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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
280+ 0.91% |
$2.74K - $3.45K
|
31K
$511K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
273+ 18.2% |
$2.67K - $3.36K
|
1.77K
$29.2K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
269+ 1.62% |
$2.63K - $3.31K
|
16.9K
$278K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
251+ 1.4% |
$2.46K - $3.09K
|
18.2K
$300K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250+ 0.38% |
$2.45K - $3.08K
|
66.3K
$1.09M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
240+ 1.23% |
$2.35K - $2.95K
|
19.8K
$326K
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
226+ 0.26% |
$2.21K - $2.78K
|
86K
$1.42M
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
215+ 1.56% |
$2.1K - $2.65K
|
14K
$231K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
208+ 1.78% |
$2.04K - $2.56K
|
11.9K
$196K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
200+ 0.53% |
$1.96K - $2.46K
|
38.1K
$628K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 2.82% |
$1.96K - $2.46K
|
7.3K
$120K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
198+ 1.79% |
$1.94K - $2.44K
|
11.2K
$185K
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
193+ 1.8% |
$1.89K - $2.38K
|
10.9K
$180K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
189+ 0.85% |
$1.85K - $2.33K
|
22.4K
$369K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
185+ 1.74% |
$1.81K - $2.28K
|
10.8K
$179K
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
178+ 1.78% |
$1.74K - $2.19K
|
10.2K
$168K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
173+ 2.05% |
$1.69K - $2.13K
|
8.62K
$142K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
161+ 0.56% |
$1.58K - $1.98K
|
29.1K
$479K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
157+ 0.8% |
$1.54K - $1.93K
|
19.9K
$327K
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
150+ 1.31% |
$1.47K - $1.85K
|
11.6K
$191K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
129+ 0.51% |
$1.26K - $1.59K
|
25.3K
$417K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
125New |
$1.22K - $1.54K
|
125
$2.06K
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
116+ 0.47% |
$1.14K - $1.43K
|
24.7K
$407K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
110+ 1.22% |
$1.08K - $1.35K
|
9.16K
$151K
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100+ 7.51% |
$979 - $1.23K
|
1.43K
$23.6K
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
98+ 0.05% |
$959 - $1.21K
|
185K
$3.04M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
94+ 0.9% |
$920 - $1.16K
|
10.5K
$173K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
94+ 0.16% |
$920 - $1.16K
|
57.9K
$954K
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
90+ 0.03% |
$881 - $1.11K
|
302K
$4.98M
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
89+ 0.35% |
$871 - $1.1K
|
25.7K
$424K
|
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
82+ 0.36% |
$803 - $1.01K
|
22.7K
$374K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
73+ 0.68% |
$715 - $899
|
10.8K
$179K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
58+ 1.55% |
$568 - $714
|
3.8K
$62.6K
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
53+ 0.15% |
$519 - $652
|
34.9K
$575K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50+ 15.38% |
$489 - $616
|
375
$6.18K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
50+ 0.39% |
$489 - $616
|
12.8K
$210K
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
47+ 1.77% |
$460 - $579
|
2.7K
$44.5K
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.24% |
$372 - $468
|
16K
$264K
|
|
Aug 02, 2022
Q2 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
36+ 0.14% |
$352 - $443
|
26.3K
$434K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
33+ 1.68% |
$323 - $406
|
2K
$32.9K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
26+ 0.91% |
$255 - $320
|
2.88K
$47.4K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
26+ 0.1% |
$255 - $320
|
25.6K
$422K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 1.79% |
$196 - $246
|
1.14K
$18.8K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
19+ 1.74% |
$186 - $234
|
1.11K
$18.3K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.26% |
$166 - $209
|
6.57K
$108K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16+ 0.07% |
$157 - $197
|
22.4K
$369K
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
15+ 0.07% |
$147 - $185
|
22.2K
$365K
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
14+ 0.11% |
$137 - $172
|
13.1K
$215K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
14+ 0.06% |
$137 - $172
|
22.6K
$373K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 1.77% |
$117 - $148
|
690
$11.4K
|