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
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-152- 0.06% |
$1.98K - $2.13K
|
257K
$4.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-163- 0.05% |
$2.12K - $2.29K
|
302K
$5.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-168- 1.06% |
$2.19K - $2.36K
|
15.7K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-185- 0.69% |
$2.41K - $2.6K
|
26.7K
$509K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-217- 0.51% |
$2.83K - $3.04K
|
42.3K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-264- 1.83% |
$3.44K - $3.7K
|
14.1K
$270K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-288- 0.13% |
$3.75K - $4.04K
|
227K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-300- 2.23% |
$3.91K - $4.21K
|
13.2K
$251K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-300- 0.32% |
$3.91K - $4.21K
|
94.1K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-351- 1.23% |
$4.57K - $4.92K
|
28.2K
$537K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-359- 1.56% |
$4.67K - $5.04K
|
22.7K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-400- 3.7% |
$5.21K - $5.61K
|
10.4K
$198K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-444- 0.85% |
$5.78K - $6.23K
|
51.8K
$989K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-465- 2.6% |
$6.05K - $6.52K
|
17.4K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-469- 1.44% |
$6.11K - $6.58K
|
32.2K
$613K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-506- 2.95% |
$6.59K - $7.1K
|
16.6K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-517- 1.16% |
$6.73K - $7.25K
|
44.1K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-530- 97.43% |
$6.9K - $7.44K
|
14
$267
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-536- 3.45% |
$6.98K - $7.52K
|
15K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-547- 11.69% |
$7.12K - $7.67K
|
4.13K
$78.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-560- 3.04% |
$7.29K - $7.86K
|
17.9K
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-590- 4.95% |
$7.68K - $8.28K
|
11.3K
$216K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-600- 1.54% |
$7.81K - $8.42K
|
38.4K
$733K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-622- 1.25% |
$8.1K - $8.73K
|
49.1K
$936K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-627- 1.19% |
$8.16K - $8.8K
|
51.8K
$989K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-630- 28.78% |
$8.2K - $8.84K
|
1.56K
$29.7K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-638- 0.41% |
$8.31K - $8.95K
|
154K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-641- 0.59% |
$8.35K - $8.99K
|
108K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-728- 4.54% |
$9.48K - $10.2K
|
15.3K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-777- 2.24% |
$10.1K - $10.9K
|
34K
$648K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-818- 4.09% |
$10.7K - $11.5K
|
19.2K
$366K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-820- 0.26% |
$10.7K - $11.5K
|
316K
$6.03M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-839- 6.1% |
$10.9K - $11.8K
|
12.9K
$246K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-839- 6.1% |
$10.9K - $11.8K
|
12.9K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-855- 4.93% |
$11.1K - $12K
|
16.5K
$314K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-900- 8.97% |
$11.7K - $12.6K
|
9.14K
$174K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-948- 1.72% |
$12.3K - $13.3K
|
54K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-952- 2.12% |
$12.4K - $13.4K
|
44K
$839K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-980- 45.54% |
$12.8K - $13.7K
|
1.17K
$22.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-999- 4.27% |
$13K - $14K
|
22.4K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1K- 25.08% |
$13K - $14K
|
2.99K
$57K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.01K- 5.29% |
$13.2K - $14.2K
|
18.1K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.1K- 9.14% |
$14.3K - $15.4K
|
10.9K
$208K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.14K- 9.49% |
$14.8K - $16K
|
10.9K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.27K- 2.93% |
$16.5K - $17.8K
|
41.9K
$799K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.31K- 7.69% |
$17K - $18.3K
|
15.7K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.32K- 29.97% |
$17.2K - $18.5K
|
3.09K
$58.9K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.32K- 29.97% |
$17.2K - $18.5K
|
3.09K
$58.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.36K- 4.16% |
$17.7K - $19K
|
31.3K
$596K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.37K- 0.7% |
$17.8K - $19.2K
|
193K
$3.68M
|