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
|
Chase Investment Counsel Corp
|
SELL
|
- |
-19.9K- 28.39% |
$250K - $279K
|
50.2K
$974K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-20K- 47.25% |
$251K - $281K
|
22.3K
$434K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-21K- 20.87% |
$264K - $295K
|
79.6K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-21.5K- 22.27% |
$269K - $301K
|
74.9K
$1.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-24.6K- 0.48% |
$309K - $346K
|
5.13M
$99.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-25K- 43.1% |
$314K - $351K
|
33K
$641K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-26.5K- 9.89% |
$333K - $371K
|
241K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-28.6K- 0.51% |
$359K - $401K
|
5.62M
$109M
|
|
|
Nov 14, 2023
Q3 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-30K- 50.0% |
$377K - $421K
|
30K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-31.9K- 4.28% |
$401K - $448K
|
714K
$13.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-34.5K- 40.17% |
$433K - $483K
|
51.3K
$997K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-35.6K- 20.92% |
$447K - $500K
|
135K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-37.7K- 1.52% |
$474K - $529K
|
2.45M
$47.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-38.1K- 12.01% |
$478K - $535K
|
279K
$5.42M
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-38.7K- 54.81% |
$486K - $542K
|
31.9K
$619K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-38.7K- 1.59% |
$486K - $543K
|
2.4M
$46.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-39K- 42.24% |
$489K - $547K
|
53.3K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-39.1K- 0.16% |
$491K - $549K
|
25.1M
$487M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-40.9K- 56.36% |
$514K - $574K
|
31.7K
$615K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-42.4K- 37.61% |
$533K - $595K
|
70.4K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-42.8K- 2.15% |
$538K - $601K
|
1.95M
$37.9M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.1K- 1.13% |
$554K - $618K
|
3.85M
$74.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-45.2K- 83.36% |
$568K - $634K
|
9.02K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-46.5K- 16.67% |
$584K - $652K
|
232K
$4.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-48.6K- 36.22% |
$610K - $681K
|
85.5K
$1.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-51.1K- 35.17% |
$642K - $717K
|
94.2K
$1.83M
|
|
|
Oct 05, 2023
Q3 2023
|
Key Colony Management, LLC
|
SELL
|
- |
-55K- 15.49% |
$691K - $772K
|
300K
$5.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-59.1K- 22.35% |
$742K - $829K
|
205K
$3.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-67.6K- 10.5% |
$850K - $949K
|
577K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-76.6K- 16.16% |
$962K - $1.07M
|
397K
$7.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-82.5K- 0.38% |
$1.04M - $1.16M
|
21.4M
$416M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-86.5K- 9.25% |
$1.09M - $1.21M
|
849K
$16.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-87.5K- 90.2% |
$1.1M - $1.23M
|
9.51K
$185K
|
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-100K- 36.16% |
$1.26M - $1.4M
|
177K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Goldentree Asset Management LP
New York, NY |
SELL
|
- |
-105K- 30.85% |
$1.32M - $1.48M
|
236K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-108K- 18.49% |
$1.35M - $1.51M
|
474K
$9.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-109K- 7.16% |
$1.36M - $1.52M
|
1.41M
$27.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-109K- 7.17% |
$1.36M - $1.52M
|
1.41M
$27.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-112K- 27.95% |
$1.41M - $1.58M
|
290K
$5.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-116K- 21.29% |
$1.46M - $1.63M
|
430K
$8.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-123K- 26.72% |
$1.54M - $1.72M
|
336K
$6.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
SELL
|
- |
-130K- 9.06% |
$1.63M - $1.82M
|
1.31M
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-133K- 91.86% |
$1.67M - $1.86M
|
11.8K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-147K- 32.0% |
$1.84M - $2.06M
|
312K
$6.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-150K- 47.37% |
$1.88M - $2.1M
|
167K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-155K- 2.1% |
$1.95M - $2.17M
|
7.24M
$141M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-156K- 71.54% |
$1.96M - $2.19M
|
62K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-160K- 17.9% |
$2.02M - $2.25M
|
736K
$14.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-162K- 4.75% |
$2.04M - $2.28M
|
3.26M
$63.3M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-166K- 52.47% |
$2.09M - $2.33M
|
150K
$2.92M
|