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 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
361+ 2.45% |
$4.19K - $4.87K
|
15.1K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
359+ 0.48% |
$4.17K - $4.85K
|
74.7K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
336+ 1.31% |
$3.9K - $4.54K
|
25.9K
$489K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
300+ 3.0% |
$3.49K - $4.05K
|
10.3K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
275+ 2.35% |
$3.2K - $3.71K
|
12K
$226K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
269+ 2.37% |
$3.13K - $3.63K
|
11.6K
$219K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
267+ 0.31% |
$3.1K - $3.6K
|
85.4K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
265+ 0.21% |
$3.08K - $3.58K
|
125K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
258+ 2.38% |
$3K - $3.48K
|
11.1K
$209K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
250+ 0.52% |
$2.91K - $3.38K
|
48.1K
$907K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
239+ 1.26% |
$2.78K - $3.23K
|
19.3K
$363K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
234+ 1.67% |
$2.72K - $3.16K
|
14.2K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
216+ 1.7% |
$2.51K - $2.92K
|
12.9K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Fractal Investments LLC
|
BUY
|
- |
200+ 0.0% |
$2.32K - $2.7K
|
4.51M
$85.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
200+ 0.51% |
$2.32K - $2.7K
|
39K
$736K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
200New |
$2.32K - $2.7K
|
200
$3.77K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
200+ 0.38% |
$2.32K - $2.7K
|
52.2K
$985K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
200+ 0.1% |
$2.32K - $2.7K
|
198K
$3.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
199+ 9.58% |
$2.31K - $2.69K
|
2.28K
$42.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
195+ 1.8% |
$2.27K - $2.63K
|
11K
$208K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
195+ 1.44% |
$2.27K - $2.63K
|
13.8K
$260K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
192New |
$2.23K - $2.59K
|
192
$3.62K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
166+ 0.69% |
$1.93K - $2.24K
|
24.2K
$456K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
163+ 1.6% |
$1.89K - $2.2K
|
10.3K
$195K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
162+ 0.38% |
$1.88K - $2.19K
|
42.9K
$809K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150New |
$1.74K - $2.03K
|
150
$2.83K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
128+ 1.08% |
$1.49K - $1.73K
|
12K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
127+ 0.33% |
$1.48K - $1.71K
|
38.1K
$719K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
126+ 0.15% |
$1.46K - $1.7K
|
86.6K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
117+ 0.68% |
$1.36K - $1.58K
|
17.3K
$325K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
111+ 0.71% |
$1.29K - $1.5K
|
15.8K
$298K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
111+ 0.14% |
$1.29K - $1.5K
|
77.3K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
109+ 0.64% |
$1.27K - $1.47K
|
17.2K
$324K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
102+ 0.18% |
$1.19K - $1.38K
|
58K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
100+ 0.52% |
$1.16K - $1.35K
|
19.3K
$364K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
100+ 0.12% |
$1.16K - $1.35K
|
84.1K
$1.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100+ 2.77% |
$1.16K - $1.35K
|
3.72K
$70.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
99+ 2.11% |
$1.15K - $1.34K
|
4.8K
$90.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
92+ 0.22% |
$1.07K - $1.24K
|
41.6K
$785K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
85+ 0.46% |
$988 - $1.15K
|
18.5K
$349K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
84+ 0.79% |
$976 - $1.13K
|
10.8K
$203K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
80+ 0.6% |
$930 - $1.08K
|
13.5K
$254K
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
BUY
|
- |
76+ 0.14% |
$883 - $1.03K
|
53.4K
$1.01M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
67+ 1.59% |
$779 - $905
|
4.27K
$80.6K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50+ 2.27% |
$581 - $675
|
2.26K
$42.5K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
49+ 0.36% |
$569 - $662
|
13.7K
$258K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
46+ 2.35% |
$535 - $621
|
2.01K
$37.8K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
38+ 0.19% |
$442 - $513
|
19.8K
$373K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
38+ 0.11% |
$442 - $513
|
34.9K
$659K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
37+ 0.32% |
$430 - $500
|
11.6K
$219K
|