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
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.23K+ 3.53% |
$15.1K - $15.8K
|
36K
$593K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.21K+ 53.59% |
$14.9K - $15.6K
|
3.47K
$57.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.2K+ 100.0% |
$14.8K - $15.5K
|
2.4K
$39.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 0.38% |
$13.6K - $14.3K
|
289K
$4.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.1K+ 6.81% |
$13.6K - $14.2K
|
17.3K
$285K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.1K+ 1.77% |
$13.6K - $14.2K
|
63.2K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.08K+ 43.32% |
$13.3K - $14K
|
3.58K
$59K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.05K+ 8.94% |
$12.9K - $13.5K
|
12.8K
$211K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1K+ 9.15% |
$12.4K - $13K
|
12K
$197K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1KNew |
$12.3K - $12.9K
|
1K
$16.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1K+ 3.91% |
$12.3K - $12.9K
|
26.6K
$438K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1K+ 4.45% |
$12.3K - $12.9K
|
23.5K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
American Financial Group Inc
|
BUY
|
- |
1K+ 0.24% |
$12.3K - $12.9K
|
414K
$6.82M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
989+ 0.58% |
$12.2K - $12.8K
|
171K
$2.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
940+ 4.03% |
$11.6K - $12.1K
|
24.2K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
901+ 2.43% |
$11.1K - $11.6K
|
37.9K
$625K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
888+ 7.66% |
$10.9K - $11.5K
|
12.5K
$206K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
838+ 0.49% |
$10.3K - $10.8K
|
172K
$2.84M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
829+ 0.78% |
$10.2K - $10.7K
|
107K
$1.77M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
827+ 5.18% |
$10.2K - $10.7K
|
16.8K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
820+ 4.27% |
$10.1K - $10.6K
|
20K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
819+ 3.09% |
$10.1K - $10.6K
|
27.3K
$450K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
814+ 21.53% |
$10K - $10.5K
|
4.59K
$75.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
805+ 5.48% |
$9.92K - $10.4K
|
15.5K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
794+ 0.28% |
$9.78K - $10.3K
|
288K
$4.75M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
781+ 1.93% |
$9.62K - $10.1K
|
41.4K
$681K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
772+ 116.79% |
$9.51K - $9.97K
|
1.43K
$23.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
747New |
$9.2K - $9.64K
|
747
$12.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
728+ 0.46% |
$8.97K - $9.4K
|
159K
$2.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
717+ 31.49% |
$8.83K - $9.26K
|
2.99K
$49.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
703+ 6.8% |
$8.66K - $9.08K
|
11K
$182K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
700+ 17.72% |
$8.62K - $9.04K
|
4.65K
$76.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
700+ 4.54% |
$8.62K - $9.04K
|
16.1K
$266K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
700+ 2.49% |
$8.62K - $9.04K
|
28.8K
$475K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
670New |
$8.25K - $8.65K
|
670
$11K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
643+ 2.35% |
$7.92K - $8.3K
|
28K
$462K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
641+ 2.39% |
$7.9K - $8.28K
|
27.4K
$452K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
636+ 0.33% |
$7.84K - $8.21K
|
194K
$3.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
629+ 1.55% |
$7.75K - $8.12K
|
41.1K
$678K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
600+ 0.47% |
$7.39K - $7.75K
|
129K
$2.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
587+ 0.48% |
$7.23K - $7.58K
|
123K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
569+ 2.11% |
$7.01K - $7.35K
|
27.6K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
560+ 2.95% |
$6.9K - $7.23K
|
19.6K
$323K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
554+ 2.45% |
$6.83K - $7.15K
|
23.2K
$382K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
544+ 1.31% |
$6.7K - $7.02K
|
42.1K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
533+ 0.19% |
$6.57K - $6.88K
|
279K
$4.6M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
511+ 107.13% |
$6.3K - $6.6K
|
988
$16.3K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
500+ 3.79% |
$6.16K - $6.46K
|
13.7K
$226K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
500+ 21.74% |
$6.16K - $6.46K
|
2.8K
$46.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
500+ 1.57% |
$6.16K - $6.46K
|
32.4K
$534K
|