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 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-791- 2.99% |
$9.93K - $11.1K
|
25.7K
$499K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-848- 0.86% |
$10.7K - $11.9K
|
97.3K
$1.89M
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-868- 0.45% |
$10.9K - $12.2K
|
193K
$3.75M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-924- 3.12% |
$11.6K - $13K
|
28.7K
$558K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-969- 0.72% |
$12.2K - $13.6K
|
133K
$2.59M
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-1K- 0.88% |
$12.6K - $14K
|
113K
$2.19M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1K- 2.99% |
$12.6K - $14K
|
32.5K
$631K
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.01K- 5.83% |
$12.6K - $14.1K
|
16.2K
$315K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.09K- 5.66% |
$13.6K - $15.2K
|
18.1K
$351K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.23K- 7.19% |
$15.5K - $17.3K
|
15.9K
$309K
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.28K- 5.25% |
$16K - $17.9K
|
23K
$447K
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.33K- 3.29% |
$16.7K - $18.6K
|
39K
$758K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.38K- 1.13% |
$17.3K - $19.3K
|
120K
$2.33M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.39K- 9.29% |
$17.4K - $19.5K
|
13.6K
$264K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.43K- 0.74% |
$17.9K - $20K
|
191K
$3.71M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.5K- 12.2% |
$18.8K - $21K
|
10.8K
$210K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.5K- 16.42% |
$18.8K - $21K
|
7.64K
$148K
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.55K- 1.38% |
$19.4K - $21.7K
|
111K
$2.15M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 9.72% |
$19.5K - $21.7K
|
14.4K
$280K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.58K- 17.02% |
$19.8K - $22.1K
|
7.7K
$149K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.62K- 5.16% |
$20.3K - $22.7K
|
29.7K
$577K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.67K- 6.42% |
$21K - $23.5K
|
24.4K
$474K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.71K- 8.56% |
$21.4K - $23.9K
|
18.2K
$354K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.78K- 9.1% |
$22.3K - $24.9K
|
17.7K
$345K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.78K- 9.1% |
$22.3K - $24.9K
|
17.7K
$345K
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2K- 4.42% |
$25.1K - $28.1K
|
43.2K
$839K
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2K- 7.99% |
$25.1K - $28.1K
|
23K
$448K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.04K- 1.18% |
$25.6K - $28.6K
|
170K
$3.3M
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.05K- 9.9% |
$25.7K - $28.7K
|
18.6K
$362K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.13K- 13.31% |
$26.8K - $29.9K
|
13.9K
$269K
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.33K- 4.89% |
$29.2K - $32.7K
|
45.3K
$880K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.33K- 2.45% |
$29.3K - $32.7K
|
92.8K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-2.38K- 18.06% |
$29.9K - $33.4K
|
10.8K
$210K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-2.39K- 3.89% |
$30K - $33.5K
|
59.1K
$1.15M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.45K- 12.6% |
$30.7K - $34.3K
|
17K
$330K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.48K- 0.81% |
$31.1K - $34.8K
|
302K
$5.87M
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.51K- 9.19% |
$31.5K - $35.2K
|
24.8K
$481K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.67K- 1.35% |
$33.5K - $37.4K
|
195K
$3.8M
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.68K- 3.86% |
$33.6K - $37.5K
|
66.6K
$1.29M
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
SELL
|
- |
-2.86K- 2.51% |
$35.9K - $40.1K
|
111K
$2.15M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.92K- 4.9% |
$36.7K - $41K
|
56.8K
$1.1M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-3K- 3.76% |
$37.6K - $42K
|
76.7K
$1.49M
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3K- 6.59% |
$37.7K - $42.1K
|
42.5K
$825K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.1K- 7.52% |
$38.9K - $43.5K
|
38.1K
$739K
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.22K- 0.76% |
$40.4K - $45.1K
|
418K
$8.12M
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.25K- 8.71% |
$40.8K - $45.6K
|
34.1K
$661K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.29K- 11.43% |
$41.3K - $46.1K
|
25.5K
$495K
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.3K- 1.13% |
$41.4K - $46.3K
|
288K
$5.59M
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-3.44K- 5.78% |
$43.2K - $48.3K
|
56.1K
$1.09M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.52K- 0.82% |
$44.2K - $49.4K
|
427K
$8.3M
|