Purchases and Sales Made in Q1 2023 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q1 2023. 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 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2M+ 51.56% |
$142M - $165M
|
36M
$678M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.71M+ 13.55% |
$89.6M - $104M
|
64.6M
$1.22B
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.48M+ 26.17% |
$40.5M - $47M
|
16.8M
$317M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.1M+ 323.57% |
$24.4M - $28.4M
|
2.75M
$51.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47M+ 1557.34% |
$17.1M - $19.9M
|
1.57M
$29.5M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
991K+ 7448.41% |
$11.5M - $13.4M
|
1M
$18.9M
|
|
|
May 17, 2023
Q1 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
900K+ 65.55% |
$10.5M - $12.2M
|
2.27M
$42.9M
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
868KNew |
$10.1M - $11.7M
|
868K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
844K+ 12.72% |
$9.81M - $11.4M
|
7.48M
$141M
|
|
|
May 15, 2023
Q1 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
710K+ 73.49% |
$8.26M - $9.59M
|
1.68M
$31.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
578KNew |
$6.72M - $7.8M
|
578K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
- |
520K+ 26.45% |
$6.04M - $7.02M
|
2.48M
$46.9M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
325KNew |
$3.77M - $4.38M
|
325K
$6.12M
|
|
|
May 10, 2023
Q1 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
269KNew |
$3.13M - $3.63M
|
269K
$5.08M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
265K+ 2.1% |
$3.08M - $3.57M
|
12.9M
$243M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
255KNew |
$2.96M - $3.44M
|
255K
$4.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
230K+ 1149.21% |
$2.67M - $3.1M
|
250K
$4.71M
|
|
|
May 12, 2023
Q1 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
229K+ 1353.03% |
$2.66M - $3.09M
|
246K
$4.64M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
229K+ 372.61% |
$2.66M - $3.09M
|
290K
$5.48M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
228K+ 5.53% |
$2.65M - $3.07M
|
4.34M
$81.9M
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
203K+ 3.56% |
$2.36M - $2.74M
|
5.91M
$111M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
188K+ 8.12% |
$2.19M - $2.54M
|
2.51M
$47.3M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
181KNew |
$2.1M - $2.44M
|
181K
$3.41M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
175K+ 3.42% |
$2.03M - $2.36M
|
5.29M
$99.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175K+ 7.45% |
$2.03M - $2.36M
|
2.52M
$47.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
164K+ 16.28% |
$1.91M - $2.21M
|
1.17M
$22.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
158K+ 188.2% |
$1.84M - $2.13M
|
242K
$4.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
155K+ 1.95% |
$1.8M - $2.1M
|
8.14M
$154M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
155K+ 50.51% |
$1.8M - $2.09M
|
462K
$8.72M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
144K+ 41.05% |
$1.67M - $1.95M
|
495K
$9.34M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
128K+ 4.46% |
$1.49M - $1.73M
|
3M
$56.6M
|
|
|
May 15, 2023
Q1 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
127K+ 4.29% |
$1.47M - $1.71M
|
3.08M
$58.1M
|
|
|
May 04, 2023
Q1 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
126K+ 125.8% |
$1.46M - $1.7M
|
226K
$4.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
124K+ 22.32% |
$1.44M - $1.68M
|
681K
$12.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
118KNew |
$1.37M - $1.59M
|
118K
$2.22M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
117K+ 63.63% |
$1.37M - $1.59M
|
302K
$5.7M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
113K+ 206.51% |
$1.31M - $1.53M
|
168K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
113K+ 30.66% |
$1.31M - $1.53M
|
482K
$9.09M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
112K+ 33.08% |
$1.3M - $1.51M
|
450K
$8.48M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
110K+ 2.83% |
$1.27M - $1.48M
|
3.98M
$75M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$1.2M - $1.39M
|
103K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
103K+ 318.88% |
$1.2M - $1.39M
|
135K
$2.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
102K+ 3.55% |
$1.19M - $1.38M
|
2.99M
$56.3M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
94.5K+ 1.12% |
$1.1M - $1.28M
|
8.56M
$161M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
82.3K+ 921.54% |
$956K - $1.11M
|
91.2K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
81.1K+ 169.63% |
$942K - $1.09M
|
129K
$2.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
77.6KNew |
$902K - $1.05M
|
77.6K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77.3K+ 5.44% |
$898K - $1.04M
|
1.5M
$28.3M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
76.8KNew |
$892K - $1.04M
|
76.8K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
75.7K+ 83.23% |
$880K - $1.02M
|
167K
$3.14M
|