Purchases and Sales Made in Q4 2023 in Enterprise Products Partners L.P. (EPD)
This table provides information about the institutional ownership of Enterprise Products Partners L.P. (EPD) during Q4 2023. The information is specifically focused on institutions that hold shares of ENTERPRISE PRODUCTS PARTNERS L.P..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
368+ 0.79% |
$9.53K - $10.2K
|
47K
$1.52M
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
368New |
$9.53K - $10.2K
|
368
$11.9K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
361+ 28.27% |
$9.35K - $9.99K
|
1.64K
$53.1K
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
348+ 1.71% |
$9.01K - $9.63K
|
20.7K
$672K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
330New |
$8.54K - $9.13K
|
330
$10.7K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
328+ 1.9% |
$8.49K - $9.08K
|
17.6K
$569K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
316+ 0.61% |
$8.18K - $8.75K
|
52K
$1.69M
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
310+ 2.92% |
$8.03K - $8.58K
|
10.9K
$354K
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
309+ 1.49% |
$8K - $8.55K
|
21.1K
$684K
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
300+ 1.57% |
$7.77K - $8.3K
|
19.4K
$631K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
300New |
$7.77K - $8.3K
|
300
$9.73K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
294+ 3.2% |
$7.61K - $8.14K
|
9.49K
$308K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
293+ 0.33% |
$7.59K - $8.11K
|
88.4K
$2.87M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
289+ 0.4% |
$7.48K - $8K
|
73.1K
$2.37M
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
286+ 3.18% |
$7.4K - $7.92K
|
9.27K
$301K
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
279+ 1.25% |
$7.22K - $7.72K
|
22.7K
$736K
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
275+ 0.39% |
$7.12K - $7.61K
|
71.2K
$2.31M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
274+ 1053.85% |
$7.09K - $7.58K
|
300
$9.73K
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
268+ 1.99% |
$6.94K - $7.42K
|
13.7K
$446K
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
264+ 1.89% |
$6.83K - $7.31K
|
14.3K
$462K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
262+ 0.79% |
$6.78K - $7.25K
|
33.4K
$1.08M
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
260+ 7.39% |
$6.73K - $7.2K
|
3.78K
$123K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
260+ 0.65% |
$6.73K - $7.2K
|
40.5K
$1.31M
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
250+ 2.04% |
$6.47K - $6.92K
|
12.5K
$405K
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
250+ 1.47% |
$6.47K - $6.92K
|
17.2K
$559K
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
249+ 3.08% |
$6.45K - $6.89K
|
8.33K
$270K
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
244+ 1.81% |
$6.32K - $6.75K
|
13.7K
$445K
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
241+ 0.63% |
$6.24K - $6.67K
|
38.6K
$1.25M
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
228+ 1.06% |
$5.9K - $6.31K
|
21.8K
$707K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
211New |
$5.46K - $5.84K
|
211
$6.84K
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
202+ 1.63% |
$5.23K - $5.59K
|
12.6K
$409K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
200New |
$5.18K - $5.54K
|
200
$6.49K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
200New |
$5.18K - $5.54K
|
200
$6.49K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
200+ 0.28% |
$5.18K - $5.54K
|
72.4K
$2.35M
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
200New |
$5.18K - $5.54K
|
200
$6.49K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
200+ 35.59% |
$5.18K - $5.54K
|
762
$24.7K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
197+ 0.95% |
$5.1K - $5.45K
|
21K
$682K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
196+ 7.21% |
$5.07K - $5.43K
|
2.92K
$94.6K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
195New |
$5.05K - $5.4K
|
195
$6.33K
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
195+ 1.26% |
$5.05K - $5.4K
|
15.6K
$506K
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
187+ 2.14% |
$4.84K - $5.18K
|
8.92K
$289K
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
185+ 1.34% |
$4.79K - $5.12K
|
14K
$453K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
180New |
$4.66K - $4.98K
|
180
$5.84K
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
179+ 1.89% |
$4.63K - $4.95K
|
9.63K
$312K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
175+ 1.33% |
$4.53K - $4.84K
|
13.3K
$431K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
169+ 1.11% |
$4.38K - $4.68K
|
15.4K
$499K
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
168+ 1.84% |
$4.35K - $4.65K
|
9.3K
$302K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
164+ 1.05% |
$4.25K - $4.54K
|
15.7K
$510K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
161+ 0.82% |
$4.17K - $4.46K
|
19.9K
$645K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
158+ 1.82% |
$4.09K - $4.37K
|
8.85K
$287K
|