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 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
1.15KNew |
$9.37K - $11.7K
|
1.15K
$19K
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.11K+ 5.0% |
$9.03K - $11.3K
|
23.3K
$384K
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.09K+ 4.92% |
$8.84K - $11.1K
|
23.1K
$381K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.07KNew |
$8.74K - $10.9K
|
1.07K
$17.7K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 43.91% |
$8.41K - $10.5K
|
3.38K
$55.7K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1KNew |
$8.15K - $10.2K
|
1K
$16.5K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
978+ 5.08% |
$7.97K - $9.97K
|
20.2K
$334K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
960+ 0.74% |
$7.82K - $9.78K
|
131K
$2.15M
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
960New |
$7.82K - $9.78K
|
960
$15.8K
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
960New |
$7.82K - $9.78K
|
960
$15.8K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
924+ 7.93% |
$7.53K - $9.42K
|
12.6K
$207K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
918+ 6.68% |
$7.48K - $9.35K
|
14.7K
$241K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
901+ 16.0% |
$7.34K - $9.18K
|
6.53K
$108K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
900New |
$7.34K - $9.17K
|
900
$14.8K
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
890+ 80.18% |
$7.25K - $9.07K
|
2K
$33K
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
856+ 1.3% |
$6.98K - $8.72K
|
66.7K
$1.1M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
850New |
$6.93K - $8.66K
|
850
$14K
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
821New |
$6.69K - $8.37K
|
821
$13.5K
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
810+ 5.28% |
$6.6K - $8.25K
|
16.2K
$266K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
768+ 176.55% |
$6.26K - $7.83K
|
1.2K
$19.8K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
746+ 373.0% |
$6.08K - $7.6K
|
946
$15.6K
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
732+ 2.47% |
$5.97K - $7.46K
|
30.3K
$499K
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
664+ 0.98% |
$5.41K - $6.77K
|
68.3K
$1.13M
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
661+ 2.96% |
$5.39K - $6.74K
|
23K
$379K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
606+ 4.88% |
$4.94K - $6.18K
|
13K
$215K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
600New |
$4.89K - $6.11K
|
600
$9.89K
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
600+ 0.72% |
$4.89K - $6.11K
|
83.6K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
600New |
$4.89K - $6.11K
|
600
$9.89K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
545+ 0.98% |
$4.44K - $5.55K
|
56.3K
$928K
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
500+ 5.0% |
$4.08K - $5.1K
|
10.5K
$173K
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
500+ 3.74% |
$4.08K - $5.1K
|
13.9K
$229K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
497+ 1.08% |
$4.05K - $5.06K
|
46.4K
$764K
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
493New |
$4.02K - $5.02K
|
493
$8.12K
|
|
Feb 08, 2022
Q4 2021
|
Gagnon Securities LLC
|
BUY
|
- |
483+ 0.94% |
$3.94K - $4.92K
|
52.1K
$859K
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
414+ 3.57% |
$3.37K - $4.22K
|
12K
$198K
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
413+ 4.1% |
$3.37K - $4.21K
|
10.5K
$173K
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
408+ 1.6% |
$3.33K - $4.16K
|
25.9K
$427K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
404+ 0.36% |
$3.29K - $4.12K
|
112K
$1.84M
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
363+ 3.44% |
$2.96K - $3.7K
|
10.9K
$180K
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
362+ 0.42% |
$2.95K - $3.69K
|
85.8K
$1.41M
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
343+ 0.22% |
$2.8K - $3.5K
|
156K
$2.57M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
342+ 0.41% |
$2.79K - $3.48K
|
82.8K
$1.36M
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
302New |
$2.46K - $3.08K
|
302
$4.98K
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
300New |
$2.45K - $3.06K
|
300
$4.94K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300+ 5.11% |
$2.45K - $3.06K
|
6.17K
$102K
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
300+ 1.15% |
$2.45K - $3.06K
|
26.3K
$433K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
298+ 0.35% |
$2.43K - $3.04K
|
85.1K
$1.4M
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
273+ 1.75% |
$2.22K - $2.78K
|
15.9K
$262K
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
267+ 2.45% |
$2.18K - $2.72K
|
11.2K
$184K
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
243+ 1.51% |
$1.98K - $2.48K
|
16.4K
$270K
|