Purchases and Sales Made in Q4 2024 in Intercontinental Exchange, Inc. (ICE)
This table provides information about the institutional ownership of Intercontinental Exchange, Inc. (ICE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7New |
$1.04K - $1.17K
|
7
$1.27K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.37% |
$890 - $1K
|
1.62K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6New |
$890 - $1K
|
6
$1.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 7.06% |
$890 - $1K
|
91
$16.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6+ 0.05% |
$890 - $1K
|
12.6K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6+ 0.01% |
$890 - $1K
|
81K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$890 - $1K
|
6
$1.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
6+ 4.55% |
$890 - $1K
|
138
$25K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6New |
$890 - $1K
|
6
$1.08K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 1.65% |
$741 - $835
|
308
$55.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$741 - $835
|
5
$904
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5New |
$741 - $835
|
5
$904
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5+ 2.33% |
$741 - $835
|
220
$39.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5+ 0.32% |
$741 - $835
|
1.54K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
5New |
$741 - $835
|
5
$904
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5+ 0.04% |
$741 - $835
|
12.1K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4+ 0.29% |
$593 - $668
|
1.39K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
4New |
$593 - $668
|
4
$723
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4+ 0.16% |
$593 - $668
|
2.45K
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 25.0% |
$593 - $668
|
20
$3.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 0.03% |
$593 - $668
|
13.4K
$2.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$445 - $501
|
993
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3+ 0.2% |
$445 - $501
|
1.47K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.42% |
$297 - $334
|
479
$86.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 6.45% |
$297 - $334
|
33
$5.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$297 - $334
|
5.01K
$907K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
2+ 0.14% |
$297 - $334
|
1.39K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$297 - $334
|
2
$362
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.06% |
$297 - $334
|
3.26K
$589K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2New |
$297 - $334
|
2
$362
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.53% |
$148 - $167
|
189
$34.2K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 9.09% |
$148 - $167
|
12
$2.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$148 - $167
|
15.2K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.43% |
$148 - $167
|
233
$42.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1+ 0.04% |
$148 - $167
|
2.81K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.18% |
$148 - $167
|
562
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$148 - $167
|
2.42K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.05% |
$148 - $167
|
2.22K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1- 0.07% |
$148 - $167
|
1.53K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 8.33% |
$148 - $167
|
11
$1.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1- 0.04% |
$148 - $167
|
2.46K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-2- 0.1% |
$297 - $334
|
2.04K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 60.0% |
$445 - $501
|
2
$362
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-3- 0.17% |
$445 - $501
|
1.72K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-3- 1.61% |
$445 - $501
|
183
$33.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3- 0.08% |
$445 - $501
|
3.71K
$670K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3- 0.06% |
$445 - $501
|
4.9K
$886K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3- 1.42% |
$445 - $501
|
209
$37.8K
|