Latest Institutional Transactions on Icahn Enterprises L.P. (IEP)
This table provides information on the latest institutional transactions involving Icahn Enterprises L.P. (IEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
356New |
$7.34K - $18.8K
|
356
$3.44K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
7.05K+ 137.51% |
$145K - $372K
|
12.2K
$118K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$103 - $264
|
5
$48.4
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.95K- 15.32% |
$60.8K - $155K
|
16.3K
$158K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
884+ 11.49% |
$18.2K - $46.7K
|
8.58K
$82.9K
|
|
| Q1 2023 | |||||||
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5.85KNew |
$294K - $318K
|
5.85K
$56.6K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
20+ 10.0% |
$1.01K - $1.09K
|
220
$2.13K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.94KNew |
$349K - $378K
|
6.94K
$67.1K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.45KNew |
$224K - $242K
|
4.45K
$43K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.83K+ 11.64% |
$193K - $208K
|
36.7K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.69KNew |
$286K - $310K
|
5.69K
$55K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-72- 6.33% |
$3.62K - $3.92K
|
1.07K
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.91KNew |
$247K - $267K
|
4.91K
$47.5K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-4.71K- 48.25% |
$237K - $256K
|
5.05K
$48.9K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.06K- 10.46% |
$53.4K - $57.7K
|
9.09K
$87.9K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
17.8KNew |
$898K - $970K
|
17.8K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-19.5K- 4.35% |
$980K - $1.06M
|
428K
$4.14M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.03K+ 1.75% |
$51.9K - $56.1K
|
59.8K
$578K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.39KNew |
$221K - $239K
|
4.39K
$42.4K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.12% |
$604 - $653
|
9.86K
$95.3K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
25+ 0.52% |
$1.26K - $1.36K
|
4.81K
$46.5K
|
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
23New |
$1.16K - $1.25K
|
23
$222
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$654 - $707
|
13
$126
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-600- 13.22% |
$30.2K - $32.7K
|
3.94K
$38.1K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200+ 83.33% |
$10.1K - $10.9K
|
440
$4.25K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
9New |
$453 - $490
|
9
$87
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
21KNew |
$1.06M - $1.14M
|
21K
$203K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.39KNew |
$221K - $239K
|
4.39K
$42.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-966- 17.73% |
$48.6K - $52.6K
|
4.48K
$43.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.1K - $10.9K
|
200
$1.93K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
390+ 8.42% |
$19.6K - $21.2K
|
5.02K
$48.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
324+ 4.79% |
$16.3K - $17.6K
|
7.08K
$68.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
50New |
$2.52K - $2.72K
|
50
$484
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
502+ 5.41% |
$25.3K - $27.3K
|
9.77K
$94.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$403 - $435
|
8
$77.4
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
200+ 4.76% |
$10.1K - $10.9K
|
4.4K
$42.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
593+ 120.53% |
$29.9K - $32.3K
|
1.09K
$10.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-114- 1.46% |
$5.74K - $6.2K
|
7.7K
$74.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1K+ 12.11% |
$50K - $54.7K
|
9.26K
$89.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-462- 7.88% |
$23.1K - $25.3K
|
5.4K
$52.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.03K+ 52.52% |
$251K - $275K
|
14.6K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-8.84K- 96.04% |
$442K - $484K
|
365
$3.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.18K- 20.61% |
$109K - $119K
|
8.41K
$81.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
99New |
$4.95K - $5.42K
|
99
$957
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-353- 1.41% |
$17.6K - $19.3K
|
24.6K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
683New |
$34.1K - $37.4K
|
683
$6.6K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
47+ 0.78% |
$2.35K - $2.57K
|
6.05K
$58.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
60+ 1.04% |
$3K - $3.28K
|
5.83K
$56.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
329+ 0.91% |
$16.4K - $18K
|
36.6K
$354K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
157+ 2.68% |
$7.85K - $8.59K
|
6.01K
$58.1K
|
|