Purchases and Sales Made in Q4 2022 in Icahn Enterprises L.P. (IEP)
This table provides information about the institutional ownership of Icahn Enterprises L.P. (IEP) during Q4 2022. 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 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.7KNew |
$185K - $203K
|
3.7K
$42K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.54KNew |
$177K - $194K
|
3.54K
$40.2K
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.16K+ 51.75% |
$158K - $173K
|
9.27K
$105K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.12K+ 1283.54% |
$156K - $171K
|
3.36K
$38.1K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.94K+ 15.33% |
$147K - $161K
|
22.1K
$251K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.75K+ 11.06% |
$138K - $151K
|
27.6K
$313K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.45K+ 1.84% |
$122K - $134K
|
136K
$1.54M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.42K+ 11.57% |
$121K - $133K
|
23.3K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.34K+ 4.39% |
$117K - $128K
|
55.7K
$632K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.27K+ 7.39% |
$113K - $124K
|
32.9K
$373K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 18.8% |
$74.2K - $81.3K
|
9.38K
$106K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4K+ 34.58% |
$70K - $76.6K
|
5.45K
$61.8K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.24K+ 6.64% |
$62K - $67.9K
|
19.9K
$226K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.14KNew |
$56.9K - $62.3K
|
1.14K
$12.9K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.08K+ 3.94% |
$53.9K - $59K
|
28.5K
$323K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.04K+ 4.62% |
$52K - $56.9K
|
23.6K
$267K
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1K+ 12.11% |
$50K - $54.7K
|
9.26K
$105K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
976+ 11.08% |
$48.8K - $53.4K
|
9.79K
$111K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
801+ 6.67% |
$40K - $43.8K
|
12.8K
$145K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
798+ 10.23% |
$39.9K - $43.7K
|
8.6K
$97.5K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
724+ 15.1% |
$36.2K - $39.6K
|
5.52K
$62.6K
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
724+ 15.1% |
$36.2K - $39.6K
|
5.52K
$62.6K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
690+ 16.84% |
$34.5K - $37.8K
|
4.79K
$54.3K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
683New |
$34.1K - $37.4K
|
683
$7.75K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
662+ 14.16% |
$33.1K - $36.2K
|
5.34K
$60.5K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
578New |
$28.9K - $31.6K
|
578
$6.55K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
492New |
$24.6K - $26.9K
|
492
$5.58K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
422+ 3.05% |
$21.1K - $23.1K
|
14.3K
$162K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
398+ 4.21% |
$19.9K - $21.8K
|
9.85K
$112K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
387+ 8.64% |
$19.3K - $21.2K
|
4.87K
$55.2K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
329+ 0.91% |
$16.4K - $18K
|
36.6K
$415K
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
316+ 4.9% |
$15.8K - $17.3K
|
6.76K
$76.7K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
294+ 3.97% |
$14.7K - $16.1K
|
7.69K
$87.2K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
291+ 2.35% |
$14.5K - $15.9K
|
12.7K
$143K
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
287+ 6.61% |
$14.3K - $15.7K
|
4.63K
$52.5K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
280+ 2.52% |
$14K - $15.3K
|
11.4K
$129K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
210New |
$10.5K - $11.5K
|
210
$2.38K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 8.13% |
$9.99K - $10.9K
|
2.66K
$30.2K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
200New |
$9.99K - $10.9K
|
200
$2.27K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
193New |
$9.64K - $10.6K
|
193
$2.19K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
179+ 3.85% |
$8.94K - $9.79K
|
4.83K
$54.8K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
157+ 2.68% |
$7.85K - $8.59K
|
6.01K
$68.1K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
149New |
$7.45K - $8.15K
|
149
$1.69K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
149+ 3.38% |
$7.45K - $8.15K
|
4.56K
$51.7K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100New |
$5K - $5.47K
|
100
$1.13K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
100New |
$5K - $5.47K
|
100
$1.13K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
99New |
$4.95K - $5.42K
|
99
$1.12K
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
64+ 3.92% |
$3.2K - $3.5K
|
1.7K
$19.3K
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
60+ 1.04% |
$3K - $3.28K
|
5.83K
$66.1K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49+ 3.07% |
$2.45K - $2.68K
|
1.64K
$18.6K
|