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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
21.2K+ 82.37% |
$240K - $271K
|
46.9K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
20.9KNew |
$236K - $266K
|
20.9K
$344K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
20.9K+ 16.28% |
$236K - $266K
|
149K
$2.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
20.8K+ 194.21% |
$236K - $266K
|
31.6K
$520K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
20.8K+ 66.4% |
$235K - $265K
|
52K
$857K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.5K+ 1571.19% |
$233K - $262K
|
21.8K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.4KNew |
$232K - $261K
|
20.4K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20K+ 3.53% |
$227K - $255K
|
585K
$9.65M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20K+ 3.53% |
$227K - $255K
|
585K
$9.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.6K+ 34.16% |
$222K - $250K
|
76.9K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
19.2KNew |
$217K - $245K
|
19.2K
$316K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
19KNew |
$216K - $243K
|
19K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
19KNew |
$215K - $242K
|
19K
$313K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18.9KNew |
$214K - $241K
|
18.9K
$311K
|
|
|
Feb 16, 2023
Q4 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
18.7K+ 0.65% |
$212K - $239K
|
2.88M
$47.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18.7K+ 85.76% |
$211K - $238K
|
40.4K
$666K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.5K+ 1266.71% |
$210K - $237K
|
20K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.5K+ 2.88% |
$209K - $236K
|
659K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
18.4KNew |
$209K - $236K
|
18.4K
$304K
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
18.4KNew |
$209K - $235K
|
18.4K
$304K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
18KNew |
$204K - $230K
|
18K
$296K
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
17.8K+ 10.88% |
$202K - $228K
|
182K
$3M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
17.4KNew |
$198K - $223K
|
17.4K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
17.1KNew |
$194K - $218K
|
17.1K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
16.9KNew |
$192K - $216K
|
16.9K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 34.8% |
$189K - $213K
|
64.7K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
16.7KNew |
$189K - $213K
|
16.7K
$275K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.6K+ 8.53% |
$189K - $212K
|
212K
$3.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
16.6KNew |
$188K - $211K
|
16.6K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
16.3K+ 19.75% |
$185K - $208K
|
98.8K
$1.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16K+ 3.57% |
$181K - $204K
|
463K
$7.64M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
15.9K+ 10.18% |
$180K - $203K
|
172K
$2.83M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
15.6KNew |
$177K - $199K
|
15.6K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15.4KNew |
$175K - $197K
|
15.4K
$254K
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
15.2K+ 7.2% |
$172K - $194K
|
226K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15.2K+ 28.96% |
$172K - $194K
|
67.5K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15K+ 5.71% |
$171K - $192K
|
279K
$4.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 53.81% |
$167K - $188K
|
42.1K
$695K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.7K+ 3.32% |
$167K - $188K
|
458K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14.7KNew |
$166K - $187K
|
14.7K
$241K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.6KNew |
$166K - $187K
|
14.6K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.6KNew |
$166K - $187K
|
14.6K
$241K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.3K+ 22.16% |
$163K - $183K
|
79K
$1.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
14KNew |
$159K - $179K
|
14K
$231K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13.9K+ 4393.69% |
$158K - $178K
|
14.2K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
13.6KNew |
$154K - $174K
|
13.6K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.3KNew |
$151K - $170K
|
13.3K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
13.3KNew |
$151K - $170K
|
13.3K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 14.89% |
$149K - $167K
|
101K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
13KNew |
$147K - $166K
|
13K
$214K
|