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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$136K - $142K
|
11K
$216K
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
BUY
|
- |
11KNew |
$136K - $142K
|
11K
$215K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.8K+ 44.4% |
$133K - $140K
|
35.2K
$689K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.6K+ 45.04% |
$131K - $137K
|
34.3K
$671K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
10.6KNew |
$131K - $137K
|
10.6K
$207K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 5.94% |
$130K - $136K
|
188K
$3.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.5K+ 45.97% |
$129K - $135K
|
33.2K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 0.27% |
$128K - $134K
|
3.9M
$76.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10.3K+ 34.82% |
$127K - $133K
|
39.8K
$779K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$127K - $133K
|
10.3K
$201K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
10.3KNew |
$127K - $133K
|
10.3K
$201K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.2KNew |
$126K - $132K
|
10.2K
$200K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
10.2KNew |
$126K - $132K
|
10.2K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$126K - $132K
|
10.2K
$200K
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
10.2KNew |
$126K - $132K
|
10.2K
$199K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10.1KNew |
$125K - $131K
|
10.1K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
10K+ 3.49% |
$123K - $129K
|
296K
$5.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
10K+ 38.7% |
$123K - $129K
|
35.8K
$701K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10K+ 4.08% |
$123K - $129K
|
255K
$5M
|
|
|
Aug 03, 2023
Q2 2023
|
Scp Investment, LP
|
BUY
|
- |
10K+ 34.72% |
$123K - $129K
|
38.8K
$759K
|
|
|
Aug 14, 2023
Q2 2023
|
Northern Right Capital Management, L.P.
Darien, CT |
BUY
|
- |
9.87K+ 4.45% |
$122K - $127K
|
232K
$4.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.78K+ 21.74% |
$121K - $126K
|
54.8K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
9.75K+ 48.3% |
$120K - $126K
|
29.9K
$586K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.65K+ 3.93% |
$119K - $125K
|
255K
$4.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
9.63KNew |
$119K - $124K
|
9.63K
$188K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.13K+ 49.34% |
$112K - $118K
|
27.6K
$541K
|
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
9.04K+ 12.42% |
$111K - $117K
|
81.8K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
8.95K+ 5.16% |
$110K - $116K
|
183K
$3.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.82K+ 5.42% |
$109K - $114K
|
171K
$3.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.75K+ 45.27% |
$108K - $113K
|
28.1K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.7K+ 666.28% |
$107K - $112K
|
10K
$196K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
8.55K+ 184.07% |
$105K - $110K
|
13.2K
$258K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8.48K+ 5.08% |
$104K - $109K
|
175K
$3.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.22KNew |
$101K - $106K
|
8.22K
$161K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
8.07K+ 5.2% |
$99.4K - $104K
|
163K
$3.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.03K+ 23.61% |
$98.9K - $104K
|
42K
$823K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.02K+ 78.79% |
$98.9K - $104K
|
18.2K
$356K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
7.85K+ 5.71% |
$96.7K - $101K
|
145K
$2.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.66K+ 13.11% |
$94.4K - $98.9K
|
66.1K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.66K+ 14.06% |
$94.4K - $98.9K
|
62.1K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.6K+ 3.39% |
$93.7K - $98.2K
|
232K
$4.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.6K+ 39.38% |
$93.6K - $98.1K
|
26.9K
$526K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7.04K+ 2.68% |
$86.8K - $90.9K
|
270K
$5.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
6.93K+ 104.62% |
$85.4K - $89.5K
|
13.6K
$265K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.89K+ 10.11% |
$84.8K - $88.9K
|
75K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
6.87K+ 28.79% |
$84.6K - $88.7K
|
30.7K
$601K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.78K+ 10.22% |
$83.5K - $87.5K
|
73.1K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.55K+ 37.91% |
$80.7K - $84.6K
|
23.8K
$466K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.25K+ 12.02% |
$77K - $80.7K
|
58.3K
$1.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.2K+ 4.41% |
$76.4K - $80.1K
|
147K
$2.88M
|