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 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.02K+ 5.07% |
$74.2K - $77.8K
|
125K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.88K+ 3.53% |
$72.4K - $75.9K
|
172K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5.81K+ 1.04% |
$71.6K - $75K
|
562K
$9.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
5.77K+ 2.26% |
$71K - $74.4K
|
261K
$4.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.47K+ 37.8% |
$67.4K - $70.6K
|
19.9K
$329K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.39K+ 50.41% |
$66.3K - $69.5K
|
16.1K
$265K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
5.32K+ 2.01% |
$65.6K - $68.7K
|
271K
$4.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.28K+ 30.4% |
$65K - $68.1K
|
22.6K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
5.06KNew |
$62.3K - $65.3K
|
5.06K
$83.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5K+ 4.82% |
$61.6K - $64.6K
|
109K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5K+ 0.4% |
$61.6K - $64.6K
|
1.25M
$20.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5K+ 829.19% |
$61.6K - $64.6K
|
5.6K
$92.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.95K+ 23.38% |
$61K - $63.9K
|
26.1K
$430K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.91K+ 34.21% |
$60.5K - $63.4K
|
19.3K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
4.82K+ 46.87% |
$59.4K - $62.3K
|
15.1K
$249K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.72K+ 1.92% |
$58.2K - $60.9K
|
251K
$4.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.64K+ 17.4% |
$57.2K - $59.9K
|
31.3K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
4.62K+ 39.2% |
$56.9K - $59.6K
|
16.4K
$270K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.55K+ 25.49% |
$56K - $58.7K
|
22.4K
$369K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4.5KNew |
$55.4K - $58.1K
|
4.5K
$74.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.41K+ 1.06% |
$54.3K - $56.9K
|
421K
$6.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.34K+ 17.11% |
$53.4K - $56K
|
29.7K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.28K+ 6.91% |
$52.7K - $55.3K
|
66.2K
$1.09M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.24K+ 13.41% |
$52.2K - $54.7K
|
35.9K
$591K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.16K+ 2.4% |
$51.2K - $53.7K
|
177K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.15K+ 1.83% |
$51.2K - $53.6K
|
232K
$3.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.09K+ 28.09% |
$50.4K - $52.8K
|
18.6K
$307K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4.08K+ 1.75% |
$50.3K - $52.7K
|
237K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.96K+ 2.61% |
$48.8K - $51.1K
|
156K
$2.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.94K+ 14.51% |
$48.5K - $50.8K
|
31.1K
$512K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.85K+ 25.18% |
$47.5K - $49.8K
|
19.2K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.85K+ 222.8% |
$47.4K - $49.7K
|
5.58K
$91.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.76K+ 3.46% |
$46.4K - $48.6K
|
112K
$1.85M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.73K+ 3.95% |
$46K - $48.2K
|
98.2K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.71K+ 21.55% |
$45.8K - $47.9K
|
20.9K
$345K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.69K+ 19.59% |
$45.5K - $47.7K
|
22.5K
$371K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.69K+ 7.3% |
$45.4K - $47.6K
|
54.2K
$893K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
3.5K+ 2.55% |
$43.1K - $45.1K
|
140K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 1.96% |
$42.5K - $44.5K
|
179K
$2.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.33K+ 8.74% |
$41.1K - $43K
|
41.5K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.05K+ 22.32% |
$37.6K - $39.4K
|
16.7K
$276K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.05K+ 5.44% |
$37.6K - $39.4K
|
59.2K
$975K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.04K+ 13.22% |
$37.5K - $39.3K
|
26.1K
$430K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3K+ 2.36% |
$37K - $38.8K
|
130K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3K+ 3.19% |
$37K - $38.7K
|
97.1K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3K+ 500.0% |
$37K - $38.7K
|
3.6K
$59.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
3K+ 0.8% |
$37K - $38.7K
|
377K
$6.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.96K+ 24.03% |
$36.4K - $38.2K
|
15.3K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.88K+ 73.25% |
$35.4K - $37.1K
|
6.8K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.85K+ 3.32% |
$35.1K - $36.8K
|
88.7K
$1.46M
|