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 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
157+ 0.6% |
$1.93K - $2.03K
|
26.5K
$465K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
144+ 0.36% |
$1.77K - $1.86K
|
40.7K
$713K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
136+ 0.42% |
$1.68K - $1.76K
|
32.5K
$570K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
130+ 0.15% |
$1.6K - $1.68K
|
86.8K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
123+ 0.81% |
$1.52K - $1.59K
|
15.3K
$268K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
115+ 0.73% |
$1.42K - $1.48K
|
15.9K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
100+ 0.6% |
$1.23K - $1.29K
|
16.7K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
99+ 0.21% |
$1.22K - $1.28K
|
47.8K
$839K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
98+ 2.46% |
$1.21K - $1.27K
|
4.09K
$71.7K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
98+ 2.46% |
$1.21K - $1.27K
|
4.09K
$71.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85+ 0.44% |
$1.05K - $1.1K
|
19.6K
$344K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.48% |
$998 - $1.05K
|
16.9K
$297K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
78+ 0.61% |
$961 - $1.01K
|
12.8K
$224K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
74+ 0.59% |
$912 - $955
|
12.7K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71+ 0.53% |
$875 - $917
|
13.6K
$238K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
69+ 1.62% |
$850 - $891
|
4.34K
$76.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
62+ 0.12% |
$764 - $800
|
53K
$930K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
57+ 0.43% |
$702 - $736
|
13.4K
$235K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
55+ 0.55% |
$678 - $710
|
10.1K
$177K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
51+ 1.57% |
$628 - $658
|
3.3K
$57.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.37% |
$616 - $646
|
13.7K
$240K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50+ 2.49% |
$616 - $646
|
2.06K
$36.1K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
49+ 0.44% |
$604 - $633
|
11.1K
$195K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
49+ 2.4% |
$604 - $633
|
2.09K
$36.7K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
47+ 4.17% |
$579 - $607
|
1.17K
$20.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
46+ 0.02% |
$567 - $594
|
219K
$3.85M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
42New |
$517 - $542
|
42
$737
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
41+ 0.37% |
$505 - $529
|
11.1K
$194K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
40+ 0.11% |
$493 - $516
|
35K
$613K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
39+ 2.49% |
$480 - $503
|
1.61K
$28.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
38+ 0.14% |
$468 - $491
|
27.4K
$481K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
38+ 0.46% |
$468 - $491
|
8.34K
$146K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
31+ 0.34% |
$382 - $400
|
9.25K
$162K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 2.47% |
$370 - $387
|
1.25K
$21.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 0.77% |
$357 - $374
|
3.81K
$66.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
29+ 2.45% |
$357 - $374
|
1.21K
$21.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27+ 0.14% |
$333 - $349
|
20K
$350K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
25+ 0.16% |
$308 - $323
|
16K
$281K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 2.41% |
$296 - $310
|
1.02K
$17.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
21+ 0.04% |
$259 - $271
|
50.2K
$880K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
21+ 0.07% |
$259 - $271
|
30.9K
$541K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 0.21% |
$259 - $271
|
10.2K
$179K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
20+ 0.03% |
$246 - $258
|
58K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.12% |
$209 - $219
|
13.8K
$242K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
15New |
$185 - $194
|
15
$263
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
13+ 2.57% |
$160 - $168
|
518
$9.09K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13+ 2.28% |
$160 - $168
|
584
$10.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.06% |
$160 - $168
|
21.5K
$377K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.76% |
$136 - $142
|
1.46K
$25.7K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
10+ 0.03% |
$123 - $129
|
30K
$525K
|