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 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-55- 3.0% |
$691 - $772
|
1.78K
$34.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-60- 0.47% |
$754 - $842
|
12.7K
$246K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-75- 0.06% |
$942 - $1.05K
|
129K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-76- 0.59% |
$955 - $1.07K
|
12.8K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-103- 0.47% |
$1.29K - $1.45K
|
21.9K
$426K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-104- 0.71% |
$1.31K - $1.46K
|
14.6K
$284K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-112- 0.21% |
$1.41K - $1.57K
|
52.3K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-128- 1.0% |
$1.61K - $1.8K
|
12.7K
$246K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-143- 0.75% |
$1.8K - $2.01K
|
19K
$369K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-143- 0.55% |
$1.8K - $2.01K
|
26K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-169- 0.08% |
$2.12K - $2.37K
|
209K
$4.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-170- 0.47% |
$2.14K - $2.39K
|
35.8K
$696K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-183- 6.11% |
$2.3K - $2.57K
|
2.81K
$54.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-191- 0.03% |
$2.4K - $2.68K
|
639K
$12.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-191- 0.22% |
$2.4K - $2.68K
|
86K
$1.67M
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-191- 0.22% |
$2.4K - $2.68K
|
86K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-205- 1.12% |
$2.57K - $2.88K
|
18K
$350K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-217- 0.13% |
$2.73K - $3.04K
|
171K
$3.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-220- 0.41% |
$2.76K - $3.09K
|
54K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-242- 0.49% |
$3.04K - $3.4K
|
48.7K
$946K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-250- 0.72% |
$3.14K - $3.51K
|
34.3K
$667K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-280- 5.65% |
$3.52K - $3.93K
|
4.68K
$90.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-292- 0.28% |
$3.67K - $4.1K
|
104K
$2.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-296- 1.78% |
$3.72K - $4.15K
|
16.3K
$317K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300- 14.63% |
$3.77K - $4.21K
|
1.75K
$34K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-327- 2.38% |
$4.11K - $4.59K
|
13.4K
$261K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-344- 1.99% |
$4.32K - $4.83K
|
17K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-371- 0.28% |
$4.66K - $5.21K
|
130K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-372- 2.43% |
$4.67K - $5.22K
|
14.9K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-376- 1.22% |
$4.72K - $5.28K
|
30.5K
$592K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-395- 0.95% |
$4.96K - $5.54K
|
41.1K
$798K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
SELL
|
- |
-400- 1.38% |
$5.02K - $5.61K
|
28.5K
$553K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-429- 2.19% |
$5.39K - $6.02K
|
19.2K
$372K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-432- 0.48% |
$5.43K - $6.06K
|
88.8K
$1.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-450- 0.89% |
$5.65K - $6.31K
|
50.3K
$976K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-454- 3.65% |
$5.7K - $6.37K
|
12K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-466- 64.36% |
$5.85K - $6.54K
|
258
$5.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-480- 2.13% |
$6.03K - $6.73K
|
22K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-500- 16.67% |
$6.28K - $7.02K
|
2.5K
$48.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 29.55% |
$6.28K - $7.02K
|
1.19K
$23.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-500- 0.52% |
$6.28K - $7.02K
|
94.9K
$1.84M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-500- 2.03% |
$6.28K - $7.02K
|
24.1K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-533- 0.32% |
$6.69K - $7.48K
|
164K
$3.18M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-549- 2.95% |
$6.9K - $7.7K
|
18.1K
$351K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-561- 0.1% |
$7.05K - $7.87K
|
578K
$11.2M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-575- 24.1% |
$7.22K - $8.07K
|
1.81K
$35.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-600- 21.94% |
$7.54K - $8.42K
|
2.14K
$41.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-635- 1.51% |
$7.98K - $8.91K
|
41.4K
$804K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-640- 50.0% |
$8.04K - $8.98K
|
640
$12.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-690- 0.56% |
$8.67K - $9.68K
|
122K
$2.38M
|