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 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-200- 0.63% |
$3.21K - $3.97K
|
31.6K
$600K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-200- 1.27% |
$3.21K - $3.97K
|
15.5K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-201- 1.91% |
$3.23K - $3.99K
|
10.3K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-214- 0.03% |
$3.43K - $4.25K
|
824K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-242- 0.29% |
$3.88K - $4.81K
|
83.5K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-249- 4.04% |
$4K - $4.95K
|
5.91K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-281- 2.38% |
$4.51K - $5.58K
|
11.5K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-289- 1.32% |
$4.64K - $5.74K
|
21.5K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-294- 33.41% |
$4.72K - $5.84K
|
586
$11.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-303- 0.11% |
$4.86K - $6.02K
|
276K
$5.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-322- 1.32% |
$5.17K - $6.39K
|
24K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-334- 0.2% |
$5.36K - $6.63K
|
163K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-372- 29.06% |
$5.97K - $7.39K
|
908
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-400- 2.44% |
$6.42K - $7.94K
|
16K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-405- 3.26% |
$6.5K - $8.04K
|
12K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-421- 3.94% |
$6.76K - $8.36K
|
10.3K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-445- 2.02% |
$7.14K - $8.84K
|
21.6K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-449- 10.84% |
$7.21K - $8.92K
|
3.69K
$70.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-456- 0.12% |
$7.32K - $9.06K
|
379K
$7.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-456- 8.58% |
$7.32K - $9.06K
|
4.86K
$92.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-457- 3.99% |
$7.33K - $9.08K
|
11K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-470- 14.14% |
$7.54K - $9.33K
|
2.86K
$54.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-470- 1.23% |
$7.54K - $9.33K
|
37.6K
$716K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-480- 1.48% |
$7.7K - $9.53K
|
32K
$609K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-500- 1.47% |
$8.03K - $9.93K
|
33.5K
$638K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-500- 1.49% |
$8.03K - $9.93K
|
33K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-510- 4.11% |
$8.19K - $10.1K
|
11.9K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-519- 0.05% |
$8.33K - $10.3K
|
962K
$18.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-545- 1.96% |
$8.75K - $10.8K
|
27.2K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-570- 2.78% |
$9.15K - $11.3K
|
20K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-578- 0.97% |
$9.28K - $11.5K
|
58.8K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-607- 1.62% |
$9.74K - $12.1K
|
36.9K
$703K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-609- 24.64% |
$9.77K - $12.1K
|
1.86K
$35.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-628- 0.63% |
$10.1K - $12.5K
|
98.6K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-639- 1.97% |
$10.3K - $12.7K
|
31.8K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-677- 0.07% |
$10.9K - $13.4K
|
914K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-686- 2.16% |
$11K - $13.6K
|
31.1K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-800- 1.59% |
$12.8K - $15.9K
|
49.5K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-804- 0.48% |
$12.9K - $16K
|
166K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-823- 5.07% |
$13.2K - $16.3K
|
15.4K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-847- 3.87% |
$13.6K - $16.8K
|
21K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-894- 0.86% |
$14.3K - $17.8K
|
102K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-907- 2.76% |
$14.6K - $18K
|
31.9K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-912- 7.89% |
$14.6K - $18.1K
|
10.6K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-930- 5.12% |
$14.9K - $18.5K
|
17.2K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-937- 0.65% |
$15K - $18.6K
|
143K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-994- 0.66% |
$16K - $19.7K
|
150K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-1K- 3.78% |
$16.1K - $19.9K
|
25.5K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1K- 6.9% |
$16.1K - $19.9K
|
13.5K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.02K- 7.69% |
$16.4K - $20.3K
|
12.3K
$234K
|