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 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.73K+ 2.26% |
$33.6K - $35.2K
|
123K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.72K+ 16.2% |
$33.5K - $35.1K
|
19.5K
$322K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.72K+ 16.2% |
$33.5K - $35.1K
|
19.5K
$322K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.7K+ 11.84% |
$33.2K - $34.8K
|
25.5K
$420K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
2.57K+ 3.4% |
$31.6K - $33.2K
|
78.1K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.55K+ 24.74% |
$31.4K - $32.9K
|
12.8K
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.53K+ 6.12% |
$31.1K - $32.6K
|
43.9K
$723K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.5K+ 13.22% |
$30.8K - $32.3K
|
21.4K
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.49K+ 12.45% |
$30.6K - $32.1K
|
22.5K
$370K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$29.6K - $31K
|
2.4K
$39.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Heronetta Management, L.P.
|
BUY
|
- |
2.38K+ 0.29% |
$29.3K - $30.7K
|
835K
$13.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.37K+ 5.73% |
$29.2K - $30.6K
|
43.8K
$722K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.36K+ 16.54% |
$29K - $30.4K
|
16.6K
$274K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
2.29K+ 68.13% |
$28.2K - $29.6K
|
5.65K
$93.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.27K+ 3.63% |
$27.9K - $29.3K
|
64.7K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
2.24K+ 12.13% |
$27.5K - $28.9K
|
20.7K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.21KNew |
$27.2K - $28.5K
|
2.21K
$36.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.21K+ 12.81% |
$27.2K - $28.5K
|
19.5K
$321K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 40.07% |
$26.9K - $28.1K
|
7.62K
$126K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.1K+ 1.59% |
$25.8K - $27.1K
|
134K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.09K+ 4.29% |
$25.7K - $27K
|
50.9K
$838K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.06KNew |
$25.4K - $26.6K
|
2.06K
$33.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 14.43% |
$24.8K - $26K
|
16K
$263K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2K+ 1.68% |
$24.6K - $25.8K
|
121K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2K+ 2.28% |
$24.6K - $25.8K
|
89.7K
$1.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.96K+ 11.75% |
$24.1K - $25.3K
|
18.6K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.93K+ 0.76% |
$23.7K - $24.9K
|
256K
$4.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.92K+ 26.13% |
$23.7K - $24.8K
|
9.27K
$153K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 477.25% |
$23.5K - $24.6K
|
2.31K
$38.1K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.9K+ 8.37% |
$23.4K - $24.5K
|
24.6K
$405K
|
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
BUY
|
- |
1.88K+ 1.68% |
$23.1K - $24.2K
|
114K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.87K+ 8.14% |
$23.1K - $24.2K
|
24.9K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.86K+ 0.19% |
$22.9K - $24K
|
1.01M
$16.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.83KNew |
$22.6K - $23.7K
|
1.83K
$30.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.72K+ 0.16% |
$21.2K - $22.2K
|
1.1M
$18.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
1.71K+ 15.05% |
$21K - $22K
|
13K
$215K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.7K+ 42.58% |
$21K - $22K
|
5.7K
$94K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 8.21% |
$20.9K - $21.9K
|
22.3K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.69KNew |
$20.8K - $21.8K
|
1.69K
$27.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.61K+ 8.74% |
$19.8K - $20.8K
|
20K
$330K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.57K+ 15.26% |
$19.4K - $20.3K
|
11.9K
$196K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 12.17% |
$19K - $19.9K
|
14.2K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 149.17% |
$18.8K - $19.7K
|
2.55K
$42K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.5K+ 2.23% |
$18.5K - $19.4K
|
68.7K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.45K+ 9.81% |
$17.9K - $18.7K
|
16.2K
$268K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.39K+ 8.27% |
$17.2K - $18K
|
18.2K
$301K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.38K+ 4.44% |
$17K - $17.8K
|
32.5K
$536K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.28KNew |
$15.8K - $16.5K
|
1.28K
$21.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.25K+ 7.82% |
$15.4K - $16.1K
|
17.2K
$284K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.24K+ 133.33% |
$15.3K - $16K
|
2.17K
$35.8K
|