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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200+ 3.71% |
$3.13K - $3.79K
|
5.58K
$95K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15.4K- 6.58% |
$241K - $291K
|
218K
$3.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.54K- 11.99% |
$24K - $29.1K
|
11.3K
$192K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
1.08K+ 25.76% |
$16.9K - $20.4K
|
5.27K
$89.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.32% |
$1.57K - $1.89K
|
31.2K
$531K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 1.4% |
$485 - $587
|
2.24K
$38.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.46K+ 4.91% |
$22.9K - $27.7K
|
31.2K
$531K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.87KNew |
$44.9K - $54.3K
|
2.87K
$48.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
11.6KNew |
$181K - $220K
|
11.6K
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-326- 0.33% |
$5.1K - $6.17K
|
98.6K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 47.16% |
$164K - $198K
|
11.8K
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
8.49K+ 1203.83% |
$133K - $161K
|
9.19K
$156K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-4K- 14.72% |
$62.6K - $75.7K
|
23.2K
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-415- 45.36% |
$6.49K - $7.86K
|
500
$8.51K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.4KNew |
$37.6K - $45.4K
|
2.4K
$40.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.82K+ 48.18% |
$91.1K - $110K
|
17.9K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-949- 37.26% |
$14.9K - $18K
|
1.6K
$27.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.17% |
$407 - $492
|
14.9K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.63K- 28.94% |
$72.4K - $87.6K
|
11.4K
$193K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
411+ 4.91% |
$6.43K - $7.78K
|
8.79K
$149K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
200+ 5.16% |
$3.13K - $3.79K
|
4.07K
$69.3K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.54K- 6.88% |
$24K - $29.1K
|
20.8K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
121+ 2.43% |
$1.89K - $2.29K
|
5.11K
$86.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
100+ 3.73% |
$1.57K - $1.89K
|
2.78K
$47.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
79+ 1.46% |
$1.24K - $1.5K
|
5.47K
$93.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.2K- 9.95% |
$50.1K - $60.6K
|
29K
$493K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.72KNew |
$27K - $32.6K
|
1.72K
$29.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 0.35% |
$282 - $341
|
5.14K
$87.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3K- 37.36% |
$46.9K - $56.7K
|
5.02K
$85.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
9.32MNew |
$146M - $176M
|
9.32M
$158M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1K+ 2.17% |
$15.7K - $18.9K
|
47K
$800K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
50.7KNew |
$793K - $960K
|
50.7K
$862K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
4.6K+ 2062.33% |
$72K - $87.1K
|
4.82K
$82K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
69KNew |
$1.08M - $1.31M
|
69K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 0.67% |
$579 - $700
|
5.45K
$92.7K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-4K- 18.76% |
$62.6K - $75.7K
|
17.3K
$295K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.74% |
$78.3 - $94.7
|
293
$4.98K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11KNew |
$189K - $231K
|
11K
$187K
|
|
|
Aug 14, 2025
Q1 2025
|
Rk Capital Management, Llc/Fl
Weston, FL |
SELL
|
- |
-143K- 81.72% |
$2.47M - $3.02M
|
32K
$544K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.04KNew |
$86.9K - $106K
|
5.04K
$85.7K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-15KClosed |
$258K - $315K
|
0
$0
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-11K- 3.21% |
$190K - $232K
|
331K
$5.63M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3.04KNew |
$52.5K - $64.1K
|
3.04K
$51.7K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-143K- 48.76% |
$2.46M - $3M
|
150K
$2.55M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
576+ 5.13% |
$9.94K - $12.1K
|
11.8K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.3K+ 8.33% |
$22.4K - $27.4K
|
16.9K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
27.6KNew |
$476K - $581K
|
27.6K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
23KNew |
$398K - $486K
|
23K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Aperture Investors, LLC
New York, NY |
BUY
|
CALL |
268KNew |
$4.63M - $5.66M
|
268K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Heronetta Management, L.P.
|
SELL
|
- |
-500- 0.06% |
$8.63K - $10.5K
|
884K
$15M
|
|