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 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.11K- 0.65% |
$26K - $27.2K
|
324K
$6.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.11K- 0.36% |
$26K - $27.3K
|
578K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.12K- 2.58% |
$26.1K - $27.4K
|
79.9K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-2.28K- 11.39% |
$28.1K - $29.4K
|
17.7K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-2.49K- 3.13% |
$30.7K - $32.2K
|
77.2K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 2.03% |
$30.8K - $32.3K
|
121K
$2.28M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.5K- 21.49% |
$30.8K - $32.3K
|
9.14K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.52K- 0.82% |
$31K - $32.5K
|
305K
$5.75M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.52K- 13.34% |
$31.1K - $32.5K
|
16.4K
$309K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.63K- 0.99% |
$32.4K - $34K
|
263K
$4.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.7K- 9.13% |
$33.3K - $34.9K
|
26.9K
$507K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.76K- 6.8% |
$34.1K - $35.7K
|
37.9K
$715K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.87K- 4.34% |
$35.4K - $37.1K
|
63.3K
$1.19M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.95K- 70.33% |
$36.4K - $38.1K
|
1.25K
$23.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-3K- 28.3% |
$37K - $38.7K
|
7.6K
$143K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.1K- 5.58% |
$38.2K - $40K
|
52.4K
$988K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.15K- 9.01% |
$38.8K - $40.6K
|
31.8K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.41K- 2.54% |
$42.1K - $44.1K
|
131K
$2.47M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3.47K- 86.46% |
$42.8K - $44.8K
|
544
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.52K- 0.36% |
$43.3K - $45.4K
|
967K
$18.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.58K- 96.23% |
$44.1K - $46.2K
|
140
$2.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.73K- 0.92% |
$46K - $48.2K
|
400K
$7.54M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.76K- 8.77% |
$46.3K - $48.6K
|
39.1K
$738K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.76K- 8.77% |
$46.3K - $48.6K
|
39.1K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.87K- 3.7% |
$47.7K - $49.9K
|
101K
$1.9M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-4K- 24.54% |
$49.3K - $51.6K
|
12.3K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4K- 10.53% |
$49.3K - $51.6K
|
34K
$641K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4K- 6.36% |
$49.3K - $51.6K
|
58.9K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.06K- 5.68% |
$50K - $52.4K
|
67.3K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.06K- 24.84% |
$50K - $52.4K
|
12.3K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-4.19K- 0.88% |
$51.6K - $54.1K
|
474K
$8.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-4.21K- 0.5% |
$51.9K - $54.4K
|
836K
$15.8M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.23K- 12.87% |
$52.1K - $54.6K
|
28.6K
$540K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.5K- 1.52% |
$55.4K - $58.1K
|
291K
$5.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-4.5K- 0.49% |
$55.4K - $58.1K
|
918K
$17.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.7K- 3.52% |
$57.9K - $60.6K
|
129K
$2.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.7K- 8.49% |
$57.9K - $60.7K
|
50.7K
$956K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.22K- 4.24% |
$64.3K - $67.4K
|
118K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.28K- 11.36% |
$65K - $68.1K
|
41.2K
$777K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.33K- 3.18% |
$65.7K - $68.8K
|
162K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-5.87K- 19.55% |
$72.3K - $75.7K
|
24.1K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.22K- 94.09% |
$76.6K - $80.3K
|
391
$7.37K
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-6.67K- 0.22% |
$82.2K - $86.1K
|
2.98M
$56.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-6.71K- 8.74% |
$82.7K - $86.6K
|
70K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-6.97K- 14.25% |
$85.9K - $90K
|
42K
$791K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.98K- 38.09% |
$86K - $90.2K
|
11.4K
$214K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-7.17K- 27.28% |
$88.3K - $92.6K
|
19.1K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-7.17K- 10.52% |
$88.4K - $92.6K
|
61K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.19K- 4.47% |
$88.5K - $92.8K
|
154K
$2.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.39K- 2.28% |
$91K - $95.4K
|
317K
$5.98M
|