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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.39KNew |
$221K - $239K
|
4.39K
$49.7K
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
23New |
$1.16K - $1.25K
|
23
$261
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
25+ 0.52% |
$1.26K - $1.36K
|
4.81K
$54.6K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.12% |
$604 - $653
|
9.86K
$112K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-600- 13.22% |
$30.2K - $32.7K
|
3.94K
$44.6K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$654 - $707
|
13
$147
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.99KNew |
$302K - $326K
|
5.99K
$67.9K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200+ 83.33% |
$10.1K - $10.9K
|
440
$4.99K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
9New |
$453 - $490
|
9
$102
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.39KNew |
$221K - $239K
|
4.39K
$49.8K
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
21KNew |
$1.06M - $1.14M
|
21K
$238K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-966- 17.73% |
$48.6K - $52.6K
|
4.48K
$50.8K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.1K - $10.9K
|
200
$2.27K
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
390+ 8.42% |
$19.6K - $21.2K
|
5.02K
$56.9K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
502+ 5.41% |
$25.3K - $27.3K
|
9.77K
$111K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
50New |
$2.52K - $2.72K
|
50
$567
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
324+ 4.79% |
$16.3K - $17.6K
|
7.08K
$80.3K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$403 - $435
|
8
$90.7
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
200+ 4.76% |
$10.1K - $10.9K
|
4.4K
$49.9K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
593+ 120.53% |
$29.9K - $32.3K
|
1.09K
$12.3K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-114- 1.46% |
$5.74K - $6.2K
|
7.7K
$87.4K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-8.84K- 96.04% |
$442K - $484K
|
365
$4.14K
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.03K+ 52.52% |
$251K - $275K
|
14.6K
$166K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-462- 7.88% |
$23.1K - $25.3K
|
5.4K
$61.3K
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1K+ 12.11% |
$50K - $54.7K
|
9.26K
$105K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.18K- 20.61% |
$109K - $119K
|
8.41K
$95.4K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
99New |
$4.95K - $5.42K
|
99
$1.12K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
683New |
$34.1K - $37.4K
|
683
$7.75K
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
47+ 0.78% |
$2.35K - $2.57K
|
6.05K
$68.6K
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
60+ 1.04% |
$3K - $3.28K
|
5.83K
$66.1K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-353- 1.41% |
$17.6K - $19.3K
|
24.6K
$279K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
329+ 0.91% |
$16.4K - $18K
|
36.6K
$415K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
157+ 2.68% |
$7.85K - $8.59K
|
6.01K
$68.1K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
22New |
$1.1K - $1.2K
|
22
$249
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
32.7K+ 577.27% |
$1.63M - $1.79M
|
38.3K
$435K
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
7.09KNew |
$354K - $388K
|
7.09K
$80.4K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
179+ 3.85% |
$8.94K - $9.79K
|
4.83K
$54.8K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
5.84KNew |
$292K - $319K
|
5.84K
$66.2K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.26KNew |
$213K - $233K
|
4.26K
$48.3K
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
22KNew |
$1.1M - $1.2M
|
22K
$249K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
100New |
$5K - $5.47K
|
100
$1.13K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
149New |
$7.45K - $8.15K
|
149
$1.69K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
193KNew |
$9.36M - $10.6M
|
193K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-400- 66.67% |
$19.4K - $22K
|
200
$2.27K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
18.3KNew |
$885K - $1M
|
18.3K
$208K
|
|
Nov 14, 2022
Q3 2022
|
Ing Groep Nv
|
BUY
|
- |
20.2KNew |
$977K - $1.11M
|
20.2K
$229K
|
|
Nov 09, 2022
Q3 2022
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
1.11K+ 3.93% |
$53.5K - $60.7K
|
29.3K
$332K
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
3.37K+ 2.4% |
$163K - $185K
|
144K
$1.63M
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.17KNew |
$444K - $504K
|
9.17K
$104K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-51- 19.77% |
$2.47K - $2.8K
|
207
$2.35K
|