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
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.31KNew |
$108K - $117K
|
8.31K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.17K+ 1.91% |
$106K - $115K
|
436K
$7.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.05K+ 62.17% |
$105K - $113K
|
21K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
8K+ 24.24% |
$104K - $112K
|
41K
$676K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.91KNew |
$103K - $111K
|
7.91K
$130K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.89K+ 11.29% |
$103K - $111K
|
77.7K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.71K+ 35031.82% |
$100K - $108K
|
7.73K
$127K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7.6K+ 8.0% |
$98.9K - $107K
|
103K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
7.44K+ 2.68% |
$96.8K - $104K
|
285K
$4.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.42K+ 0.17% |
$96.6K - $104K
|
4.36M
$71.9M
|
|
|
Feb 14, 2024
Q4 2023
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
7.35K+ 47.5% |
$95.7K - $103K
|
22.8K
$376K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7.12KNew |
$92.6K - $99.8K
|
7.12K
$117K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6.9KNew |
$89.9K - $96.8K
|
6.9K
$114K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.89K+ 11.42% |
$89.7K - $96.7K
|
67.2K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.88K+ 12.84% |
$89.6K - $96.5K
|
60.5K
$996K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.8KNew |
$88.5K - $95.4K
|
6.8K
$112K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6.64K+ 5.08% |
$86.5K - $93.2K
|
137K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.43K+ 7.44% |
$83.7K - $90.2K
|
92.8K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.43K+ 167.48% |
$83.7K - $90.2K
|
10.3K
$169K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
6.43K+ 9.62% |
$83.7K - $90.1K
|
73.2K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.35K+ 8.23% |
$82.6K - $89K
|
83.4K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
6.27KNew |
$81.7K - $88K
|
6.27K
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.24K+ 15.88% |
$81.2K - $87.5K
|
45.5K
$750K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
6.17K+ 34.96% |
$80.3K - $86.5K
|
23.8K
$392K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
6.02K+ 19.13% |
$78.3K - $84.4K
|
37.5K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
6K+ 43.21% |
$78.2K - $84.2K
|
19.9K
$328K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.94K+ 11.47% |
$77.3K - $83.3K
|
57.7K
$951K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.59K+ 18.36% |
$72.7K - $78.4K
|
36K
$594K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.57K+ 2.29% |
$72.5K - $78.1K
|
249K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.52K+ 29.06% |
$71.9K - $77.4K
|
24.5K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.48K+ 1.78% |
$71.3K - $76.8K
|
313K
$5.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
5.43K+ 37.82% |
$70.7K - $76.2K
|
19.8K
$326K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
5.42K+ 2.77% |
$70.6K - $76K
|
201K
$3.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
5.17K+ 34.62% |
$67.4K - $72.6K
|
20.1K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.04K+ 17.59% |
$65.6K - $70.7K
|
33.7K
$555K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.02K+ 11.15% |
$65.3K - $70.4K
|
50K
$824K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
5K+ 13.95% |
$65.1K - $70.2K
|
40.8K
$673K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.99K+ 45.3% |
$65K - $70.1K
|
16K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.96K+ 31.98% |
$64.6K - $69.6K
|
20.5K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.96K+ 354.0% |
$64.5K - $69.5K
|
6.36K
$105K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
4.77K+ 5.01% |
$62.1K - $66.9K
|
99.9K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.75K+ 7.89% |
$61.9K - $66.7K
|
65K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.75K+ 5.75% |
$61.8K - $66.6K
|
87.4K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.73K+ 7.69% |
$61.5K - $66.3K
|
66.1K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.58K+ 18.77% |
$59.6K - $64.2K
|
29K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.57K+ 2.74% |
$59.5K - $64.1K
|
171K
$2.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
4.48K+ 17.07% |
$58.4K - $62.9K
|
30.7K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 4.66% |
$58.1K - $62.6K
|
100K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4.42KNew |
$57.6K - $62.1K
|
4.42K
$72.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.41K+ 16.83% |
$57.4K - $61.8K
|
30.6K
$504K
|