.9K
|
3.56K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 1.18% |
$10.5K - $12.9K
|
8.56K
$1.4M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
98+ 4.56% |
$10.3K - $12.6K
|
2.25K
$367K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
97+ 0.36% |
$10.2K - $12.5K
|
26.8K
$4.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
94+ 0.27% |
$9.84K - $12.1K
|
34.5K
$5.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
91+ 4.04% |
$9.53K - $11.7K
|
2.34K
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
90+ 4.21% |
$9.42K - $11.6K
|
2.23K
$364K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
90+ 4.14% |
$9.42K - $11.6K
|
2.26K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
86+ 0.85% |
$9.01K - $11.1K
|
10.2K
$1.67M
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
85+ 0.33% |
$8.9K - $10.9K
|
26.2K
$4.27M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
84New |
$8.8K - $10.8K
|
84
$13.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
83+ 0.96% |
$8.69K - $10.7K
|
8.69K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
80+ 0.17% |
$8.38K - $10.3K
|
48.1K
$7.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
80+ 4.89% |
$8.38K - $10.3K
|
1.72K
$280K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
78+ 2.93% |
$8.17K - $10K
|
2.74K
$448K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
78New |
$8.17K - $10K
|
78
$12.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
77+ 265.52% |
$8.06K - $9.9K
|
106
$17.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
76+ 2.63% |
$7.96K - $9.77K
|
2.97K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
75+ 0.48% |
$7.85K - $9.65K
|
15.8K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
73+ 0.16% |
$7.64K - $9.39K
|
44.8K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
73+ 0.27% |
$7.64K - $9.39K
|
26.7K
$4.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
72+ 0.48% |
$7.54K - $9.26K
|
15.2K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
72+ 3.9% |
$7.54K - $9.26K
|
1.92K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
69+ 60.0% |
$7.23K - $8.87K
|
184
$30K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
69+ 2.85% |
$7.23K - $8.87K
|
2.49K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
69New |
$7.23K - $8.87K
|
69
$11.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
67New |
$7.02K - $8.62K
|
67
$10.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
66+ 3.0% |
$6.91K - $8.49K
|
2.27K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
65New |
$6.81K - $8.36K
|
65
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
64+ 0.57% |
$6.7K - $8.23K
|
11.3K
$1.84M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
64New |
$6.7K - $8.23K
|
64
$10.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
62+ 5.73% |
$6.49K - $7.97K
|
1.14K
$187K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
61+ 244.0% |
$6.39K - $7.84K
|
86
$14K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
61+ 1.31% |
$6.39K - $7.84K
|
4.71K
$768K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
60+ 1.31% |
$6.28K - $7.72K
|
4.63K
$755K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59+ 2.43% |
$6.18K - $7.59K
|
2.49K
$406K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
59+ 9.08% |
$6.18K - $7.59K
|
709
$116K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
58+ 1.04% |
$6.07K - $7.46K
|
5.65K
$921K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
56+ 2.31% |
$5.86K - $7.2K
|
2.48K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
52+ 0.29% |
$5.45K - $6.69K
|
18.1K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
51New |
$5.34K - $6.56K
|
51
$8.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
50+ 1.3% |
$5.24K - $6.43K
|
3.9K
$636K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
50New |
$5.24K - $6.43K
|
50
$8.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
47+ 1.1% |
$4.92K - $6.04K
|
4.32K
$705K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
46+ 135.29% |
$4.82K - $5.92K
|
80
$13.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44+ 8.78% |
$4.61K - $5.66K
|
545
$89K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
41+ 21.24% |
$4.29K - $5.27K
|
234
$38.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
39+ 0.11% |
$4.08K - $5.02K
|
36.8K
$6M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
38New |
$3.98K - $4.89K
|
38
$6.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
37New |
$3.87K - $4.76K
|
37
$6.04K
|