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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
47+ 0.46% |
$612 - $659
|
10.2K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
41+ 0.2% |
$534 - $575
|
20.3K
$388K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
39+ 2.37% |
$508 - $547
|
1.69K
$32.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
31+ 0.04% |
$404 - $435
|
78.1K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
29+ 0.28% |
$378 - $407
|
10.2K
$195K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
28+ 2.25% |
$365 - $393
|
1.27K
$24.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
26+ 0.03% |
$339 - $365
|
92.5K
$1.76M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
24+ 0.17% |
$312 - $337
|
13.9K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
23+ 0.1% |
$299 - $323
|
22K
$419K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 0.01% |
$299 - $323
|
385K
$7.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
23+ 0.18% |
$299 - $323
|
13K
$249K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
23+ 0.18% |
$299 - $323
|
13K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
22+ 0.02% |
$286 - $309
|
116K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
20+ 0.09% |
$260 - $281
|
22.1K
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 0.08% |
$260 - $281
|
26.5K
$506K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
17+ 2.3% |
$221 - $239
|
757
$14.4K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
15+ 0.05% |
$195 - $210
|
30.2K
$576K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
12+ 0.04% |
$156 - $168
|
30.5K
$582K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 2.26% |
$156 - $168
|
542
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$156 - $168
|
11.6K
$221K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.73% |
$143 - $154
|
1.52K
$28.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10+ 0.07% |
$130 - $140
|
13.6K
$260K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
9+ 0.07% |
$117 - $126
|
12.1K
$230K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.02% |
$78.1 - $84.2
|
34.3K
$654K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6+ 0.04% |
$78.1 - $84.2
|
17K
$324K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5+ 0.03% |
$65.1 - $70.1
|
15.6K
$298K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.1% |
$52.1 - $56.1
|
4.17K
$79.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.04% |
$39.1 - $42.1
|
8.39K
$160K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$26 - $28.1
|
2
$38.1
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$13 - $14
|
20K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1+ 0.0% |
$13 - $14
|
35K
$668K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-1- -0.0% |
$13 - $14
|
66K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.37% |
$13 - $14
|
267
$5.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1- -0.0% |
$13 - $14
|
209K
$3.98M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4- 0.04% |
$52.1 - $56.1
|
10.9K
$209K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-13- 0.03% |
$169 - $182
|
46.6K
$889K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.03% |
$221 - $239
|
61.1K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-38- 0.23% |
$495 - $533
|
16.2K
$309K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-58- 0.04% |
$755 - $814
|
160K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-60- 0.47% |
$781 - $842
|
12.6K
$240K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-86- 4.75% |
$1.12K - $1.21K
|
1.73K
$32.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-86- 0.19% |
$1.12K - $1.21K
|
45.2K
$862K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-88- 14.72% |
$1.15K - $1.23K
|
510
$9.73K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-99- 0.37% |
$1.29K - $1.39K
|
26.5K
$505K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-100- 13.64% |
$1.3K - $1.4K
|
633
$12.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-114- 2.95% |
$1.48K - $1.6K
|
3.75K
$71.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-131- 0.86% |
$1.71K - $1.84K
|
15.1K
$288K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-148- 0.36% |
$1.93K - $2.08K
|
41.1K
$783K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-150- 0.95% |
$1.95K - $2.1K
|
15.6K
$297K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-152- 0.84% |
$1.98K - $2.13K
|
17.9K
$342K
|