Purchases and Sales Made in Q4 2023 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q4 2023. 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 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.43K+ 15.88% |
$18.6K - $20K
|
10.4K
$172K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.38KNew |
$17.9K - $19.3K
|
1.38K
$22.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.36K+ 4.72% |
$17.7K - $19.1K
|
30.2K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.34K+ 8.42% |
$17.5K - $18.8K
|
17.3K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.3K+ 2.84% |
$16.9K - $18.2K
|
47K
$775K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.29K+ 5.03% |
$16.8K - $18.1K
|
27K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.27K+ 124.41% |
$16.6K - $17.9K
|
2.3K
$37.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.26K+ 23.99% |
$16.4K - $17.7K
|
6.53K
$108K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.25K+ 1.35% |
$16.3K - $17.5K
|
93.8K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.25K+ 3.49% |
$16.3K - $17.5K
|
37.1K
$611K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.24KNew |
$16.1K - $17.3K
|
1.24K
$20.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.24KNew |
$16.1K - $17.3K
|
1.24K
$20.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.2K+ 0.16% |
$15.6K - $16.8K
|
739K
$12.2M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.19KNew |
$15.4K - $16.6K
|
1.19K
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.18K+ 2.87% |
$15.4K - $16.5K
|
42.3K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.18K+ 6.46% |
$15.3K - $16.5K
|
19.4K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.18K+ 21.1% |
$15.3K - $16.5K
|
6.76K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.17K+ 1.53% |
$15.2K - $16.4K
|
77.9K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 9.4% |
$14.9K - $16.1K
|
13.3K
$220K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.12K+ 8.72% |
$14.5K - $15.7K
|
13.9K
$230K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.06K+ 19.18% |
$13.7K - $14.8K
|
6.56K
$108K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.04K+ 0.63% |
$13.5K - $14.6K
|
166K
$2.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.02K+ 5.13% |
$13.3K - $14.4K
|
20.9K
$345K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.02K+ 5.13% |
$13.3K - $14.4K
|
20.9K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.02K+ 3.6% |
$13.3K - $14.3K
|
29.3K
$483K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 5.94% |
$13.2K - $14.2K
|
18K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1K+ 0.61% |
$13K - $14K
|
166K
$2.74M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$13K - $14K
|
1K
$16.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1KNew |
$13K - $14K
|
1K
$16.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
1K+ 6.86% |
$13K - $14K
|
15.6K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
983+ 0.94% |
$12.8K - $13.8K
|
105K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
951+ 55.94% |
$12.4K - $13.3K
|
2.65K
$43.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
947+ 3.36% |
$12.3K - $13.3K
|
29.1K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
931+ 8.38% |
$12.1K - $13.1K
|
12K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
927+ 88.2% |
$12.1K - $13K
|
1.98K
$32.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
918+ 1.96% |
$12K - $12.9K
|
47.7K
$786K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
908+ 351.94% |
$11.8K - $12.7K
|
1.17K
$19.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
906+ 0.87% |
$11.8K - $12.7K
|
105K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
903+ 3.3% |
$11.8K - $12.7K
|
28.3K
$466K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
894+ 44700.0% |
$11.6K - $12.5K
|
896
$14.8K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
888+ 3.68% |
$11.6K - $12.5K
|
25K
$412K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
880+ 1.75% |
$11.5K - $12.3K
|
51K
$841K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
819+ 1.31% |
$10.7K - $11.5K
|
63.3K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
805+ 1.65% |
$10.5K - $11.3K
|
49.5K
$816K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
800+ 22.86% |
$10.4K - $11.2K
|
4.3K
$70.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
790+ 6.24% |
$10.3K - $11.1K
|
13.4K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
786+ 2.24% |
$10.2K - $11K
|
35.8K
$590K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
785+ 1.86% |
$10.2K - $11K
|
42.9K
$707K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
776+ 2.13% |
$10.1K - $10.9K
|
37.2K
$613K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
769+ 0.34% |
$10K - $10.8K
|
229K
$3.77M
|