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
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 6.7% |
$2.92M - $3.14M
|
3.57M
$68M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
223KNew |
$2.9M - $3.12M
|
223K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
218KNew |
$2.84M - $3.06M
|
218K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
211K+ 22.2% |
$2.75M - $2.96M
|
1.16M
$22.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
207KNew |
$2.7M - $2.9M
|
207K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
202K+ 1870.15% |
$2.63M - $2.84M
|
213K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
198K+ 250.82% |
$2.58M - $2.78M
|
277K
$5.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
192K+ 8.47% |
$2.5M - $2.7M
|
2.46M
$46.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
185K+ 5.94% |
$2.41M - $2.6M
|
3.3M
$62.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
180K+ 70.71% |
$2.34M - $2.52M
|
434K
$8.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
173K+ 71.79% |
$2.26M - $2.43M
|
415K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
171K+ 18.83% |
$2.23M - $2.4M
|
1.08M
$20.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
167K+ 6.38% |
$2.18M - $2.35M
|
2.79M
$53.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
162K+ 5.33% |
$2.11M - $2.27M
|
3.2M
$61M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
162KNew |
$2.11M - $2.27M
|
162K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
160K+ 11.4% |
$2.09M - $2.25M
|
1.57M
$29.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
160KNew |
$2.08M - $2.24M
|
160K
$3.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
157K+ 11.13% |
$2.04M - $2.2M
|
1.56M
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
154K+ 4.39% |
$2.01M - $2.16M
|
3.67M
$69.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
145KNew |
$1.89M - $2.04M
|
145K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
144K+ 1223.17% |
$1.87M - $2.02M
|
155K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
140K+ 60.52% |
$1.83M - $1.97M
|
372K
$7.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
127K+ 195.12% |
$1.66M - $1.79M
|
193K
$3.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124K+ 681.69% |
$1.62M - $1.74M
|
143K
$2.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
122K+ 142.92% |
$1.59M - $1.71M
|
208K
$3.96M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
121KNew |
$1.57M - $1.7M
|
121K
$2.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
120KNew |
$1.57M - $1.69M
|
120K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118K+ 2.25% |
$1.54M - $1.66M
|
5.38M
$103M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
118K+ 57.28% |
$1.53M - $1.65M
|
323K
$6.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
116KNew |
$1.51M - $1.63M
|
116K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
115KNew |
$1.49M - $1.61M
|
115K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
113K+ 32.18% |
$1.47M - $1.58M
|
463K
$8.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
112KNew |
$1.46M - $1.57M
|
112K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
104K+ 30.82% |
$1.35M - $1.46M
|
440K
$8.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
102K+ 75.5% |
$1.33M - $1.44M
|
238K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
- |
100K+ 4.09% |
$1.3M - $1.4M
|
2.55M
$48.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
99.1KNew |
$1.29M - $1.39M
|
99.1K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
98.7K+ 67.26% |
$1.29M - $1.38M
|
245K
$4.68M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
93K+ 10.67% |
$1.21M - $1.3M
|
965K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
91.5K+ 8.67% |
$1.19M - $1.28M
|
1.15M
$21.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
91K+ 17.49% |
$1.19M - $1.28M
|
612K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.9K+ 7.59% |
$1.12M - $1.2M
|
1.22M
$23.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
80.3K+ 1.21% |
$1.05M - $1.13M
|
6.74M
$128M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
79.5K+ 217.81% |
$1.04M - $1.12M
|
116K
$2.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
77.9K+ 112.95% |
$1.01M - $1.09M
|
147K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.5K+ 15.25% |
$1.01M - $1.09M
|
586K
$11.2M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
72.7KNew |
$946K - $1.02M
|
72.7K
$1.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
72.5K+ 327.76% |
$944K - $1.02M
|
94.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71.9KNew |
$936K - $1.01M
|
71.9K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71.5K+ 6.3% |
$931K - $1M
|
1.21M
$23M
|