Purchases and Sales Made in Q4 2022 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
172+ 1.61% |
$1.95K - $2.2K
|
10.8K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
169+ 1.63% |
$1.92K - $2.16K
|
10.5K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
168New |
$1.91K - $2.15K
|
168
$2.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
166+ 0.99% |
$1.88K - $2.12K
|
17K
$280K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
150+ 1.5% |
$1.7K - $1.92K
|
10.2K
$168K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
148+ 0.62% |
$1.68K - $1.89K
|
24K
$396K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
146+ 0.34% |
$1.66K - $1.86K
|
42.7K
$704K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
142+ 0.78% |
$1.61K - $1.81K
|
18.4K
$304K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
138+ 1.49% |
$1.56K - $1.76K
|
9.42K
$155K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
129New |
$1.46K - $1.65K
|
129
$2.13K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
125New |
$1.42K - $1.6K
|
125
$2.06K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
110New |
$1.25K - $1.4K
|
110
$1.81K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
109+ 0.23% |
$1.24K - $1.39K
|
46.5K
$767K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
107+ 7.58% |
$1.21K - $1.37K
|
1.52K
$25K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$1.13K - $1.28K
|
100
$1.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100+ 1.68% |
$1.13K - $1.28K
|
6.04K
$99.5K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 0.65% |
$1.09K - $1.23K
|
14.8K
$243K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
92+ 2.19% |
$1.04K - $1.17K
|
4.3K
$70.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
90+ 1.95% |
$1.02K - $1.15K
|
4.7K
$77.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
88+ 0.3% |
$998 - $1.12K
|
29K
$478K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
66+ 0.13% |
$748 - $843
|
50.1K
$826K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
61+ 0.44% |
$692 - $779
|
14K
$231K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
45+ 0.29% |
$510 - $575
|
15.8K
$260K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
43+ 0.16% |
$488 - $549
|
26.3K
$434K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
42New |
$476 - $536
|
42
$692
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
35+ 0.1% |
$397 - $447
|
34.9K
$575K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33+ 2.2% |
$374 - $421
|
1.53K
$25.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
32+ 0.16% |
$363 - $409
|
19.7K
$325K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
31+ 1.62% |
$352 - $396
|
1.94K
$32K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
26+ 0.24% |
$295 - $332
|
10.9K
$180K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
25+ 2.21% |
$284 - $319
|
1.16K
$19.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
25+ 2.15% |
$284 - $319
|
1.19K
$19.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
23+ 0.05% |
$261 - $294
|
48.6K
$800K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 2.21% |
$238 - $268
|
971
$16K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
19+ 0.14% |
$215 - $243
|
13.1K
$216K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19+ 0.08% |
$215 - $243
|
22.5K
$370K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.07% |
$102 - $115
|
12.2K
$200K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.19% |
$45.4 - $51.1
|
2.13K
$35.1K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.8% |
$34 - $38.3
|
110
$1.81K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.01% |
$22.7 - $25.5
|
36K
$594K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-1- -0.0% |
$11.3 - $12.8
|
61.3K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-19- 0.14% |
$215 - $243
|
14K
$230K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-36- 0.12% |
$408 - $460
|
29.8K
$491K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-60- 2.26% |
$680 - $766
|
2.6K
$42.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-64- 11.47% |
$726 - $817
|
494
$8.14K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-65- 0.71% |
$737 - $830
|
9.07K
$149K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-67- 0.02% |
$760 - $856
|
385K
$6.35M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-72- 0.19% |
$816 - $919
|
38.2K
$630K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-83- 0.32% |
$941 - $1.06K
|
25.5K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-98- 0.06% |
$1.11K - $1.25K
|
175K
$2.88M
|