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 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 0.59% |
$17.7K - $20K
|
266K
$4.39M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.55K+ 9.88% |
$17.6K - $19.8K
|
17.3K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.5K+ 42.18% |
$17K - $19.2K
|
5.06K
$83.3K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.5KNew |
$17K - $19.2K
|
1.5K
$24.7K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 3.72% |
$16.8K - $19K
|
41.4K
$682K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.47K+ 4.3% |
$16.6K - $18.7K
|
35.5K
$585K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.45K+ 52.6% |
$16.4K - $18.5K
|
4.2K
$69.3K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.43K+ 1.22% |
$16.2K - $18.2K
|
119K
$1.96M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.39K+ 0.46% |
$15.8K - $17.8K
|
307K
$5.06M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
1.37K+ 24.14% |
$15.5K - $17.5K
|
7.05K
$116K
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.37K+ 0.8% |
$15.5K - $17.4K
|
173K
$2.85M
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.36K+ 1.28% |
$15.4K - $17.4K
|
107K
$1.77M
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.2KNew |
$13.6K - $15.3K
|
1.2K
$19.8K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.2K+ 5.94% |
$13.6K - $15.3K
|
21.3K
$351K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.17K+ 2.63% |
$13.3K - $15K
|
45.7K
$753K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.13KNew |
$12.8K - $14.4K
|
1.13K
$18.6K
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 2.14% |
$12.4K - $14K
|
52.1K
$858K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.09K+ 125.93% |
$12.3K - $13.9K
|
1.95K
$32.2K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.09K+ 19.96% |
$12.3K - $13.9K
|
6.54K
$108K
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.05K+ 1.72% |
$11.9K - $13.3K
|
61.9K
$1.02M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.04K+ 5.33% |
$11.8K - $13.3K
|
20.6K
$339K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.01K+ 2.1% |
$11.5K - $12.9K
|
49.2K
$811K
|
|
Feb 13, 2023
Q4 2022
|
American Financial Group Inc
|
BUY
|
- |
1K+ 0.25% |
$11.3K - $12.8K
|
406K
$6.69M
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1K+ 5.38% |
$11.3K - $12.8K
|
19.6K
$323K
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1K+ 6.02% |
$11.3K - $12.8K
|
17.6K
$290K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 83.33% |
$11.3K - $12.8K
|
2.2K
$36.3K
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
986+ 5.97% |
$11.2K - $12.6K
|
17.5K
$289K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
951+ 14.94% |
$10.8K - $12.1K
|
7.32K
$121K
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
940+ 3.06% |
$10.7K - $12K
|
31.7K
$522K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
932+ 2.46% |
$10.6K - $11.9K
|
38.8K
$640K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
918+ 12.48% |
$10.4K - $11.7K
|
8.28K
$136K
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
854+ 6.56% |
$9.68K - $10.9K
|
13.9K
$229K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
852+ 3.56% |
$9.66K - $10.9K
|
24.8K
$408K
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
842+ 6.12% |
$9.55K - $10.8K
|
14.6K
$241K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
828+ 7.06% |
$9.39K - $10.6K
|
12.6K
$207K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
802+ 4.07% |
$9.09K - $10.2K
|
20.5K
$338K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
800New |
$9.07K - $10.2K
|
800
$13.2K
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
800+ 4.3% |
$9.07K - $10.2K
|
19.4K
$320K
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
770+ 2.17% |
$8.73K - $9.83K
|
36.2K
$596K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
768New |
$8.71K - $9.81K
|
768
$12.7K
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
747+ 0.47% |
$8.47K - $9.54K
|
158K
$2.6M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
734+ 0.29% |
$8.32K - $9.37K
|
251K
$4.13M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
703New |
$7.97K - $8.98K
|
703
$11.6K
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
700+ 6.86% |
$7.94K - $8.94K
|
10.9K
$180K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
680New |
$7.71K - $8.68K
|
680
$11.2K
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
667+ 1.83% |
$7.56K - $8.52K
|
37.1K
$611K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
661New |
$7.5K - $8.44K
|
661
$10.9K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
640New |
$7.26K - $8.17K
|
640
$10.5K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
621+ 4.41% |
$7.04K - $7.93K
|
14.7K
$242K
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
605+ 1.48% |
$6.86K - $7.73K
|
41.5K
$684K
|