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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
4+ 4.17% |
$194 - $220
|
100
$1.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-572- 7.03% |
$27.7K - $31.4K
|
7.56K
$83.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
141+ 10.26% |
$6.82K - $7.74K
|
1.52K
$16.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
4.07KNew |
$197K - $223K
|
4.07K
$44.9K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-215- 3.64% |
$10.4K - $11.8K
|
5.69K
$62.7K
|
|
| Q2 2022 | |||||||
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14+ 7.78% |
$671 - $777
|
194
$2.14K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.73KNew |
$131K - $152K
|
2.73K
$30.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-397Closed |
$19K - $22K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
200+ 4.1% |
$9.58K - $11.1K
|
5.08K
$55.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.97K- 29.38% |
$94.2K - $109K
|
4.73K
$52.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-5.69K- 8.76% |
$273K - $316K
|
59.3K
$653K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
BUY
|
- |
139KNew |
$6.63M - $7.69M
|
139K
$1.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-726Closed |
$34.8K - $40.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.04KClosed |
$241K - $280K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-67- 1.23% |
$3.21K - $3.72K
|
5.36K
$59.1K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-215Closed |
$10.3K - $11.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$47.9K - $55.5K
|
1K
$11K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.14KClosed |
$294K - $341K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.95KNew |
$237K - $275K
|
4.95K
$54.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-90Closed |
$4.31K - $5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-7.71KClosed |
$369K - $428K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-151Closed |
$7.23K - $8.38K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-500Closed |
$24K - $27.8K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
100KNew |
$4.79M - $5.55M
|
100K
$1.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.25K - $1.44K
|
26
$287
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30.1KClosed |
$1.44M - $1.67M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.25KClosed |
$204K - $236K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
37KNew |
$1.77M - $2.05M
|
37K
$407K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.83KClosed |
$183K - $212K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-567Closed |
$27.2K - $31.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-234Closed |
$11.2K - $13K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
500New |
$24K - $27.8K
|
500
$5.51K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.29KNew |
$321K - $350K
|
6.29K
$69.3K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-514Closed |
$26.3K - $28.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.9KNew |
$1.07M - $1.16M
|
20.9K
$230K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.26KClosed |
$269K - $292K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-30Closed |
$1.53K - $1.67K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.4KClosed |
$378K - $411K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.65K- 3.1% |
$84.3K - $91.7K
|
51.6K
$568K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-34Closed |
$1.74K - $1.89K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-1.03KClosed |
$52.7K - $57.3K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-139Closed |
$7.11K - $7.73K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2KClosed |
$102K - $111K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.24KClosed |
$217K - $236K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-4.51KClosed |
$224K - $263K
|
0
$0
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
CALL |
5.4KNew |
$268K - $315K
|
5.4K
$59.5K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.63KClosed |
$80.6K - $94.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1Closed |
$49.6 - $58.3
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-22.3KClosed |
$1.11M - $1.3M
|
0
$0
|
|