Purchases and Sales Made in Q4 2023 in Icahn Enterprises L.P. (IEP)
This table provides information about the institutional ownership of Icahn Enterprises L.P. (IEP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
98+ 6.01% |
$1.51K - $1.96K
|
1.73K
$15.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94+ 15.82% |
$1.45K - $1.88K
|
688
$6.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
87+ 6.08% |
$1.34K - $1.74K
|
1.52K
$13.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
83+ 6.06% |
$1.28K - $1.66K
|
1.45K
$13K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
67+ 6.01% |
$1.03K - $1.34K
|
1.18K
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
60New |
$924 - $1.2K
|
60
$539
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
49New |
$755 - $982
|
49
$440
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
48New |
$739 - $962
|
48
$431
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
47+ 5.99% |
$724 - $942
|
831
$7.46K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
38+ 1.94% |
$585 - $762
|
2K
$17.9K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38+ 5.85% |
$585 - $762
|
688
$6.18K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37+ 7.6% |
$570 - $741
|
524
$4.71K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27+ 5.87% |
$416 - $541
|
487
$4.37K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16+ 6.08% |
$246 - $321
|
279
$2.51K
|
|
|
Jan 29, 2024
Q4 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
12+ 5.74% |
$185 - $240
|
221
$1.98K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11+ 5.82% |
$169 - $220
|
200
$1.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
11+ 5.88% |
$169 - $220
|
198
$1.78K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 5.65% |
$154 - $200
|
187
$1.68K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 5.56% |
$92.4 - $120
|
114
$1.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5New |
$77 - $100
|
5
$44.9
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3New |
$46.2 - $60.1
|
3
$26.9
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 3.28% |
$30.8 - $40.1
|
63
$566
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 6.67% |
$30.8 - $40.1
|
32
$287
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2+ 0.47% |
$30.8 - $40.1
|
430
$3.86K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 7.14% |
$15.4 - $20
|
15
$135
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 7.69% |
$15.4 - $20
|
14
$126
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 5.56% |
$15.4 - $20
|
19
$171
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-2Closed |
$30.8 - $40.1
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 0.15% |
$61.6 - $80.2
|
2.63K
$23.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 0.51% |
$139 - $180
|
1.76K
$15.8K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-15- 50.0% |
$231 - $301
|
15
$135
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-30Closed |
$462 - $601
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-72- 94.74% |
$1.11K - $1.44K
|
4
$35.9
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-168- 8.96% |
$2.59K - $3.37K
|
1.71K
$15.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-200- 16.67% |
$3.08K - $4.01K
|
1K
$8.98K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-213- 8.97% |
$3.28K - $4.27K
|
2.16K
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-349- 0.25% |
$5.37K - $6.99K
|
141K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-445- 36.81% |
$6.85K - $8.92K
|
764
$6.86K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-494- 93.92% |
$7.61K - $9.9K
|
32
$287
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-575- 95.83% |
$8.86K - $11.5K
|
25
$225
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-619- 18.61% |
$9.53K - $12.4K
|
2.71K
$24.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-678- 3.28% |
$10.4K - $13.6K
|
20K
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-719- 12.12% |
$11.1K - $14.4K
|
5.21K
$46.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.05K- 2.73% |
$16.2K - $21.1K
|
37.6K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.17K- 8.49% |
$18K - $23.4K
|
12.6K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.48K- 7.61% |
$22.8K - $29.7K
|
18K
$161K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.84K- 94.85% |
$28.4K - $36.9K
|
100
$898
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.2K- 9.8% |
$33.9K - $44.1K
|
20.3K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.36K- 6.57% |
$36.3K - $47.3K
|
33.5K
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-2.62K- 18.15% |
$40.3K - $52.4K
|
11.8K
$106K
|