Purchases and Sales Made in Q3 2024 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
15+ 1.96% |
$231 - $247
|
780
$16.4K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
15+ 0.76% |
$231 - $247
|
1.99K
$41.8K
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
14+ 0.05% |
$216 - $230
|
30.2K
$636K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$185 - $197
|
11.6K
$245K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11+ 0.07% |
$170 - $181
|
16.4K
$345K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 1.88% |
$154 - $164
|
541
$11.4K
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9+ 0.09% |
$139 - $148
|
10.2K
$214K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9+ 0.07% |
$139 - $148
|
12.1K
$255K
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$123 - $132
|
18.6K
$392K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$92.6 - $98.6
|
6
$126
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.06% |
$92.6 - $98.6
|
10.2K
$214K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.83% |
$77.2 - $82.2
|
278
$5.85K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$46.3 - $49.3
|
98.7K
$2.08M
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3+ 0.01% |
$46.3 - $49.3
|
51.3K
$1.08M
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2+ 0.0% |
$30.9 - $32.9
|
42.7K
$898K
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$30.9 - $32.9
|
12.3K
$259K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$15.4 - $16.4
|
23.6K
$498K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$15.4 - $16.4
|
4.71K
$99.1K
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-8- 0.02% |
$123 - $132
|
35.8K
$753K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.05% |
$139 - $148
|
18.9K
$397K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 6.51% |
$309 - $329
|
287
$6.04K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-34- 1.5% |
$525 - $559
|
2.23K
$47K
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-49- 0.03% |
$756 - $806
|
186K
$3.92M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.35% |
$787 - $838
|
14.5K
$306K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-66- 0.06% |
$1.02K - $1.09K
|
113K
$2.39M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75- 0.27% |
$1.16K - $1.23K
|
27.8K
$585K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-82- 0.22% |
$1.27K - $1.35K
|
36.4K
$767K
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-86- 0.82% |
$1.33K - $1.41K
|
10.4K
$218K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-123- 1.19% |
$1.9K - $2.02K
|
10.2K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-141- 0.11% |
$2.18K - $2.32K
|
130K
$2.73M
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-143- 1.01% |
$2.21K - $2.35K
|
14K
$295K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-144- 3.34% |
$2.22K - $2.37K
|
4.17K
$87.8K
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-165- 0.44% |
$2.55K - $2.71K
|
37.3K
$785K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-174- 0.4% |
$2.68K - $2.86K
|
43.6K
$918K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-177- 1.65% |
$2.73K - $2.91K
|
10.5K
$222K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 0.2% |
$3.09K - $3.29K
|
99.6K
$2.1M
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-210- 14.09% |
$3.24K - $3.45K
|
1.28K
$26.9K
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-215- 1.08% |
$3.32K - $3.53K
|
19.6K
$413K
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-217- 0.89% |
$3.35K - $3.57K
|
24.2K
$509K
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-221- 14.09% |
$3.41K - $3.63K
|
1.35K
$28.4K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-233- 7.2% |
$3.6K - $3.83K
|
3.01K
$63.3K
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-238- 0.2% |
$3.67K - $3.91K
|
117K
$2.45M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-300- 1.63% |
$4.63K - $4.93K
|
18.2K
$382K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-318- 0.33% |
$4.91K - $5.23K
|
96K
$2.02M
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-359- 0.27% |
$5.54K - $5.9K
|
131K
$2.76M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-361- 1.27% |
$5.57K - $5.93K
|
28K
$589K
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-372- 12.06% |
$5.74K - $6.12K
|
2.71K
$57.1K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-397- 1.15% |
$6.13K - $6.53K
|
34.2K
$719K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-398- 0.05% |
$6.14K - $6.54K
|
839K
$17.7M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-400- 2.94% |
$6.17K - $6.58K
|
13.2K
$278K
|