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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
75.7K+ 17.49% |
$951K - $1.06M
|
508K
$8.38M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
74.2K+ 61.2% |
$932K - $1.04M
|
195K
$3.22M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
73.3K+ 50.0% |
$920K - $1.03M
|
220K
$3.62M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
72.2K+ 16.19% |
$906K - $1.01M
|
518K
$8.53M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
70.8K+ 363.99% |
$890K - $994K
|
90.3K
$1.49M
|
|
Oct 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
66KNew |
$830K - $927K
|
66K
$1.09M
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
62.2KNew |
$781K - $872K
|
62.2K
$1.02M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
60KNew |
$754K - $842K
|
60K
$989K
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
60KNew |
$754K - $842K
|
60K
$989K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
59.2K+ 12.52% |
$744K - $831K
|
533K
$8.78M
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
57.1KNew |
$717K - $801K
|
57.1K
$941K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
56.7K+ 64.58% |
$712K - $796K
|
145K
$2.38M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
55.9KNew |
$702K - $785K
|
55.9K
$922K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55KNew |
$691K - $771K
|
55K
$906K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.3K+ 13.08% |
$682K - $762K
|
469K
$7.74M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.5K+ 1.97% |
$672K - $750K
|
2.77M
$45.6M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53.4K+ 69.28% |
$670K - $749K
|
130K
$2.15M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
52.9K+ 412.76% |
$664K - $742K
|
65.7K
$1.08M
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
52.5KNew |
$659K - $736K
|
52.5K
$865K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49.8KNew |
$626K - $699K
|
49.8K
$821K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
49.4K+ 297.96% |
$621K - $693K
|
66K
$1.09M
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
46.9K+ 3.33% |
$589K - $658K
|
1.46M
$24M
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
44.6KNew |
$560K - $625K
|
44.6K
$735K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44.3K+ 116.91% |
$556K - $621K
|
82.2K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43K+ 24.94% |
$540K - $603K
|
215K
$3.55M
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
40.9K+ 49.97% |
$514K - $574K
|
123K
$2.02M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.1K+ 3.67% |
$503K - $562K
|
1.13M
$18.6M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
39.2K+ 388.65% |
$492K - $550K
|
49.3K
$812K
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
39KNew |
$490K - $547K
|
39K
$643K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.8K+ 11.83% |
$488K - $545K
|
367K
$6.05M
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
38.7K+ 121.3% |
$486K - $542K
|
70.5K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Nokomis Capital, L.L.C.
Dallas, TX |
BUY
|
- |
38K+ 29.46% |
$477K - $533K
|
167K
$2.75M
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
37K+ 6.75% |
$465K - $519K
|
586K
$9.65M
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
36.2K+ 33.09% |
$455K - $508K
|
146K
$2.4M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35.6K+ 69.97% |
$447K - $499K
|
86.4K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
35.4KNew |
$445K - $497K
|
35.4K
$584K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
34.6K+ 7.86% |
$435K - $486K
|
475K
$7.83M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
33.9K+ 20.75% |
$425K - $475K
|
197K
$3.25M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.1K+ 103.24% |
$416K - $465K
|
65.2K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
32.8K+ 3.27% |
$412K - $460K
|
1.04M
$17.1M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32.2K+ 9.16% |
$405K - $452K
|
384K
$6.33M
|
|
Nov 14, 2023
Q3 2023
|
Northern Right Capital Management, L.P.
Darien, CT |
BUY
|
- |
32.1K+ 13.84% |
$403K - $450K
|
264K
$4.35M
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
31.9K+ 0.54% |
$401K - $448K
|
5.91M
$97.4M
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
31.9KNew |
$401K - $448K
|
31.9K
$526K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
31.4K+ 7.08% |
$394K - $440K
|
475K
$7.82M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.3K+ 23.32% |
$380K - $425K
|
160K
$2.64M
|
|
Mar 14, 2024
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
30K+ 77.32% |
$377K - $421K
|
68.8K
$1.13M
|
|
Oct 31, 2023
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
30K+ 77.32% |
$377K - $421K
|
68.8K
$1.13M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
30K+ 15.17% |
$377K - $421K
|
228K
$3.75M
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
29.5K+ 11.56% |
$371K - $414K
|
285K
$4.69M
|