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 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.47K- 9.04% |
$19.2K - $20.7K
|
14.8K
$244K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.51KClosed |
$19.7K - $21.2K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.51K- 1.12% |
$19.7K - $21.2K
|
134K
$2.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.53K- 10.83% |
$19.9K - $21.4K
|
12.6K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.7K- 29.86% |
$22.2K - $23.9K
|
4K
$65.9K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 2.62% |
$24K - $25.8K
|
68.4K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.01K- 2.51% |
$26.1K - $28.2K
|
77.9K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.05K- 1.6% |
$26.7K - $28.8K
|
126K
$2.08M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.08K- 11.52% |
$27K - $29.1K
|
15.9K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.08K- 2.33% |
$27.1K - $29.2K
|
87.4K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.11K- 5.62% |
$27.4K - $29.5K
|
35.3K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.12K- 5.2% |
$27.6K - $29.7K
|
38.6K
$636K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.13K- 3.6% |
$27.7K - $29.9K
|
57K
$939K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.17K- 11.23% |
$28.2K - $30.4K
|
17.1K
$282K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.37K- 15.45% |
$30.8K - $33.2K
|
12.9K
$213K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.38K- 7.71% |
$30.9K - $33.3K
|
28.4K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.44K- 7.27% |
$31.7K - $34.2K
|
31.1K
$512K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.64K- 14.85% |
$34.4K - $37.1K
|
15.1K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.67K- 1.36% |
$34.7K - $37.4K
|
193K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.69K- 41.23% |
$35.1K - $37.8K
|
3.84K
$63.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.75K- 84.2% |
$35.8K - $38.6K
|
516
$8.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.8K- 8.61% |
$36.4K - $39.2K
|
29.7K
$489K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3K- 65.3% |
$39.1K - $42.1K
|
1.59K
$26.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.02K- 16.49% |
$39.4K - $42.4K
|
15.3K
$252K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.1K- 8.42% |
$40.4K - $43.5K
|
33.7K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.23K- 4.05% |
$42K - $45.2K
|
76.3K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.31K- 3.69% |
$43K - $46.4K
|
86.2K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-3.39K- 0.76% |
$44.2K - $47.6K
|
445K
$7.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.49K- 9.71% |
$45.4K - $48.9K
|
32.4K
$534K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-3.58K- 22.11% |
$46.6K - $50.2K
|
12.6K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.63K- 4.63% |
$47.3K - $50.9K
|
74.7K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 1.53% |
$51.6K - $55.6K
|
255K
$4.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.08K- 11.13% |
$53.1K - $57.2K
|
32.5K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.43K- 41.28% |
$57.7K - $62.2K
|
6.31K
$104K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-4.48K- 15.93% |
$58.3K - $62.8K
|
23.6K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-4.75K- 18.62% |
$61.8K - $66.6K
|
20.7K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-4.99K- 0.09% |
$64.9K - $70K
|
5.61M
$92.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-5K- 9.75% |
$65.1K - $70.2K
|
46.3K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.14K- 2.97% |
$66.9K - $72.1K
|
168K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.37K- 0.56% |
$69.9K - $75.4K
|
953K
$15.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-5.46K- 0.49% |
$71.1K - $76.6K
|
1.12M
$18.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.74K- 2.98% |
$74.7K - $80.5K
|
187K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.18K- 34.83% |
$80.4K - $86.7K
|
11.6K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.35KClosed |
$82.7K - $89.1K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.6K- 4.12% |
$86K - $92.7K
|
153K
$2.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.02K- 18.43% |
$91.4K - $98.5K
|
31.1K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.89K- 11.43% |
$103K - $111K
|
61.2K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-8K- 12.85% |
$104K - $112K
|
54.3K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.96K- 6.9% |
$117K - $126K
|
121K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9.5K- 32.41% |
$124K - $133K
|
19.8K
$326K
|