Purchases and Sales Made in Q1 2023 in Energy Transfer LP (ET)

ET Quotes by TradingView

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 28, 2023 Q1 2023
Aj Wealth Strategies, LLC

BUY
 -
1.14K
+ 1.85%
$13.3K - $15.4K
63K $1.23M
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
1.13K
+ 0.95%
$13.1K - $15.2K
119K $2.33M
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1.13K
New
$13.1K - $15.2K
1.13K $22K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
1.11K
+ 6.41%
$12.9K - $15K
18.4K $360K
Apr 17, 2023 Q1 2023
Northwest Investment Counselors, LLC

BUY
 -
1.08K
New
$12.5K - $14.5K
1.08K $21K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.03K
+ 3.92%
$12K - $13.9K
27.3K $534K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.02K
New
$11.9K - $13.8K
1.02K $20K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.01K
New
$11.7K - $13.6K
1.01K $19.8K
May 15, 2023 Q1 2023
Bison Wealth, LLC

BUY
 -
1K
+ 4.55%
$11.6K - $13.5K
23K $450K
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
1K
+ 9.17%
$11.6K - $13.5K
11.9K $233K
Apr 28, 2023 Q1 2023
Guyasuta Investment Advisors Inc

BUY
 -
1K
+ 5.11%
$11.6K - $13.5K
20.6K $403K
May 04, 2023 Q1 2023
Stockman Wealth Management, Inc.

BUY
 -
1K
+ 1.62%
$11.6K - $13.5K
62.9K $1.23M
May 11, 2023 Q1 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
941
+ 6.01%
$10.9K - $12.7K
16.6K $325K
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
842
+ 2.33%
$9.78K - $11.4K
37K $725K
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
825
+ 1.23%
$9.59K - $11.1K
68.1K $1.33M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
800
+ 5.19%
$9.3K - $10.8K
16.2K $317K
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
794
+ 7.53%
$9.23K - $10.7K
11.3K $222K
May 11, 2023 Q1 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
725
+ 2.32%
$8.42K - $9.79K
31.9K $625K
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
718
New
$8.34K - $9.69K
718 $14.1K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
717
+ 1.19%
$8.33K - $9.68K
61.2K $1.2M
Sep 12, 2023 Q1 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
700
+ 4.49%
$8.13K - $9.45K
16.3K $319K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
692
+ 0.92%
$8.04K - $9.34K
75.5K $1.48M
May 04, 2023 Q1 2023
Total Clarity Wealth Management, Inc.

BUY
 -
685
+ 6.2%
$7.96K - $9.25K
11.7K $230K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
685
+ 6.61%
$7.96K - $9.25K
11K $216K
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
651
+ 0.11%
$7.56K - $8.79K
586K $11.5M
Apr 05, 2023 Q1 2023
Howard Financial Services, Ltd.

BUY
 -
632
+ 0.4%
$7.34K - $8.53K
159K $3.11M
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
603
New
$7.01K - $8.14K
603 $11.8K
May 12, 2023 Q1 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
600
+ 5.83%
$6.97K - $8.1K
10.9K $213K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
540
+ 2.37%
$6.27K - $7.29K
23.3K $456K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
531
+ 2.01%
$6.17K - $7.17K
27K $528K
Apr 19, 2023 Q1 2023
Moody National Bank Trust Division

BUY
 -
519
+ 0.66%
$6.03K - $7.01K
79.5K $1.56M
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
518
+ 2.35%
$6.02K - $6.99K
22.6K $442K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
506
+ 119.34%
$5.88K - $6.83K
930 $18.2K
Apr 04, 2023 Q1 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
501
+ 1.07%
$5.82K - $6.76K
47.2K $925K
May 03, 2023 Q1 2023
Cowen Prime Advisors LLC

BUY
 -
500
+ 1.33%
$5.81K - $6.75K
38K $744K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
500
+ 14.49%
$5.81K - $6.75K
3.95K $77.3K
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
491
+ 1.7%
$5.71K - $6.63K
29.3K $574K
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
481
+ 2.94%
$5.59K - $6.49K
16.8K $329K
May 15, 2023 Q1 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
480
+ 0.23%
$5.58K - $6.48K
209K $4.09M
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
477
New
$5.54K - $6.44K
477 $9.33K
Apr 18, 2023 Q1 2023
Fsc Wealth Advisors, LLC

BUY
 -
415
New
$4.82K - $5.6K
415 $8.12K
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
412
+ 2.35%
$4.79K - $5.56K
18K $352K
May 10, 2023 Q1 2023
King Wealth

Saratoga Springs, NY
BUY
 -
409
+ 1.38%
$4.75K - $5.52K
29.9K $586K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
400
New
$4.65K - $5.4K
400 $7.83K
May 31, 2023 Q1 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
388
+ 2.23%
$4.51K - $5.24K
17.8K $349K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
384
New
$4.46K - $5.18K
384 $7.51K
Apr 20, 2023 Q1 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
376
+ 1.43%
$4.37K - $5.08K
26.7K $522K
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
375
+ 3.14%
$4.36K - $5.06K
12.3K $241K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
364
+ 1.02%
$4.23K - $4.91K
36K $704K

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