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
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 9.44% |
$10.3K - $24.6K
|
12.5K
$239K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.05K+ 1.65% |
$10K - $24K
|
64.7K
$1.23M
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1K+ 1.72% |
$9.54K - $22.8K
|
59K
$1.12M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 31.15% |
$9.54K - $22.8K
|
4.21K
$80.3K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
1K+ 91.74% |
$9.54K - $22.8K
|
2.09K
$39.9K
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1K+ 11.53% |
$9.54K - $22.8K
|
9.68K
$185K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 5.51% |
$9.54K - $22.8K
|
19.1K
$365K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1K+ 2.26% |
$9.54K - $22.8K
|
45.2K
$862K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1K+ 105.26% |
$9.54K - $22.8K
|
1.95K
$37.2K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
950New |
$9.06K - $21.7K
|
950
$18.1K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
938+ 2.72% |
$8.95K - $21.4K
|
35.4K
$675K
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
923+ 1.54% |
$8.81K - $21.1K
|
60.8K
$1.16M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
905+ 5.21% |
$8.63K - $20.7K
|
18.3K
$349K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
905+ 5.21% |
$8.63K - $20.7K
|
18.3K
$349K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
900+ 1.64% |
$8.59K - $20.5K
|
55.7K
$1.06M
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
900+ 1.47% |
$8.59K - $20.5K
|
62.3K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
897+ 65.96% |
$8.56K - $20.5K
|
2.26K
$43K
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
886+ 5.64% |
$8.45K - $20.2K
|
16.6K
$317K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
826+ 0.27% |
$7.88K - $18.8K
|
303K
$5.78M
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
814+ 21.44% |
$7.77K - $18.6K
|
4.61K
$87.9K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
800+ 4.93% |
$7.63K - $18.3K
|
17K
$325K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
794+ 0.02% |
$7.57K - $18.1K
|
3.33M
$63.6M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
779+ 112.9% |
$7.43K - $17.8K
|
1.47K
$28K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
752+ 4.67% |
$7.17K - $17.2K
|
16.8K
$321K
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
711+ 1.78% |
$6.78K - $16.2K
|
40.8K
$777K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
696+ 0.77% |
$6.64K - $15.9K
|
90.7K
$1.73M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
694+ 3.08% |
$6.62K - $15.8K
|
23.2K
$443K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
684+ 2.42% |
$6.53K - $15.6K
|
28.9K
$552K
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
675+ 0.13% |
$6.44K - $15.4K
|
536K
$10.2M
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
607+ 1.47% |
$5.79K - $13.9K
|
41.9K
$800K
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
601+ 0.38% |
$5.73K - $13.7K
|
157K
$3M
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
589+ 1.64% |
$5.62K - $13.4K
|
36.4K
$695K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
557+ 0.64% |
$5.31K - $12.7K
|
88K
$1.68M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
556+ 4.64% |
$5.3K - $12.7K
|
12.5K
$239K
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
550+ 5.43% |
$5.25K - $12.6K
|
10.7K
$204K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
545+ 0.4% |
$5.2K - $12.4K
|
137K
$2.62M
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
543+ 4.03% |
$5.18K - $12.4K
|
14K
$267K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
520+ 0.08% |
$4.96K - $11.9K
|
642K
$12.2M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
516+ 2.61% |
$4.92K - $11.8K
|
20.3K
$388K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
509+ 3.12% |
$4.86K - $11.6K
|
16.8K
$320K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
485+ 32.38% |
$4.63K - $11.1K
|
1.98K
$37.8K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
469+ 1.56% |
$4.47K - $10.7K
|
30.5K
$581K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
450+ 1.18% |
$4.29K - $10.3K
|
38.5K
$735K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
430+ 3.97% |
$4.1K - $9.81K
|
11.3K
$215K
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
428+ 0.15% |
$4.08K - $9.77K
|
291K
$5.55M
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
426+ 0.05% |
$4.06K - $9.72K
|
835K
$15.9M
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
424New |
$4.04K - $9.68K
|
424
$8.09K
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
418+ 0.85% |
$3.99K - $9.54K
|
49.3K
$941K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
410+ 18.22% |
$3.91K - $9.36K
|
2.66K
$50.7K
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
402New |
$3.84K - $9.17K
|
402
$7.67K
|