Purchases and Sales Made in Q1 2023 in Intercontinental Exchange, Inc. (ICE)
This table provides information about the institutional ownership of Intercontinental Exchange, Inc. (ICE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
37New |
$3.53K - $4.05K
|
37
$6.16K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
37+ 0.73% |
$3.53K - $4.05K
|
5.1K
$849K
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
34+ 1.03% |
$3.24K - $3.72K
|
3.33K
$554K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
34+ 40.48% |
$3.24K - $3.72K
|
118
$19.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
33+ 0.22% |
$3.15K - $3.61K
|
14.8K
$2.46M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 0.49% |
$3.15K - $3.61K
|
6.8K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 82.5% |
$3.15K - $3.61K
|
73
$12.2K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
32+ 0.1% |
$3.05K - $3.5K
|
31.5K
$5.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 238.46% |
$2.96K - $3.39K
|
44
$7.33K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
31New |
$2.96K - $3.39K
|
31
$5.16K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
31+ 5.87% |
$2.96K - $3.39K
|
559
$93.1K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
BUY
|
- |
30+ 0.49% |
$2.86K - $3.28K
|
6.2K
$1.03M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
30+ 1.48% |
$2.86K - $3.28K
|
2.06K
$343K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
28+ 0.53% |
$2.67K - $3.06K
|
5.34K
$890K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
26+ 0.56% |
$2.48K - $2.84K
|
4.69K
$782K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
25New |
$2.38K - $2.73K
|
25
$4.16K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
25New |
$2.38K - $2.73K
|
25
$4.16K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24+ 0.82% |
$2.29K - $2.62K
|
2.94K
$490K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
23New |
$2.19K - $2.52K
|
23
$3.83K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 6.63% |
$2.1K - $2.41K
|
354
$59K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
22+ 0.18% |
$2.1K - $2.41K
|
12K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
20+ 0.84% |
$1.91K - $2.19K
|
2.41K
$402K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19New |
$1.81K - $2.08K
|
19
$3.16K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
19+ 0.36% |
$1.81K - $2.08K
|
5.31K
$884K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
18New |
$1.72K - $1.97K
|
18
$3K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18+ 0.07% |
$1.72K - $1.97K
|
25.1K
$4.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
17+ 0.03% |
$1.62K - $1.86K
|
51K
$8.5M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
16New |
$1.53K - $1.75K
|
16
$2.66K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
16+ 0.74% |
$1.53K - $1.75K
|
2.17K
$362K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 1.06% |
$1.43K - $1.64K
|
1.44K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 1.14% |
$1.34K - $1.53K
|
1.24K
$206K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 0.52% |
$1.24K - $1.42K
|
2.54K
$423K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 10.91% |
$1.14K - $1.31K
|
122
$20.3K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
11+ 0.39% |
$1.05K - $1.2K
|
2.84K
$473K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11New |
$1.05K - $1.2K
|
11
$1.83K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10+ 15.38% |
$954 - $1.09K
|
75
$12.5K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 1.82% |
$954 - $1.09K
|
560
$93.3K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10+ 0.38% |
$954 - $1.09K
|
2.63K
$438K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
9+ 47.37% |
$859 - $984
|
28
$4.66K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
6+ 0.05% |
$572 - $656
|
12.6K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$572 - $656
|
6
$999
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.65% |
$572 - $656
|
928
$155K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
5+ 0.23% |
$477 - $547
|
2.14K
$356K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.21% |
$477 - $547
|
2.36K
$394K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5New |
$477 - $547
|
5
$833
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3New |
$286 - $328
|
3
$500
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$191 - $219
|
2
$333
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.4% |
$191 - $219
|
497
$82.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.36% |
$191 - $219
|
551
$91.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.01% |
$95.4 - $109
|
7.14K
$1.19M
|