Purchases and Sales Made in Q2 2023 in Icahn Enterprises L.P. (IEP)
This table provides information about the institutional ownership of Icahn Enterprises L.P. (IEP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
781+ 11.41% |
$16.1K - $41.2K
|
7.62K
$70K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
705New |
$14.5K - $37.2K
|
705
$6.47K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
680+ 1.51% |
$14K - $35.9K
|
45.7K
$420K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
654+ 8.34% |
$13.5K - $34.5K
|
8.5K
$78K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
526New |
$10.9K - $27.8K
|
526
$4.83K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
450+ 10.65% |
$9.28K - $23.8K
|
4.68K
$42.9K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
438+ 33.26% |
$9.04K - $23.1K
|
1.76K
$16.1K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
380New |
$7.84K - $20.1K
|
380
$3.49K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
365New |
$7.53K - $19.3K
|
365
$3.35K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
356New |
$7.34K - $18.8K
|
356
$3.27K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
350New |
$7.22K - $18.5K
|
350
$3.21K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
347+ 11566.67% |
$7.16K - $18.3K
|
350
$3.21K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
151+ 9.18% |
$3.12K - $7.97K
|
1.8K
$16.5K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
100+ 0.53% |
$2.06K - $5.28K
|
19.1K
$175K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
80New |
$1.65K - $4.22K
|
80
$734
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
76+ 11.31% |
$1.57K - $4.01K
|
748
$6.87K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
73+ 3.88% |
$1.51K - $3.85K
|
1.96K
$18K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 5.04% |
$928 - $2.38K
|
938
$8.61K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
43New |
$887 - $2.27K
|
43
$395
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40+ 10.0% |
$825 - $2.11K
|
440
$4.04K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
39New |
$805 - $2.06K
|
39
$358
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
39New |
$805 - $2.06K
|
39
$358
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
38+ 3.8% |
$784 - $2.01K
|
1.04K
$9.53K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30New |
$619 - $1.58K
|
30
$275
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26+ 11.56% |
$536 - $1.37K
|
251
$2.3K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
22+ 11.4% |
$454 - $1.16K
|
215
$1.97K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20New |
$413 - $1.06K
|
20
$184
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 11.25% |
$371 - $950
|
178
$1.63K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 11.26% |
$351 - $897
|
168
$1.54K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 16.67% |
$41.3 - $106
|
14
$129
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 13.33% |
$41.3 - $106
|
17
$156
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 9.09% |
$20.6 - $52.8
|
12
$110
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-12- 66.67% |
$248 - $633
|
6
$55.1
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44- 0.48% |
$908 - $2.32K
|
9.19K
$84.4K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-76- 0.28% |
$1.57K - $4.01K
|
26.7K
$245K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-77- 3.47% |
$1.59K - $4.06K
|
2.14K
$19.6K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-98- 1.22% |
$2.02K - $5.17K
|
7.95K
$73K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-186- 86.11% |
$3.84K - $9.82K
|
30
$275
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-215- 33.86% |
$4.44K - $11.3K
|
420
$3.86K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-260- 3.14% |
$5.36K - $13.7K
|
8.01K
$73.5K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-370- 79.57% |
$7.63K - $19.5K
|
95
$872
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-538- 55.98% |
$11.1K - $28.4K
|
423
$3.88K
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-599- 89.14% |
$12.4K - $31.6K
|
73
$670
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-605- 0.22% |
$12.5K - $31.9K
|
277K
$2.54M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-667- 5.74% |
$13.8K - $35.2K
|
10.9K
$100K
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-716- 3.33% |
$14.8K - $37.8K
|
20.8K
$191K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-850- 31.94% |
$17.5K - $44.9K
|
1.81K
$16.6K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-886- 36.3% |
$18.3K - $46.8K
|
1.56K
$14.3K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.01K- 46.28% |
$20.8K - $53.2K
|
1.17K
$10.7K
|