Purchases and Sales Made in Q3 2023 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q3 2023. 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 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
81+ 0.2% |
$1.02K - $1.14K
|
40.7K
$791K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
76+ 0.6% |
$955 - $1.07K
|
12.8K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
73+ 0.54% |
$917 - $1.02K
|
13.6K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
71+ 1.97% |
$892 - $996
|
3.67K
$71.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
71+ 1.64% |
$892 - $996
|
4.41K
$85.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
65+ 2.4% |
$816 - $912
|
2.78K
$53.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
61+ 1.7% |
$766 - $856
|
3.64K
$70.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
57+ 0.43% |
$716 - $800
|
13.5K
$261K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
57+ 0.14% |
$716 - $800
|
41.2K
$800K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
51+ 1.55% |
$641 - $716
|
3.35K
$65K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
49+ 2.38% |
$615 - $687
|
2.11K
$40.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 2.38% |
$615 - $687
|
2.11K
$40.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
46+ 0.04% |
$578 - $645
|
118K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
44+ 0.43% |
$553 - $617
|
10.2K
$198K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 2.8% |
$515 - $575
|
1.5K
$29.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
40+ 0.11% |
$502 - $561
|
35K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
39+ 2.43% |
$490 - $547
|
1.65K
$32K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
36+ 0.03% |
$452 - $505
|
104K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
34+ 0.28% |
$427 - $477
|
12K
$233K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 0.06% |
$402 - $449
|
53K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.2% |
$402 - $449
|
15.8K
$308K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 2.41% |
$377 - $421
|
1.28K
$24.8K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
30+ 0.3% |
$377 - $421
|
10.2K
$198K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
30+ 2.48% |
$377 - $421
|
1.24K
$24.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 0.76% |
$364 - $407
|
3.84K
$74.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 2.39% |
$352 - $393
|
1.2K
$23.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
24+ 2.4% |
$301 - $337
|
1.02K
$19.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
22New |
$276 - $309
|
22
$427
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22New |
$276 - $309
|
22
$427
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 0.22% |
$276 - $309
|
10.2K
$199K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
21+ 0.1% |
$264 - $295
|
22.1K
$429K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
19+ 0.12% |
$239 - $267
|
15.5K
$301K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.12% |
$214 - $239
|
13.8K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.03% |
$214 - $239
|
61.1K
$1.19M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 2.39% |
$201 - $224
|
686
$13.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 0.02% |
$176 - $196
|
58.5K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14+ 2.4% |
$176 - $196
|
598
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
13+ 0.11% |
$163 - $182
|
11.6K
$225K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 2.32% |
$151 - $168
|
530
$10.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.51% |
$138 - $154
|
2.19K
$42.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 0.07% |
$126 - $140
|
14.1K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10+ 0.04% |
$126 - $140
|
26.9K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8+ 0.03% |
$100 - $112
|
26.2K
$509K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.1% |
$50.2 - $56.1
|
4.17K
$81K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.95% |
$37.7 - $42.1
|
157
$3.05K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.02% |
$25.1 - $28.1
|
8.39K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1- -0.0% |
$12.6 - $14
|
34K
$660K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 0.09% |
$62.8 - $70.1
|
5.75K
$112K
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-9- 0.02% |
$113 - $126
|
36.6K
$711K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-21- 0.19% |
$264 - $295
|
11.3K
$219K
|