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 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6.81K- 15.68% |
$79.2K - $92K
|
36.6K
$604K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-7.2K- 7.29% |
$83.7K - $97.2K
|
91.6K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-7.54K- 1.79% |
$87.6K - $102K
|
415K
$6.83M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8.06K- 4.69% |
$93.6K - $109K
|
164K
$2.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.09K- 6.29% |
$94K - $109K
|
120K
$1.99M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.38K- 2.97% |
$97.4K - $113K
|
274K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-8.39K- 10.41% |
$97.5K - $113K
|
72.2K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-8.83K- 1.56% |
$103K - $119K
|
556K
$9.16M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.83K- 11.76% |
$103K - $119K
|
66.3K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.16K- 39.65% |
$106K - $124K
|
13.9K
$230K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.56K- 26.52% |
$111K - $129K
|
26.5K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9.83K- 32.98% |
$114K - $133K
|
20K
$329K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9.99K- 82.17% |
$116K - $135K
|
2.17K
$35.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10K- 10.98% |
$116K - $135K
|
81.1K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.4K- 80.67% |
$121K - $141K
|
2.5K
$41.2K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.4K- 41.96% |
$121K - $141K
|
14.4K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-10.6K- 99.9% |
$123K - $143K
|
11
$181
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11K- 36.22% |
$128K - $148K
|
19.3K
$319K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.2K- 2.0% |
$130K - $152K
|
550K
$9.07M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11.8K- 18.23% |
$137K - $160K
|
53K
$873K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-13.5K- 2.45% |
$157K - $182K
|
538K
$8.87M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-15.4K- 1.39% |
$179K - $208K
|
1.09M
$18M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-15.5K- 20.0% |
$180K - $209K
|
62K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.8K- 15.54% |
$184K - $213K
|
85.9K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-16K- 2.1% |
$186K - $216K
|
746K
$12.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16K- 4.43% |
$186K - $216K
|
346K
$5.7M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-16.1K- 13.93% |
$187K - $217K
|
99.4K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-17.1K- 33.2% |
$199K - $231K
|
34.4K
$567K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-17.8K- 1.8% |
$207K - $241K
|
970K
$16M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.1K- 52.04% |
$210K - $244K
|
16.7K
$274K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-19.6K- 93.77% |
$228K - $265K
|
1.31K
$21.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20.1K- 59.88% |
$233K - $271K
|
13.4K
$222K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-20.1K- 32.86% |
$233K - $271K
|
41.1K
$677K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-20.3K- 98.89% |
$236K - $275K
|
229
$3.77K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-21.2K- 52.5% |
$246K - $286K
|
19.2K
$316K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-22.5K- 8.4% |
$261K - $304K
|
245K
$4.04M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22.5K- 33.34% |
$261K - $304K
|
45K
$741K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-22.8K- 48.57% |
$265K - $308K
|
24.1K
$398K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-23.4K- 61.29% |
$272K - $316K
|
14.8K
$244K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.7K- 12.47% |
$275K - $319K
|
166K
$2.74M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-25.3K- 48.52% |
$294K - $341K
|
26.8K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28.4K- 6.31% |
$330K - $384K
|
422K
$6.96M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-30K- 57.28% |
$349K - $405K
|
22.4K
$369K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-31K- 40.18% |
$361K - $419K
|
46.2K
$761K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-33.2K- 33.43% |
$386K - $449K
|
66.2K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-34.3K- 26.45% |
$399K - $463K
|
95.4K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-35.4K- 9.04% |
$411K - $478K
|
356K
$5.87M
|
|
|
May 02, 2023
Q1 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-36K- 0.14% |
$418K - $486K
|
25.4M
$419M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-37.7K- 54.95% |
$438K - $508K
|
30.9K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-39.8K- 14.89% |
$463K - $537K
|
228K
$3.75M
|