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 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
25.6K+ 57.9% |
$297K - $345K
|
69.7K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
25.4K+ 32.14% |
$295K - $343K
|
104K
$2.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
25.3KNew |
$294K - $342K
|
25.3K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
25K+ 15.93% |
$291K - $338K
|
182K
$3.56M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
23.5K+ 62.32% |
$274K - $318K
|
61.3K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
23.5K+ 194.75% |
$273K - $317K
|
35.5K
$695K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
23.3K+ 35.32% |
$271K - $315K
|
89.4K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
23.3K+ 14.94% |
$271K - $315K
|
179K
$3.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
23.1K+ 4.19% |
$268K - $311K
|
574K
$11.2M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
23KNew |
$268K - $311K
|
23K
$451K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
22.7KNew |
$264K - $306K
|
22.7K
$444K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.5K+ 23.38% |
$261K - $304K
|
119K
$2.32M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
22.5K+ 8.98% |
$261K - $304K
|
273K
$5.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21.5K+ 246.97% |
$250K - $291K
|
30.3K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.4K+ 8.04% |
$249K - $289K
|
288K
$5.63M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
21.2K+ 6.27% |
$246K - $286K
|
359K
$7.02M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
20.2K+ 114.9% |
$235K - $273K
|
37.8K
$739K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
20.2KNew |
$235K - $272K
|
20.2K
$395K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20K+ 167.27% |
$232K - $270K
|
32K
$625K
|
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
19.9K+ 37.71% |
$232K - $269K
|
72.8K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.4K+ 40.43% |
$225K - $261K
|
67.2K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.3K+ 25.17% |
$225K - $261K
|
96.2K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.3K+ 16.72% |
$224K - $260K
|
135K
$2.63M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19.3K+ 11.03% |
$224K - $260K
|
194K
$3.8M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
19.1K+ 1.83% |
$222K - $258K
|
1.06M
$20.8M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
19K+ 30.21% |
$221K - $257K
|
82K
$1.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
18.7K+ 7.58% |
$217K - $252K
|
265K
$5.19M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.3K+ 15.32% |
$212K - $247K
|
137K
$2.69M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
17.5K+ 7646.29% |
$203K - $236K
|
17.7K
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
17.4KNew |
$202K - $234K
|
17.4K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.3K+ 49.59% |
$201K - $234K
|
52.3K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
17.2KNew |
$200K - $233K
|
17.2K
$337K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.9K+ 27.51% |
$196K - $228K
|
78.1K
$1.53M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.9KNew |
$196K - $228K
|
16.9K
$330K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
16.3K+ 5.83% |
$189K - $220K
|
296K
$5.79M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16.3K+ 92.87% |
$189K - $220K
|
33.8K
$661K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16.3K+ 21.52% |
$189K - $219K
|
91.8K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
16.2KNew |
$189K - $219K
|
16.2K
$318K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.1K+ 47.82% |
$187K - $217K
|
49.6K
$971K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
16KNew |
$186K - $216K
|
16K
$313K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
15.9K+ 34.18% |
$185K - $215K
|
62.4K
$1.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15.5KNew |
$181K - $210K
|
15.5K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
15.5K+ 1.76% |
$180K - $209K
|
895K
$17.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.9K+ 0.56% |
$173K - $201K
|
2.69M
$52.6M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.8K+ 9.23% |
$172K - $200K
|
176K
$3.44M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
14.8K+ 9.34% |
$172K - $200K
|
173K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14.7KNew |
$171K - $198K
|
14.7K
$288K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.7K+ 14.5% |
$170K - $198K
|
116K
$2.27M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
14.5KNew |
$168K - $195K
|
14.5K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.4K+ 44.93% |
$167K - $194K
|
46.4K
$909K
|