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 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
753+ 4.98% |
$9.8K - $10.6K
|
15.9K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
750+ 1.53% |
$9.77K - $10.5K
|
49.6K
$818K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
750+ 42.86% |
$9.77K - $10.5K
|
2.5K
$41.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
738+ 2.35% |
$9.61K - $10.4K
|
32.2K
$531K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
736+ 33.87% |
$9.58K - $10.3K
|
2.91K
$47.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
735New |
$9.57K - $10.3K
|
735
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
700New |
$9.11K - $9.82K
|
700
$11.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
679+ 3.02% |
$8.84K - $9.53K
|
23.1K
$381K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
654+ 4.34% |
$8.52K - $9.18K
|
15.7K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
621+ 7.76% |
$8.09K - $8.71K
|
8.62K
$142K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
602New |
$7.84K - $8.45K
|
602
$9.92K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
600+ 3.83% |
$7.81K - $8.42K
|
16.3K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
594New |
$7.73K - $8.33K
|
594
$9.79K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
583New |
$7.59K - $8.18K
|
583
$9.61K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
560+ 22.72% |
$7.29K - $7.86K
|
3.03K
$49.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
557+ 2.35% |
$7.25K - $7.81K
|
24.3K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
530+ 3785.71% |
$6.9K - $7.44K
|
544
$8.97K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
516+ 3.73% |
$6.72K - $7.24K
|
14.3K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
515+ 1.39% |
$6.71K - $7.23K
|
37.7K
$621K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
508+ 2.3% |
$6.61K - $7.13K
|
22.6K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
506+ 1.7% |
$6.59K - $7.1K
|
30.2K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
500+ 2.63% |
$6.51K - $7.02K
|
19.5K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
492+ 2.21% |
$6.41K - $6.9K
|
22.7K
$374K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
480+ 1.87% |
$6.25K - $6.73K
|
26.1K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
474+ 0.07% |
$6.17K - $6.65K
|
715K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
470+ 4.17% |
$6.12K - $6.59K
|
11.7K
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
460+ 0.67% |
$5.99K - $6.45K
|
69.4K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
443+ 2.18% |
$5.77K - $6.22K
|
20.8K
$342K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
427+ 2.11% |
$5.56K - $5.99K
|
20.7K
$341K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
426+ 0.99% |
$5.55K - $5.98K
|
43.4K
$716K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
425+ 3.14% |
$5.53K - $5.96K
|
14K
$230K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
418+ 2.35% |
$5.44K - $5.86K
|
18.2K
$300K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
417+ 2.24% |
$5.43K - $5.85K
|
19.1K
$314K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
400+ 0.14% |
$5.21K - $5.61K
|
288K
$4.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
354+ 2.48% |
$4.61K - $4.97K
|
14.6K
$241K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
351+ 1.08% |
$4.57K - $4.92K
|
32.7K
$539K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
350+ 2.95% |
$4.56K - $4.91K
|
12.2K
$201K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
348+ 0.8% |
$4.53K - $4.88K
|
43.9K
$723K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
346+ 1.63% |
$4.5K - $4.85K
|
21.6K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
340+ 0.58% |
$4.43K - $4.77K
|
58.8K
$969K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
335+ 102.76% |
$4.36K - $4.7K
|
661
$10.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
332+ 1.74% |
$4.32K - $4.66K
|
19.4K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
330+ 2.52% |
$4.3K - $4.63K
|
13.4K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
324+ 0.63% |
$4.22K - $4.55K
|
51.7K
$852K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
320New |
$4.17K - $4.49K
|
320
$5.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
319+ 2.27% |
$4.15K - $4.48K
|
14.4K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
300New |
$3.91K - $4.21K
|
300
$4.94K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
279+ 2.73% |
$3.63K - $3.91K
|
10.5K
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
278+ 2.28% |
$3.62K - $3.9K
|
12.5K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
271+ 2.27% |
$3.53K - $3.8K
|
12.2K
$201K
|