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 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
262New |
$3.41K - $3.68K
|
262
$4.32K
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
253+ 1.72% |
$3.29K - $3.55K
|
15K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
250+ 6.94% |
$3.26K - $3.51K
|
3.85K
$63.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
246+ 1.25% |
$3.2K - $3.45K
|
20K
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
225+ 1.82% |
$2.93K - $3.16K
|
12.6K
$207K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
224+ 1.42% |
$2.92K - $3.14K
|
16.1K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
214+ 2.04% |
$2.79K - $3K
|
10.7K
$177K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
207New |
$2.7K - $2.9K
|
207
$3.41K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
200+ 1.75% |
$2.6K - $2.81K
|
11.6K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
197+ 0.69% |
$2.56K - $2.76K
|
28.6K
$472K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
192+ 8.4% |
$2.5K - $2.69K
|
2.48K
$40.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
192+ 1.83% |
$2.5K - $2.69K
|
10.7K
$176K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
185+ 1.49% |
$2.41K - $2.6K
|
12.6K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
180+ 0.3% |
$2.34K - $2.53K
|
59.6K
$982K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
171+ 1.52% |
$2.23K - $2.4K
|
11.4K
$188K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
167+ 0.39% |
$2.17K - $2.34K
|
43.2K
$712K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
165+ 5.47% |
$2.15K - $2.31K
|
3.18K
$52.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
156+ 0.29% |
$2.03K - $2.19K
|
53.2K
$877K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
141+ 0.8% |
$1.84K - $1.98K
|
17.8K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
133+ 32.92% |
$1.73K - $1.87K
|
537
$8.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
127+ 0.85% |
$1.65K - $1.78K
|
15K
$248K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
126New |
$1.64K - $1.77K
|
126
$2.08K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
119+ 0.6% |
$1.55K - $1.67K
|
19.8K
$327K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
118+ 0.58% |
$1.54K - $1.66K
|
20.3K
$335K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
118+ 0.58% |
$1.54K - $1.66K
|
20.3K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
117+ 6.58% |
$1.52K - $1.64K
|
1.9K
$31.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
114+ 0.71% |
$1.48K - $1.6K
|
16.1K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
112+ 0.48% |
$1.46K - $1.57K
|
23.6K
$390K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
105+ 2.06% |
$1.37K - $1.47K
|
5.19K
$85.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
105+ 0.43% |
$1.37K - $1.47K
|
24.6K
$406K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
103+ 0.79% |
$1.34K - $1.45K
|
13.1K
$217K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
103+ 0.1% |
$1.34K - $1.45K
|
98.8K
$1.63M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
98+ 2.34% |
$1.28K - $1.37K
|
4.28K
$70.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
98+ 2.34% |
$1.28K - $1.37K
|
4.28K
$70.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
95+ 0.92% |
$1.24K - $1.33K
|
10.4K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
91+ 0.3% |
$1.18K - $1.28K
|
30.7K
$506K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
89+ 0.57% |
$1.16K - $1.25K
|
15.6K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
86+ 3.5% |
$1.12K - $1.21K
|
2.54K
$41.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
83+ 0.62% |
$1.08K - $1.16K
|
13.5K
$223K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70+ 0.74% |
$911 - $982
|
9.58K
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
69+ 0.12% |
$898 - $968
|
56.2K
$925K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
66+ 0.34% |
$859 - $926
|
19.2K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63+ 2.27% |
$820 - $884
|
2.84K
$46.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
59+ 1.62% |
$768 - $828
|
3.7K
$61K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
52+ 0.91% |
$677 - $730
|
5.8K
$95.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
51+ 1.52% |
$664 - $716
|
3.4K
$56K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
50+ 0.2% |
$651 - $702
|
24.9K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50+ 2.38% |
$651 - $702
|
2.16K
$35.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
48+ 2.28% |
$625 - $673
|
2.16K
$35.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
47+ 0.46% |
$612 - $659
|
10.2K
$168K
|