Purchases and Sales Made in Q2 2023 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 0.84% |
$73.9 - $77.5
|
724
$13.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6+ 0.02% |
$73.9 - $77.5
|
29.7K
$559K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5+ 0.04% |
$61.6 - $64.6
|
14.1K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 2.67% |
$49.3 - $51.6
|
154
$2.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.03% |
$37 - $38.7
|
11.1K
$210K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.39% |
$12.3 - $12.9
|
255
$4.81K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.08% |
$12.3 - $12.9
|
49
$924
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1- -0.0% |
$12.3 - $12.9
|
104K
$1.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3- 0.01% |
$37 - $38.7
|
22.5K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.11% |
$37 - $38.7
|
268
$5.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4- 0.04% |
$49.3 - $51.6
|
10.2K
$192K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-50- 0.32% |
$616 - $646
|
15.7K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-56- 0.07% |
$690 - $723
|
74.6K
$1.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.43% |
$838 - $878
|
15.8K
$298K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-70- 0.16% |
$862 - $904
|
42.8K
$808K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-98- 0.74% |
$1.21K - $1.27K
|
13.2K
$248K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-100- 0.12% |
$1.23K - $1.29K
|
84K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-100- 0.12% |
$1.23K - $1.29K
|
81K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-101- 0.17% |
$1.24K - $1.3K
|
59.4K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-118- 11.68% |
$1.45K - $1.52K
|
892
$16.8K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-118- 0.2% |
$1.45K - $1.52K
|
60K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-127- 0.89% |
$1.56K - $1.64K
|
14.1K
$266K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-157- 0.59% |
$1.93K - $2.03K
|
26.3K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-178- 0.19% |
$2.19K - $2.3K
|
94.5K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-187- 0.11% |
$2.3K - $2.41K
|
175K
$3.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 1.49% |
$2.46K - $2.58K
|
13.3K
$250K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-239- 1.24% |
$2.94K - $3.09K
|
19K
$359K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-250- 9.24% |
$3.08K - $3.23K
|
2.46K
$46.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-257- 0.43% |
$3.17K - $3.32K
|
59.1K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-279- 2.91% |
$3.44K - $3.6K
|
9.32K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-310- 0.15% |
$3.82K - $4K
|
209K
$3.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-321- 0.34% |
$3.95K - $4.14K
|
92.9K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-334- 0.42% |
$4.11K - $4.31K
|
79.7K
$1.5M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-340- 1.67% |
$4.19K - $4.39K
|
20K
$377K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-369- 1.21% |
$4.55K - $4.76K
|
30.3K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-384- 0.78% |
$4.73K - $4.96K
|
49K
$923K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-400- 1.95% |
$4.93K - $5.16K
|
20.1K
$380K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-425- 3.95% |
$5.24K - $5.49K
|
10.3K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-436- 2.63% |
$5.37K - $5.63K
|
16.2K
$305K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-458- 1.12% |
$5.64K - $5.91K
|
40.3K
$760K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-464- 0.33% |
$5.72K - $5.99K
|
142K
$2.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-464- 0.49% |
$5.72K - $5.99K
|
93.8K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-475- 0.99% |
$5.85K - $6.13K
|
47.6K
$898K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-491- 1.67% |
$6.05K - $6.34K
|
28.8K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-500- 2.02% |
$6.16K - $6.46K
|
24.3K
$458K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-500- 4.46% |
$6.16K - $6.46K
|
10.7K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-517- 4.84% |
$6.37K - $6.67K
|
10.2K
$192K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-524- 2.9% |
$6.46K - $6.76K
|
17.5K
$330K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-539- 0.87% |
$6.64K - $6.96K
|
61.5K
$1.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-560- 4.4% |
$6.9K - $7.23K
|
12.2K
$230K
|