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 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-30Closed |
$1.53K - $1.67K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.26KClosed |
$269K - $292K
|
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
$512K
|
|
|
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
$53.6K
|
|
|
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
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-445Closed |
$22.1K - $25.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9Closed |
$446 - $525
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.5KClosed |
$273K - $321K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
329New |
$16.3K - $19.2K
|
329
$3.26K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
5KNew |
$248K - $291K
|
5K
$49.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-497Closed |
$24.6K - $29K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-64Closed |
$3.17K - $3.73K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
20KNew |
$990K - $1.16M
|
20K
$198K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1KNew |
$49.6K - $58.3K
|
1K
$9.92K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.4K+ 64.15% |
$169K - $198K
|
8.7K
$86.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
16New |
$793 - $933
|
16
$159
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-4.25KClosed |
$211K - $248K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
17+ 3.41% |
$845 - $1K
|
515
$5.11K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-500Closed |
$24.9K - $29.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.5KClosed |
$224K - $266K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1K+ 25.0% |
$49.7K - $59.1K
|
5K
$49.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.33KClosed |
$265K - $315K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3New |
$149 - $177
|
3
$29.8
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.61KClosed |
$80K - $95.2K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-4KClosed |
$199K - $236K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
243New |
$12.1K - $14.4K
|
243
$2.41K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-36.3KClosed |
$2M - $2.2M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.53KClosed |
$304K - $335K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
22New |
$1.21K - $1.33K
|
22
$218
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-497Closed |
$27.3K - $30.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-820Closed |
$45.1K - $49.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$600K - $661K
|
10.9K
$108K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-16KClosed |
$835K - $1.11M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
8KNew |
$416K - $552K
|
8K
$79.4K
|
|
|
May 14, 2021
Q1 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-16.7KClosed |
$869K - $1.15M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-3.03KClosed |
$158K - $209K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.83KClosed |
$304K - $402K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-500Closed |
$26K - $34.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-150Closed |
$7.81K - $10.3K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-4KClosed |
$208K - $276K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-412Closed |
$20.1K - $21.9K
|
0
$0
|
|