Purchases and Sales Made in Q3 2021 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
13.4KNew |
$117K - $143K
|
13.4K
$220K
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$115K - $141K
|
13.2K
$218K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13.1K+ 7.18% |
$115K - $141K
|
196K
$3.23M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 103.43% |
$112K - $137K
|
25.2K
$415K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.4K+ 72.02% |
$108K - $132K
|
29.5K
$487K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$105K - $129K
|
12K
$199K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
12K+ 14.6% |
$105K - $129K
|
94.2K
$1.55M
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12KNew |
$105K - $129K
|
12K
$198K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12K+ 18.43% |
$104K - $128K
|
76.8K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.9K+ 14.62% |
$104K - $127K
|
93.3K
$1.54M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.5K+ 6.99% |
$101K - $123K
|
176K
$2.9M
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.3K+ 8.27% |
$98.4K - $121K
|
148K
$2.43M
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.3KNew |
$98.2K - $121K
|
11.3K
$185K
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11.2KNew |
$98K - $120K
|
11.2K
$185K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
11.1K+ 3.81% |
$97.1K - $119K
|
303K
$4.99M
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
10.9KNew |
$95.2K - $117K
|
10.9K
$180K
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.8K+ 1.24% |
$94.1K - $115K
|
879K
$14.5M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
10.7K+ 24.67% |
$93.2K - $114K
|
53.9K
$889K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$91.7K - $113K
|
10.5K
$173K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.5K+ 9.72% |
$91.5K - $112K
|
118K
$1.95M
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$88.5K - $109K
|
10.1K
$167K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
10.1KNew |
$88.3K - $108K
|
10.1K
$167K
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
10KNew |
$87.3K - $107K
|
10K
$165K
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10KNew |
$87.3K - $107K
|
10K
$165K
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10K+ 24.98% |
$87.3K - $107K
|
50K
$825K
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.88K+ 9.17% |
$77.5K - $95.1K
|
106K
$1.74M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.39K+ 5.97% |
$73.3K - $89.9K
|
149K
$2.46M
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7.75K+ 7.68% |
$67.7K - $83K
|
109K
$1.79M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
7.34KNew |
$64.1K - $78.6K
|
7.34K
$121K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
7.15K+ 3.84% |
$62.4K - $76.6K
|
193K
$3.19M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
7.15K+ 33.43% |
$62.4K - $76.6K
|
28.5K
$470K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
7.03K+ 2230.79% |
$61.3K - $75.3K
|
7.34K
$121K
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
6.5K+ 7.0% |
$56.7K - $69.6K
|
99.3K
$1.64M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.41K+ 1.54% |
$55.9K - $68.6K
|
422K
$6.96M
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
6.36K+ 4.38% |
$55.5K - $68.1K
|
152K
$2.5M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.22K+ 7.56% |
$54.3K - $66.6K
|
88.5K
$1.46M
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.11K+ 33.64% |
$53.3K - $65.4K
|
24.3K
$400K
|
|
Jan 19, 2022
Q3 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
6K+ 30.0% |
$52.4K - $64.3K
|
26K
$428K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.91K+ 0.33% |
$51.6K - $63.3K
|
1.77M
$29.2M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
5.87KNew |
$51.3K - $62.9K
|
5.87K
$96.8K
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5.75K+ 1.03% |
$50.2K - $61.6K
|
563K
$9.29M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.69K+ 7.19% |
$49.6K - $60.9K
|
84.8K
$1.4M
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
5.68KNew |
$49.6K - $60.8K
|
5.68K
$93.6K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
5.51K+ 21.56% |
$48.1K - $59K
|
31K
$512K
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
5.47K+ 25.21% |
$47.8K - $58.6K
|
27.2K
$448K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.41K+ 2.0% |
$47.2K - $57.9K
|
275K
$4.53M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.4K+ 4.35% |
$47.1K - $57.8K
|
130K
$2.14M
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5.17K+ 11.34% |
$45.1K - $55.4K
|
50.8K
$837K
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
5.09K+ 11.99% |
$44.4K - $54.5K
|
47.5K
$783K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.07K+ 32.5% |
$44.3K - $54.3K
|
20.7K
$341K
|