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 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
30.9KNew |
$402K - $433K
|
30.9K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.7KNew |
$399K - $430K
|
30.7K
$585K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
29.5KNew |
$385K - $414K
|
29.5K
$563K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
29.4KNew |
$383K - $412K
|
29.4K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.2K+ 11.58% |
$380K - $409K
|
281K
$5.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.7K+ 7.47% |
$373K - $402K
|
412K
$7.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
BUY
|
- |
28.1K+ 8.08% |
$366K - $395K
|
376K
$7.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
28.1KNew |
$366K - $395K
|
28.1K
$536K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
28.1KNew |
$366K - $394K
|
28.1K
$535K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
28K+ 47.65% |
$365K - $394K
|
86.9K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
27.8K+ 48.68% |
$362K - $390K
|
84.9K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
27.8K+ 12.2% |
$362K - $390K
|
255K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
27.5KNew |
$358K - $386K
|
27.5K
$524K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
27.3K+ 3.55% |
$356K - $383K
|
796K
$15.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
27.2K+ 30.94% |
$355K - $382K
|
115K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
27.1KNew |
$353K - $381K
|
27.1K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
26.8K+ 10.84% |
$349K - $377K
|
275K
$5.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.6K+ 1.66% |
$346K - $373K
|
1.62M
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.2K+ 68.45% |
$341K - $368K
|
64.5K
$1.23M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
25.8KNew |
$336K - $362K
|
25.8K
$492K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
25.7K+ 87.8% |
$334K - $360K
|
54.9K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.7K+ 4.95% |
$334K - $360K
|
544K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
25K+ 1.31% |
$326K - $351K
|
1.94M
$36.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
24.3K+ 26.88% |
$316K - $340K
|
114K
$2.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.2K+ 29.4% |
$315K - $339K
|
106K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
23.7K+ 22.87% |
$309K - $333K
|
127K
$2.43M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
23.7KNew |
$308K - $332K
|
23.7K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.6KNew |
$308K - $332K
|
23.6K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
23K+ 8.21% |
$300K - $323K
|
304K
$5.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
22.5KNew |
$293K - $316K
|
22.5K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22.4KNew |
$292K - $315K
|
22.4K
$428K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22.1KNew |
$288K - $311K
|
22.1K
$422K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
21.9K+ 25.18% |
$285K - $307K
|
109K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
21.8KNew |
$284K - $306K
|
21.8K
$417K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21.6K+ 67.59% |
$281K - $303K
|
53.6K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
21.4KNew |
$278K - $300K
|
21.4K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$271K - $292K
|
20.8K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.7K+ 5.64% |
$269K - $290K
|
388K
$7.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
20.2KNew |
$262K - $283K
|
20.2K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
20.1K+ 2.59% |
$261K - $282K
|
795K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20KNew |
$260K - $281K
|
20K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.9K+ 10.25% |
$259K - $279K
|
214K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
19.6KNew |
$255K - $275K
|
19.6K
$374K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
19.5K+ 102.45% |
$253K - $273K
|
38.5K
$734K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19.3K+ 280.05% |
$252K - $271K
|
26.2K
$500K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
19.2KNew |
$250K - $270K
|
19.2K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.2K+ 39.29% |
$250K - $269K
|
68K
$1.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
19KNew |
$247K - $267K
|
19K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
18.8KNew |
$245K - $264K
|
18.8K
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 70.95% |
$238K - $257K
|
44.1K
$841K
|