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 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500+ 2.84% |
$6.16K - $6.46K
|
18.1K
$298K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
493+ 0.3% |
$6.07K - $6.36K
|
164K
$2.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
486+ 2.56% |
$5.99K - $6.27K
|
19.5K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
473+ 2.12% |
$5.83K - $6.11K
|
22.7K
$375K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
452New |
$5.57K - $5.84K
|
452
$7.45K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
440+ 2.45% |
$5.42K - $5.68K
|
18.4K
$303K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
415+ 2.33% |
$5.11K - $5.36K
|
18.2K
$301K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
409+ 2.39% |
$5.04K - $5.28K
|
17.5K
$288K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
404+ 2.39% |
$4.98K - $5.22K
|
17.3K
$285K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
401+ 0.52% |
$4.94K - $5.18K
|
78K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
400New |
$4.93K - $5.16K
|
400
$6.59K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
400+ 2.72% |
$4.93K - $5.16K
|
15.1K
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
377+ 0.44% |
$4.64K - $4.87K
|
85.8K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Sl Advisors, LLC
|
BUY
|
- |
377+ 0.11% |
$4.64K - $4.87K
|
356K
$5.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
375+ 0.75% |
$4.62K - $4.84K
|
50.1K
$826K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
365New |
$4.5K - $4.71K
|
365
$6.02K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
360+ 1.32% |
$4.44K - $4.65K
|
27.6K
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
344+ 0.19% |
$4.24K - $4.44K
|
181K
$2.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
319+ 1.17% |
$3.93K - $4.12K
|
27.6K
$455K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
286+ 1.98% |
$3.52K - $3.69K
|
14.7K
$243K
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
281+ 0.39% |
$3.46K - $3.63K
|
71.6K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
278+ 2.39% |
$3.42K - $3.59K
|
11.9K
$196K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
277+ 66.75% |
$3.41K - $3.58K
|
692
$11.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
267+ 0.58% |
$3.29K - $3.45K
|
46.6K
$768K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
259+ 12.77% |
$3.19K - $3.34K
|
2.29K
$37.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
251+ 1.76% |
$3.09K - $3.24K
|
14.5K
$239K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
250+ 13.89% |
$3.08K - $3.23K
|
2.05K
$33.8K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
250+ 11.7% |
$3.08K - $3.23K
|
2.39K
$39.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
246+ 0.41% |
$3.03K - $3.18K
|
59.7K
$983K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
235+ 1.96% |
$2.9K - $3.03K
|
12.2K
$201K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
235+ 0.16% |
$2.9K - $3.03K
|
147K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
225+ 1.89% |
$2.77K - $2.9K
|
12.1K
$200K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
215+ 0.46% |
$2.65K - $2.78K
|
47.5K
$782K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 1.73% |
$2.56K - $2.69K
|
12.2K
$202K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
203+ 2.76% |
$2.5K - $2.62K
|
7.56K
$125K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
203+ 2.48% |
$2.5K - $2.62K
|
8.38K
$138K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
201+ 1.82% |
$2.48K - $2.59K
|
11.2K
$185K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
200New |
$2.46K - $2.58K
|
200
$3.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
200+ 0.08% |
$2.46K - $2.58K
|
246K
$4.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
197+ 1.96% |
$2.43K - $2.54K
|
10.3K
$169K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
192+ 0.75% |
$2.37K - $2.48K
|
25.9K
$427K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
188+ 0.52% |
$2.32K - $2.43K
|
36.2K
$596K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
184+ 0.04% |
$2.27K - $2.38K
|
441K
$7.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
183+ 1.56% |
$2.25K - $2.36K
|
11.9K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
182+ 1.44% |
$2.24K - $2.35K
|
12.8K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
179+ 3.73% |
$2.21K - $2.31K
|
4.98K
$82.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
174+ 170.59% |
$2.14K - $2.25K
|
276
$4.55K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
157+ 0.6% |
$1.93K - $2.03K
|
26.5K
$437K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
144+ 0.36% |
$1.77K - $1.86K
|
40.7K
$670K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
136+ 0.42% |
$1.68K - $1.76K
|
32.5K
$536K
|