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 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
72K+ 562.5% |
$837K - $972K
|
84.8K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
65.8K+ 0.31% |
$764K - $888K
|
21.6M
$422M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
63.9K+ 35.13% |
$743K - $863K
|
246K
$4.81M
|
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
59.6K+ 84.66% |
$693K - $805K
|
130K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
59.4KNew |
$690K - $802K
|
59.4K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
56.9K+ 40.06% |
$662K - $769K
|
199K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
56.5KNew |
$656K - $763K
|
56.5K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
56.3K+ 8.55% |
$655K - $761K
|
716K
$14M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
56.2K+ 26.81% |
$653K - $758K
|
266K
$5.2M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
55.5KNew |
$645K - $749K
|
55.5K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
52.2K+ 36.6% |
$607K - $705K
|
195K
$3.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51.4KNew |
$598K - $695K
|
51.4K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51.4K+ 122.45% |
$597K - $694K
|
93.4K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
51.1K+ 3.16% |
$594K - $690K
|
1.67M
$32.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
49.9K+ 44.27% |
$580K - $674K
|
163K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.8K+ 32.66% |
$579K - $673K
|
202K
$3.96M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48.2K+ 7.54% |
$560K - $651K
|
688K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
46.3KNew |
$538K - $626K
|
46.3K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
46.3K+ 7.02% |
$537K - $624K
|
705K
$13.8M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
45.7KNew |
$531K - $617K
|
45.7K
$894K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
45.5KNew |
$529K - $614K
|
45.5K
$890K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
44.8K+ 11.32% |
$520K - $605K
|
441K
$8.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44.6KNew |
$518K - $602K
|
44.6K
$872K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.4K+ 15.93% |
$504K - $586K
|
316K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
41.1KNew |
$478K - $555K
|
41.1K
$805K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
40.7KNew |
$472K - $549K
|
40.7K
$796K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.4K+ 3.43% |
$458K - $532K
|
1.19M
$23.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
38K+ 57.41% |
$441K - $513K
|
104K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
37.4KNew |
$434K - $504K
|
37.4K
$731K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
36K+ 160.35% |
$418K - $486K
|
58.5K
$1.14M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
35.5K+ 27.16% |
$412K - $479K
|
166K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
34.8KNew |
$404K - $469K
|
34.8K
$680K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
34KNew |
$395K - $459K
|
34K
$666K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
31.6KNew |
$367K - $426K
|
31.6K
$618K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31.6K+ 8.48% |
$367K - $426K
|
404K
$7.9M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
30.7KNew |
$357K - $415K
|
30.7K
$602K
|
|
|
May 12, 2023
Q1 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
30KNew |
$349K - $405K
|
30K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.9K+ 20.89% |
$348K - $404K
|
173K
$3.39M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
29.5KNew |
$343K - $399K
|
29.5K
$578K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
29.4KNew |
$342K - $397K
|
29.4K
$575K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
29.3K+ 23.32% |
$341K - $396K
|
155K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.2K+ 18.25% |
$339K - $394K
|
189K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
28.3K+ 3.14% |
$329K - $382K
|
928K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.7K+ 6.04% |
$321K - $374K
|
486K
$9.5M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
27.5K+ 2.27% |
$320K - $371K
|
1.24M
$24.3M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27.2K+ 12628.84% |
$316K - $367K
|
27.4K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27K+ 62.36% |
$314K - $365K
|
70.4K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.8K+ 8.03% |
$311K - $362K
|
360K
$7.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
26.7K+ 106.83% |
$311K - $361K
|
51.7K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
BUY
|
- |
25.9K+ 5.72% |
$301K - $349K
|
478K
$9.36M
|