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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
819+ 1.31% |
$10.7K - $11.5K
|
63.3K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
805+ 1.65% |
$10.5K - $11.3K
|
49.5K
$866K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
800+ 22.86% |
$10.4K - $11.2K
|
4.3K
$75.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
790+ 6.24% |
$10.3K - $11.1K
|
13.4K
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
786+ 2.24% |
$10.2K - $11K
|
35.8K
$626K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
785+ 1.86% |
$10.2K - $11K
|
42.9K
$750K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
776+ 2.13% |
$10.1K - $10.9K
|
37.2K
$650K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
769+ 0.34% |
$10K - $10.8K
|
229K
$4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
753+ 4.98% |
$9.8K - $10.6K
|
15.9K
$277K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
750+ 42.86% |
$9.77K - $10.5K
|
2.5K
$43.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
750+ 1.53% |
$9.77K - $10.5K
|
49.6K
$868K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
738+ 2.35% |
$9.61K - $10.4K
|
32.2K
$563K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
736+ 33.87% |
$9.58K - $10.3K
|
2.91K
$50.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
735New |
$9.57K - $10.3K
|
735
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
700New |
$9.11K - $9.82K
|
700
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
679+ 3.02% |
$8.84K - $9.53K
|
23.1K
$405K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
654+ 4.34% |
$8.52K - $9.18K
|
15.7K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
621+ 7.76% |
$8.09K - $8.71K
|
8.62K
$151K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
602New |
$7.84K - $8.45K
|
602
$10.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
600+ 3.83% |
$7.81K - $8.42K
|
16.3K
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
594New |
$7.73K - $8.33K
|
594
$10.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
583New |
$7.59K - $8.18K
|
583
$10.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
560+ 22.72% |
$7.29K - $7.86K
|
3.03K
$52.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
557+ 2.35% |
$7.25K - $7.81K
|
24.3K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
530+ 3785.71% |
$6.9K - $7.44K
|
544
$9.51K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
516+ 3.73% |
$6.72K - $7.24K
|
14.3K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
515+ 1.39% |
$6.71K - $7.23K
|
37.7K
$659K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
508+ 2.3% |
$6.61K - $7.13K
|
22.6K
$394K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
506+ 1.7% |
$6.59K - $7.1K
|
30.2K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
500+ 2.63% |
$6.51K - $7.02K
|
19.5K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
492+ 2.21% |
$6.41K - $6.9K
|
22.7K
$397K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
480+ 1.87% |
$6.25K - $6.73K
|
26.1K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
474+ 0.07% |
$6.17K - $6.65K
|
715K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
470+ 4.17% |
$6.12K - $6.59K
|
11.7K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
460+ 0.67% |
$5.99K - $6.45K
|
69.4K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
443+ 2.18% |
$5.77K - $6.22K
|
20.8K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
427+ 2.11% |
$5.56K - $5.99K
|
20.7K
$361K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
426+ 0.99% |
$5.55K - $5.98K
|
43.4K
$759K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
425+ 3.14% |
$5.53K - $5.96K
|
14K
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
418+ 2.35% |
$5.44K - $5.86K
|
18.2K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
417+ 2.24% |
$5.43K - $5.85K
|
19.1K
$333K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
400+ 0.14% |
$5.21K - $5.61K
|
288K
$5.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
354+ 2.48% |
$4.61K - $4.97K
|
14.6K
$256K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
351+ 1.08% |
$4.57K - $4.92K
|
32.7K
$572K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
350+ 2.95% |
$4.56K - $4.91K
|
12.2K
$213K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
348+ 0.8% |
$4.53K - $4.88K
|
43.9K
$767K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
346+ 1.63% |
$4.5K - $4.85K
|
21.6K
$377K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
340+ 0.58% |
$4.43K - $4.77K
|
58.8K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
335+ 102.76% |
$4.36K - $4.7K
|
661
$11.6K
|
|
|
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
$340K
|