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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.23K+ 5.57% |
$83.9K - $104K
|
99K
$2.08M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
27.4K+ 10.4% |
$439K - $543K
|
291K
$6.12M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.47K+ 1.75% |
$23.6K - $29.2K
|
85.5K
$1.8M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5.5K+ 0.71% |
$88.3K - $109K
|
782K
$16.5M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-68.7K- 99.91% |
$1.1M - $1.36M
|
60
$1.26K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.67K+ 0.95% |
$26.7K - $33.1K
|
176K
$3.71M
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
206+ 1.81% |
$3.31K - $4.09K
|
11.6K
$244K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 2.92% |
$37.7K - $46.7K
|
82.7K
$1.74M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.65K+ 0.58% |
$26.5K - $32.8K
|
287K
$6.03M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.03% |
$257 - $318
|
59.1K
$1.24M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1K+ 63.21% |
$16.1K - $19.9K
|
2.58K
$54.4K
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.4K+ 8.57% |
$54.6K - $67.5K
|
43.1K
$907K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
13.7K+ 25.99% |
$220K - $272K
|
66.4K
$1.4M
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-628- 0.63% |
$10.1K - $12.5K
|
98.6K
$2.08M
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.24K- 6.68% |
$19.9K - $24.6K
|
17.3K
$364K
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
337+ 1.75% |
$5.41K - $6.69K
|
19.6K
$414K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
300+ 2.22% |
$4.82K - $5.96K
|
13.8K
$291K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
482+ 1.42% |
$7.74K - $9.57K
|
34.3K
$722K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-607- 1.62% |
$9.74K - $12.1K
|
36.9K
$777K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-4.55K- 2.1% |
$73.1K - $90.4K
|
213K
$4.48M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 0.85% |
$321 - $397
|
2.38K
$50.1K
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.14% |
$417 - $516
|
18K
$380K
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
299+ 1.34% |
$4.8K - $5.94K
|
22.6K
$475K
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-2.19K- 1.89% |
$35.2K - $43.5K
|
114K
$2.4M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.92K+ 75.07% |
$159K - $197K
|
23.1K
$487K
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-214- 0.03% |
$3.43K - $4.25K
|
824K
$17.3M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
202+ 0.2% |
$3.24K - $4.01K
|
98.9K
$2.08M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.6K+ 87.11% |
$315K - $389K
|
42.1K
$887K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
218+ 1.32% |
$3.5K - $4.33K
|
16.8K
$353K
|
|
Jan 21, 2025
Q4 2024
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
37.5K+ 1.93% |
$602K - $745K
|
1.99M
$41.8M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-96.2K- 6.48% |
$1.54M - $1.91M
|
1.39M
$29.2M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.34K- 13.72% |
$37.6K - $46.5K
|
14.7K
$310K
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
20+ 0.15% |
$321 - $397
|
13.1K
$276K
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
15.6KNew |
$250K - $310K
|
15.6K
$328K
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
293K+ 4.02% |
$4.7M - $5.82M
|
7.59M
$160M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 2.73% |
$1.2K - $1.49K
|
2.83K
$59.5K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.28% |
$578 - $715
|
13.1K
$276K
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-57- 0.3% |
$915 - $1.13K
|
18.7K
$394K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
366+ 1.67% |
$5.87K - $7.27K
|
22.2K
$468K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-578- 0.97% |
$9.28K - $11.5K
|
58.8K
$1.24M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 2.27% |
$50.1K - $62K
|
141K
$2.96M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13.9KNew |
$223K - $276K
|
13.9K
$293K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.2K- 1.69% |
$35.3K - $43.7K
|
128K
$2.7M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.03K+ 8.28% |
$16.6K - $20.5K
|
13.5K
$284K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7K- 50.06% |
$112K - $139K
|
6.98K
$147K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-294- 33.41% |
$4.72K - $5.84K
|
586
$12.3K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3K+ 56.02% |
$48.2K - $59.6K
|
8.36K
$176K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
617+ 1.73% |
$9.9K - $12.3K
|
36.4K
$766K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.25K+ 3.73% |
$20K - $24.8K
|
34.7K
$731K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.86K+ 20.39% |
$45.9K - $56.7K
|
16.9K
$355K
|