Purchases and Sales Made in Q1 2023 in Icahn Enterprises L.P. (IEP)
This table provides information about the institutional ownership of Icahn Enterprises L.P. (IEP) during Q1 2023. The information is specifically focused on institutions that hold shares of ICAHN ENTERPRISES L.P..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
961New |
$48.4K - $52.3K
|
961
$9.4K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
951+ 174.5% |
$47.9K - $51.8K
|
1.5K
$14.6K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
893New |
$45K - $48.6K
|
893
$8.73K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
618+ 75.46% |
$31.1K - $33.6K
|
1.44K
$14.1K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
600New |
$30.2K - $32.7K
|
600
$5.87K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
593+ 120.53% |
$29.9K - $32.3K
|
1.09K
$10.6K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
530+ 12.73% |
$26.7K - $28.8K
|
4.69K
$45.9K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
529+ 4.13% |
$26.6K - $28.8K
|
13.3K
$130K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
502+ 5.41% |
$25.3K - $27.3K
|
9.77K
$95.6K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
465New |
$23.4K - $25.3K
|
465
$4.55K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
410New |
$20.6K - $22.3K
|
410
$4.01K
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
390+ 8.42% |
$19.6K - $21.2K
|
5.02K
$49.1K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
363+ 11.59% |
$18.3K - $19.8K
|
3.5K
$34.2K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
324+ 4.79% |
$16.3K - $17.6K
|
7.08K
$69.3K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
305+ 15.95% |
$15.4K - $16.6K
|
2.22K
$21.7K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300+ 300.0% |
$15.1K - $16.3K
|
400
$3.91K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
218New |
$11K - $11.9K
|
218
$2.13K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200+ 83.33% |
$10.1K - $10.9K
|
440
$4.3K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
200+ 4.76% |
$10.1K - $10.9K
|
4.4K
$43K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
200+ 1250.0% |
$10.1K - $10.9K
|
216
$2.11K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.1K - $10.9K
|
200
$1.96K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
196+ 8.73% |
$9.87K - $10.7K
|
2.44K
$23.9K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
190+ 3.56% |
$9.56K - $10.3K
|
5.53K
$54.1K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
151New |
$7.6K - $8.22K
|
151
$1.48K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
137+ 0.58% |
$6.9K - $7.46K
|
23.7K
$232K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
128+ 3.61% |
$6.44K - $6.97K
|
3.67K
$35.9K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
123+ 3.66% |
$6.19K - $6.69K
|
3.49K
$34.1K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
117+ 9.75% |
$5.89K - $6.37K
|
1.32K
$12.9K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
111+ 2.49% |
$5.59K - $6.04K
|
4.57K
$44.7K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
59+ 0.39% |
$2.97K - $3.21K
|
15.2K
$148K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
50New |
$2.52K - $2.72K
|
50
$489
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
46+ 0.24% |
$2.32K - $2.5K
|
19.2K
$188K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31+ 0.64% |
$1.56K - $1.69K
|
4.9K
$47.9K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
25+ 0.52% |
$1.26K - $1.36K
|
4.81K
$47.1K
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
23New |
$1.16K - $1.25K
|
23
$225
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23+ 0.04% |
$1.16K - $1.25K
|
55.7K
$545K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
20+ 10.0% |
$1.01K - $1.09K
|
220
$2.15K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$654 - $707
|
13
$127
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.12% |
$604 - $653
|
9.86K
$96.4K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
9New |
$453 - $490
|
9
$88
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$403 - $435
|
8
$78.2
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3New |
$151 - $163
|
3
$29.3
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1- 0.06% |
$50.3 - $54.4
|
1.7K
$16.6K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-62- 0.27% |
$3.12K - $3.37K
|
23.3K
$228K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-72- 6.33% |
$3.62K - $3.92K
|
1.07K
$10.4K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-76- 0.61% |
$3.83K - $4.14K
|
12.4K
$121K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-114Closed |
$5.74K - $6.2K
|
0
$0
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-114- 1.46% |
$5.74K - $6.2K
|
7.7K
$75.3K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-146- 1.56% |
$7.35K - $7.95K
|
9.24K
$90.3K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-166- 2.37% |
$8.36K - $9.03K
|
6.84K
$66.9K
|