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
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
31.2KNew |
$482K - $514K
|
31.2K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
31.1K+ 4228.57% |
$480K - $511K
|
31.8K
$670K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
31K+ 16.52% |
$478K - $510K
|
219K
$4.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
30.8K+ 2.75% |
$476K - $507K
|
1.15M
$24.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
30.4K+ 48.06% |
$470K - $500K
|
93.8K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
29.4K+ 1178.74% |
$454K - $484K
|
31.9K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.1K+ 6.14% |
$449K - $478K
|
502K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
29KNew |
$448K - $477K
|
29K
$611K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
28.5KNew |
$440K - $468K
|
28.5K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
28.4K+ 12.67% |
$439K - $468K
|
253K
$5.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
28.2K+ 4.41% |
$435K - $464K
|
668K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
28.1K+ 3.47% |
$433K - $462K
|
838K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
27.7KNew |
$428K - $456K
|
27.7K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.7KNew |
$428K - $456K
|
27.7K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
27.4KNew |
$423K - $450K
|
27.4K
$577K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
27.2KNew |
$420K - $447K
|
27.2K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
26.1K+ 6.03% |
$402K - $429K
|
458K
$9.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
26K+ 38.15% |
$401K - $427K
|
94.1K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
26KNew |
$401K - $427K
|
26K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
25.7K+ 5.71% |
$397K - $423K
|
475K
$10M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.2KNew |
$389K - $415K
|
25.2K
$531K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
25K+ 81.3% |
$386K - $411K
|
55.8K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
24.9K+ 197.48% |
$385K - $410K
|
37.6K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
- |
24.8K+ 0.91% |
$382K - $407K
|
2.76M
$58.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
24.7KNew |
$381K - $406K
|
24.7K
$520K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
24.6KNew |
$380K - $405K
|
24.6K
$518K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
24.4KNew |
$377K - $401K
|
24.4K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
24.4K+ 3.12% |
$376K - $401K
|
805K
$16.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
24.1KNew |
$372K - $396K
|
24.1K
$507K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
23.9KNew |
$368K - $392K
|
23.9K
$502K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
23.3KNew |
$360K - $384K
|
23.3K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.2K+ 4.66% |
$359K - $382K
|
522K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
23.2K+ 190.84% |
$359K - $382K
|
35.4K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
22.9KNew |
$354K - $377K
|
22.9K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
22.6K+ 4.34% |
$348K - $371K
|
542K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
22.2KNew |
$343K - $366K
|
22.2K
$468K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
22.2K+ 26.24% |
$342K - $365K
|
107K
$2.25M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
22.2K+ 14.56% |
$342K - $364K
|
174K
$3.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.1K+ 3.17% |
$340K - $363K
|
719K
$15.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.9K+ 4.22% |
$338K - $361K
|
542K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
21.9KNew |
$338K - $360K
|
21.9K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.8K+ 8.18% |
$336K - $358K
|
288K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
20.8KNew |
$321K - $342K
|
20.8K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.7K+ 50.74% |
$319K - $340K
|
61.5K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
20.5K+ 1.65% |
$316K - $337K
|
1.26M
$26.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.1K+ 26.38% |
$310K - $330K
|
96.1K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
19.9K+ 14.18% |
$307K - $328K
|
160K
$3.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
19.7K+ 283.28% |
$304K - $324K
|
26.7K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.7K+ 15.79% |
$303K - $323K
|
144K
$3.04M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.6K+ 2.01% |
$302K - $321K
|
992K
$20.9M
|