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 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$54K - $62.7K
|
4.65K
$76.6K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.57K+ 37.34% |
$53.1K - $61.6K
|
16.8K
$277K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.5K+ 67.06% |
$52.3K - $60.8K
|
11.2K
$185K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.5K+ 36.23% |
$52.3K - $60.7K
|
16.9K
$279K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.41K+ 22.16% |
$51.2K - $59.5K
|
24.3K
$400K
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.31K+ 6.74% |
$50.1K - $58.2K
|
68.2K
$1.12M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.24K+ 13.41% |
$49.3K - $57.2K
|
35.9K
$591K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.09K+ 2.55% |
$47.5K - $55.2K
|
164K
$2.7M
|
|
Mar 27, 2024
Q1 2023
|
Belfer Management LLC
|
BUY
|
- |
4.07K+ 24.12% |
$47.3K - $55K
|
21K
$345K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.07K+ 3.04% |
$47.3K - $55K
|
138K
$2.27M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.05K+ 3.03% |
$47.1K - $54.7K
|
138K
$2.27M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.04K+ 105.21% |
$46.9K - $54.5K
|
7.88K
$130K
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.03K+ 5.94% |
$46.8K - $54.3K
|
71.8K
$1.18M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.02KNew |
$46.7K - $54.2K
|
4.02K
$66.2K
|
|
May 09, 2023
Q1 2023
|
Scp Investment, LP
|
BUY
|
- |
4K+ 16.13% |
$46.5K - $54K
|
28.8K
$475K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.94K+ 3.31% |
$45.7K - $53.1K
|
123K
$2.02M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.94K+ 30.92% |
$45.7K - $53.1K
|
16.7K
$275K
|
|
May 05, 2023
Q1 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
3.82K+ 5.65% |
$44.3K - $51.5K
|
71.4K
$1.18M
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.51K+ 1.48% |
$40.8K - $47.4K
|
241K
$3.97M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3.5KNew |
$40.7K - $47.3K
|
3.5K
$57.7K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.48K+ 7.86% |
$40.4K - $47K
|
47.7K
$787K
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.48K+ 9.38% |
$40.4K - $47K
|
40.6K
$669K
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.46K+ 3.29% |
$40.2K - $46.7K
|
109K
$1.79M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.43K+ 41.8% |
$39.9K - $46.3K
|
11.6K
$192K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.38K+ 7.58% |
$39.3K - $45.6K
|
48K
$791K
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
3.36KNew |
$39K - $45.4K
|
3.36K
$55.4K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.35K+ 13.53% |
$38.9K - $45.2K
|
28.1K
$463K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.28K+ 66.94% |
$38.1K - $44.3K
|
8.18K
$135K
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.26K+ 1.17% |
$37.9K - $44K
|
282K
$4.64M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.25K+ 3.23% |
$37.7K - $43.8K
|
104K
$1.71M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.11K+ 2.09% |
$36.1K - $41.9K
|
152K
$2.51M
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.05K+ 29.96% |
$35.4K - $41.2K
|
13.2K
$218K
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.04K+ 25.59% |
$35.3K - $41.1K
|
14.9K
$246K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3KNew |
$34.9K - $40.5K
|
3K
$49.4K
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3K+ 14.39% |
$34.9K - $40.5K
|
23.9K
$393K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3K+ 5.09% |
$34.9K - $40.5K
|
61.9K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.96K+ 0.35% |
$34.4K - $40K
|
840K
$13.8M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
2.93KNew |
$34K - $39.6K
|
2.93K
$48.3K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.92K+ 14.71% |
$33.9K - $39.4K
|
22.8K
$375K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.91K+ 3.23% |
$33.8K - $39.3K
|
93.2K
$1.54M
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.75K+ 18.5% |
$31.9K - $37.1K
|
17.6K
$290K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.74K+ 21.84% |
$31.9K - $37K
|
15.3K
$252K
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.71KNew |
$31.5K - $36.6K
|
2.71K
$44.7K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.71K+ 16.34% |
$31.5K - $36.6K
|
19.3K
$318K
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 5.12% |
$31.4K - $36.5K
|
55.5K
$915K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.7K+ 26.75% |
$31.4K - $36.5K
|
12.8K
$211K
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.7K+ 7.76% |
$31.4K - $36.5K
|
37.5K
$618K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.67K+ 14.87% |
$31.1K - $36.1K
|
20.6K
$340K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.65K+ 22.84% |
$30.8K - $35.8K
|
14.2K
$235K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.64K+ 2.19% |
$30.7K - $35.7K
|
123K
$2.03M
|