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 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
17.8KNew |
$232K - $250K
|
17.8K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
17.7KNew |
$230K - $248K
|
17.7K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
17.6KNew |
$230K - $248K
|
17.6K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
17.3KNew |
$225K - $243K
|
17.3K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
17.3KNew |
$225K - $243K
|
17.3K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.3KNew |
$225K - $242K
|
17.3K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.2K+ 10.14% |
$225K - $242K
|
187K
$3.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.1K+ 34.34% |
$223K - $240K
|
67K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
17KNew |
$221K - $239K
|
17K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17KNew |
$221K - $238K
|
17K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.9K+ 23.24% |
$221K - $238K
|
89.8K
$1.48M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$220K - $238K
|
16.9K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$220K - $238K
|
16.9K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16.9K+ 100.0% |
$220K - $237K
|
33.8K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.7K+ 11.13% |
$217K - $234K
|
166K
$2.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
16.6KNew |
$216K - $232K
|
16.6K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16.6K+ 2.29% |
$216K - $232K
|
740K
$12.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
16.4KNew |
$214K - $230K
|
16.4K
$270K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
16.3KNew |
$212K - $229K
|
16.3K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
16.2K+ 2.81% |
$211K - $227K
|
593K
$9.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$211K - $227K
|
16.2K
$267K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15.8K+ 42.03% |
$205K - $221K
|
53.3K
$878K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.7KNew |
$205K - $221K
|
15.7K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.6K+ 19.28% |
$204K - $219K
|
96.8K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.6K+ 103.94% |
$203K - $219K
|
30.6K
$504K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
15.5K+ 89.74% |
$202K - $218K
|
32.8K
$541K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.5KNew |
$202K - $218K
|
15.5K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
15.5KNew |
$202K - $217K
|
15.5K
$255K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
15.4KNew |
$201K - $216K
|
15.4K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
15.3K+ 25.82% |
$200K - $215K
|
74.7K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.2KNew |
$198K - $213K
|
15.2K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
15KNew |
$195K - $210K
|
15K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
14.8KNew |
$193K - $208K
|
14.8K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.5K+ 21.68% |
$189K - $204K
|
81.6K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
14.4K+ 124.08% |
$187K - $202K
|
26K
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$187K - $201K
|
14.4K
$237K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.2K+ 46.0% |
$185K - $199K
|
45.1K
$743K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.2K+ 37.74% |
$185K - $199K
|
51.8K
$853K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
14.2KNew |
$185K - $199K
|
14.2K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
14K+ 87.5% |
$182K - $196K
|
30K
$494K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13.9K+ 38.67% |
$181K - $195K
|
49.9K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
13.8K+ 9.54% |
$180K - $194K
|
159K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.8K+ 19.62% |
$180K - $194K
|
84.2K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.7KNew |
$178K - $192K
|
13.7K
$225K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.6K+ 55.57% |
$176K - $190K
|
37.9K
$625K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13.4KNew |
$174K - $188K
|
13.4K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.1KNew |
$170K - $184K
|
13.1K
$216K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13KNew |
$169K - $182K
|
13K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13KNew |
$169K - $182K
|
13K
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
13K+ 5.9% |
$169K - $182K
|
233K
$3.84M
|