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 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-116- 0.01% |
$1.32K - $1.48K
|
921K
$15.2M
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-160- 16.91% |
$1.81K - $2.04K
|
786
$13K
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-170- 0.08% |
$1.93K - $2.17K
|
209K
$3.44M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-191- 1.76% |
$2.17K - $2.44K
|
10.7K
$176K
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-191- 0.29% |
$2.17K - $2.44K
|
65.5K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-222- 1.1% |
$2.52K - $2.83K
|
19.9K
$328K
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-250- 2.34% |
$2.84K - $3.19K
|
10.4K
$172K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-252- 1.83% |
$2.86K - $3.22K
|
13.5K
$223K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-254- 1.48% |
$2.88K - $3.24K
|
16.9K
$278K
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-276- 0.48% |
$3.13K - $3.52K
|
57K
$940K
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-290- 0.67% |
$3.29K - $3.7K
|
42.9K
$706K
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-290- 0.67% |
$3.29K - $3.7K
|
42.9K
$706K
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-323- 2.32% |
$3.66K - $4.12K
|
13.6K
$224K
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-326- 0.68% |
$3.7K - $4.16K
|
47.8K
$789K
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-356- 2.16% |
$4.04K - $4.55K
|
16.1K
$266K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-369- 15.08% |
$4.18K - $4.71K
|
2.08K
$34.2K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 0.42% |
$4.2K - $4.72K
|
87.2K
$1.44M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-371- 1.05% |
$4.21K - $4.74K
|
35K
$576K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-391- 3.26% |
$4.43K - $4.99K
|
11.6K
$191K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-400- 2.62% |
$4.54K - $5.11K
|
14.9K
$245K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-420- 0.07% |
$4.76K - $5.36K
|
642K
$10.6M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-450- 16.36% |
$5.1K - $5.75K
|
2.3K
$37.9K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-465- 0.39% |
$5.27K - $5.94K
|
118K
$1.95M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-479- 3.87% |
$5.43K - $6.12K
|
11.9K
$196K
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-500- 0.35% |
$5.67K - $6.39K
|
141K
$2.32M
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-500- 2.54% |
$5.67K - $6.39K
|
19.2K
$317K
|
|
Jan 18, 2023
Q4 2022
|
Sl Advisors, LLC
|
SELL
|
- |
-500- 0.13% |
$5.67K - $6.39K
|
391K
$6.45M
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-501- 0.8% |
$5.68K - $6.4K
|
62.1K
$1.02M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-519- 3.0% |
$5.89K - $6.63K
|
16.8K
$276K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-530- 4.7% |
$6.01K - $6.77K
|
10.7K
$177K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-536- 0.62% |
$6.08K - $6.84K
|
85.4K
$1.41M
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-537- 3.37% |
$6.09K - $6.86K
|
15.4K
$253K
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-598- 2.64% |
$6.78K - $7.64K
|
22.1K
$363K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-600- 5.45% |
$6.8K - $7.66K
|
10.4K
$171K
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-600- 1.15% |
$6.8K - $7.66K
|
51.5K
$849K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-611- 4.81% |
$6.93K - $7.8K
|
12.1K
$199K
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-613- 1.66% |
$6.95K - $7.83K
|
36.3K
$598K
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-661- 4.73% |
$7.5K - $8.44K
|
13.3K
$220K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-677- 0.15% |
$7.68K - $8.65K
|
455K
$7.5M
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-750- 5.47% |
$8.51K - $9.58K
|
13K
$214K
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-774- 0.47% |
$8.78K - $9.88K
|
165K
$2.72M
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-792- 3.0% |
$8.98K - $10.1K
|
25.6K
$421K
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-792- 3.96% |
$8.98K - $10.1K
|
19.2K
$317K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-826- 0.47% |
$9.37K - $10.5K
|
173K
$2.86M
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-843- 4.53% |
$9.56K - $10.8K
|
17.8K
$293K
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-951- 6.11% |
$10.8K - $12.1K
|
14.6K
$241K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-983- 1.25% |
$11.1K - $12.6K
|
77.5K
$1.28M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1K- 3.97% |
$11.3K - $12.8K
|
24.2K
$399K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1K- 5.02% |
$11.3K - $12.8K
|
18.9K
$312K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.01K- 1.75% |
$11.4K - $12.8K
|
56.5K
$931K
|