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 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
28+ 0.11% |
$267 - $639
|
25.6K
$422K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24+ 0.05% |
$229 - $548
|
52.9K
$872K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 2.02% |
$219 - $525
|
1.16K
$19.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$210 - $502
|
22
$363
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
22+ 1.98% |
$210 - $502
|
1.13K
$18.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
20+ 0.04% |
$191 - $456
|
48.5K
$800K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.12% |
$191 - $456
|
16.4K
$270K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17+ 0.08% |
$162 - $388
|
22.4K
$370K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$162 - $388
|
16K
$264K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 0.14% |
$153 - $365
|
11.4K
$188K
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
15+ 0.07% |
$143 - $342
|
22.7K
$373K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10+ 0.05% |
$95.4 - $228
|
18.6K
$307K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
9+ 1.64% |
$85.9 - $205
|
558
$9.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.07% |
$76.3 - $183
|
12.1K
$200K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 1.93% |
$57.2 - $137
|
317
$5.22K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.9% |
$19.1 - $45.6
|
107
$1.76K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.22% |
$9.54 - $22.8
|
46
$758
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-2- -0.0% |
$19.1 - $45.6
|
167K
$2.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4- 0.01% |
$38.2 - $91.3
|
34.9K
$575K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-19- 0.52% |
$181 - $434
|
3.62K
$59.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-57- 0.45% |
$544 - $1.3K
|
12.7K
$209K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-65- 0.71% |
$620 - $1.48K
|
9.07K
$149K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-83- 4.16% |
$792 - $1.89K
|
1.91K
$31.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-85- 0.61% |
$811 - $1.94K
|
13.8K
$227K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-100- 0.05% |
$954 - $2.28K
|
215K
$3.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-110- 0.19% |
$1.05K - $2.51K
|
57.9K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-116- 0.47% |
$1.11K - $2.65K
|
24.6K
$405K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-141- 0.04% |
$1.35K - $3.22K
|
353K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-217- 0.14% |
$2.07K - $4.95K
|
156K
$2.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-222- 0.34% |
$2.12K - $5.07K
|
65.7K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-226- 1.2% |
$2.16K - $5.16K
|
18.6K
$307K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-239- 10.1% |
$2.28K - $5.45K
|
2.13K
$35.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-273- 15.4% |
$2.6K - $6.23K
|
1.5K
$24.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-280- 0.9% |
$2.67K - $6.39K
|
30.7K
$506K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-292- 36.87% |
$2.79K - $6.66K
|
500
$8.24K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-295- 2.64% |
$2.81K - $6.73K
|
10.9K
$179K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-312- 0.84% |
$2.98K - $7.12K
|
36.9K
$609K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-328- 2.58% |
$3.13K - $7.48K
|
12.4K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-340- 0.29% |
$3.24K - $7.76K
|
117K
$1.93M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-344- 2.15% |
$3.28K - $7.85K
|
15.7K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-350- 0.92% |
$3.34K - $7.99K
|
37.9K
$624K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-374- 0.36% |
$3.57K - $8.53K
|
103K
$1.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-391- 0.5% |
$3.73K - $8.92K
|
78.5K
$1.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-443- 2.5% |
$4.23K - $10.1K
|
17.3K
$285K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-451- 0.69% |
$4.3K - $10.3K
|
65.2K
$1.07M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-470- 0.81% |
$4.48K - $10.7K
|
57.5K
$948K
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-470- 0.81% |
$4.48K - $10.7K
|
57.5K
$948K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-474- 2.12% |
$4.52K - $10.8K
|
21.9K
$361K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-485- 3.8% |
$4.63K - $11.1K
|
12.3K
$202K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-488- 2.14% |
$4.66K - $11.1K
|
22.3K
$367K
|