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 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
71.5K+ 63.29% |
$930K - $1M
|
184K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
71.4K+ 95.81% |
$929K - $1M
|
146K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
67.8K+ 55.35% |
$882K - $951K
|
190K
$3.69M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
67.1KNew |
$874K - $942K
|
67.1K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
65KNew |
$846K - $912K
|
65K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Heronetta Management, L.P.
|
BUY
|
- |
64.1K+ 7.6% |
$835K - $899K
|
907K
$17.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
61.7KNew |
$803K - $866K
|
61.7K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
59.1K+ 130.19% |
$770K - $829K
|
105K
$2.03M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58.7KNew |
$764K - $823K
|
58.7K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
58.1K+ 38.66% |
$757K - $816K
|
209K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
57.5KNew |
$749K - $807K
|
57.5K
$1.12M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
57.4K+ 39.42% |
$747K - $805K
|
203K
$3.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
56.2K+ 11.97% |
$731K - $788K
|
526K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
55.9KNew |
$728K - $784K
|
55.9K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
55.6K+ 99.74% |
$724K - $780K
|
111K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 100.27% |
$695K - $749K
|
107K
$2.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
51.3KNew |
$668K - $720K
|
51.3K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
51KNew |
$664K - $716K
|
51K
$990K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
50KNew |
$651K - $702K
|
50K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.8K+ 14.22% |
$649K - $699K
|
400K
$7.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48.5K+ 11.26% |
$631K - $680K
|
479K
$9.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
48.4KNew |
$631K - $679K
|
48.4K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
47.8KNew |
$623K - $671K
|
47.8K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
47.5K+ 348.63% |
$619K - $667K
|
61.2K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
46.7KNew |
$608K - $656K
|
46.7K
$908K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
46.5K+ 16.32% |
$605K - $652K
|
331K
$6.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.5K+ 1.68% |
$605K - $652K
|
2.81M
$54.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
45.1KNew |
$587K - $632K
|
45.1K
$875K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
44.7KNew |
$582K - $627K
|
44.7K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
43.8KNew |
$570K - $614K
|
43.8K
$850K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
43.7KNew |
$569K - $613K
|
43.7K
$849K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
43.6K+ 5.0% |
$568K - $612K
|
917K
$17.8M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.4KNew |
$539K - $581K
|
41.4K
$804K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
40.6KNew |
$528K - $569K
|
40.6K
$788K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
40KNew |
$521K - $561K
|
40K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.8K+ 5.4% |
$518K - $558K
|
776K
$15.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
39.7K+ 27.49% |
$517K - $557K
|
184K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
39.3K+ 17.29% |
$511K - $551K
|
267K
$5.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
38.2K+ 19.2% |
$498K - $536K
|
237K
$4.61M
|
|
|
Feb 12, 2024
Q4 2023
|
American Financial Group Inc
|
BUY
|
- |
37K+ 8.94% |
$482K - $519K
|
451K
$8.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.4K+ 42.15% |
$474K - $511K
|
123K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
36.1K+ 7.6% |
$470K - $506K
|
511K
$9.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
36K+ 9.43% |
$469K - $505K
|
418K
$8.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
35.6K+ 42.12% |
$464K - $500K
|
120K
$2.33M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35.5KNew |
$462K - $497K
|
35.5K
$688K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
34.1K+ 8.77% |
$444K - $478K
|
423K
$8.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
33.8KNew |
$440K - $474K
|
33.8K
$656K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
31.8K+ 9.9% |
$414K - $446K
|
353K
$6.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
31.3KNew |
$408K - $440K
|
31.3K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
31.1KNew |
$404K - $436K
|
31.1K
$603K
|