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 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.18K- 34.83% |
$80.4K - $86.7K
|
11.6K
$205K
|
|
|
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
$2.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.02K- 18.43% |
$91.4K - $98.5K
|
31.1K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.89K- 11.43% |
$103K - $111K
|
61.2K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-8K- 12.85% |
$104K - $112K
|
54.3K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.96K- 6.9% |
$117K - $126K
|
121K
$2.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9.5K- 32.41% |
$124K - $133K
|
19.8K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.54K- 5.27% |
$124K - $134K
|
171K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9.8K- 7.84% |
$128K - $138K
|
115K
$2.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-9.9K- 21.98% |
$129K - $139K
|
35.1K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9.94K- 75.8% |
$129K - $139K
|
3.17K
$56.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-10.1K- 8.51% |
$132K - $142K
|
109K
$1.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-10.2K- 4.72% |
$133K - $143K
|
206K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.5K- 36.07% |
$136K - $147K
|
18.6K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-10.6K- 1.88% |
$137K - $148K
|
551K
$9.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 10.28% |
$141K - $152K
|
94.3K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-11.2K- 9.45% |
$146K - $157K
|
108K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11.8K- 27.32% |
$153K - $165K
|
31.4K
$557K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-12K- 7.67% |
$156K - $168K
|
144K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 8.12% |
$164K - $176K
|
142K
$2.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-13K- 17.66% |
$170K - $183K
|
60.8K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13.1K- 13.94% |
$171K - $184K
|
81K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-13.1K- 15.59% |
$171K - $184K
|
71.1K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-13.2K- 14.79% |
$172K - $186K
|
76.2K
$1.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-13.2K- 1.69% |
$173K - $186K
|
771K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-13.8K- 56.71% |
$180K - $194K
|
10.5K
$187K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.9K- 5.04% |
$181K - $195K
|
262K
$4.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-14K- 10.36% |
$182K - $196K
|
121K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-14.2K- 1.37% |
$184K - $199K
|
1.02M
$18.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.7K- 15.78% |
$191K - $206K
|
78.2K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.7K- 54.95% |
$192K - $207K
|
12.1K
$215K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-14.9K- 30.99% |
$194K - $209K
|
33.1K
$588K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-16.9K- 27.19% |
$219K - $236K
|
45.1K
$802K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-17K- 2.17% |
$221K - $238K
|
767K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 5.32% |
$230K - $248K
|
314K
$5.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-20.3K- 30.81% |
$265K - $285K
|
45.7K
$811K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-22.1K- 19.39% |
$287K - $310K
|
91.8K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-23.4K- 33.14% |
$304K - $328K
|
47.2K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.5K- 7.93% |
$307K - $330K
|
274K
$4.86M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-23.8K- 48.36% |
$310K - $334K
|
25.4K
$452K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-24.1K- 5.76% |
$314K - $338K
|
394K
$7M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-25.6K- 20.86% |
$333K - $359K
|
97.1K
$1.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-26.5K- 33.19% |
$345K - $372K
|
53.4K
$948K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-26.9K- 9.13% |
$350K - $377K
|
268K
$4.76M
|
|
|
Mar 14, 2024
Q4 2023
|
Scp Investment, LP
|
SELL
|
- |
-30K- 43.6% |
$391K - $421K
|
38.8K
$689K
|
|
|
Feb 06, 2024
Q4 2023
|
Scp Investment, LP
|
SELL
|
- |
-30K- 43.6% |
$391K - $421K
|
38.8K
$689K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-30.4K- 45.64% |
$396K - $426K
|
36.2K
$643K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-31.2K- 53.45% |
$407K - $438K
|
27.2K
$483K
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-32.4K- 1.09% |
$422K - $455K
|
2.95M
$52.4M
|