Purchases and Sales Made in Q4 2024 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
388K+ 2.53% |
$6.23M - $7.71M
|
15.7M
$329M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
293K+ 4.02% |
$4.7M - $5.82M
|
7.59M
$159M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
225K+ 47.37% |
$3.61M - $4.47M
|
700K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
69.2K+ 189.42% |
$1.11M - $1.37M
|
106K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
68.8K+ 12.68% |
$1.1M - $1.37M
|
611K
$12.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
66.5KNew |
$1.07M - $1.32M
|
66.5K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
60KNew |
$963K - $1.19M
|
60K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
57.1KNew |
$917K - $1.13M
|
57.1K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
55.9K+ 435.48% |
$897K - $1.11M
|
68.7K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
37.5K+ 1.93% |
$602K - $745K
|
1.99M
$41.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
34.4K+ 16.26% |
$552K - $683K
|
246K
$5.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
34.1K+ 103.7% |
$547K - $677K
|
67K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
29.2KNew |
$469K - $580K
|
29.2K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
27.4K+ 10.4% |
$439K - $543K
|
291K
$6.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.3K+ 3.24% |
$374K - $463K
|
742K
$15.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
23.2K+ 99.57% |
$373K - $462K
|
46.6K
$975K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
21.4K+ 6.22% |
$343K - $425K
|
365K
$7.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.9K+ 11.94% |
$335K - $414K
|
196K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.6KNew |
$331K - $409K
|
20.6K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.6K+ 87.11% |
$315K - $389K
|
42.1K
$881K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17.5K+ 2.4% |
$282K - $348K
|
748K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
16K+ 22.47% |
$257K - $318K
|
87.2K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
15.6KNew |
$250K - $310K
|
15.6K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$245K - $303K
|
15.3K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
15.2KNew |
$244K - $302K
|
15.2K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15K+ 28.52% |
$241K - $298K
|
67.6K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13.9KNew |
$223K - $276K
|
13.9K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
13.7K+ 25.99% |
$220K - $272K
|
66.4K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
12.8KNew |
$206K - $254K
|
12.8K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$202K - $249K
|
12.6K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12.5KNew |
$200K - $248K
|
12.5K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.1KNew |
$194K - $240K
|
12.1K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.8K+ 93.36% |
$190K - $235K
|
24.5K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11.8K+ 83.82% |
$190K - $235K
|
26K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$183K - $226K
|
11.4K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11K+ 1.22% |
$177K - $219K
|
918K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
10.1KNew |
$162K - $200K
|
10.1K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.92K+ 75.07% |
$159K - $197K
|
23.1K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.47K+ 4.38% |
$152K - $188K
|
226K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
9.42K+ 9.47% |
$151K - $187K
|
109K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
8.39K+ 22.28% |
$135K - $167K
|
46K
$963K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.56K+ 12.42% |
$121K - $150K
|
68.4K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.15K+ 27.0% |
$115K - $142K
|
33.6K
$703K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.28K+ 1.74% |
$101K - $125K
|
368K
$7.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
6K+ 46.15% |
$96.3K - $119K
|
19K
$397K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5.57K+ 2.78% |
$89.3K - $111K
|
206K
$4.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5.5K+ 0.71% |
$88.3K - $109K
|
782K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.23K+ 5.57% |
$83.9K - $104K
|
99K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
4.9K+ 1.7% |
$78.7K - $97.4K
|
293K
$6.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.3K+ 420.33% |
$69K - $85.4K
|
5.32K
$111K
|