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 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.61K+ 3.52% |
$30.3K - $35.2K
|
76.8K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.59K+ 518.6% |
$30.1K - $35K
|
3.09K
$51K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.51K+ 0.18% |
$29.2K - $33.9K
|
1.37M
$22.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.5K+ 12.52% |
$29K - $33.8K
|
22.5K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.46K+ 982.4% |
$28.5K - $33.2K
|
2.71K
$44.6K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.45K+ 14.79% |
$28.5K - $33.1K
|
19K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.45K+ 12.03% |
$28.4K - $33K
|
22.8K
$375K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.44K+ 11.13% |
$28.4K - $33K
|
24.4K
$402K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.4KNew |
$27.9K - $32.4K
|
2.4K
$39.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.32K+ 1.46% |
$27K - $31.3K
|
161K
$2.65M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.3K+ 13.0% |
$26.7K - $31K
|
20K
$329K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.26K+ 10.59% |
$26.2K - $30.5K
|
23.6K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.16K+ 1.25% |
$25.1K - $29.1K
|
175K
$2.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.11K+ 24.46% |
$24.5K - $28.5K
|
10.7K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.1K+ 0.23% |
$24.4K - $28.4K
|
923K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.08K+ 178.95% |
$24.2K - $28.1K
|
3.25K
$53.5K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.05KNew |
$23.8K - $27.6K
|
2.05K
$33.7K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.03KNew |
$23.6K - $27.4K
|
2.03K
$33.4K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2K+ 0.92% |
$23.3K - $27.1K
|
219K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$23.2K - $27K
|
2K
$33K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
2K+ 3.13% |
$23.2K - $27K
|
66K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 16.02% |
$23.2K - $27K
|
14.5K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.94K+ 0.6% |
$22.6K - $26.2K
|
326K
$5.37M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.84K+ 7.19% |
$21.3K - $24.8K
|
27.4K
$451K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.8K+ 7.1% |
$20.9K - $24.3K
|
27.1K
$447K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 5.1% |
$20.6K - $24K
|
36.6K
$604K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.77K+ 2.02% |
$20.6K - $23.9K
|
89.6K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.76K+ 36.13% |
$20.4K - $23.7K
|
6.61K
$109K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.7K+ 2.17% |
$19.8K - $23K
|
80.1K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 4.01% |
$19.6K - $22.8K
|
43.8K
$722K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.67K+ 9.08% |
$19.3K - $22.5K
|
20K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.64K+ 0.54% |
$19.1K - $22.1K
|
307K
$5.06M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.6K+ 3.54% |
$18.6K - $21.6K
|
46.9K
$773K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.58K+ 7.16% |
$18.3K - $21.3K
|
23.6K
$389K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.55K+ 21.56% |
$18K - $20.9K
|
8.73K
$144K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.53K+ 2.65% |
$17.8K - $20.7K
|
59.5K
$980K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.5K+ 100.0% |
$17.4K - $20.3K
|
3K
$49.4K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.5K+ 6.2% |
$17.4K - $20.3K
|
25.7K
$424K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.49K+ 1.39% |
$17.3K - $20.1K
|
109K
$1.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.41K+ 10.09% |
$16.4K - $19.1K
|
15.4K
$254K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.4KNew |
$16.3K - $18.9K
|
1.4K
$23.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.36K+ 4.81% |
$15.8K - $18.4K
|
29.6K
$489K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.35K+ 5.39% |
$15.7K - $18.2K
|
26.3K
$434K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.35K+ 2.96% |
$15.6K - $18.2K
|
46.8K
$771K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.33K+ 9.51% |
$15.5K - $18K
|
15.3K
$253K
|
|
|
Apr 28, 2023
Q1 2023
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
1.25K+ 0.07% |
$14.5K - $16.9K
|
1.87M
$30.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.23K+ 0.3% |
$14.3K - $16.6K
|
417K
$6.87M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.23K+ 45.37% |
$14.2K - $16.5K
|
3.93K
$64.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.16K+ 2.38% |
$13.4K - $15.6K
|
49.7K
$819K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.14K+ 1.85% |
$13.3K - $15.4K
|
63K
$1.04M
|