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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.3K+ 13.97% |
$793K - $831K
|
525K
$8.65M
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
61.9K+ 75.16% |
$763K - $800K
|
144K
$2.38M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
60.4K+ 362.48% |
$744K - $779K
|
77K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
59.9K+ 8.5% |
$738K - $773K
|
765K
$12.6M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59.5K+ 17.21% |
$733K - $768K
|
405K
$6.68M
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
58KNew |
$715K - $749K
|
58K
$956K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.8KNew |
$712K - $746K
|
57.8K
$952K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
57.5K+ 8.45% |
$708K - $742K
|
738K
$12.2M
|
|
Aug 07, 2023
Q2 2023
|
Cowen And Company, LLC
|
BUY
|
- |
50.5K+ 3.65% |
$622K - $652K
|
1.44M
$23.6M
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
48.6KNew |
$599K - $628K
|
48.6K
$801K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47.5K+ 94.18% |
$586K - $614K
|
98K
$1.62M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
47.1KNew |
$580K - $608K
|
47.1K
$776K
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
45.6KNew |
$562K - $589K
|
45.6K
$752K
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
45.2KNew |
$557K - $584K
|
45.2K
$745K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43K+ 14.29% |
$530K - $556K
|
344K
$5.67M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
42.6KNew |
$525K - $550K
|
42.6K
$702K
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
40.5K+ 22.25% |
$498K - $522K
|
222K
$3.66M
|
|
Jul 14, 2023
Q2 2023
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
40K+ 2.14% |
$493K - $516K
|
1.91M
$31.5M
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
39.7K+ 128.47% |
$489K - $512K
|
70.5K
$1.16M
|
|
Aug 14, 2023
Q2 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
39.4K+ 95.9% |
$486K - $509K
|
80.6K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37.9K+ 39.35% |
$466K - $489K
|
134K
$2.21M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
35.8K+ 60.16% |
$441K - $462K
|
95.4K
$1.57M
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33K+ 225.64% |
$407K - $426K
|
47.6K
$785K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
33K+ 3.4% |
$406K - $426K
|
1M
$16.5M
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
32.8K+ 7.91% |
$404K - $424K
|
448K
$7.38M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
32.5K+ 19.82% |
$401K - $420K
|
197K
$3.24M
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
32.3K+ 86.38% |
$398K - $417K
|
69.6K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
31.4KNew |
$387K - $405K
|
31.4K
$517K
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
30KNew |
$370K - $387K
|
30K
$494K
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
28.9K+ 81.45% |
$356K - $373K
|
64.4K
$1.06M
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
28.6KNew |
$352K - $369K
|
28.6K
$471K
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
27.3KNew |
$336K - $352K
|
27.3K
$449K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
26.6K+ 6.57% |
$327K - $343K
|
431K
$7.1M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26.3K+ 8.1% |
$325K - $340K
|
352K
$5.8M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
26.2KNew |
$323K - $338K
|
26.2K
$431K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26K+ 0.97% |
$320K - $335K
|
2.71M
$44.7M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25.4K+ 18.48% |
$313K - $328K
|
163K
$2.68M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.9K+ 13.64% |
$306K - $321K
|
207K
$3.41M
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24.3K+ 0.15% |
$299K - $313K
|
16.1M
$266M
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
23.8K+ 6.65% |
$294K - $308K
|
383K
$6.3M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.6K+ 5.58% |
$290K - $304K
|
446K
$7.35M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.1K+ 63.0% |
$284K - $298K
|
59.7K
$984K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.6K+ 11.95% |
$279K - $292K
|
212K
$3.49M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22.1KNew |
$272K - $285K
|
22.1K
$364K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22KNew |
$271K - $284K
|
22K
$363K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
21.8KNew |
$269K - $282K
|
21.8K
$360K
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
21.8K+ 21.93% |
$269K - $282K
|
121K
$2M
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
20.6KNew |
$254K - $266K
|
20.6K
$340K
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
20.4K+ 26.79% |
$251K - $263K
|
96.3K
$1.59M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.2K+ 21.84% |
$249K - $261K
|
113K
$1.86M
|