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 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.17K+ 7.52% |
$18K - $19.2K
|
16.7K
$324K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.72K- 4.44% |
$57.4K - $61.2K
|
80.1K
$1.56M
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.86K+ 4.3% |
$28.7K - $30.5K
|
45.1K
$876K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
16.4K+ 56.8% |
$254K - $270K
|
45.4K
$881K
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
113K+ 4.55% |
$1.75M - $1.86M
|
2.6M
$50.5M
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.77KNew |
$27.3K - $29.1K
|
1.77K
$34.4K
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
480+ 2.38% |
$7.41K - $7.89K
|
20.6K
$400K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.5K+ 21.13% |
$485K - $517K
|
180K
$3.5M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.9K+ 15.87% |
$106K - $113K
|
50.3K
$978K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.19K+ 10.51% |
$111K - $118K
|
75.6K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-51K- 0.31% |
$787K - $838K
|
16.6M
$323M
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
5.65K+ 0.67% |
$87.2K - $92.9K
|
850K
$16.5M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.1KNew |
$155K - $165K
|
10.1K
$195K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-123- 1.19% |
$1.9K - $2.02K
|
10.2K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.13K+ 4.23% |
$79.1K - $84.3K
|
126K
$2.45M
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-271K- 29.28% |
$4.17M - $4.45M
|
654K
$12.7M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
77+ 2.02% |
$1.19K - $1.27K
|
3.88K
$75.4K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.7KNew |
$428K - $456K
|
27.7K
$539K
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
129+ 0.89% |
$1.99K - $2.12K
|
14.6K
$283K
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.92K- 3.37% |
$29.5K - $31.5K
|
55K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.59K- 1.46% |
$24.6K - $26.2K
|
108K
$2.09M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
238+ 1.21% |
$3.67K - $3.91K
|
19.9K
$386K
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11K+ 0.93% |
$169K - $180K
|
1.19M
$23.1M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.9K+ 6.55% |
$198K - $211K
|
209K
$4.06M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
697+ 1.22% |
$10.8K - $11.5K
|
58K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.75K+ 22.73% |
$73.2K - $78K
|
25.6K
$498K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.93K- 3.74% |
$45.2K - $48.2K
|
75.4K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 1.22% |
$17.7K - $18.8K
|
95K
$1.84M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
73.7K+ 0.13% |
$1.14M - $1.21M
|
58.3M
$1.13B
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.26K+ 12.16% |
$19.4K - $20.6K
|
11.6K
$225K
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-500- 1.5% |
$7.72K - $8.22K
|
32.8K
$637K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-27.2K- 89.92% |
$419K - $447K
|
3.05K
$59.2K
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-677K- 93.79% |
$10.4M - $11.1M
|
44.9K
$871K
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
500+ 3.33% |
$7.72K - $8.22K
|
15.5K
$301K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.6K+ 29.06% |
$843K - $898K
|
243K
$4.71M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
207New |
$3.19K - $3.4K
|
207
$4.02K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57.2K+ 30.93% |
$882K - $940K
|
242K
$4.7M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
33.5K+ 102.43% |
$517K - $551K
|
66.2K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
135KNew |
$2.08M - $2.22M
|
135K
$2.62M
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-318- 0.33% |
$4.91K - $5.23K
|
96K
$1.86M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.45K- 74.99% |
$68.7K - $73.2K
|
1.48K
$28.8K
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.33K+ 0.7% |
$20.4K - $21.8K
|
192K
$3.72M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-19.1K- 5.04% |
$294K - $313K
|
359K
$6.97M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-397- 1.15% |
$6.13K - $6.53K
|
34.2K
$664K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-600- 2.87% |
$9.26K - $9.86K
|
20.3K
$394K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.17M+ 172.71% |
$33.5M - $35.7M
|
3.43M
$66.7M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.09M- 1.53% |
$16.9M - $18M
|
70.1M
$1.36B
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-19.5K- 1.49% |
$301K - $321K
|
1.29M
$25.1M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5K- 38.61% |
$77.2K - $82.2K
|
7.95K
$154K
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-661- 2.39% |
$10.2K - $10.9K
|
27K
$525K
|