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 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
169+ 0.2% |
$2.71K - $3.36K
|
86.3K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
167+ 0.86% |
$2.68K - $3.32K
|
19.6K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
161+ 0.89% |
$2.58K - $3.2K
|
18.2K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
135+ 0.25% |
$2.17K - $2.68K
|
53.9K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
133+ 0.04% |
$2.13K - $2.64K
|
324K
$6.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
132+ 0.51% |
$2.12K - $2.62K
|
26.1K
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
123+ 0.22% |
$1.97K - $2.44K
|
56.1K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
122+ 0.91% |
$1.96K - $2.42K
|
13.6K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
109+ 0.1% |
$1.75K - $2.16K
|
108K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
103+ 15.37% |
$1.65K - $2.05K
|
773
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
92+ 0.79% |
$1.48K - $1.83K
|
11.7K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
92+ 0.03% |
$1.48K - $1.83K
|
318K
$6.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
85+ 1.87% |
$1.36K - $1.69K
|
4.64K
$95K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 2.73% |
$1.2K - $1.49K
|
2.83K
$57.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 0.44% |
$947 - $1.17K
|
13.6K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
44+ 1.84% |
$706 - $874
|
2.43K
$49.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
38+ 0.35% |
$610 - $755
|
10.8K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
36+ 0.23% |
$578 - $715
|
15.8K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.28% |
$578 - $715
|
13.1K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 1.45% |
$498 - $616
|
2.17K
$44.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
30+ 0.08% |
$482 - $596
|
35.4K
$725K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
30New |
$482 - $596
|
30
$614
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.14% |
$417 - $516
|
18K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
25+ 1.85% |
$401 - $497
|
1.37K
$28.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 0.23% |
$385 - $477
|
10.6K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
20+ 0.15% |
$321 - $397
|
13.1K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 0.85% |
$321 - $397
|
2.38K
$48.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.03% |
$257 - $318
|
59.1K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12+ 0.02% |
$193 - $238
|
50.1K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$161 - $199
|
11.6K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$128 - $159
|
18.6K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6+ 0.02% |
$96.3 - $119
|
36.4K
$746K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6+ 0.01% |
$96.3 - $119
|
46K
$943K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.06% |
$96.3 - $119
|
10.2K
$208K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.8% |
$80.3 - $99.3
|
283
$5.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3+ 0.01% |
$48.2 - $59.6
|
42.7K
$874K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.02% |
$32.1 - $39.7
|
8.2K
$168K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.0% |
$32.1 - $39.7
|
51.3K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$32.1 - $39.7
|
12.3K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$32.1 - $39.7
|
17K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2+ 0.01% |
$32.1 - $39.7
|
16.8K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.0% |
$16.1 - $19.9
|
22.3K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3- 0.01% |
$48.2 - $59.6
|
21K
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.2% |
$465 - $576
|
14.5K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 1.66% |
$803 - $993
|
2.96K
$60.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-57- 0.3% |
$915 - $1.13K
|
18.7K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-60- 0.18% |
$963 - $1.19K
|
33.1K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-60- 0.38% |
$963 - $1.19K
|
15.9K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-61- 0.12% |
$979 - $1.21K
|
49.1K
$1M
|