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
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
28.9K+ 47.12% |
$363K - $405K
|
90.2K
$1.72M
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
28.9K+ 16.48% |
$363K - $405K
|
204K
$3.89M
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
28.6KNew |
$360K - $402K
|
28.6K
$546K
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
28.4K+ 2.59% |
$357K - $399K
|
1.12M
$21.4M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27.4K+ 88.22% |
$344K - $384K
|
58.5K
$1.11M
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26.5KNew |
$333K - $372K
|
26.5K
$505K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.4K+ 6759.34% |
$332K - $371K
|
26.8K
$511K
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
25.7K+ 85.41% |
$322K - $360K
|
55.7K
$1.06M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.2K+ 6.21% |
$316K - $353K
|
430K
$8.21M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.5KNew |
$308K - $344K
|
24.5K
$468K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
23.6K+ 0.55% |
$297K - $332K
|
4.36M
$83.1M
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.6K+ 11.69% |
$297K - $331K
|
226K
$4.3M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.6K+ 68.84% |
$296K - $331K
|
57.9K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
23.4KNew |
$294K - $328K
|
23.4K
$446K
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
23.2KNew |
$291K - $325K
|
23.2K
$442K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
23.1K+ 649.61% |
$290K - $324K
|
26.7K
$508K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.8K+ 6.34% |
$286K - $319K
|
382K
$7.28M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22K+ 17.62% |
$276K - $308K
|
147K
$2.8M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.4K+ 8.4% |
$269K - $300K
|
276K
$5.27M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
21.3K+ 7.89% |
$268K - $299K
|
291K
$5.56M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21K+ 23.65% |
$263K - $294K
|
110K
$2.09M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.9K+ 208.64% |
$262K - $293K
|
30.9K
$589K
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
20.1KNew |
$253K - $282K
|
20.1K
$384K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.1K+ 8.64% |
$252K - $281K
|
252K
$4.81M
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
19.8KNew |
$249K - $278K
|
19.8K
$378K
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.8K+ 30.8% |
$249K - $278K
|
84.2K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.4K+ 6.71% |
$243K - $272K
|
308K
$5.87M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
19.3KNew |
$242K - $270K
|
19.3K
$368K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$240K - $268K
|
19.1K
$364K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
19KNew |
$239K - $267K
|
19K
$362K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.4K+ 13.99% |
$231K - $258K
|
150K
$2.85M
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.3KNew |
$230K - $257K
|
18.3K
$349K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.2KNew |
$229K - $256K
|
18.2K
$348K
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
18.2K+ 37.41% |
$228K - $255K
|
66.8K
$1.27M
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
18.1K+ 3.63% |
$228K - $255K
|
518K
$9.88M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
17.9KNew |
$224K - $251K
|
17.9K
$341K
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
17.8KNew |
$224K - $250K
|
17.8K
$339K
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.8KNew |
$223K - $250K
|
17.8K
$339K
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
17.7K+ 27.17% |
$222K - $248K
|
82.6K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.2K+ 0.57% |
$216K - $241K
|
3.04M
$57.9M
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.8K+ 38.56% |
$211K - $235K
|
60.2K
$1.15M
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
16.3KNew |
$205K - $229K
|
16.3K
$311K
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
16.2KNew |
$203K - $227K
|
16.2K
$309K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.8KNew |
$199K - $222K
|
15.8K
$302K
|
|
Nov 14, 2023
Q3 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
15.5KNew |
$195K - $218K
|
15.5K
$296K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.2K+ 0.72% |
$191K - $214K
|
2.14M
$40.8M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15K+ 22.74% |
$189K - $211K
|
81.2K
$1.55M
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
15K+ 1.2% |
$188K - $210K
|
1.26M
$24M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 7.05% |
$188K - $210K
|
227K
$4.33M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.3KNew |
$179K - $200K
|
14.3K
$272K
|