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 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
892+ 6.51% |
$11.2K - $12.5K
|
14.6K
$240K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
855+ 3.05% |
$10.7K - $12K
|
28.9K
$476K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
844+ 38.89% |
$10.6K - $11.8K
|
3.01K
$49.7K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
839+ 6.5% |
$10.5K - $11.8K
|
13.7K
$227K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
825+ 7.44% |
$10.4K - $11.6K
|
11.9K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
799+ 0.11% |
$10K - $11.2K
|
724K
$11.9M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
791+ 1.91% |
$9.93K - $11.1K
|
42.1K
$695K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
745+ 2.43% |
$9.36K - $10.5K
|
31.5K
$519K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
740New |
$9.29K - $10.4K
|
740
$12.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
734+ 2.23% |
$9.22K - $10.3K
|
33.7K
$556K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
732+ 2.38% |
$9.19K - $10.3K
|
31.4K
$518K
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
725+ 3.72% |
$9.11K - $10.2K
|
20.2K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
723+ 5.88% |
$9.08K - $10.1K
|
13K
$214K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
712+ 0.55% |
$8.94K - $9.99K
|
131K
$2.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
680+ 2.38% |
$8.54K - $9.54K
|
29.2K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
671+ 0.37% |
$8.43K - $9.41K
|
182K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
654+ 2.38% |
$8.21K - $9.18K
|
28.1K
$463K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
650+ 5.8% |
$8.16K - $9.12K
|
11.9K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
648+ 1.35% |
$8.14K - $9.09K
|
48.5K
$799K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
646+ 3.02% |
$8.11K - $9.06K
|
22.1K
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
625+ 1.47% |
$7.85K - $8.77K
|
43.2K
$711K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
614+ 13.2% |
$7.71K - $8.61K
|
5.26K
$86.8K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
608+ 5.88% |
$7.64K - $8.53K
|
10.9K
$180K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
593+ 423.57% |
$7.45K - $8.32K
|
733
$12.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
590+ 2.28% |
$7.41K - $8.28K
|
26.5K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
567+ 3.38% |
$7.12K - $7.96K
|
17.3K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
566+ 1.87% |
$7.11K - $7.94K
|
30.8K
$508K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
561+ 2.42% |
$7.05K - $7.87K
|
23.7K
$391K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
554+ 0.86% |
$6.96K - $7.77K
|
65.3K
$1.08M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
524+ 53.04% |
$6.58K - $7.35K
|
1.51K
$24.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500+ 5.17% |
$6.28K - $7.02K
|
10.2K
$168K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
500+ 1.74% |
$6.28K - $7.02K
|
29.3K
$483K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
500+ 3.43% |
$6.28K - $7.02K
|
15.1K
$248K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
478+ 1.73% |
$6K - $6.71K
|
28.1K
$463K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
477+ 2.11% |
$5.99K - $6.69K
|
23.1K
$381K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
465+ 0.29% |
$5.84K - $6.52K
|
160K
$2.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
434+ 2.02% |
$5.45K - $6.09K
|
21.9K
$361K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
429+ 2.16% |
$5.39K - $6.02K
|
20.2K
$334K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
421+ 2.31% |
$5.29K - $5.91K
|
18.7K
$307K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
413+ 2.39% |
$5.19K - $5.79K
|
17.7K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
405+ 0.64% |
$5.09K - $5.68K
|
63.7K
$1.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
400+ 2.62% |
$5.02K - $5.61K
|
15.7K
$258K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
383+ 0.48% |
$4.81K - $5.37K
|
79.9K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
375+ 8.17% |
$4.71K - $5.26K
|
4.96K
$81.8K
|
|
|
Nov 14, 2023
Q3 2023
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
366+ 2.42% |
$4.6K - $5.13K
|
15.5K
$255K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
355+ 1.81% |
$4.46K - $4.98K
|
19.9K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
355+ 1.81% |
$4.46K - $4.98K
|
19.9K
$328K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
354+ 1.7% |
$4.45K - $4.97K
|
21.2K
$350K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
343+ 0.81% |
$4.31K - $4.81K
|
42.5K
$700K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
343+ 0.57% |
$4.31K - $4.81K
|
60.3K
$994K
|