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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
723+ 1.63% |
$11.2K - $11.9K
|
45.1K
$766K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
709+ 2.28% |
$10.9K - $11.7K
|
31.9K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
697+ 1.22% |
$10.8K - $11.5K
|
58K
$984K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
680+ 2.03% |
$10.5K - $11.2K
|
34.3K
$582K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
675+ 0.67% |
$10.4K - $11.1K
|
102K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
650+ 65.0% |
$10K - $10.7K
|
1.65K
$28K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
634+ 2.02% |
$9.78K - $10.4K
|
32K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
612+ 1.63% |
$9.44K - $10.1K
|
38.1K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
610+ 1.29% |
$9.41K - $10K
|
47.8K
$811K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
598+ 3.59% |
$9.23K - $9.83K
|
17.3K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
590+ 3.29% |
$9.1K - $9.7K
|
18.5K
$314K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
583New |
$9K - $9.58K
|
583
$9.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
580+ 12.25% |
$8.95K - $9.54K
|
5.32K
$90.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
554+ 1.65% |
$8.55K - $9.11K
|
34.1K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
536+ 0.42% |
$8.27K - $8.81K
|
127K
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
532+ 33.02% |
$8.21K - $8.75K
|
2.14K
$36.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
520+ 1.64% |
$8.02K - $8.55K
|
32.1K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
518+ 2.3% |
$7.99K - $8.52K
|
23K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
509+ 2.68% |
$7.85K - $8.37K
|
19.5K
$331K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
509+ 1.53% |
$7.85K - $8.37K
|
33.8K
$575K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
508+ 0.62% |
$7.84K - $8.35K
|
83K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
504+ 0.56% |
$7.78K - $8.29K
|
90K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
501+ 2.27% |
$7.73K - $8.24K
|
22.6K
$383K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
500+ 3.8% |
$7.72K - $8.22K
|
13.6K
$232K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
500+ 0.69% |
$7.72K - $8.22K
|
72.7K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
500+ 3.33% |
$7.72K - $8.22K
|
15.5K
$263K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
500+ 1.75% |
$7.72K - $8.22K
|
29K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
495+ 2.02% |
$7.64K - $8.14K
|
25K
$424K
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
495+ 3.89% |
$7.64K - $8.14K
|
13.2K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
489+ 2.79% |
$7.55K - $8.04K
|
18K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
482+ 23.26% |
$7.44K - $7.92K
|
2.55K
$43.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
480+ 2.38% |
$7.41K - $7.89K
|
20.6K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
480+ 1.95% |
$7.41K - $7.89K
|
25.1K
$426K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
466+ 2.9% |
$7.19K - $7.66K
|
16.5K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
461+ 0.2% |
$7.11K - $7.58K
|
232K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
454+ 3.45% |
$7.01K - $7.46K
|
13.6K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
439+ 0.57% |
$6.77K - $7.22K
|
77.6K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
429+ 1.33% |
$6.62K - $7.05K
|
32.7K
$555K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
424+ 0.62% |
$6.54K - $6.97K
|
69K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
411+ 1.57% |
$6.34K - $6.76K
|
26.5K
$450K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
402+ 1.71% |
$6.2K - $6.61K
|
23.9K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
400New |
$6.17K - $6.58K
|
400
$6.79K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
386+ 1.8% |
$5.96K - $6.35K
|
21.9K
$371K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
373+ 1.25% |
$5.76K - $6.13K
|
30.2K
$513K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
370+ 0.52% |
$5.71K - $6.08K
|
71K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
366+ 1.93% |
$5.65K - $6.02K
|
19.3K
$328K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
360+ 0.95% |
$5.55K - $5.92K
|
38.1K
$648K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
359+ 0.55% |
$5.54K - $5.9K
|
65.6K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
351+ 1.89% |
$5.42K - $5.77K
|
18.9K
$321K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
349+ 2.89% |
$5.39K - $5.74K
|
12.4K
$211K
|