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 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
558New |
$6.33K - $7.13K
|
558
$9.2K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
547+ 2.15% |
$6.2K - $6.99K
|
26K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
513+ 2.8% |
$5.82K - $6.55K
|
18.8K
$311K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
500+ 2.85% |
$5.67K - $6.39K
|
18.1K
$297K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
500+ 1.67% |
$5.67K - $6.39K
|
30.4K
$501K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
500+ 1.11% |
$5.67K - $6.39K
|
45.7K
$753K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
489+ 0.29% |
$5.55K - $6.24K
|
170K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
486+ 1.87% |
$5.51K - $6.21K
|
26.5K
$436K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
483+ 2.34% |
$5.48K - $6.17K
|
21.2K
$349K
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
474+ 4.22% |
$5.38K - $6.05K
|
11.7K
$193K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
473+ 4.56% |
$5.36K - $6.04K
|
10.8K
$179K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
468+ 0.5% |
$5.31K - $5.98K
|
94.3K
$1.55M
|
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
450+ 0.4% |
$5.1K - $5.75K
|
112K
$1.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
450+ 1.31% |
$5.1K - $5.75K
|
34.8K
$574K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
446+ 2.02% |
$5.06K - $5.7K
|
22.5K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
435+ 2.38% |
$4.93K - $5.55K
|
18.7K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
434+ 0.64% |
$4.92K - $5.54K
|
68.6K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
417+ 0.23% |
$4.73K - $5.33K
|
181K
$2.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
400+ 1.95% |
$4.54K - $5.11K
|
20.9K
$345K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
384New |
$4.35K - $4.9K
|
384
$6.33K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
382+ 0.95% |
$4.33K - $4.88K
|
40.5K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
377+ 2.19% |
$4.28K - $4.81K
|
17.6K
$289K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
364+ 12.53% |
$4.13K - $4.65K
|
3.27K
$53.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
343+ 2.14% |
$3.89K - $4.38K
|
16.4K
$269K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
326New |
$3.7K - $4.16K
|
326
$5.37K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
312+ 1.23% |
$3.54K - $3.98K
|
25.6K
$422K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
304+ 0.99% |
$3.45K - $3.88K
|
31.1K
$513K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
303+ 3.51% |
$3.44K - $3.87K
|
8.93K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
300+ 100.0% |
$3.4K - $3.83K
|
600
$9.89K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
300+ 0.55% |
$3.4K - $3.83K
|
54.8K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
300+ 3.0% |
$3.4K - $3.83K
|
10.3K
$170K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
300+ 0.78% |
$3.4K - $3.83K
|
38.8K
$640K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
288New |
$3.27K - $3.68K
|
288
$4.75K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
264New |
$2.99K - $3.37K
|
264
$4.35K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
260+ 2.14% |
$2.95K - $3.32K
|
12.4K
$205K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
251+ 2.19% |
$2.85K - $3.21K
|
11.7K
$193K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$2.84K - $3.19K
|
250
$4.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
249New |
$2.82K - $3.18K
|
249
$4.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
242+ 2.18% |
$2.74K - $3.09K
|
11.3K
$187K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
235+ 0.95% |
$2.66K - $3K
|
25K
$412K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
232+ 1.36% |
$2.63K - $2.96K
|
17.3K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
220+ 1.76% |
$2.49K - $2.81K
|
12.7K
$210K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
219+ 1.72% |
$2.48K - $2.8K
|
13K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
215+ 1.56% |
$2.44K - $2.75K
|
14K
$231K
|
|
|
Feb 07, 2023
Q4 2022
|
Gagnon Securities LLC
|
BUY
|
- |
205+ 0.39% |
$2.32K - $2.62K
|
53.4K
$880K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 0.05% |
$2.27K - $2.55K
|
379K
$6.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
200+ 44.44% |
$2.27K - $2.55K
|
650
$10.7K
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
200+ 1.01% |
$2.27K - $2.55K
|
20.1K
$331K
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
191+ 0.22% |
$2.17K - $2.44K
|
86.2K
$1.42M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
186+ 1.2% |
$2.11K - $2.38K
|
15.7K
$258K
|