Latest Institutional Transactions on Icahn Enterprises L.P. (IEP)
This table provides information on the latest institutional transactions involving Icahn Enterprises L.P. (IEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
250KNew |
$1.95M - $2.44M
|
250K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
30+ 0.71% |
$234 - $293
|
4.28K
$37.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7KNew |
$131K - $163K
|
16.7K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
26.8KNew |
$209K - $262K
|
26.8K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.86K- 8.54% |
$14.6K - $18.2K
|
20K
$175K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
63New |
$492 - $614
|
63
$551
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
25New |
$195 - $244
|
25
$219
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$84.2K - $105K
|
10.8K
$94.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.08K+ 7.91% |
$16.2K - $20.3K
|
28.3K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-13- 19.7% |
$102 - $127
|
53
$464
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 100.0% |
$23.4 - $29.3
|
6
$52.5
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-200- 0.97% |
$1.56K - $1.95K
|
20.5K
$179K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
458New |
$3.58K - $4.47K
|
458
$4.01K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
20KNew |
$156K - $195K
|
20K
$175K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.4K+ 29.94% |
$120K - $150K
|
67K
$586K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
342New |
$2.67K - $3.33K
|
342
$2.99K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
125+ 12.5% |
$976 - $1.22K
|
1.13K
$9.84K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
15+ 6.2% |
$117 - $146
|
257
$2.25K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2KNew |
$15.6K - $19.5K
|
2K
$17.5K
|
|
| Q1 2025 | |||||||
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-250Closed |
$2.22K - $2.61K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.32K- 10.82% |
$11.7K - $13.7K
|
10.8K
$94.8K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-25- 23.15% |
$222 - $261
|
83
$726
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-3.7K- 14.12% |
$32.8K - $38.6K
|
22.5K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
811New |
$7.19K - $8.46K
|
811
$7.1K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4K- 28.12% |
$35.5K - $41.7K
|
10.2K
$89.5K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$8.87 - $10.4
|
1.75K
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-406- 62.46% |
$3.6K - $4.23K
|
244
$2.14K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
5K+ 20.0% |
$44.3K - $52.2K
|
30K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 80.0% |
$1.77K - $2.09K
|
50
$438
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$93.1K - $110K
|
10.5K
$91.9K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$177 - $209
|
20
$175
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.75% |
$10.8K - $12.7K
|
43K
$376K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10K+ 71.43% |
$88.7K - $104K
|
24K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.07K+ 56.9% |
$9.47K - $11.1K
|
2.95K
$25.8K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44New |
$381 - $682
|
44
$385
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 8.7% |
$17.3 - $31
|
25
$219
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
21.3KNew |
$184K - $329K
|
21.3K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-6.45K- 96.78% |
$55.9K - $99.9K
|
215
$1.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.6K- 38.0% |
$101K - $180K
|
18.9K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$86.7K - $155K
|
10K
$87.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
150New |
$1.3K - $2.32K
|
150
$1.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19- 90.48% |
$165 - $294
|
2
$17.5
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-50- 5.37% |
$434 - $775
|
881
$7.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.21K- 36.28% |
$10.5K - $18.8K
|
2.13K
$18.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 11.11% |
$8.67 - $15.5
|
8
$70
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.2K- 26.05% |
$88.3K - $158K
|
28.9K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-137- 95.14% |
$1.19K - $2.12K
|
7
$61.3
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.9K- 52.63% |
$51.2K - $91.5K
|
5.31K
$46.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
831New |
$7.2K - $12.9K
|
831
$7.27K
|
|