Latest Institutional Purchases of Icahn Enterprises L.P. (IEP)
This list provides information on the latest institutional transactions involving Icahn Enterprises L.P. (IEP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
23New |
$1.16K - $1.25K
|
23
$187
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
20+ 10.0% |
$1.01K - $1.09K
|
220
$1.79K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$654 - $707
|
13
$106
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.12% |
$604 - $653
|
9.86K
$80.3K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
9New |
$453 - $490
|
9
$73.4
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$403 - $435
|
8
$65.2
|
|
Q4 2022 | |||||||
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
22KNew |
$1.1M - $1.2M
|
22K
$179K
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
7.09KNew |
$354K - $388K
|
7.09K
$57.8K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
5.84KNew |
$292K - $319K
|
5.84K
$47.6K
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.03K+ 52.52% |
$251K - $275K
|
14.6K
$119K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.26KNew |
$213K - $233K
|
4.26K
$34.7K
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1K+ 12.11% |
$50K - $54.7K
|
9.26K
$75.5K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
683New |
$34.1K - $37.4K
|
683
$5.57K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
329+ 0.91% |
$16.4K - $18K
|
36.6K
$299K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
179+ 3.85% |
$8.94K - $9.79K
|
4.83K
$39.4K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
157+ 2.68% |
$7.85K - $8.59K
|
6.01K
$49K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
149New |
$7.45K - $8.15K
|
149
$1.21K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
100New |
$5K - $5.47K
|
100
$815
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
99New |
$4.95K - $5.42K
|
99
$807
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
60+ 1.04% |
$3K - $3.28K
|
5.83K
$47.5K
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
47+ 0.78% |
$2.35K - $2.57K
|
6.05K
$49.3K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
22New |
$1.1K - $1.2K
|
22
$179
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
193KNew |
$9.36M - $10.6M
|
193K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Ing Groep Nv
|
BUY
|
- |
20.2KNew |
$977K - $1.11M
|
20.2K
$165K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
18.3KNew |
$885K - $1M
|
18.3K
$149K
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.17KNew |
$444K - $504K
|
9.17K
$74.8K
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
4.07KNew |
$197K - $223K
|
4.07K
$33.2K
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
3.37K+ 2.4% |
$163K - $185K
|
144K
$1.17M
|
|
Nov 09, 2022
Q3 2022
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
1.11K+ 3.93% |
$53.5K - $60.7K
|
29.3K
$238K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
141+ 10.26% |
$6.82K - $7.74K
|
1.52K
$12.3K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
4+ 4.17% |
$194 - $220
|
100
$815
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
BUY
|
- |
139KNew |
$6.63M - $7.69M
|
139K
$1.13M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
100KNew |
$4.79M - $5.55M
|
100K
$815K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
37KNew |
$1.77M - $2.05M
|
37K
$301K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.95KNew |
$237K - $275K
|
4.95K
$40.3K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.73KNew |
$131K - $152K
|
2.73K
$22.3K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$47.9K - $55.5K
|
1K
$8.15K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
500New |
$24K - $27.8K
|
500
$4.08K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
200+ 4.1% |
$9.58K - $11.1K
|
5.08K
$41.4K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.25K - $1.44K
|
26
$212
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14+ 7.78% |
$671 - $777
|
194
$1.58K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.9KNew |
$1.07M - $1.16M
|
20.9K
$170K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.29KNew |
$321K - $350K
|
6.29K
$51.3K
|
|
Q4 2021 | |||||||
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
20KNew |
$990K - $1.16M
|
20K
$163K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
CALL |
5.4KNew |
$268K - $315K
|
5.4K
$44K
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
5KNew |
$248K - $291K
|
5K
$40.8K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.4K+ 64.15% |
$169K - $198K
|
8.7K
$70.9K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1KNew |
$49.6K - $58.3K
|
1K
$8.15K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
329New |
$16.3K - $19.2K
|
329
$2.68K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
16New |
$793 - $933
|
16
$130
|