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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
36New |
$3.77K - $4.63K
|
36
$6.31K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
35+ 0.04% |
$3.67K - $4.5K
|
84.1K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
35New |
$3.67K - $4.5K
|
35
$6.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
32+ 457.14% |
$3.35K - $4.12K
|
39
$6.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
31+ 0.69% |
$3.25K - $3.99K
|
4.56K
$798K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
31New |
$3.25K - $3.99K
|
31
$5.43K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
30+ 0.11% |
$3.14K - $3.86K
|
26.6K
$4.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
28+ 1.48% |
$2.93K - $3.6K
|
1.93K
$337K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
28New |
$2.93K - $3.6K
|
28
$4.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
28New |
$2.93K - $3.6K
|
28
$4.91K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
25+ 0.95% |
$2.62K - $3.22K
|
2.66K
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25New |
$2.62K - $3.22K
|
25
$4.38K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
25+ 1.15% |
$2.62K - $3.22K
|
2.2K
$385K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
23+ 0.24% |
$2.41K - $2.96K
|
9.79K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
23New |
$2.41K - $2.96K
|
23
$4.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
23+ 0.43% |
$2.41K - $2.96K
|
5.42K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 4.26% |
$2.2K - $2.7K
|
514
$90.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20+ 100.0% |
$2.09K - $2.57K
|
40
$7.01K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 138.46% |
$1.88K - $2.31K
|
31
$5.43K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 2.64% |
$1.78K - $2.19K
|
661
$116K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 12.21% |
$1.68K - $2.06K
|
147
$25.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 1.29% |
$1.68K - $2.06K
|
1.26K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
14New |
$1.47K - $1.8K
|
14
$2.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 0.24% |
$1.36K - $1.67K
|
5.47K
$959K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.41% |
$1.36K - $1.67K
|
3.21K
$562K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 2.91% |
$1.26K - $1.54K
|
424
$74.3K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
12New |
$1.26K - $1.54K
|
12
$2.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 1.53% |
$1.15K - $1.41K
|
728
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.15% |
$1.15K - $1.41K
|
7.4K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10New |
$1.05K - $1.29K
|
10
$1.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 5.13% |
$1.05K - $1.29K
|
205
$35.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 8.65% |
$942 - $1.16K
|
113
$19.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7New |
$733 - $900
|
7
$1.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6New |
$628 - $772
|
6
$1.05K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 5.83% |
$628 - $772
|
109
$19.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5+ 0.03% |
$524 - $643
|
18.6K
$3.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4+ 2.02% |
$419 - $514
|
202
$35.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 1.42% |
$314 - $386
|
215
$37.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$209 - $257
|
680
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$209 - $257
|
2.66K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.06% |
$209 - $257
|
3.22K
$565K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.06% |
$105 - $129
|
1.8K
$316K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 5.26% |
$105 - $129
|
20
$3.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$105 - $129
|
3.78K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.04% |
$105 - $129
|
2.46K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $129
|
13.1K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.05% |
$105 - $129
|
2.01K
$352K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.41% |
$105 - $129
|
72
$12.6K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-1- 0.02% |
$105 - $129
|
4.62K
$810K
|