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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-300- 0.29% |
$3.49K - $4.05K
|
104K
$2.03M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-310- 7.21% |
$3.6K - $4.19K
|
3.99K
$78K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-335- 50.68% |
$3.89K - $4.52K
|
326
$6.38K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-342- 2.83% |
$3.97K - $4.62K
|
11.8K
$230K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-350- 2.9% |
$4.07K - $4.73K
|
11.7K
$230K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-356- 0.54% |
$4.14K - $4.81K
|
65.2K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-375- 0.13% |
$4.36K - $5.06K
|
286K
$5.6M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-389- 8.89% |
$4.52K - $5.25K
|
3.99K
$78K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-400- 1.91% |
$4.65K - $5.4K
|
20.5K
$402K
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-416- 0.3% |
$4.83K - $5.62K
|
138K
$2.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-437- 1.98% |
$5.08K - $5.9K
|
21.6K
$423K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-454- 10.22% |
$5.28K - $6.13K
|
3.99K
$78K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-500- 1.22% |
$5.81K - $6.75K
|
40.4K
$790K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-537- 0.38% |
$6.24K - $7.25K
|
142K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-570- 0.34% |
$6.62K - $7.7K
|
166K
$3.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-582- 64.24% |
$6.76K - $7.86K
|
324
$6.34K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-600- 3.3% |
$6.97K - $8.1K
|
17.6K
$344K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-600- 2.99% |
$6.97K - $8.1K
|
19.5K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-636- 4.55% |
$7.39K - $8.59K
|
13.3K
$261K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-698- 4.54% |
$8.11K - $9.42K
|
14.7K
$287K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-755- 0.62% |
$8.77K - $10.2K
|
122K
$2.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-777- 4.05% |
$9.03K - $10.5K
|
18.4K
$361K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-785- 4.68% |
$9.12K - $10.6K
|
16K
$313K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-810- 4.8% |
$9.41K - $10.9K
|
16.1K
$314K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-818- 3.64% |
$9.51K - $11K
|
21.7K
$424K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-830- 1.87% |
$9.64K - $11.2K
|
43.5K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-842- 5.76% |
$9.78K - $11.4K
|
13.8K
$269K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-868- 2.1% |
$10.1K - $11.7K
|
40.5K
$793K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-870- 1.24% |
$10.1K - $11.7K
|
69.5K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-900- 0.71% |
$10.5K - $12.2K
|
126K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-910- 77.05% |
$10.6K - $12.3K
|
271
$5.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-918- 11.09% |
$10.7K - $12.4K
|
7.36K
$144K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-940- 2.97% |
$10.9K - $12.7K
|
30.7K
$601K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-962- 1.75% |
$11.2K - $13K
|
53.9K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1K- 5.68% |
$11.6K - $13.5K
|
16.6K
$325K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1K- 7.72% |
$11.6K - $13.5K
|
12K
$234K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1K- 5.7% |
$11.6K - $13.5K
|
16.6K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.05K- 8.13% |
$12.2K - $14.2K
|
11.9K
$233K
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.11K- 4.44% |
$12.9K - $15K
|
24K
$469K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.15K- 0.59% |
$13.4K - $15.6K
|
193K
$3.78M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.25K- 4.89% |
$14.5K - $16.9K
|
24.3K
$476K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.47K- 0.36% |
$17.1K - $19.9K
|
404K
$7.91M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.48K- 0.89% |
$17.2K - $20K
|
164K
$3.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.5K- 0.56% |
$17.4K - $20.3K
|
264K
$5.17M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.5K- 29.67% |
$17.4K - $20.3K
|
3.56K
$69.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.52K- 51.09% |
$17.6K - $20.5K
|
1.45K
$28.4K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.69K- 7.8% |
$19.7K - $22.8K
|
20K
$391K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.71K- 2.8% |
$19.9K - $23.1K
|
59.4K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.73K- 2.69% |
$20.1K - $23.4K
|
62.7K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.74K- 12.82% |
$20.2K - $23.5K
|
11.8K
$232K
|