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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.01K- 1.75% |
$11.4K - $12.8K
|
56.5K
$931K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 0.33% |
$11.5K - $12.9K
|
302K
$4.98M
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.08K- 47.67% |
$12.2K - $13.7K
|
1.18K
$19.5K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.08K- 2.45% |
$12.2K - $13.8K
|
42.9K
$707K
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.15K- 1.08% |
$13K - $14.7K
|
105K
$1.73M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.2K- 10.67% |
$13.6K - $15.3K
|
10.1K
$166K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.22K- 0.76% |
$13.8K - $15.6K
|
159K
$2.61M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.25K- 7.62% |
$14.2K - $15.9K
|
15.1K
$250K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.25K- 85.36% |
$14.2K - $16K
|
215
$3.54K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.26K- 11.04% |
$14.3K - $16.1K
|
10.2K
$168K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.27K- 2.27% |
$14.4K - $16.2K
|
54.5K
$899K
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.33K- 2.3% |
$15.1K - $17K
|
56.6K
$932K
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.45K- 4.44% |
$16.4K - $18.5K
|
31.2K
$514K
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 0.95% |
$16.6K - $18.7K
|
153K
$2.51M
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.5K- 7.86% |
$17K - $19.2K
|
17.6K
$290K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.6K- 5.26% |
$18.1K - $20.4K
|
28.8K
$475K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.68K- 0.17% |
$19K - $21.4K
|
988K
$16.3M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.79K- 11.79% |
$20.3K - $22.9K
|
13.4K
$221K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.91K- 10.09% |
$21.7K - $24.4K
|
17.1K
$281K
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.92K- 1.53% |
$21.7K - $24.5K
|
123K
$2.03M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.96K- 4.13% |
$22.2K - $25K
|
45.4K
$749K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.97K- 2.54% |
$22.3K - $25.1K
|
75.6K
$1.25M
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2K- 1.73% |
$22.7K - $25.5K
|
114K
$1.88M
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-2.01K- 0.29% |
$22.8K - $25.6K
|
695K
$11.5M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 0.84% |
$23.8K - $26.9K
|
248K
$4.09M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.2K- 2.21% |
$25K - $28.1K
|
97.5K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.26K- 11.06% |
$25.6K - $28.9K
|
18.2K
$299K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.31K- 4.06% |
$26.2K - $29.5K
|
54.5K
$898K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-2.45K- 0.62% |
$27.8K - $31.3K
|
396K
$6.52M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.46K- 2.08% |
$27.8K - $31.4K
|
115K
$1.9M
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.5K- 5.76% |
$28.4K - $31.9K
|
40.9K
$674K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.5K- 4.07% |
$28.4K - $31.9K
|
58.9K
$971K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.56K- 0.83% |
$29K - $32.6K
|
306K
$5.04M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-2.61K- 1.97% |
$29.6K - $33.3K
|
130K
$2.14M
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-2.62K- 0.95% |
$29.8K - $33.5K
|
274K
$4.52M
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-2.64K- 6.48% |
$29.9K - $33.6K
|
38K
$627K
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.65K- 17.26% |
$30.1K - $33.9K
|
12.7K
$210K
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.88K- 5.18% |
$32.7K - $36.8K
|
52.8K
$870K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.91K- 9.95% |
$32.9K - $37.1K
|
26.3K
$433K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.96K- 3.26% |
$33.5K - $37.7K
|
87.8K
$1.45M
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.05K- 13.89% |
$34.5K - $38.9K
|
18.9K
$311K
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.1K- 85.8% |
$35.2K - $39.6K
|
513
$8.45K
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.25K- 16.36% |
$36.8K - $41.5K
|
16.6K
$274K
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.28K- 0.78% |
$37.2K - $41.9K
|
416K
$6.85M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.46K- 9.35% |
$39.2K - $44.1K
|
33.5K
$552K
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.69K- 2.17% |
$41.8K - $47.1K
|
166K
$2.74M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.73K- 1.98% |
$42.3K - $47.6K
|
185K
$3.04M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.75K- 1.7% |
$42.5K - $47.9K
|
217K
$3.58M
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.84K- 4.05% |
$43.5K - $49K
|
91K
$1.5M
|
|
Feb 06, 2023
Q4 2022
|
Scp Investment, LP
|
SELL
|
- |
-4K- 13.89% |
$45.4K - $51.1K
|
24.8K
$409K
|