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 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.01K- 6.66% |
$45.4K - $51.2K
|
56.1K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.03K- 8.33% |
$45.7K - $51.5K
|
44.3K
$846K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.07K- 9.89% |
$46.1K - $51.9K
|
37K
$706K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-4.1K- 7.74% |
$46.5K - $52.4K
|
48.9K
$932K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.17K- 31.22% |
$47.3K - $53.3K
|
9.19K
$175K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.42K- 4.48% |
$50.1K - $56.4K
|
94.1K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.44K- 6.95% |
$50.3K - $56.7K
|
59.4K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.6K- 0.23% |
$52.1K - $58.7K
|
1.96M
$37.3M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.72K- 36.53% |
$53.5K - $60.3K
|
8.21K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.8K- 22.44% |
$54.4K - $61.3K
|
16.6K
$316K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.13K- 2.74% |
$58.2K - $65.5K
|
182K
$3.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-5.22K- 12.8% |
$59.2K - $66.6K
|
35.5K
$678K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-5.39K- 3.43% |
$61.1K - $68.8K
|
152K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.45K- 10.74% |
$61.8K - $69.6K
|
45.3K
$864K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.28K- 30.05% |
$71.2K - $80.2K
|
14.6K
$279K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.74K- 40.0% |
$76.4K - $86K
|
10.1K
$193K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-6.81K- 21.35% |
$77.2K - $87K
|
25.1K
$479K
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-7.68K- 6.68% |
$87.1K - $98.1K
|
107K
$2.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-7.93K- 3.68% |
$89.9K - $101K
|
208K
$3.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8K- 13.56% |
$90.7K - $102K
|
51K
$972K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.02K- 26.69% |
$91K - $102K
|
22K
$420K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-8.27K- 11.92% |
$93.8K - $106K
|
61.1K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-8.81K- 1.51% |
$99.9K - $113K
|
574K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-8.97K- 3.27% |
$102K - $115K
|
265K
$5.06M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10.5K- 15.64% |
$119K - $134K
|
56.6K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.7K- 44.17% |
$122K - $137K
|
13.6K
$259K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-11K- 1.97% |
$125K - $141K
|
551K
$10.5M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.6K- 46.6% |
$131K - $148K
|
13.3K
$253K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12K- 80.2% |
$136K - $154K
|
2.97K
$56.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-13K- 25.49% |
$147K - $166K
|
38K
$725K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.1K- 2.32% |
$148K - $167K
|
551K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-14.7K- 25.19% |
$166K - $187K
|
43.5K
$830K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-14.7K- 37.02% |
$167K - $188K
|
25K
$478K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15K- 14.14% |
$170K - $192K
|
91.1K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-15.6K- 9.11% |
$177K - $200K
|
156K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 0.8% |
$179K - $201K
|
1.96M
$37.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 3.43% |
$187K - $210K
|
463K
$8.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-16.6K- 12.56% |
$188K - $212K
|
116K
$2.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-16.9K- 55.84% |
$192K - $216K
|
13.4K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-18.1K- 3.18% |
$206K - $232K
|
552K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-18.9K- 26.46% |
$214K - $241K
|
52.4K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-20.7K- 7.28% |
$234K - $264K
|
263K
$5.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-21.6K- 2.84% |
$245K - $276K
|
740K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-24.5K- 69.08% |
$278K - $313K
|
11K
$210K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-25KClosed |
$284K - $319K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25.7K- 6.38% |
$291K - $328K
|
377K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
SELL
|
- |
-26.4K- 2.85% |
$300K - $337K
|
900K
$17.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-26.7K- 18.32% |
$303K - $342K
|
119K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-26.9K- 2.72% |
$306K - $344K
|
965K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29.4K- 10.18% |
$333K - $375K
|
259K
$4.94M
|