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
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.57K+ 20.19% |
$33.5K - $36.1K
|
15.3K
$253K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.57K+ 1.11% |
$33.4K - $36K
|
234K
$3.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.53K+ 6.91% |
$32.9K - $35.4K
|
39.1K
$644K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.5KNew |
$32.6K - $35.1K
|
2.5K
$41.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.5KNew |
$32.5K - $35.1K
|
2.5K
$41.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.48K+ 315.65% |
$32.3K - $34.8K
|
3.27K
$53.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.43KNew |
$31.6K - $34K
|
2.43K
$40K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.41K+ 13.06% |
$31.4K - $33.8K
|
20.9K
$344K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.4K+ 9.22% |
$31.2K - $33.7K
|
28.4K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.4K+ 0.29% |
$31.2K - $33.7K
|
841K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.35K+ 8.9% |
$30.6K - $33K
|
28.8K
$474K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.13K+ 3.76% |
$27.8K - $29.9K
|
58.9K
$970K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
BUY
|
- |
2.08K+ 1.88% |
$27.1K - $29.2K
|
113K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.07K+ 56.39% |
$27K - $29K
|
5.74K
$94.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.05K+ 22.7% |
$26.7K - $28.7K
|
11.1K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
BUY
|
- |
2K+ 15.38% |
$26K - $28.1K
|
15K
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2K+ 12.93% |
$26K - $28K
|
17.4K
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92K+ 1.44% |
$25K - $27K
|
135K
$2.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.9K+ 10.13% |
$24.7K - $26.6K
|
20.6K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 1200.64% |
$24.5K - $26.4K
|
2.04K
$33.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.87K+ 23.82% |
$24.3K - $26.2K
|
9.7K
$160K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.87K+ 6.96% |
$24.3K - $26.2K
|
28.7K
$473K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.85K+ 4.44% |
$24.1K - $26K
|
43.6K
$718K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.82KNew |
$23.7K - $25.5K
|
1.82K
$30K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.82K+ 1.96% |
$23.7K - $25.5K
|
94.3K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.81K+ 0.94% |
$23.6K - $25.4K
|
195K
$3.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.79K+ 16.95% |
$23.4K - $25.2K
|
12.4K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.75K+ 3.41% |
$22.8K - $24.6K
|
53.1K
$875K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.75K+ 3.48% |
$22.8K - $24.6K
|
52K
$857K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 12.44% |
$22K - $23.7K
|
15.3K
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.67K+ 59.52% |
$21.8K - $23.5K
|
4.48K
$73.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.67K+ 3.43% |
$21.7K - $23.4K
|
50.2K
$827K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.66K+ 1.26% |
$21.7K - $23.3K
|
134K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 10.89% |
$21.6K - $23.3K
|
16.9K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.66K+ 7.17% |
$21.6K - $23.2K
|
24.8K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.63K+ 12.82% |
$21.3K - $22.9K
|
14.4K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.63K+ 3.25% |
$21.2K - $22.9K
|
51.8K
$854K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.61K+ 8.32% |
$20.9K - $22.6K
|
20.9K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.55KNew |
$20.2K - $21.8K
|
1.55K
$25.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
1.55K+ 0.88% |
$20.2K - $21.8K
|
178K
$2.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1.55K+ 9.55% |
$20.1K - $21.7K
|
17.7K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.53K+ 4.89% |
$20K - $21.5K
|
32.9K
$542K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.53K+ 11.98% |
$19.9K - $21.5K
|
14.3K
$235K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 6.38% |
$19.6K - $21.2K
|
25.2K
$415K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.5KNew |
$19.5K - $21K
|
1.5K
$24.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.5K+ 7.58% |
$19.5K - $21K
|
21.3K
$351K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
1.5K+ 9.2% |
$19.5K - $21K
|
17.8K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.45K+ 6.19% |
$18.9K - $20.3K
|
24.9K
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.44K+ 8.11% |
$18.7K - $20.2K
|
19.2K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.43K+ 8.25% |
$18.6K - $20K
|
18.8K
$309K
|