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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20KNew |
$246K - $258K
|
20K
$391K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
20KNew |
$246K - $258K
|
20K
$391K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
19.8KNew |
$244K - $256K
|
19.8K
$388K
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
19.6K+ 3.71% |
$241K - $253K
|
549K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
19.4KNew |
$239K - $250K
|
19.4K
$379K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
19.3K+ 93.78% |
$238K - $249K
|
39.9K
$780K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
19.3K+ 42.27% |
$238K - $249K
|
65K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19K+ 0.63% |
$234K - $245K
|
3.02M
$59.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.9KNew |
$233K - $244K
|
18.9K
$370K
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
18.6K+ 28.46% |
$229K - $239K
|
83.7K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18.5K+ 125.8% |
$228K - $239K
|
33.2K
$650K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.3K+ 9.46% |
$226K - $237K
|
212K
$4.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.9K+ 25.75% |
$220K - $231K
|
87.2K
$1.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
17.5KNew |
$216K - $226K
|
17.5K
$343K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.7K+ 2.33% |
$206K - $216K
|
732K
$14.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
16.7KNew |
$206K - $216K
|
16.7K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16.3KNew |
$201K - $211K
|
16.3K
$320K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
16.3KNew |
$201K - $210K
|
16.3K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
16KNew |
$197K - $207K
|
16K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
16KNew |
$197K - $206K
|
16K
$313K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
15.3KNew |
$188K - $197K
|
15.3K
$299K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15.1K+ 67.5% |
$186K - $195K
|
37.5K
$734K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
15K+ 24.49% |
$185K - $193K
|
76.2K
$1.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
14.8K+ 1.66% |
$183K - $191K
|
910K
$17.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.8K+ 8.05% |
$182K - $190K
|
198K
$3.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14.7KNew |
$181K - $190K
|
14.7K
$288K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.7K+ 0.7% |
$181K - $189K
|
2.12M
$41.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
14.6KNew |
$180K - $189K
|
14.6K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.5K+ 4.78% |
$178K - $187K
|
317K
$6.2M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14.3K+ 4.75% |
$177K - $185K
|
316K
$6.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
14.2K+ 2.0% |
$174K - $183K
|
723K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14K+ 12.13% |
$173K - $181K
|
130K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
14KNew |
$173K - $181K
|
14K
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
13.9KNew |
$171K - $179K
|
13.9K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.8K+ 26.3% |
$169K - $178K
|
66.1K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
13.6K+ 13600.0% |
$168K - $176K
|
13.7K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.5K+ 9.77% |
$166K - $174K
|
151K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.2KNew |
$162K - $170K
|
13.2K
$258K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
12.8K+ 17.86% |
$158K - $166K
|
84.6K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.7K+ 4.04% |
$157K - $165K
|
328K
$6.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12.7K+ 41.05% |
$156K - $163K
|
43.5K
$851K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$153K - $161K
|
12.4K
$243K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12.4K+ 16.17% |
$153K - $160K
|
89.2K
$1.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
11.8K+ 25.18% |
$145K - $152K
|
58.6K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 7.17% |
$143K - $150K
|
174K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.5K+ 96.93% |
$141K - $148K
|
23.3K
$456K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.4K+ 13.67% |
$141K - $148K
|
95.2K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.3KNew |
$139K - $146K
|
11.3K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
11.3KNew |
$139K - $146K
|
11.3K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
11.2KNew |
$138K - $145K
|
11.2K
$219K
|