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 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.73K- 16.42% |
$46.9K - $52.4K
|
19K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-4K- 1.06% |
$50.2K - $56.1K
|
373K
$7.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.15K- 4.27% |
$52.1K - $58.2K
|
93K
$1.77M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.3K- 19.06% |
$54K - $60.3K
|
18.2K
$348K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.74K- 19.87% |
$59.5K - $66.5K
|
19.1K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.85K- 19.97% |
$60.9K - $68.1K
|
19.4K
$371K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.89K- 10.5% |
$61.5K - $68.6K
|
41.7K
$795K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.99K- 25.91% |
$62.7K - $70.1K
|
14.3K
$272K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.12K- 6.72% |
$64.3K - $71.9K
|
71.1K
$1.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.16K- 9.96% |
$64.8K - $72.4K
|
46.7K
$890K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5.65K- 12.33% |
$70.9K - $79.2K
|
40.1K
$765K
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-5.78K- 2.44% |
$72.6K - $81.1K
|
231K
$4.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-6.05K- 14.82% |
$75.9K - $84.8K
|
34.7K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.1K- 29.1% |
$76.6K - $85.5K
|
14.9K
$283K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.13K- 7.76% |
$77K - $86K
|
72.9K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-6.36K- 31.89% |
$79.8K - $89.2K
|
13.6K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-6.43K- 0.38% |
$80.7K - $90.1K
|
1.7M
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-6.57K- 6.64% |
$82.5K - $92.2K
|
92.4K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.85K- 15.18% |
$86.1K - $96.1K
|
38.3K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7K- 5.79% |
$87.9K - $98.2K
|
114K
$2.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.02K- 37.09% |
$88.2K - $98.5K
|
11.9K
$227K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-7.16K- 3.05% |
$89.9K - $100K
|
227K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-7.3K- 5.81% |
$91.7K - $102K
|
118K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-7.39K- 18.21% |
$92.8K - $104K
|
33.2K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-7.75K- 46.31% |
$97.3K - $109K
|
8.98K
$171K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8K- 37.04% |
$100K - $112K
|
13.6K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-8.27K- 2.32% |
$104K - $116K
|
348K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.35K- 0.86% |
$105K - $117K
|
958K
$18.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-9.1K- 50.26% |
$114K - $128K
|
9.01K
$172K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-9.49K- 6.54% |
$119K - $133K
|
136K
$2.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.5K- 16.05% |
$119K - $133K
|
49.7K
$947K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.57K- 4.87% |
$120K - $134K
|
187K
$3.57M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.7KClosed |
$135K - $151K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 1.9% |
$137K - $153K
|
562K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-11K- 11.34% |
$138K - $154K
|
86K
$1.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-11.1K- 2.92% |
$139K - $155K
|
368K
$7.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.6K- 11.84% |
$146K - $163K
|
86.4K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-11.9K- 2.66% |
$149K - $167K
|
436K
$8.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-12K- 1.11% |
$150K - $168K
|
1.06M
$20.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-12.7K- 16.95% |
$160K - $178K
|
62.3K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-13K- 5.0% |
$164K - $183K
|
248K
$4.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-13.2K- 22.48% |
$165K - $185K
|
45.4K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13.4K- 0.75% |
$168K - $188K
|
1.78M
$33.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-14.7K- 46.95% |
$185K - $207K
|
16.6K
$317K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16K- 4.0% |
$201K - $224K
|
384K
$7.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-16.4K- 7.06% |
$206K - $230K
|
216K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.9K- 8.44% |
$225K - $251K
|
194K
$3.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19K- 7.25% |
$239K - $267K
|
244K
$4.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-19.1K- 50.33% |
$240K - $268K
|
18.8K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-19.1K- 12.38% |
$240K - $269K
|
135K
$2.58M
|