Purchases and Sales Made in Q1 2024 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
22+ 0.18% |
$302 - $346
|
12.2K
$240K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
22+ 0.1% |
$302 - $346
|
22K
$431K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
22+ 0.96% |
$302 - $346
|
2.32K
$45.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
22+ 0.17% |
$302 - $346
|
13.1K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
22+ 0.17% |
$302 - $346
|
13.1K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 7.12% |
$261 - $299
|
286
$5.61K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
16+ 0.11% |
$220 - $252
|
14.3K
$281K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$206 - $236
|
14.2K
$277K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
15+ 0.05% |
$206 - $236
|
30.2K
$592K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 0.02% |
$192 - $220
|
58.8K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
13+ 0.1% |
$178 - $204
|
13.5K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$165 - $189
|
11.6K
$227K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
11+ 2.16% |
$151 - $173
|
521
$10.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11+ 2.03% |
$151 - $173
|
553
$10.8K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
10+ 0.02% |
$137 - $157
|
44.3K
$869K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9+ 0.07% |
$123 - $142
|
12.1K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 0.23% |
$96 - $110
|
3.03K
$59.4K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7+ 0.02% |
$96 - $110
|
30.5K
$598K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7+ 0.04% |
$96 - $110
|
19.2K
$377K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6+ 0.04% |
$82.3 - $94.4
|
17K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
6+ 0.0% |
$82.3 - $94.4
|
206K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.06% |
$82.3 - $94.4
|
10.1K
$199K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5+ 0.83% |
$68.6 - $78.7
|
607
$11.9K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.91% |
$68.6 - $78.7
|
267
$5.23K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.1% |
$54.9 - $62.9
|
4.18K
$81.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3+ 0.01% |
$41.2 - $47.2
|
42.3K
$829K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2+ 0.0% |
$27.4 - $31.5
|
40.6K
$796K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.02% |
$27.4 - $31.5
|
8.39K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2+ 0.01% |
$27.4 - $31.5
|
28.2K
$552K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1+ 0.0% |
$13.7 - $15.7
|
127K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$13.7 - $15.7
|
314K
$6.16M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$13.7 - $15.7
|
4.38K
$85.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1- -0.0% |
$13.7 - $15.7
|
22.4K
$439K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10- 0.04% |
$137 - $157
|
26.7K
$523K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-12- 0.05% |
$165 - $189
|
22.3K
$438K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-21- 0.56% |
$288 - $330
|
3.73K
$73.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.26% |
$645 - $739
|
18K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-50- 0.2% |
$686 - $787
|
24.9K
$488K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-55- 0.02% |
$755 - $865
|
222K
$4.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-55- 0.07% |
$755 - $865
|
78K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-82- 0.79% |
$1.13K - $1.29K
|
10.4K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-85- 0.11% |
$1.17K - $1.34K
|
74.6K
$1.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-98- 0.1% |
$1.34K - $1.54K
|
98.7K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-102- 0.28% |
$1.4K - $1.6K
|
35.7K
$700K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-192- 1.08% |
$2.63K - $3.02K
|
17.5K
$344K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-192- 1.8% |
$2.63K - $3.02K
|
10.5K
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 1.6% |
$2.74K - $3.15K
|
12.3K
$241K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-231- 0.51% |
$3.17K - $3.63K
|
45.4K
$891K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-258- 1.09% |
$3.54K - $4.06K
|
23.4K
$459K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-300- 0.35% |
$4.12K - $4.72K
|
84.6K
$1.66M
|