Purchases and Sales Made in Q2 2023 in Intercontinental Exchange, Inc. (ICE)
This table provides information about the institutional ownership of Intercontinental Exchange, Inc. (ICE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
64New |
$6.68K - $7.24K
|
64
$10.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
63+ 0.25% |
$6.58K - $7.12K
|
25.6K
$4.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
62+ 1.97% |
$6.47K - $7.01K
|
3.2K
$534K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
61+ 2.47% |
$6.37K - $6.9K
|
2.53K
$423K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
60+ 0.45% |
$6.26K - $6.78K
|
13.3K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
60+ 24.29% |
$6.26K - $6.78K
|
307
$51.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
57+ 27.4% |
$5.95K - $6.45K
|
265
$44.2K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
57New |
$5.95K - $6.45K
|
57
$9.51K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
55+ 59.14% |
$5.74K - $6.22K
|
148
$24.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
54+ 1.26% |
$5.64K - $6.11K
|
4.34K
$724K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
52New |
$5.43K - $5.88K
|
52
$8.68K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
49+ 2.33% |
$5.12K - $5.54K
|
2.15K
$359K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
47+ 1.55% |
$4.91K - $5.31K
|
3.08K
$514K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
47+ 13.28% |
$4.91K - $5.31K
|
401
$66.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
45+ 1.87% |
$4.7K - $5.09K
|
2.46K
$410K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
45+ 3.12% |
$4.7K - $5.09K
|
1.49K
$248K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
44+ 2.11% |
$4.59K - $4.98K
|
2.13K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
43+ 0.02% |
$4.49K - $4.86K
|
199K
$33.1M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
43+ 102.38% |
$4.49K - $4.86K
|
85
$14.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
42+ 1.96% |
$4.38K - $4.75K
|
2.18K
$364K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
42+ 68.85% |
$4.38K - $4.75K
|
103
$17.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40+ 500.0% |
$4.18K - $4.52K
|
48
$8.01K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
38+ 1.34% |
$3.97K - $4.3K
|
2.87K
$479K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
38+ 0.34% |
$3.97K - $4.3K
|
11.2K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36+ 1.48% |
$3.76K - $4.07K
|
2.47K
$413K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
36+ 225.0% |
$3.76K - $4.07K
|
52
$8.68K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
34+ 0.34% |
$3.55K - $3.84K
|
10.1K
$1.68M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
34+ 2.47% |
$3.55K - $3.84K
|
1.41K
$235K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
33+ 38.37% |
$3.45K - $3.73K
|
119
$19.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
33+ 1.5% |
$3.45K - $3.73K
|
2.23K
$372K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 2.95% |
$3.34K - $3.62K
|
1.12K
$186K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
31+ 0.03% |
$3.24K - $3.51K
|
93.3K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 4.72% |
$3.24K - $3.51K
|
688
$115K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
30+ 69.77% |
$3.13K - $3.39K
|
73
$12.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30+ 10.75% |
$3.13K - $3.39K
|
309
$51.6K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30+ 7.28% |
$3.13K - $3.39K
|
442
$73.7K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
29New |
$3.03K - $3.28K
|
29
$4.84K
|
|
|
Aug 03, 2023
Q2 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
29+ 0.07% |
$3.03K - $3.28K
|
44.6K
$7.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
25+ 0.76% |
$2.61K - $2.83K
|
3.33K
$556K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
24New |
$2.51K - $2.71K
|
24
$4K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$2.4K - $2.6K
|
23
$3.84K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
22+ 0.83% |
$2.3K - $2.49K
|
2.66K
$444K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 17.36% |
$2.19K - $2.37K
|
142
$23.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
21+ 0.43% |
$2.19K - $2.37K
|
4.94K
$824K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 0.17% |
$2.09K - $2.26K
|
12K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19+ 2.8% |
$1.98K - $2.15K
|
697
$116K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
18+ 0.46% |
$1.88K - $2.04K
|
3.94K
$658K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 1.39% |
$1.88K - $2.04K
|
1.31K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
18+ 0.08% |
$1.88K - $2.04K
|
23.6K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16+ 0.01% |
$1.67K - $1.81K
|
148K
$24.6M
|