Purchases and Sales Made in Q4 2021 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.53K+ 14.53% |
$28.7K - $35.9K
|
27.8K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.32KNew |
$27K - $33.8K
|
3.32K
$62.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.27K+ 81.39% |
$26.7K - $33.3K
|
7.29K
$138K
|
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.22K+ 2.18% |
$26.2K - $32.8K
|
151K
$2.85M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.19K+ 0.3% |
$26K - $32.5K
|
1.05M
$19.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.19K+ 16.58% |
$26K - $32.5K
|
22.4K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.1K+ 604.29% |
$25.3K - $31.6K
|
3.61K
$68.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.07KNew |
$25K - $31.3K
|
3.07K
$57.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3K+ 23.82% |
$24.5K - $30.6K
|
15.6K
$294K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3K+ 5.91% |
$24.4K - $30.5K
|
53.8K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.89KNew |
$23.5K - $29.4K
|
2.89K
$54.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.75K+ 7.01% |
$22.4K - $28K
|
42K
$792K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.67K+ 5.81% |
$21.8K - $27.2K
|
48.7K
$918K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.61KNew |
$21.3K - $26.6K
|
2.61K
$49.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.6K+ 14.11% |
$21.2K - $26.5K
|
21.1K
$397K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.52K+ 22.37% |
$20.5K - $25.7K
|
13.8K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.5K+ 1.51% |
$20.4K - $25.5K
|
168K
$3.17M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.46KNew |
$20.1K - $25.1K
|
2.46K
$46.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
2.4KNew |
$19.6K - $24.5K
|
2.4K
$45.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.38K+ 8.14% |
$19.4K - $24.2K
|
31.6K
$595K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.19K+ 5.54% |
$17.8K - $22.3K
|
41.7K
$786K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.18KNew |
$17.7K - $22.2K
|
2.18K
$41K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.17K+ 4.45% |
$17.7K - $22.1K
|
51K
$962K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
2.16KNew |
$17.6K - $22K
|
2.16K
$40.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.14K+ 9.29% |
$17.4K - $21.8K
|
25.2K
$475K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.1K+ 2.12% |
$17.1K - $21.4K
|
101K
$1.91M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
2.09KNew |
$17K - $21.3K
|
2.09K
$39.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
2.08K+ 8.92% |
$17K - $21.2K
|
25.4K
$479K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.07K+ 32.4% |
$16.9K - $21.1K
|
8.45K
$159K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
2.05K+ 11.82% |
$16.7K - $20.9K
|
19.4K
$366K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2K+ 1.09% |
$16.3K - $20.4K
|
185K
$3.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.97K+ 1.37% |
$16K - $20.1K
|
145K
$2.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.96K+ 8.25% |
$16K - $20K
|
25.7K
$485K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.96KNew |
$16K - $20K
|
1.96K
$37K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.88K+ 5.69% |
$15.3K - $19.2K
|
34.9K
$658K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.84K+ 1.52% |
$15K - $18.8K
|
123K
$2.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.82K+ 11.08% |
$14.9K - $18.6K
|
18.3K
$345K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.52K+ 3.73% |
$12.4K - $15.5K
|
42.2K
$796K
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.5K+ 5.0% |
$12.2K - $15.3K
|
31.5K
$594K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.45K+ 12.25% |
$11.8K - $14.8K
|
13.3K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.45K+ 0.38% |
$11.8K - $14.8K
|
382K
$7.21M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.39K+ 9.76% |
$11.3K - $14.1K
|
15.6K
$294K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.34K+ 0.57% |
$11K - $13.7K
|
236K
$4.45M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.34KNew |
$11K - $13.7K
|
1.34K
$25.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 25.91% |
$10.9K - $13.6K
|
6.47K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
1.33KNew |
$10.8K - $13.6K
|
1.33K
$25.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 8.73% |
$10.5K - $13.2K
|
16.1K
$304K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1.26K+ 10.32% |
$10.3K - $12.9K
|
13.5K
$255K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
1.21K+ 9.76% |
$9.88K - $12.4K
|
13.6K
$257K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
1.2K+ 1.68% |
$9.77K - $12.2K
|
72.6K
$1.37M
|