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 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.75K- 2.86% |
$20.3K - $23.6K
|
59.5K
$1.12M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.78KClosed |
$20.7K - $24K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.9K- 5.35% |
$22.1K - $25.7K
|
33.6K
$634K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.98K- 6.26% |
$23K - $26.7K
|
29.6K
$558K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.98K- 9.04% |
$23K - $26.7K
|
19.9K
$376K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.98K- 13.54% |
$23K - $26.8K
|
12.7K
$239K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2K- 9.39% |
$23.2K - $27K
|
19.3K
$364K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2K- 10.07% |
$23.2K - $27K
|
17.9K
$337K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.05K- 28.28% |
$23.8K - $27.7K
|
5.2K
$98K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.06K- 4.04% |
$23.9K - $27.8K
|
48.9K
$923K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-2.09K- 29.68% |
$24.3K - $28.3K
|
4.96K
$93.5K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.1K- 16.92% |
$24.4K - $28.3K
|
10.3K
$194K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.34K- 0.36% |
$27.2K - $31.6K
|
639K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.36K- 12.42% |
$27.4K - $31.8K
|
16.6K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.48K- 0.53% |
$28.8K - $33.4K
|
460K
$8.68M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.5K- 2.33% |
$29K - $33.7K
|
105K
$1.98M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-2.5K- 14.33% |
$29K - $33.8K
|
14.9K
$282K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.67K- 13.02% |
$31K - $36.1K
|
17.8K
$336K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.71K- 12.54% |
$31.5K - $36.6K
|
18.9K
$357K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-2.73K- 4.4% |
$31.7K - $36.9K
|
59.4K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.76K- 42.2% |
$32.1K - $37.3K
|
3.78K
$71.3K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.82K- 17.28% |
$32.7K - $38K
|
13.5K
$254K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.83K- 7.8% |
$32.9K - $38.2K
|
33.5K
$631K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.85K- 9.53% |
$33.1K - $38.5K
|
27.1K
$511K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3K- 13.8% |
$34.9K - $40.5K
|
18.7K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-3.02K- 3.65% |
$35.1K - $40.8K
|
79.7K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.09K- 6.32% |
$35.9K - $41.7K
|
45.8K
$863K
|
|
|
May 12, 2023
Q1 2023
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-3.33K- 24.44% |
$38.7K - $45K
|
10.3K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.37K- 3.45% |
$39.1K - $45.4K
|
94.1K
$1.78M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.48K- 3.4% |
$40.4K - $46.9K
|
98.6K
$1.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.48K- 3.99% |
$40.4K - $47K
|
83.7K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.5K- 6.13% |
$40.7K - $47.2K
|
53.5K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.69K- 2.55% |
$42.9K - $49.8K
|
141K
$2.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.86K- 2.57% |
$44.9K - $52.1K
|
146K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.99K- 1.21% |
$46.4K - $53.9K
|
325K
$6.14M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.05K- 6.82% |
$47.1K - $54.7K
|
55.4K
$1.04M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.16K- 1.68% |
$48.3K - $56.1K
|
244K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-4.2K- 0.93% |
$48.8K - $56.7K
|
448K
$8.45M
|
|
|
May 05, 2023
Q1 2023
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-4.28K- 9.54% |
$49.7K - $57.8K
|
40.6K
$765K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.43K- 2.59% |
$51.4K - $59.7K
|
166K
$3.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-4.84K- 24.95% |
$56.2K - $65.3K
|
14.6K
$275K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4.95K- 17.63% |
$57.5K - $66.8K
|
23.1K
$436K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-4.95K- 13.94% |
$57.6K - $66.9K
|
30.6K
$577K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.99K- 13.46% |
$57.9K - $67.3K
|
32K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.06K- 1.95% |
$58.8K - $68.3K
|
254K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-5.44K- 3.58% |
$63.2K - $73.4K
|
146K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-5.53K- 3.05% |
$64.2K - $74.6K
|
176K
$3.31M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.19K- 21.55% |
$71.9K - $83.5K
|
22.5K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-6.33K- 17.41% |
$73.5K - $85.4K
|
30K
$566K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.37K- 24.15% |
$74K - $86K
|
20K
$377K
|