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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.93K+ 5.09% |
$24.2K - $27K
|
39.8K
$656K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.9K+ 11.79% |
$23.9K - $26.7K
|
18K
$297K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.9K+ 1.16% |
$23.8K - $26.6K
|
165K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.89K+ 10.29% |
$23.8K - $26.6K
|
20.3K
$335K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.86K+ 15.21% |
$23.4K - $26.1K
|
14.1K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.82K+ 1.24% |
$22.8K - $25.5K
|
149K
$2.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.71K+ 2.04% |
$21.4K - $23.9K
|
85.5K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.7K+ 1.33% |
$21.4K - $23.9K
|
130K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.7KNew |
$21.4K - $23.9K
|
1.7K
$28K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.67K+ 2.48% |
$21K - $23.4K
|
69K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.63K+ 9.29% |
$20.4K - $22.8K
|
19.1K
$316K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.54K+ 10.9% |
$19.3K - $21.6K
|
15.6K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.5K+ 2.18% |
$18.8K - $21K
|
70.2K
$1.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
1.48K+ 12.62% |
$18.6K - $20.8K
|
13.2K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.47K+ 7.76% |
$18.5K - $20.6K
|
20.4K
$336K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.44K+ 1.97% |
$18.1K - $20.2K
|
74.5K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.43K+ 9.44% |
$17.9K - $20K
|
16.5K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 1.51% |
$17.3K - $19.3K
|
92.6K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.37K+ 3.89% |
$17.2K - $19.2K
|
36.6K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.34KNew |
$16.9K - $18.9K
|
1.34K
$22.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.32K+ 12.93% |
$16.5K - $18.5K
|
11.5K
$189K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.3K+ 5.85% |
$16.3K - $18.3K
|
23.5K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.3K+ 2.24% |
$16.3K - $18.2K
|
59.3K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.29K+ 37.26% |
$16.2K - $18.1K
|
4.76K
$78.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.26K+ 7.85% |
$15.9K - $17.7K
|
17.3K
$286K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.26K+ 39.81% |
$15.8K - $17.6K
|
4.41K
$72.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.25K+ 0.49% |
$15.7K - $17.5K
|
257K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.22K+ 2.55% |
$15.3K - $17K
|
48.8K
$805K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 4.38% |
$15K - $16.8K
|
28.5K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.19K+ 2.62% |
$15K - $16.8K
|
46.8K
$771K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.16K+ 0.75% |
$14.6K - $16.3K
|
156K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.1K+ 0.63% |
$13.8K - $15.4K
|
174K
$2.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.1K+ 45.83% |
$13.8K - $15.4K
|
3.5K
$57.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.09K+ 2.49% |
$13.7K - $15.3K
|
45K
$741K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.08K+ 7.66% |
$13.6K - $15.2K
|
15.2K
$251K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.07K+ 10.43% |
$13.5K - $15K
|
11.3K
$187K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1.05KNew |
$13.2K - $14.7K
|
1.05K
$17.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 7.33% |
$13.1K - $14.6K
|
15.3K
$251K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 4.15% |
$12.9K - $14.4K
|
25.8K
$425K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.03K+ 3.9% |
$12.9K - $14.4K
|
27.3K
$451K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1.02K+ 8.53% |
$12.9K - $14.4K
|
13K
$215K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1KNew |
$12.6K - $14K
|
1K
$16.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
1K+ 9.43% |
$12.6K - $14K
|
11.6K
$191K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1K+ 86.81% |
$12.6K - $14K
|
2.15K
$35.5K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
1K+ 34.81% |
$12.6K - $14K
|
3.87K
$63.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
993+ 2.74% |
$12.5K - $13.9K
|
37.2K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
958+ 1.45% |
$12K - $13.4K
|
67K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
943+ 3.18% |
$11.8K - $13.2K
|
30.6K
$505K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
939+ 61.53% |
$11.8K - $13.2K
|
2.47K
$40.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
912+ 0.88% |
$11.5K - $12.8K
|
105K
$1.73M
|