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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 2.28% |
$407 - $473
|
1.57K
$25.8K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 0.05% |
$383 - $446
|
68.7K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
31+ 0.28% |
$360 - $419
|
11K
$181K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
30+ 0.33% |
$349 - $405
|
9.22K
$152K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29+ 0.17% |
$337 - $392
|
17.3K
$285K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
28+ 2.36% |
$325 - $378
|
1.22K
$20K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
27+ 2.34% |
$314 - $365
|
1.18K
$19.5K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 0.05% |
$314 - $365
|
52.9K
$872K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26+ 0.17% |
$302 - $351
|
15.2K
$250K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 2.37% |
$267 - $311
|
994
$16.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
23+ 0.35% |
$267 - $311
|
6.63K
$109K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
22+ 0.17% |
$256 - $297
|
13.1K
$217K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 0.21% |
$244 - $284
|
10.2K
$168K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
20+ 0.05% |
$232 - $270
|
42.9K
$707K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20+ 0.05% |
$232 - $270
|
42.9K
$707K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19+ 0.04% |
$221 - $257
|
50.2K
$826K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13+ 2.33% |
$151 - $176
|
571
$9.41K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.06% |
$151 - $176
|
21.5K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$139 - $162
|
12
$198
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11+ 2.23% |
$128 - $149
|
505
$8.32K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
10+ 0.02% |
$116 - $135
|
40.5K
$667K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
10New |
$116 - $135
|
10
$165
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9+ 0.06% |
$105 - $122
|
14.3K
$235K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 0.53% |
$93 - $108
|
1.53K
$25.1K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5+ 0.02% |
$58.1 - $67.5
|
30.9K
$509K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.23% |
$58.1 - $67.5
|
2.14K
$35.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$34.9 - $40.5
|
94.3K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 2.0% |
$23.2 - $27
|
102
$1.68K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 4.35% |
$23.2 - $27
|
48
$791
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.82% |
$23.2 - $27
|
112
$1.85K
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$11.6 - $13.5
|
38K
$626K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-10- -0.0% |
$116 - $135
|
263K
$4.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10- 3.79% |
$116 - $135
|
254
$4.19K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-33- 0.32% |
$383 - $446
|
10.2K
$168K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-33- 0.03% |
$383 - $446
|
112K
$1.84M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-48- 0.33% |
$558 - $648
|
14.7K
$242K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-64- 0.44% |
$744 - $864
|
14.6K
$240K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-77- 3.96% |
$895 - $1.04K
|
1.87K
$30.8K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-116- 0.68% |
$1.35K - $1.57K
|
16.8K
$278K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-119- 0.72% |
$1.38K - $1.61K
|
16.4K
$271K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-128- 0.7% |
$1.49K - $1.73K
|
18K
$297K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-150- 0.77% |
$1.74K - $2.03K
|
19.3K
$318K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-155- 24.22% |
$1.8K - $2.09K
|
485
$7.99K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-200- 0.08% |
$2.32K - $2.7K
|
254K
$4.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-207- 0.1% |
$2.41K - $2.79K
|
212K
$3.49M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-249- 1.84% |
$2.89K - $3.36K
|
13.3K
$219K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-250- 0.59% |
$2.91K - $3.38K
|
42.3K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-253- 1.52% |
$2.94K - $3.42K
|
16.4K
$269K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-270- 1.67% |
$3.14K - $3.65K
|
15.9K
$262K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-300- 0.29% |
$3.49K - $4.05K
|
104K
$1.71M
|