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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.18K- 20.61% |
$109K - $119K
|
8.41K
$74.5K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
47+ 0.78% |
$2.35K - $2.57K
|
6.05K
$53.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
60+ 1.04% |
$3K - $3.28K
|
5.83K
$51.7K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-353- 1.41% |
$17.6K - $19.3K
|
24.6K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
329+ 0.91% |
$16.4K - $18K
|
36.6K
$325K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
157+ 2.68% |
$7.85K - $8.59K
|
6.01K
$53.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
22New |
$1.1K - $1.2K
|
22
$195
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
7.09KNew |
$354K - $388K
|
7.09K
$62.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
179+ 3.85% |
$8.94K - $9.79K
|
4.83K
$42.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
5.84KNew |
$292K - $319K
|
5.84K
$51.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.26KNew |
$213K - $233K
|
4.26K
$37.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
22KNew |
$1.1M - $1.2M
|
22K
$195K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
100New |
$5K - $5.47K
|
100
$886
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
149New |
$7.45K - $8.15K
|
149
$1.32K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
18.3KNew |
$885K - $1M
|
18.3K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-400- 66.67% |
$19.4K - $22K
|
200
$1.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
193KNew |
$9.36M - $10.6M
|
193K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Ing Groep Nv
|
BUY
|
- |
20.2KNew |
$977K - $1.11M
|
20.2K
$179K
|
|
|
Nov 09, 2022
Q3 2022
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
1.11K+ 3.93% |
$53.5K - $60.7K
|
29.3K
$259K
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
3.37K+ 2.4% |
$163K - $185K
|
144K
$1.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.17KNew |
$444K - $504K
|
9.17K
$81.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-51- 19.77% |
$2.47K - $2.8K
|
207
$1.83K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
4+ 4.17% |
$194 - $220
|
100
$886
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-572- 7.03% |
$27.7K - $31.4K
|
7.56K
$67K
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
4.07KNew |
$197K - $223K
|
4.07K
$36.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
141+ 10.26% |
$6.82K - $7.74K
|
1.52K
$13.4K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-215- 3.64% |
$10.4K - $11.8K
|
5.69K
$50.4K
|
|
| Q2 2022 | |||||||
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14+ 7.78% |
$671 - $777
|
194
$1.72K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.73KNew |
$131K - $152K
|
2.73K
$24.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-5.69K- 8.76% |
$273K - $316K
|
59.3K
$525K
|
|
|
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
$45K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.97K- 29.38% |
$94.2K - $109K
|
4.73K
$41.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
BUY
|
- |
139KNew |
$6.63M - $7.69M
|
139K
$1.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-726Closed |
$34.8K - $40.3K
|
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
$47.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.04KClosed |
$241K - $280K
|
0
$0
|
|
|
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
$8.86K
|
|
|
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
$43.8K
|
|
|
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
$886K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.25K - $1.44K
|
26
$230
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.25KClosed |
$204K - $236K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30.1KClosed |
$1.44M - $1.67M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
37KNew |
$1.77M - $2.05M
|
37K
$327K
|
|