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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.72K+ 5.62% |
$46.7K - $52.1K
|
69.8K
$1.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.7K+ 32.78% |
$46.5K - $52K
|
15K
$286K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.68K+ 13.03% |
$46.3K - $51.7K
|
32K
$610K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.68K+ 4.03% |
$46.3K - $51.7K
|
95.2K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.68K+ 0.35% |
$46.2K - $51.6K
|
1.06M
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.6KNew |
$45.2K - $50.5K
|
3.6K
$68.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.42K+ 2.26% |
$43K - $48K
|
155K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.4K+ 16.99% |
$42.7K - $47.7K
|
23.4K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.38K+ 28.83% |
$42.5K - $47.4K
|
15.1K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.32K+ 8.33% |
$41.7K - $46.6K
|
43.1K
$823K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.27K+ 1.58% |
$41.1K - $45.9K
|
210K
$4.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.27KNew |
$41K - $45.8K
|
3.27K
$62.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.24KNew |
$40.7K - $45.4K
|
3.24K
$61.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.19K+ 9.59% |
$40K - $44.7K
|
36.4K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 5.53% |
$38K - $42.5K
|
57.8K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.99K+ 29.58% |
$37.5K - $41.9K
|
13.1K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.94K+ 0.35% |
$36.9K - $41.3K
|
839K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.9K+ 5.72% |
$36.4K - $40.7K
|
53.6K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.88K+ 4.36% |
$36.2K - $40.4K
|
69.1K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.8K+ 10.13% |
$35.2K - $39.3K
|
30.4K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.8K+ 3.12% |
$35.2K - $39.3K
|
92.5K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.78K+ 10.91% |
$34.9K - $39K
|
28.3K
$539K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.75K+ 16.96% |
$34.6K - $38.6K
|
19K
$362K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.75K+ 7.93% |
$34.6K - $38.6K
|
37.4K
$714K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.75K+ 532.95% |
$34.5K - $38.6K
|
3.27K
$62.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.67KNew |
$33.5K - $37.4K
|
2.67K
$50.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.66K+ 1.64% |
$33.4K - $37.3K
|
165K
$3.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.5K+ 18.46% |
$31.4K - $35.1K
|
16K
$306K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.5K+ 4.29% |
$31.4K - $35.1K
|
60.8K
$1.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.5K+ 125.0% |
$31.4K - $35.1K
|
4.5K
$85.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
2.5K+ 22.73% |
$31.4K - $35.1K
|
13.5K
$257K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.49K+ 2.94% |
$31.3K - $35K
|
87.3K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.46K+ 28.7% |
$30.9K - $34.5K
|
11K
$210K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.46KNew |
$30.8K - $34.4K
|
2.46K
$46.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 3.17% |
$30.7K - $34.3K
|
79.6K
$1.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.43K+ 3.25% |
$30.5K - $34K
|
77.1K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.3K+ 8.8% |
$28.9K - $32.2K
|
28.4K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 17.18% |
$28.4K - $31.8K
|
15.4K
$294K
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.23K+ 3.11% |
$28K - $31.3K
|
73.9K
$1.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.21K+ 11.06% |
$27.8K - $31.1K
|
22.2K
$424K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.21K+ 12.59% |
$27.7K - $31K
|
19.7K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.18K+ 1.1% |
$27.4K - $30.6K
|
200K
$3.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.17K+ 5.55% |
$27.2K - $30.4K
|
41.2K
$786K
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
2.15K+ 1.85% |
$27K - $30.2K
|
119K
$2.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.08K+ 12.69% |
$26.1K - $29.2K
|
18.5K
$352K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.01K+ 12.31% |
$25.3K - $28.2K
|
18.3K
$350K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2K+ 7.43% |
$25.1K - $28.1K
|
28.9K
$551K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2K+ 8.29% |
$25.1K - $28.1K
|
26.1K
$498K
|
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
2K+ 1.54% |
$25.1K - $28.1K
|
132K
$2.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
2K+ 0.26% |
$25.1K - $28.1K
|
769K
$14.7M
|