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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1K+ 111.11% |
$16.1K - $19.9K
|
1.9K
$36.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1K+ 63.21% |
$16.1K - $19.9K
|
2.58K
$49.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 10.0% |
$16.1K - $19.9K
|
11K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1K+ 1.57% |
$16.1K - $19.9K
|
64.8K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1KNew |
$16.1K - $19.9K
|
1K
$19K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
960New |
$15.4K - $19.1K
|
960
$18.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
937+ 55.35% |
$15K - $18.6K
|
2.63K
$50K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
901+ 1.0% |
$14.5K - $17.9K
|
90.9K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
901+ 6.79% |
$14.5K - $17.9K
|
14.2K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
892+ 0.86% |
$14.3K - $17.7K
|
104K
$1.99M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
871+ 6.4% |
$14K - $17.3K
|
14.5K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
852New |
$13.7K - $16.9K
|
852
$16.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
843+ 47.6% |
$13.5K - $16.7K
|
2.61K
$49.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
842New |
$13.5K - $16.7K
|
842
$16K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
837+ 0.55% |
$13.4K - $16.6K
|
153K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
834+ 6.06% |
$13.4K - $16.6K
|
14.6K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
831+ 0.63% |
$13.3K - $16.5K
|
132K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
820+ 61.56% |
$13.2K - $16.3K
|
2.15K
$41K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
811+ 58.9% |
$13K - $16.1K
|
2.19K
$41.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
800New |
$12.8K - $15.9K
|
800
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
772+ 3.16% |
$12.4K - $15.3K
|
25.2K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
768New |
$12.3K - $15.3K
|
768
$14.6K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
768+ 18.71% |
$12.3K - $15.3K
|
4.87K
$92.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
750+ 0.42% |
$12K - $14.9K
|
179K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
739+ 3.65% |
$11.9K - $14.7K
|
21K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
724New |
$11.6K - $14.4K
|
724
$13.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
722+ 3.7% |
$11.6K - $14.3K
|
20.2K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
718+ 1.81% |
$11.5K - $14.3K
|
40.5K
$771K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
715+ 2.5% |
$11.5K - $14.2K
|
29.3K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
702+ 5.33% |
$11.3K - $13.9K
|
13.9K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
683+ 1.51% |
$11K - $13.6K
|
45.8K
$871K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
676New |
$10.8K - $13.4K
|
676
$12.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
643+ 1.88% |
$10.3K - $12.8K
|
34.9K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
628+ 2.78% |
$10.1K - $12.5K
|
23.2K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
617+ 1.73% |
$9.9K - $12.3K
|
36.4K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
615+ 0.01% |
$9.87K - $12.2K
|
5.48M
$104M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
614+ 26.79% |
$9.85K - $12.2K
|
2.91K
$55.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
600+ 1.02% |
$9.63K - $11.9K
|
59.7K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
600+ 1.88% |
$9.63K - $11.9K
|
32.6K
$620K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
600+ 0.79% |
$9.63K - $11.9K
|
76.2K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
596+ 3.01% |
$9.57K - $11.8K
|
20.4K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
574+ 0.2% |
$9.21K - $11.4K
|
288K
$5.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
561+ 4.57% |
$9K - $11.1K
|
12.8K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
556+ 17.98% |
$8.92K - $11K
|
3.65K
$69.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
553+ 0.83% |
$8.88K - $11K
|
67.3K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
547+ 0.34% |
$8.78K - $10.9K
|
161K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
546+ 0.4% |
$8.76K - $10.8K
|
136K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
535+ 0.41% |
$8.59K - $10.6K
|
130K
$2.48M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
534+ 2.97% |
$8.57K - $10.6K
|
18.5K
$353K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
511+ 3.12% |
$8.2K - $10.1K
|
16.9K
$322K
|