Latest Institutional Transactions on Energy Transfer LP (ET)
This table provides information on the latest institutional transactions involving Energy Transfer LP (ET) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
473+ 1.11% |
$8.09K - $8.59K
|
43K
$731K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
7.23K+ 0.92% |
$124K - $131K
|
796K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
194+ 1.67% |
$3.32K - $3.52K
|
11.8K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$173K - $184K
|
10.1K
$172K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.15K- 4.38% |
$19.7K - $20.9K
|
25.1K
$427K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-6K- 30.15% |
$103K - $109K
|
13.9K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25.4K- 11.93% |
$435K - $462K
|
188K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-5.62K- 2.1% |
$96.2K - $102K
|
262K
$4.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
16.9KNew |
$290K - $308K
|
16.9K
$288K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
522+ 3.44% |
$8.93K - $9.48K
|
15.7K
$267K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-15.1K- 50.92% |
$258K - $273K
|
14.5K
$247K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
63K+ 150.25% |
$1.08M - $1.14M
|
105K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.22K+ 7.7% |
$123K - $131K
|
101K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
35+ 1.49% |
$599 - $636
|
2.38K
$40.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-602- 2.01% |
$10.3K - $10.9K
|
29.4K
$500K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
78+ 1.48% |
$1.33K - $1.42K
|
5.35K
$91K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.8K+ 26.5% |
$425K - $451K
|
119K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
817+ 38.89% |
$14K - $14.8K
|
2.92K
$49.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
121New |
$2.07K - $2.2K
|
121
$2.06K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
191+ 0.61% |
$3.27K - $3.47K
|
31.7K
$540K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.69K+ 21.94% |
$28.9K - $30.7K
|
9.39K
$160K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
229+ 1.91% |
$3.92K - $4.16K
|
12.2K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
10K+ 15.04% |
$171K - $182K
|
76.5K
$1.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-27- 0.06% |
$462 - $490
|
47.4K
$806K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12.1K- 52.58% |
$206K - $219K
|
10.9K
$185K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33.9KNew |
$580K - $616K
|
33.9K
$577K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-825- 5.7% |
$14.1K - $15K
|
13.6K
$232K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.98K+ 3.63% |
$137K - $145K
|
228K
$3.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.8KNew |
$220K - $233K
|
12.8K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
250+ 1.63% |
$4.28K - $4.54K
|
15.6K
$265K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8.95K- 1.82% |
$153K - $162K
|
483K
$8.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.04% |
$103 - $109
|
13.4K
$229K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
2.31K+ 13.93% |
$39.5K - $41.9K
|
18.9K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.5K- 0.63% |
$25.7K - $27.2K
|
237K
$4.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-15.8K- 60.99% |
$270K - $286K
|
10.1K
$172K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1.95K+ 5.29% |
$33.4K - $35.5K
|
38.9K
$662K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.58K+ 7.2% |
$27K - $28.7K
|
23.5K
$400K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5.53K- 31.49% |
$94.5K - $100K
|
12K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
100+ 0.39% |
$1.71K - $1.82K
|
25.7K
$437K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.38K+ 1.77% |
$74.9K - $79.5K
|
252K
$4.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.79K- 5.57% |
$64.9K - $68.9K
|
64.3K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.46K+ 2.53% |
$42.1K - $44.7K
|
99.8K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
CALL |
200KNew |
$3.42M - $3.63M
|
200K
$3.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.38K+ 7.5% |
$40.6K - $43.1K
|
34.1K
$579K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
40.3KNew |
$689K - $731K
|
40.3K
$685K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.92K+ 26.31% |
$67.1K - $71.2K
|
18.8K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
25+ 0.02% |
$428 - $454
|
163K
$2.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.02K- 3.76% |
$34.6K - $36.7K
|
51.8K
$881K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.5K+ 342.11% |
$111K - $118K
|
8.4K
$143K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 3.09% |
$18.2K - $19.3K
|
33.3K
$566K
|
|