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 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1K+ 14.73% |
$16.1K - $19.9K
|
7.79K
$160K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1K+ 4.45% |
$16.1K - $19.9K
|
23.5K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 10.0% |
$16.1K - $19.9K
|
11K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1KNew |
$16.1K - $19.9K
|
1K
$20.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1K+ 63.21% |
$16.1K - $19.9K
|
2.58K
$52.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
892+ 0.86% |
$14.3K - $17.7K
|
104K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
837+ 0.55% |
$13.4K - $16.6K
|
153K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
834+ 6.06% |
$13.4K - $16.6K
|
14.6K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
831+ 0.63% |
$13.3K - $16.5K
|
132K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
768+ 18.71% |
$12.3K - $15.3K
|
4.87K
$99.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
722+ 3.7% |
$11.6K - $14.3K
|
20.2K
$414K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
715+ 2.5% |
$11.5K - $14.2K
|
29.3K
$601K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
683+ 1.51% |
$11K - $13.6K
|
45.8K
$938K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
676New |
$10.8K - $13.4K
|
676
$13.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
643+ 1.88% |
$10.3K - $12.8K
|
34.9K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
617+ 1.73% |
$9.9K - $12.3K
|
36.4K
$745K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
614+ 26.79% |
$9.85K - $12.2K
|
2.91K
$59.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
600+ 1.02% |
$9.63K - $11.9K
|
59.7K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
561+ 4.57% |
$9K - $11.1K
|
12.8K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
553+ 0.83% |
$8.88K - $11K
|
67.3K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
547+ 0.34% |
$8.78K - $10.9K
|
161K
$3.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
511+ 3.12% |
$8.2K - $10.1K
|
16.9K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
482+ 1.42% |
$7.74K - $9.57K
|
34.3K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
460+ 0.25% |
$7.38K - $9.14K
|
182K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
444+ 1.14% |
$7.13K - $8.82K
|
39.5K
$810K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
434+ 1.77% |
$6.97K - $8.62K
|
25K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
421+ 28.07% |
$6.76K - $8.36K
|
1.92K
$39.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
399+ 26.94% |
$6.4K - $7.92K
|
1.88K
$38.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
386+ 1.35% |
$6.2K - $7.67K
|
28.9K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
367+ 0.34% |
$5.89K - $7.29K
|
108K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
366+ 1.67% |
$5.87K - $7.27K
|
22.2K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
363+ 2.17% |
$5.83K - $7.21K
|
17.1K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
351+ 8.37% |
$5.63K - $6.97K
|
4.54K
$93K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
337+ 1.75% |
$5.41K - $6.69K
|
19.6K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
331+ 1.75% |
$5.31K - $6.57K
|
19.2K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
328+ 0.54% |
$5.26K - $6.51K
|
61.5K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
304+ 43.93% |
$4.88K - $6.04K
|
996
$20.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
301+ 1.74% |
$4.83K - $5.98K
|
17.6K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
301+ 1.77% |
$4.83K - $5.98K
|
17.3K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
300+ 2.22% |
$4.82K - $5.96K
|
13.8K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
299+ 1.34% |
$4.8K - $5.94K
|
22.6K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
297+ 0.5% |
$4.77K - $5.9K
|
59.6K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
250+ 0.94% |
$4.01K - $4.97K
|
26.8K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
238+ 1.8% |
$3.82K - $4.73K
|
13.5K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
218+ 1.32% |
$3.5K - $4.33K
|
16.8K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
206+ 1.81% |
$3.31K - $4.09K
|
11.6K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
202+ 0.2% |
$3.24K - $4.01K
|
98.9K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
200New |
$3.21K - $3.97K
|
200
$4.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
200+ 1.69% |
$3.21K - $3.97K
|
12K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
183+ 1.28% |
$2.94K - $3.63K
|
14.5K
$296K
|