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 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$116K - $135K
|
10K
$189K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.91K+ 105.15% |
$115K - $134K
|
19.3K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
9.83K+ 13.01% |
$114K - $133K
|
85.4K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
9.64K+ 2.4% |
$112K - $130K
|
412K
$7.77M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.14KNew |
$106K - $123K
|
9.14K
$172K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.14K+ 49.95% |
$106K - $123K
|
27.4K
$517K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
9K+ 7.87% |
$105K - $122K
|
123K
$2.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
8.99K+ 4.33% |
$104K - $121K
|
217K
$4.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
8.77K+ 19.61% |
$102K - $118K
|
53.5K
$1.01M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.67K+ 84.85% |
$101K - $117K
|
18.9K
$356K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.6K+ 3.09% |
$100K - $116K
|
287K
$5.42M
|
|
|
May 15, 2023
Q1 2023
|
Merewether Investment Management, LP
Dallas, TX |
BUY
|
- |
8.53K+ 1.3% |
$99.1K - $115K
|
664K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.24K+ 36.41% |
$95.7K - $111K
|
30.9K
$582K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8.06K+ 7.79% |
$93.7K - $109K
|
111K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.01K+ 5.19% |
$93.1K - $108K
|
162K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.76K+ 57.92% |
$90.2K - $105K
|
21.2K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7.7KNew |
$89.5K - $104K
|
7.7K
$145K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
7.5K+ 19.65% |
$87.2K - $101K
|
45.7K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.4K+ 17.88% |
$86K - $99.9K
|
48.8K
$920K
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
7.34K+ 39.69% |
$85.3K - $99.1K
|
25.8K
$487K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.19K+ 11.2% |
$83.6K - $97.1K
|
71.4K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
American Financial Group Inc
|
BUY
|
- |
7K+ 1.72% |
$81.3K - $94.5K
|
413K
$7.79M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
6.92K+ 5.32% |
$80.4K - $93.4K
|
137K
$2.58M
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6.91K+ 3.06% |
$80.3K - $93.3K
|
233K
$4.39M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.8K+ 33.16% |
$79K - $91.8K
|
27.3K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
6.5K+ 1.77% |
$75.5K - $87.8K
|
374K
$7.05M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6.46K+ 34.08% |
$75.1K - $87.2K
|
25.4K
$479K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.39K+ 1.11% |
$74.3K - $86.3K
|
580K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
6.32K+ 6.24% |
$73.4K - $85.3K
|
108K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
6.3K+ 8.28% |
$73.2K - $85.1K
|
82.4K
$1.55M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.1K+ 34.12% |
$70.9K - $82.4K
|
24K
$452K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.08K+ 29.72% |
$70.6K - $82K
|
26.5K
$500K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.04K+ 17.4% |
$70.2K - $81.6K
|
40.8K
$769K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5.96K+ 4.92% |
$69.3K - $80.5K
|
127K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
5.95K+ 45.77% |
$69.1K - $80.3K
|
19K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.6K+ 42.0% |
$65K - $75.6K
|
18.9K
$357K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.57K+ 20.42% |
$64.8K - $75.2K
|
32.9K
$620K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
5.54KNew |
$64.3K - $74.7K
|
5.54K
$104K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.5K+ 9.71% |
$63.9K - $74.3K
|
62.1K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
5.44KNew |
$63.2K - $73.4K
|
5.44K
$103K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.18KNew |
$60.2K - $69.9K
|
5.18K
$97.7K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.16K+ 8.37% |
$59.9K - $69.6K
|
66.8K
$1.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5.04K+ 154.01% |
$58.5K - $68K
|
8.31K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.96K+ 5.53% |
$57.7K - $67K
|
94.6K
$1.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.94K+ 2.05% |
$57.4K - $66.7K
|
245K
$4.63M
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.85K+ 2.87% |
$56.4K - $65.5K
|
174K
$3.27M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.82K+ 10.56% |
$56K - $65.1K
|
50.5K
$952K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.79K+ 0.5% |
$55.7K - $64.7K
|
970K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.78K+ 15.0% |
$55.6K - $64.5K
|
36.6K
$691K
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
4.7K+ 31.25% |
$54.6K - $63.5K
|
19.7K
$372K
|