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 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
342+ 0.8% |
$4.3K - $4.8K
|
43K
$709K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
334+ 2.38% |
$4.2K - $4.69K
|
14.4K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
326+ 2.38% |
$4.09K - $4.57K
|
14K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
325+ 0.52% |
$4.08K - $4.56K
|
62.5K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
300+ 0.32% |
$3.77K - $4.21K
|
94.4K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
296+ 0.89% |
$3.72K - $4.15K
|
33.5K
$552K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
281+ 2.36% |
$3.53K - $3.94K
|
12.2K
$201K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
275+ 1.18% |
$3.45K - $3.86K
|
23.6K
$390K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
273+ 3.61% |
$3.43K - $3.83K
|
7.83K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
260+ 2.08% |
$3.27K - $3.65K
|
12.7K
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
257+ 0.33% |
$3.23K - $3.61K
|
78.4K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
254+ 1.75% |
$3.19K - $3.56K
|
14.7K
$243K
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
251+ 1.29% |
$3.15K - $3.52K
|
19.8K
$326K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
250+ 38.46% |
$3.14K - $3.51K
|
900
$14.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
248+ 2.08% |
$3.11K - $3.48K
|
12.2K
$201K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
227+ 1.87% |
$2.85K - $3.18K
|
12.4K
$204K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
223+ 0.65% |
$2.8K - $3.13K
|
34.3K
$565K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
222+ 1.11% |
$2.79K - $3.11K
|
20.2K
$333K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
222+ 1.11% |
$2.79K - $3.11K
|
20.2K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
218+ 1.43% |
$2.74K - $3.06K
|
15.5K
$256K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
215+ 0.72% |
$2.7K - $3.02K
|
30.2K
$497K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
205+ 1.82% |
$2.57K - $2.88K
|
11.4K
$189K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
200+ 1.94% |
$2.51K - $2.81K
|
10.5K
$173K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
200+ 1.2% |
$2.51K - $2.81K
|
16.9K
$279K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
189+ 1.39% |
$2.37K - $2.65K
|
13.7K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
188+ 0.17% |
$2.36K - $2.64K
|
109K
$1.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
188+ 0.8% |
$2.36K - $2.64K
|
23.7K
$390K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
186+ 1.52% |
$2.34K - $2.61K
|
12.4K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
186+ 1.45% |
$2.34K - $2.61K
|
13K
$214K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
180+ 0.9% |
$2.26K - $2.53K
|
20.2K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
177+ 1.6% |
$2.22K - $2.48K
|
11.2K
$185K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
172New |
$2.16K - $2.41K
|
172
$2.83K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
169+ 0.39% |
$2.12K - $2.37K
|
43K
$709K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
165+ 1.39% |
$2.07K - $2.31K
|
12.1K
$199K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
160+ 0.73% |
$2.01K - $2.24K
|
22K
$362K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
145+ 0.83% |
$1.82K - $2.03K
|
17.7K
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
142+ 0.59% |
$1.78K - $1.99K
|
24.4K
$402K
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
137+ 0.42% |
$1.72K - $1.92K
|
32.6K
$538K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
135+ 0.42% |
$1.7K - $1.89K
|
32.6K
$538K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
128+ 46.38% |
$1.61K - $1.8K
|
404
$6.66K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
121+ 0.17% |
$1.52K - $1.7K
|
69.8K
$1.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
120+ 17.34% |
$1.51K - $1.68K
|
812
$13.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
117+ 0.74% |
$1.47K - $1.64K
|
16K
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.65% |
$1.38K - $1.54K
|
17K
$281K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
106+ 2.13% |
$1.33K - $1.49K
|
5.09K
$83.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
100+ 0.98% |
$1.26K - $1.4K
|
10.3K
$170K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
98+ 2.4% |
$1.23K - $1.37K
|
4.18K
$69K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
98+ 2.4% |
$1.23K - $1.37K
|
4.18K
$69K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90+ 53.57% |
$1.13K - $1.26K
|
258
$4.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
81+ 0.2% |
$1.02K - $1.14K
|
40.7K
$671K
|