Purchases and Sales Made in Q3 2022 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q3 2022. 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 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
103K+ 13.42% |
$981K - $2.35M
|
869K
$16.9M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
99.7KNew |
$951K - $2.27M
|
99.7K
$1.94M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
97.9K+ 2.08% |
$934K - $2.23M
|
4.8M
$93.2M
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
96.6K+ 11.72% |
$922K - $2.21M
|
921K
$17.9M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
96.4K+ 27.46% |
$920K - $2.2M
|
447K
$8.69M
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
89K+ 81.55% |
$849K - $2.03M
|
198K
$3.85M
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
85.6K+ 18.06% |
$817K - $1.95M
|
560K
$10.9M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
83.1K+ 17.28% |
$792K - $1.9M
|
564K
$10.9M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
78.4KNew |
$747K - $1.79M
|
78.4K
$1.52M
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
75K+ 32.12% |
$715K - $1.71M
|
309K
$5.99M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
74.3K+ 15.13% |
$709K - $1.7M
|
565K
$11M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
74.3K+ 15.13% |
$709K - $1.7M
|
565K
$11M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
71.3KNew |
$680K - $1.63M
|
71.3K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
70K+ 69.07% |
$668K - $1.6M
|
171K
$3.33M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
68.9K+ 3.33% |
$658K - $1.57M
|
2.14M
$41.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.8K+ 3.09% |
$638K - $1.53M
|
2.23M
$43.3M
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
64.4K+ 0.31% |
$615K - $1.47M
|
21.1M
$409M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.3K+ 7.41% |
$595K - $1.42M
|
904K
$17.6M
|
|
Nov 14, 2022
Q3 2022
|
Rr Advisors, LLC
Dallas, TX |
BUY
|
- |
61K+ 0.73% |
$582K - $1.39M
|
8.46M
$164M
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
58.7KNew |
$560K - $1.34M
|
58.7K
$1.14M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.4K+ 1.79% |
$538K - $1.29M
|
3.22M
$62.5M
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
55.4K+ 4.42% |
$529K - $1.27M
|
1.31M
$25.5M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.7K+ 2.82% |
$513K - $1.23M
|
1.96M
$38M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
53.3K+ 129.41% |
$509K - $1.22M
|
94.5K
$1.84M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.1K+ 2.37% |
$507K - $1.21M
|
2.29M
$44.5M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52.4K+ 16.66% |
$500K - $1.2M
|
367K
$7.13M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
50.1K+ 49.28% |
$478K - $1.14M
|
152K
$2.94M
|
|
Oct 25, 2022
Q3 2022
|
Key Colony Management, LLC
|
BUY
|
- |
50K+ 16.39% |
$477K - $1.14M
|
355K
$6.89M
|
|
Nov 14, 2022
Q3 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
49.5K+ 0.84% |
$472K - $1.13M
|
5.91M
$115M
|
|
Oct 13, 2022
Q3 2022
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
49K+ 2.95% |
$467K - $1.12M
|
1.71M
$33.2M
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
48.6K+ 0.66% |
$464K - $1.11M
|
7.36M
$143M
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
45.6K+ 32.21% |
$435K - $1.04M
|
187K
$3.63M
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
42K+ 44.24% |
$400K - $958K
|
137K
$2.66M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
40.7KNew |
$388K - $928K
|
40.7K
$789K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.1K+ 67.79% |
$363K - $869K
|
94.2K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
38K+ 39.79% |
$363K - $867K
|
134K
$2.59M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
37.3K+ 0.13% |
$355K - $850K
|
29.6M
$575M
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
36.3K+ 61.81% |
$346K - $827K
|
94.9K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
35.8K+ 0.2% |
$341K - $817K
|
18.2M
$353M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
34.1K+ 328.48% |
$325K - $778K
|
44.5K
$864K
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
32.9K+ 71.23% |
$313K - $750K
|
79K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
32.7K+ 23.05% |
$312K - $747K
|
175K
$3.39M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
32.7KNew |
$312K - $745K
|
32.7K
$634K
|
|
Nov 14, 2022
Q3 2022
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
31K+ 5.31% |
$296K - $707K
|
615K
$11.9M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 26.82% |
$290K - $694K
|
144K
$2.79M
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
30.2K+ 1.57% |
$288K - $690K
|
1.96M
$38.1M
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
30KNew |
$286K - $685K
|
30K
$583K
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
29.7K+ 19.7% |
$284K - $679K
|
181K
$3.51M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
29.6K+ 8.03% |
$282K - $675K
|
398K
$7.73M
|
|
Nov 14, 2022
Q3 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
29.4K+ 8.16% |
$281K - $672K
|
390K
$7.58M
|