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
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
12.9KNew |
$168K - $181K
|
12.9K
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
12.5KNew |
$162K - $175K
|
12.5K
$205K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.2KNew |
$159K - $172K
|
12.2K
$201K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
12.2KNew |
$159K - $171K
|
12.2K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 73.62% |
$158K - $171K
|
28.7K
$473K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
12KNew |
$156K - $168K
|
12K
$198K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
11.8KNew |
$154K - $166K
|
11.8K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.8KNew |
$153K - $165K
|
11.8K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
11.8K+ 90.34% |
$153K - $165K
|
24.8K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.7K+ 2.24% |
$153K - $165K
|
535K
$8.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
11.5KNew |
$150K - $162K
|
11.5K
$190K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
11.5KNew |
$150K - $161K
|
11.5K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$150K - $161K
|
11.5K
$189K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
11.3K+ 108.26% |
$147K - $158K
|
21.7K
$358K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 5.73% |
$147K - $158K
|
208K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11.2K+ 50.49% |
$146K - $158K
|
33.5K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$146K - $158K
|
11.2K
$185K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
11KNew |
$143K - $154K
|
11K
$181K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
10.8K+ 12.33% |
$140K - $151K
|
98K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
10.7K+ 12.56% |
$140K - $151K
|
96.2K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.5KNew |
$137K - $147K
|
10.5K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.4KNew |
$136K - $146K
|
10.4K
$172K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
10.4KNew |
$136K - $146K
|
10.4K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
10.4KNew |
$135K - $146K
|
10.4K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10.4KNew |
$135K - $146K
|
10.4K
$171K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
10.4K+ 29.22% |
$135K - $145K
|
45.8K
$754K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.3K+ 31.59% |
$134K - $144K
|
42.8K
$705K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$133K - $144K
|
10.2K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10.2K+ 4.53% |
$133K - $143K
|
236K
$3.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10.2KNew |
$133K - $143K
|
10.2K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.1KNew |
$132K - $142K
|
10.1K
$167K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
10KNew |
$130K - $140K
|
10K
$165K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.99K+ 8.47% |
$130K - $140K
|
128K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.89K+ 35.0% |
$129K - $139K
|
38.2K
$629K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.82K+ 7.02% |
$128K - $138K
|
150K
$2.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.75K+ 6.55% |
$127K - $137K
|
159K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.7K+ 6.56% |
$126K - $136K
|
157K
$2.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
9.5K+ 211.11% |
$124K - $133K
|
14K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.34K+ 28.41% |
$122K - $131K
|
42.2K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
9.26K+ 2.14% |
$121K - $130K
|
441K
$7.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
9.18K+ 8.28% |
$119K - $129K
|
120K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9.02K+ 6.42% |
$117K - $127K
|
150K
$2.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
8.93K+ 3.06% |
$116K - $125K
|
300K
$4.95M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.78KNew |
$114K - $123K
|
8.78K
$145K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.69K+ 8.85% |
$113K - $122K
|
107K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8.5KNew |
$111K - $119K
|
8.5K
$140K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
8.5K+ 29.82% |
$111K - $119K
|
37K
$610K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8.5KNew |
$111K - $119K
|
8.5K
$140K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.42K+ 43.96% |
$110K - $118K
|
27.6K
$454K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.35K+ 11.75% |
$109K - $117K
|
79.4K
$1.31M
|