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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.08K+ 4.07% |
$89K - $99.4K
|
181K
$3.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
7.05K+ 8.83% |
$88.6K - $98.9K
|
87K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.98K+ 61.53% |
$87.7K - $98K
|
18.3K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.95K+ 2.24% |
$87.3K - $97.5K
|
317K
$6.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.77K+ 2.74% |
$85K - $95K
|
254K
$4.85M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.69K+ 2.32% |
$84.1K - $93.9K
|
295K
$5.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.55K+ 2.42% |
$82.3K - $91.9K
|
277K
$5.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
6.51K+ 34.05% |
$81.7K - $91.3K
|
25.6K
$489K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6.43K+ 1.68% |
$80.8K - $90.2K
|
389K
$7.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
6.39K+ 4.96% |
$80.3K - $89.7K
|
135K
$2.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6.24K+ 0.68% |
$78.4K - $87.6K
|
925K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.22K+ 1.81% |
$78.1K - $87.3K
|
350K
$6.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
6.1K+ 44.53% |
$76.6K - $85.6K
|
19.8K
$378K
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.1K+ 34.12% |
$76.6K - $85.6K
|
24K
$457K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.05K+ 4.27% |
$76K - $84.9K
|
148K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
6K+ 3.29% |
$75.4K - $84.2K
|
189K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
5.92K+ 3.37% |
$74.3K - $83K
|
181K
$3.46M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.87K+ 2.48% |
$73.7K - $82.3K
|
243K
$4.63M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.66K+ 3.01% |
$71K - $79.3K
|
194K
$3.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
5.5K+ 11.55% |
$69K - $77.1K
|
53.1K
$1.01M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.3K+ 1.4% |
$66.6K - $74.4K
|
385K
$7.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.3K+ 6.29% |
$66.6K - $74.3K
|
89.5K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.25K+ 19.0% |
$65.9K - $73.6K
|
32.9K
$627K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5.16K+ 12.94% |
$64.8K - $72.4K
|
45K
$859K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.14K+ 91.72% |
$64.5K - $72.1K
|
10.7K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.07K+ 11.57% |
$63.7K - $71.1K
|
48.9K
$932K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.01K+ 10.56% |
$63K - $70.3K
|
52.5K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.98K+ 0.44% |
$62.5K - $69.8K
|
1.14M
$21.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
4.91K+ 20.34% |
$61.7K - $68.9K
|
29.1K
$554K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.86K+ 5.18% |
$61.1K - $68.2K
|
98.7K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.76K+ 3.86% |
$59.7K - $66.7K
|
128K
$2.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
4.43K+ 3.16% |
$55.7K - $62.2K
|
145K
$2.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.36K+ 34.09% |
$54.7K - $61.2K
|
17.1K
$327K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.3K+ 15.3% |
$54K - $60.3K
|
32.4K
$617K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4.2K+ 4.63% |
$52.8K - $58.9K
|
94.9K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 1.25% |
$51.5K - $57.6K
|
332K
$6.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
4K+ 24.54% |
$50.2K - $56.1K
|
20.3K
$387K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
4K+ 32.85% |
$50.2K - $56.1K
|
16.2K
$308K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.97K+ 4.72% |
$49.9K - $55.7K
|
88K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
3.93K+ 157.0% |
$49.3K - $55.1K
|
6.43K
$123K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.92K+ 14.31% |
$49.3K - $55K
|
31.3K
$597K
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
3.92K+ 0.13% |
$49.2K - $54.9K
|
2.98M
$56.9M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.9K+ 6.17% |
$49K - $54.7K
|
67.1K
$1.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.87KNew |
$48.6K - $54.2K
|
3.87K
$73.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.85K+ 14.99% |
$48.4K - $54K
|
29.6K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.85K+ 20.65% |
$48.3K - $53.9K
|
22.5K
$428K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.83K+ 2.14% |
$48.2K - $53.8K
|
183K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.8K+ 16.81% |
$47.7K - $53.3K
|
26.4K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.74K+ 16.04% |
$47K - $52.5K
|
27K
$516K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
3.72K+ 2.47% |
$46.7K - $52.2K
|
154K
$2.94M
|