Purchases and Sales Made in Q2 2022 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.06K+ 0.71% |
$10.4K - $13.1K
|
151K
$2.84M
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.05K+ 2.2% |
$10.2K - $12.9K
|
48.5K
$915K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.03K+ 8.35% |
$10.1K - $12.6K
|
13.3K
$251K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 5.24% |
$9.88K - $12.4K
|
20.3K
$382K
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1K+ 6.81% |
$9.81K - $12.3K
|
15.7K
$296K
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1K+ 0.12% |
$9.79K - $12.3K
|
824K
$15.5M
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1KNew |
$9.79K - $12.3K
|
1K
$18.9K
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1K+ 8.0% |
$9.79K - $12.3K
|
13.5K
$255K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1K+ 1.53% |
$9.79K - $12.3K
|
66.4K
$1.25M
|
|
Aug 05, 2022
Q2 2022
|
American Financial Group Inc
|
BUY
|
- |
1K+ 0.25% |
$9.79K - $12.3K
|
401K
$7.56M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1K+ 2.71% |
$9.79K - $12.3K
|
37.8K
$714K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
987+ 0.57% |
$9.66K - $12.1K
|
175K
$3.3M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
955+ 6.77% |
$9.35K - $11.8K
|
15.1K
$284K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
950+ 0.96% |
$9.3K - $11.7K
|
99.5K
$1.88M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
950New |
$9.3K - $11.7K
|
950
$17.9K
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
925New |
$9.06K - $11.4K
|
925
$17.4K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
897+ 0.21% |
$8.78K - $11K
|
426K
$8.03M
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
864New |
$8.46K - $10.6K
|
864
$16.3K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
796+ 6.68% |
$7.79K - $9.8K
|
12.7K
$240K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
773+ 4.7% |
$7.57K - $9.52K
|
17.2K
$325K
|
|
Aug 01, 2022
Q2 2022
|
Gagnon Securities LLC
|
BUY
|
- |
734+ 1.4% |
$7.19K - $9.04K
|
53.2K
$1M
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
702New |
$6.87K - $8.64K
|
702
$13.2K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
689+ 0.89% |
$6.75K - $8.48K
|
78.3K
$1.48M
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
675+ 1.49% |
$6.61K - $8.31K
|
46.1K
$870K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
645+ 5.92% |
$6.31K - $7.94K
|
11.5K
$218K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
634+ 1.61% |
$6.21K - $7.8K
|
40K
$755K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
619+ 0.36% |
$6.06K - $7.62K
|
172K
$3.24M
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
542+ 0.58% |
$5.31K - $6.67K
|
94.4K
$1.78M
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
530+ 0.69% |
$5.19K - $6.52K
|
77.5K
$1.46M
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
BUY
|
- |
529+ 4.74% |
$5.18K - $6.51K
|
11.7K
$221K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
514+ 27.75% |
$5.03K - $6.33K
|
2.37K
$44.6K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
505+ 0.05% |
$4.94K - $6.22K
|
983K
$18.5M
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
504+ 0.63% |
$4.93K - $6.2K
|
80.8K
$1.52M
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
504+ 3.12% |
$4.93K - $6.2K
|
16.7K
$314K
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
500+ 1.54% |
$4.9K - $6.16K
|
33.1K
$623K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
468+ 3.82% |
$4.58K - $5.76K
|
12.7K
$240K
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
442+ 0.81% |
$4.33K - $5.44K
|
54.8K
$1.03M
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
439New |
$4.3K - $5.4K
|
439
$8.28K
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
384+ 0.34% |
$3.76K - $4.73K
|
115K
$2.17M
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
384+ 0.95% |
$3.76K - $4.73K
|
40.8K
$769K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
381+ 0.45% |
$3.73K - $4.69K
|
85.8K
$1.62M
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
366+ 0.23% |
$3.58K - $4.51K
|
157K
$2.96M
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
350+ 2.82% |
$3.43K - $4.31K
|
12.8K
$241K
|
|
Jul 12, 2022
Q2 2022
|
Albert D Mason Inc
|
BUY
|
- |
336+ 0.35% |
$3.29K - $4.14K
|
95.3K
$1.8M
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
330+ 0.13% |
$3.23K - $4.06K
|
260K
$4.91M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
325+ 27.71% |
$3.18K - $4K
|
1.5K
$28.3K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
324+ 55.67% |
$3.17K - $3.99K
|
906
$17.1K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
313+ 1.78% |
$3.06K - $3.85K
|
17.9K
$337K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
300+ 0.76% |
$2.94K - $3.69K
|
39.7K
$748K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
292+ 58.4% |
$2.86K - $3.59K
|
792
$14.9K
|