Purchases and Sales Made in Q1 2024 in Icahn Enterprises L.P. (IEP)
This table provides information about the institutional ownership of Icahn Enterprises L.P. (IEP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 6.25% |
$34 - $43.1
|
34
$386
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5- 4.9% |
$85 - $108
|
97
$1.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25Closed |
$425 - $539
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-94- 94.0% |
$1.6K - $2.02K
|
6
$68
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-112- 1.1% |
$1.9K - $2.41K
|
10.1K
$114K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-112- 13.02% |
$1.9K - $2.41K
|
748
$8.48K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-137- 17.93% |
$2.33K - $2.95K
|
627
$7.11K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-147- 5.43% |
$2.5K - $3.17K
|
2.56K
$29K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-202- 64.33% |
$3.43K - $4.35K
|
112
$1.27K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-246- 50.51% |
$4.18K - $5.3K
|
241
$2.73K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-250- 1.69% |
$4.25K - $5.39K
|
14.6K
$165K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-412- 15.74% |
$7K - $8.87K
|
2.21K
$25K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-439- 63.81% |
$7.46K - $9.46K
|
249
$2.82K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-486- 8.84% |
$8.26K - $10.5K
|
5.01K
$56.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-967- 7.25% |
$16.4K - $20.8K
|
12.4K
$140K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-1K- 8.47% |
$17K - $21.5K
|
10.8K
$122K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.18K- 1.24% |
$20K - $25.4K
|
93.6K
$1.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.49K- 4.23% |
$25.3K - $32K
|
33.6K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.81K- 2.54% |
$30.8K - $39K
|
69.3K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.12K- 12.21% |
$36K - $45.6K
|
15.2K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.13K- 29.01% |
$36.2K - $45.9K
|
5.22K
$59.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.54K- 22.69% |
$60.1K - $76.2K
|
12.1K
$137K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.22K- 21.16% |
$71.8K - $91K
|
15.7K
$178K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.05K- 16.3% |
$85.8K - $109K
|
25.9K
$294K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.63K- 7.7% |
$95.7K - $121K
|
67.5K
$765K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.73K- 4.37% |
$114K - $145K
|
147K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.58K- 99.63% |
$129K - $163K
|
28
$318
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-8.65K- 30.24% |
$147K - $186K
|
20K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.7K- 39.84% |
$148K - $187K
|
13.1K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.73K- 11.64% |
$165K - $210K
|
73.9K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.2K- 33.28% |
$190K - $240K
|
22.4K
$254K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.2K- 60.2% |
$292K - $370K
|
11.3K
$129K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25.4K- 67.91% |
$432K - $547K
|
12K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-54.1K- 71.23% |
$919K - $1.17M
|
21.9K
$248K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-67.2K- 16.47% |
$1.14M - $1.45M
|
341K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-100K- 64.45% |
$1.7M - $2.16M
|
55.3K
$627K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-194K- 68.73% |
$3.29M - $4.17M
|
88.1K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-304K- 19.36% |
$5.17M - $6.55M
|
1.27M
$14.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-304K- 19.36% |
$5.17M - $6.55M
|
1.27M
$14.4M
|