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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.41K+ 13.15% |
$57.4K - $61.8K
|
37.9K
$625K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.34K+ 19.73% |
$56.5K - $60.9K
|
26.3K
$434K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.31K+ 23.54% |
$56.1K - $60.4K
|
22.6K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.28K+ 15.82% |
$55.7K - $60K
|
31.3K
$516K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.22K+ 55.27% |
$54.9K - $59.2K
|
11.9K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
4.22K+ 0.33% |
$54.9K - $59.2K
|
1.27M
$20.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.19K+ 7.24% |
$54.6K - $58.8K
|
62.1K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
4.14K+ 8.36% |
$53.9K - $58.1K
|
53.7K
$885K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.14K+ 17.48% |
$53.8K - $58K
|
27.8K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
4.07KNew |
$53K - $57.1K
|
4.07K
$67.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.07K+ 20.92% |
$53K - $57.1K
|
23.5K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4K+ 0.24% |
$52.1K - $56.1K
|
1.7M
$28M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
3.93K+ 307.99% |
$51.2K - $55.1K
|
5.21K
$85.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.8K+ 6.58% |
$49.5K - $53.4K
|
61.6K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.73K+ 11.06% |
$48.6K - $52.3K
|
37.4K
$617K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.73K+ 1.99% |
$48.5K - $52.3K
|
191K
$3.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.69K+ 16759.09% |
$48K - $51.7K
|
3.71K
$61.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.67K+ 47.69% |
$47.8K - $51.5K
|
11.4K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.65K+ 22.85% |
$47.5K - $51.2K
|
19.6K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3.63K+ 0.76% |
$47.2K - $50.9K
|
479K
$7.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.55K+ 23.91% |
$46.2K - $49.8K
|
18.4K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.5K+ 5.9% |
$45.5K - $49K
|
62.8K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.42K+ 8.63% |
$44.5K - $47.9K
|
43K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.38K+ 3.08% |
$44K - $47.4K
|
113K
$1.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.32K+ 24.5% |
$43.3K - $46.6K
|
16.9K
$278K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.29K+ 1.73% |
$42.9K - $46.2K
|
194K
$3.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.28K+ 0.36% |
$42.7K - $46K
|
925K
$15.2M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.26K+ 1.91% |
$42.5K - $45.8K
|
174K
$2.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.25K+ 11.58% |
$42.4K - $45.7K
|
31.4K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.25K+ 0.51% |
$42.3K - $45.6K
|
643K
$10.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.17K+ 7.69% |
$41.2K - $44.4K
|
44.3K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.13K+ 4.92% |
$40.8K - $44K
|
66.9K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
3.13KNew |
$40.8K - $43.9K
|
3.13K
$51.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
3K+ 1562.5% |
$39.1K - $42.1K
|
3.19K
$52.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
3KNew |
$39.1K - $42.1K
|
3K
$49.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.93KNew |
$38.2K - $41.1K
|
2.93K
$48.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.92K+ 1.36% |
$38.1K - $41K
|
218K
$3.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.92K+ 2.17% |
$38K - $41K
|
138K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
2.91K+ 5.48% |
$37.8K - $40.8K
|
56K
$923K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
2.9KNew |
$37.8K - $40.7K
|
2.9K
$47.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$37.7K - $40.6K
|
2.9K
$47.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.88K+ 15.15% |
$37.5K - $40.4K
|
21.9K
$361K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.86K+ 1.72% |
$37.3K - $40.2K
|
169K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.71K+ 22.82% |
$35.3K - $38K
|
14.6K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.71K+ 2.91% |
$35.2K - $38K
|
95.7K
$1.58M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.66K+ 10.16% |
$34.6K - $37.2K
|
28.8K
$475K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.63K+ 14.56% |
$34.3K - $36.9K
|
20.7K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.6KNew |
$33.9K - $36.5K
|
2.6K
$42.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.59K+ 4.47% |
$33.8K - $36.4K
|
60.6K
$998K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.58K+ 14.07% |
$33.6K - $36.2K
|
20.9K
$345K
|