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 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
14.4KNew |
$167K - $194K
|
14.4K
$237K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 5.69% |
$166K - $193K
|
265K
$4.37M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 6.44% |
$164K - $191K
|
234K
$3.85M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14K+ 8.91% |
$163K - $189K
|
171K
$2.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
13.9K+ 15.0% |
$161K - $188K
|
106K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.8K+ 65.08% |
$160K - $186K
|
34.9K
$576K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.8K+ 625.0% |
$160K - $186K
|
16K
$263K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
13.7KNew |
$159K - $185K
|
13.7K
$225K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 8.35% |
$159K - $185K
|
177K
$2.92M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.4K+ 11.34% |
$156K - $182K
|
132K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13.3K+ 1.91% |
$154K - $179K
|
709K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.2K+ 23.51% |
$153K - $178K
|
69.3K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
13.2KNew |
$153K - $178K
|
13.2K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
13KNew |
$151K - $175K
|
13K
$214K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
13K+ 20.06% |
$151K - $175K
|
77.7K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
13K+ 4.89% |
$151K - $175K
|
278K
$4.59M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
13K+ 102.38% |
$150K - $175K
|
25.6K
$422K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
12.7K+ 26.26% |
$148K - $172K
|
61.1K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.6K+ 29.02% |
$147K - $170K
|
56.1K
$925K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
12.6KNew |
$147K - $170K
|
12.6K
$208K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6K+ 26.52% |
$146K - $170K
|
60.1K
$991K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.6KNew |
$146K - $170K
|
12.6K
$208K
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
12.5KNew |
$145K - $169K
|
12.5K
$206K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
12.5K+ 1.65% |
$145K - $169K
|
769K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.2K+ 7.13% |
$142K - $165K
|
183K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
12.1K+ 74.99% |
$140K - $163K
|
28.2K
$465K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
12KNew |
$139K - $161K
|
12K
$197K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11.9K+ 63.29% |
$139K - $161K
|
30.8K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7K+ 4.03% |
$136K - $158K
|
301K
$4.96M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.6K+ 30.0% |
$135K - $157K
|
50.5K
$832K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
11.6K+ 2.05% |
$135K - $157K
|
578K
$9.53M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.6K+ 10.45% |
$134K - $156K
|
122K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.4KNew |
$132K - $154K
|
11.4K
$188K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11.2KNew |
$131K - $152K
|
11.2K
$185K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
11KNew |
$128K - $149K
|
11K
$182K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.8KNew |
$126K - $146K
|
10.8K
$178K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.8KNew |
$126K - $146K
|
10.8K
$178K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.8KNew |
$125K - $146K
|
10.8K
$178K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.7KNew |
$124K - $144K
|
10.7K
$176K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
10.7KNew |
$124K - $144K
|
10.7K
$176K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
10.6K+ 96254.55% |
$123K - $143K
|
10.6K
$175K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10.5K+ 166.67% |
$122K - $142K
|
16.8K
$277K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$122K - $142K
|
10.5K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10.3KNew |
$120K - $139K
|
10.3K
$170K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
10.2K+ 4.13% |
$118K - $137K
|
256K
$4.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
10.1KNew |
$117K - $136K
|
10.1K
$166K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
10.1K+ 8.15% |
$117K - $136K
|
133K
$2.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
10.1KNew |
$117K - $136K
|
10.1K
$166K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10K+ 20.39% |
$117K - $135K
|
59.3K
$977K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
10KNew |
$116K - $135K
|
10K
$165K
|