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 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-648- 2.5% |
$7.98K - $8.37K
|
25.3K
$416K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-694- 2.26% |
$8.55K - $8.96K
|
30.1K
$495K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-700- 1.87% |
$8.62K - $9.04K
|
36.8K
$606K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-768- 2.65% |
$9.46K - $9.91K
|
28.3K
$466K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-791- 2.34% |
$9.75K - $10.2K
|
33K
$543K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-799- 3.69% |
$9.84K - $10.3K
|
20.9K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-800- 4.75% |
$9.86K - $10.3K
|
16K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-809- 1.37% |
$9.97K - $10.4K
|
58.4K
$963K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-813- 4.58% |
$10K - $10.5K
|
17K
$279K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-827- 3.42% |
$10.2K - $10.7K
|
23.4K
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-850- 5.82% |
$10.5K - $11K
|
13.8K
$227K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-893- 3.3% |
$11K - $11.5K
|
26.2K
$431K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-899- 3.89% |
$11.1K - $11.6K
|
22.2K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-902- 5.43% |
$11.1K - $11.6K
|
15.7K
$259K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1K- 5.29% |
$12.3K - $12.9K
|
17.9K
$295K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.02K- 19.59% |
$12.5K - $13.1K
|
4.17K
$68.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.1K- 3.27% |
$13.6K - $14.2K
|
32.5K
$536K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.11K- 6.9% |
$13.7K - $14.3K
|
15K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.15K- 7.8% |
$14.1K - $14.8K
|
13.5K
$223K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.15K- 1.49% |
$14.2K - $14.8K
|
75.8K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.18K- 7.72% |
$14.6K - $15.3K
|
14.2K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 30.5% |
$14.8K - $15.5K
|
2.74K
$45.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.2K- 50.0% |
$14.8K - $15.5K
|
1.2K
$19.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.24K- 1.05% |
$15.3K - $16K
|
117K
$1.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 0.09% |
$15.4K - $16.1K
|
1.37M
$22.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.26K- 0.48% |
$15.6K - $16.3K
|
264K
$4.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 2.29% |
$15.7K - $16.4K
|
54.2K
$894K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.31K- 0.45% |
$16.2K - $16.9K
|
289K
$4.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.35K- 17.08% |
$16.6K - $17.4K
|
6.53K
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.45K- 0.25% |
$17.9K - $18.8K
|
585K
$9.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.47K- 1.0% |
$18.1K - $18.9K
|
145K
$2.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.47K- 1.81% |
$18.1K - $19K
|
79.9K
$1.32M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.47K- 11.61% |
$18.2K - $19K
|
11.2K
$185K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.5K- 50.0% |
$18.5K - $19.4K
|
1.5K
$24.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-1.5K- 4.93% |
$18.5K - $19.4K
|
28.9K
$476K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.51K- 2.9% |
$18.7K - $19.5K
|
50.7K
$836K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.54K- 27.75% |
$18.9K - $19.8K
|
4K
$65.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.54K- 6.51% |
$19K - $19.9K
|
22.1K
$364K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.58K- 12.02% |
$19.5K - $20.4K
|
11.6K
$191K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.58K- 8.01% |
$19.5K - $20.4K
|
18.2K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.6K- 3.02% |
$19.7K - $20.7K
|
51.4K
$847K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.67K- 1.33% |
$20.5K - $21.5K
|
123K
$2.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.81K- 5.92% |
$22.3K - $23.4K
|
28.8K
$474K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.81K- 15.15% |
$22.3K - $23.4K
|
10.1K
$167K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.88K- 10.94% |
$23.1K - $24.2K
|
15.3K
$252K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.96K- 15.67% |
$24.1K - $25.3K
|
10.5K
$174K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.98K- 6.55% |
$24.4K - $25.6K
|
28.3K
$466K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 0.26% |
$24.6K - $25.8K
|
767K
$12.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.07K- 3.84% |
$25.5K - $26.7K
|
51.8K
$854K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.11K- 0.65% |
$26K - $27.2K
|
324K
$5.34M
|