Purchases and Sales Made in Q4 2021 in Icahn Enterprises L.P. (IEP)
This table provides information about the institutional ownership of Icahn Enterprises L.P. (IEP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
691+ 3.01% |
$34.3K - $40.3K
|
23.7K
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
660New |
$32.7K - $38.5K
|
660
$6.06K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
607+ 4.02% |
$30.1K - $35.4K
|
15.7K
$144K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
556New |
$27.6K - $32.4K
|
556
$5.1K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
415New |
$20.6K - $24.2K
|
415
$3.81K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
329New |
$16.3K - $19.2K
|
329
$3.02K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
287+ 2.3% |
$14.2K - $16.7K
|
12.8K
$117K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
212+ 212.0% |
$10.5K - $12.4K
|
312
$2.86K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$9.92K - $11.7K
|
200
$1.84K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
180New |
$8.93K - $10.5K
|
180
$1.65K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
139New |
$6.89K - $8.1K
|
139
$1.28K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
129+ 4.0% |
$6.4K - $7.52K
|
3.36K
$30.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
119+ 3.98% |
$5.9K - $6.94K
|
3.11K
$28.5K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
100New |
$4.96K - $5.83K
|
100
$918
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
94+ 1.8% |
$4.66K - $5.48K
|
5.3K
$48.7K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
90New |
$4.46K - $5.25K
|
90
$826
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
58+ 33.14% |
$2.88K - $3.38K
|
233
$2.14K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
48+ 7.2% |
$2.38K - $2.8K
|
715
$6.56K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43+ 3.54% |
$2.13K - $2.51K
|
1.26K
$11.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
34New |
$1.69K - $1.98K
|
34
$312
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
31+ 15.5% |
$1.54K - $1.81K
|
231
$2.12K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
30New |
$1.49K - $1.75K
|
30
$275
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.29K - $1.52K
|
26
$239
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
22+ 3.96% |
$1.09K - $1.28K
|
578
$5.31K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22+ 3.96% |
$1.09K - $1.28K
|
578
$5.31K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
16New |
$793 - $933
|
16
$147
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 3.13% |
$496 - $583
|
329
$3.02K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 3.9% |
$397 - $466
|
213
$1.96K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 150.0% |
$298 - $350
|
10
$91.8
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5+ 3.79% |
$248 - $291
|
137
$1.26K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
4+ 4.71% |
$198 - $233
|
89
$817
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.06% |
$99.2 - $117
|
3.16K
$29K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1Closed |
$49.6 - $58.3
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7- 0.03% |
$347 - $408
|
26.3K
$241K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9Closed |
$446 - $525
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-64Closed |
$3.17K - $3.73K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-82Closed |
$4.07K - $4.78K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-116- 0.21% |
$5.75K - $6.76K
|
54.5K
$500K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-119Closed |
$5.9K - $6.94K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-319- 1.72% |
$15.8K - $18.6K
|
18.2K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-390- 97.5% |
$19.3K - $22.7K
|
10
$91.8
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-396- 75.72% |
$19.6K - $23.1K
|
127
$1.17K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-434- 4.42% |
$21.5K - $25.3K
|
9.39K
$86.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-445Closed |
$22.1K - $25.9K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-497Closed |
$24.6K - $29K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-700- 15.47% |
$34.7K - $40.8K
|
3.82K
$35.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-769- 23.09% |
$38.1K - $44.8K
|
2.56K
$23.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.07K- 9.75% |
$53K - $62.3K
|
9.89K
$90.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.11K- 17.2% |
$55K - $64.6K
|
5.34K
$49K
|