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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
192+ 19.75% |
$1.68K - $2.06K
|
1.16K
$19.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Terril Brothers, Inc.
|
BUY
|
- |
175+ 0.08% |
$1.53K - $1.87K
|
226K
$3.73M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
172+ 1.62% |
$1.5K - $1.84K
|
10.8K
$178K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
163+ 0.58% |
$1.42K - $1.75K
|
28.2K
$465K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
158+ 0.25% |
$1.38K - $1.69K
|
62.7K
$1.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
146+ 0.51% |
$1.27K - $1.56K
|
28.7K
$473K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
142+ 0.26% |
$1.24K - $1.52K
|
55.5K
$915K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
133+ 1.11% |
$1.16K - $1.42K
|
12.2K
$200K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
128+ 1.22% |
$1.12K - $1.37K
|
10.6K
$175K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
123+ 0.99% |
$1.07K - $1.32K
|
12.5K
$206K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
103+ 0.23% |
$899 - $1.1K
|
45.9K
$756K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
102+ 0.84% |
$890 - $1.09K
|
12.2K
$202K
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
100New |
$873 - $1.07K
|
100
$1.65K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
92+ 0.08% |
$803 - $985
|
115K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 1.37% |
$751 - $921
|
6.38K
$105K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
81+ 0.71% |
$707 - $868
|
11.5K
$190K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
80New |
$698 - $857
|
80
$1.32K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.5% |
$681 - $835
|
15.6K
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
77+ 0.62% |
$672 - $825
|
12.4K
$205K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
74+ 0.14% |
$646 - $793
|
53K
$873K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
73+ 2.54% |
$637 - $782
|
2.95K
$48.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
53+ 0.03% |
$463 - $568
|
191K
$3.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
52+ 1.45% |
$454 - $557
|
3.63K
$59.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
49+ 0.06% |
$428 - $525
|
86.7K
$1.43M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
47+ 0.47% |
$410 - $503
|
10.1K
$166K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
42+ 0.28% |
$367 - $450
|
14.8K
$244K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
35New |
$306 - $375
|
35
$577
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
30+ 0.13% |
$262 - $321
|
22.8K
$376K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
21+ 0.01% |
$183 - $225
|
182K
$3M
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
19+ 0.11% |
$166 - $203
|
17.2K
$284K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
18+ 1.65% |
$157 - $193
|
1.11K
$18.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
17+ 0.32% |
$148 - $182
|
5.31K
$87.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17+ 0.27% |
$148 - $182
|
6.33K
$104K
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
17+ 0.05% |
$148 - $182
|
37.1K
$611K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16+ 1.13% |
$140 - $171
|
1.44K
$23.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.12% |
$140 - $171
|
13.7K
$226K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14+ 0.06% |
$122 - $150
|
22.4K
$369K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 0.11% |
$113 - $139
|
11.4K
$188K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 0.7% |
$96 - $118
|
1.58K
$26.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
9+ 0.03% |
$78.6 - $96.4
|
31.3K
$516K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7+ 1.35% |
$61.1 - $75
|
525
$8.65K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.04% |
$26.2 - $32.1
|
7.8K
$129K
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2+ 0.01% |
$17.5 - $21.4
|
17.1K
$281K
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$8.73 - $10.7
|
120K
$1.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.98% |
$8.73 - $10.7
|
103
$1.7K
|
|
|
Jun 21, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1New |
$8.73 - $10.7
|
1
$16.5
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-14Closed |
$122 - $150
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-20- 0.13% |
$175 - $214
|
15.2K
$250K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 0.12% |
$192 - $236
|
17.9K
$295K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-32- 1.3% |
$279 - $343
|
2.42K
$39.9K
|