Purchases and Sales Made in Q1 2022 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q1 2022. The information is specifically focused on institutions that hold shares of Energy Transfer LP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10.7KNew |
$93.2K - $123K
|
10.7K
$196K
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
10.7KNew |
$92.9K - $123K
|
10.7K
$195K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7KNew |
$92.8K - $123K
|
10.7K
$195K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10.6K+ 28.31% |
$92.3K - $122K
|
48K
$878K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$92.3K - $122K
|
10.6K
$194K
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
10.5KNew |
$91.8K - $122K
|
10.5K
$193K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3KNew |
$89.9K - $119K
|
10.3K
$189K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
10.3K+ 7.78% |
$89.4K - $118K
|
142K
$2.6M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1K+ 3.99% |
$87.7K - $116K
|
263K
$4.8M
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
10.1KNew |
$87.5K - $116K
|
10.1K
$184K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
10K+ 64.51% |
$87.3K - $116K
|
25.6K
$467K
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$87.2K - $115K
|
10K
$183K
|
|
May 10, 2022
Q1 2022
|
Terril Brothers, Inc.
|
BUY
|
- |
10K+ 4.23% |
$87.1K - $115K
|
246K
$4.5M
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
10KNew |
$87.1K - $115K
|
10K
$183K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.6KNew |
$83.6K - $111K
|
9.6K
$175K
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9.56K+ 1.67% |
$83.3K - $110K
|
582K
$10.6M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.5K+ 69.95% |
$82.8K - $110K
|
23.1K
$422K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$82.7K - $110K
|
9.5K
$174K
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
9.43K+ 72.51% |
$82.1K - $109K
|
22.4K
$410K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
9.2K+ 4.24% |
$80.1K - $106K
|
226K
$4.14M
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
8.88K+ 18.79% |
$77.3K - $102K
|
56.1K
$1.03M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.66K+ 19.91% |
$75.5K - $99.9K
|
52.2K
$954K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
8.63K+ 68.16% |
$75.1K - $99.5K
|
21.3K
$389K
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
8.28K+ 9.74% |
$72.2K - $95.5K
|
93.3K
$1.71M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.58K+ 10.32% |
$66K - $87.4K
|
81K
$1.48M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
7.45K+ 18.08% |
$64.9K - $85.9K
|
48.6K
$889K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
7.39K+ 50.81% |
$64.4K - $85.3K
|
21.9K
$401K
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
7.14K+ 9.06% |
$62.2K - $82.3K
|
85.9K
$1.57M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.01K+ 54.08% |
$61.1K - $80.8K
|
20K
$365K
|
|
May 03, 2022
Q1 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.69K+ 26.55% |
$58.3K - $77.2K
|
31.9K
$583K
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.45K+ 23.2% |
$56.1K - $74.3K
|
34.2K
$626K
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
BUY
|
- |
6.35K+ 1.28% |
$55.3K - $73.2K
|
501K
$9.17M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.34K+ 22.29% |
$55.3K - $73.1K
|
34.8K
$636K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.21K+ 27.34% |
$54.1K - $71.6K
|
28.9K
$529K
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6.11K+ 2.45% |
$53.2K - $70.5K
|
255K
$4.66M
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6KNew |
$52.3K - $69.2K
|
6K
$110K
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
BUY
|
- |
6K+ 50.0% |
$52.3K - $69.2K
|
18K
$329K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
5.99K+ 139.78% |
$52.2K - $69K
|
10.3K
$188K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.92K+ 6.73% |
$51.6K - $68.3K
|
93.9K
$1.72M
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5.92KNew |
$51.5K - $68.2K
|
5.92K
$108K
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.83K+ 11.17% |
$50.8K - $67.3K
|
58K
$1.06M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.75KNew |
$50.1K - $66.3K
|
5.75K
$105K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.7KNew |
$49.6K - $65.7K
|
5.7K
$104K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.63K+ 42.88% |
$49K - $64.9K
|
18.8K
$343K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
5.5KNew |
$47.9K - $63.4K
|
5.5K
$101K
|
|
May 10, 2022
Q1 2022
|
Searle & Co.
|
BUY
|
- |
5.45K+ 45.38% |
$47.4K - $62.8K
|
17.4K
$319K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.44K+ 6.42% |
$47.4K - $62.8K
|
90.3K
$1.65M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.38K+ 15.4% |
$46.8K - $62K
|
40.3K
$736K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.26K+ 7.48% |
$45.8K - $60.6K
|
75.5K
$1.38M
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5K+ 33.19% |
$43.6K - $57.7K
|
20.1K
$367K
|