Institutional & Family Asset Management, LLC Energy Transfer LP Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 237,268 shares of ET stock, worth $3.91 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

237,268

Previous 237,268 -0.0%

Holding current value

$3.91 Million

Previous $3.73 Million 3.11%

% of portfolio

0.45%

Previous 0.45%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$13.02 - $14.03 $497,624 - $536,226	38,220 Added 19.2%	237,268 $3.27 Million
Q1 2023 May 08, 2023	BUY	$11.62 - $13.5 $661,526 - $768,555	56,930 Added 40.06%	199,048 $2.48 Million
Q1 2022 May 11, 2022	BUY	$8.71 - $11.53 $89,399 - $118,343	10,264 Added 7.78%	142,118 $1.59 Million
Q4 2021 Feb 14, 2022	BUY	$8.15 - $10.19 $208,428 - $260,599	25,574 Added 24.06%	131,854 $1.09 Million
Q2 2021 Aug 10, 2021	BUY	$7.8 - $11.35 $98,997 - $144,054	12,692 Added 13.56%	106,280 $1.13 Million
Q1 2021 May 06, 2021	SELL	$6.1 - $8.58 $104,340 - $146,760	-17,105 Reduced 15.45%	93,588 $719,000
Q4 2020 Feb 03, 2021	SELL	$5.11 - $7.01 $127,003 - $174,226	-24,854 Reduced 18.34%	110,693 $684,000
Q3 2020 Oct 30, 2020	SELL	$5.42 - $7.15 $7,642 - $10,081	-1,410 Reduced 1.03%	135,547 $735,000
Q2 2020 Aug 14, 2020	BUY	$5.03 - $9.34 $15,396 - $28,589	3,061 Added 2.29%	136,957 $975,000
Q1 2020 May 14, 2020	BUY	$4.53 - $13.68 $153,571 - $463,765	33,901 Added 33.9%	133,896 $616,000
Q4 2019 Feb 14, 2020	SELL	$11.16 - $13.14 $109,814 - $129,297	-9,840 Reduced 8.96%	99,995 $1.28 Million
Q3 2019 Nov 14, 2019	SELL	$13.02 - $15.1 $29,386 - $34,080	-2,257 Reduced 2.01%	109,835 $1.44 Million
Q2 2019 Aug 14, 2019	SELL	$13.74 - $15.74 $72,753 - $83,343	-5,295 Reduced 4.51%	112,092 $1.58 Million
Q1 2019 May 13, 2019	BUY	$13.25 - $15.62 $112,095 - $132,145	8,460 Added 7.77%	117,387 $1.8 Million
Q4 2018 Feb 14, 2019	BUY	$11.8 - $18.09 $758,350 - $1.16 Million	64,267 Added 143.9%	108,927 $1.44 Million
Q3 2018 Nov 13, 2018	BUY	$17.05 - $18.97 $202,383 - $225,173	11,870 Added 36.2%	44,660 $778,000
Q2 2018 Aug 13, 2018	BUY	$14.17 - $17.89 $464,634 - $586,613	32,790 New	32,790 $566,000

Others Institutions Holding ET

# of Institutions

1,192

Shares Held

1.1B

Call Options Held

26.3M

Put Options Held

8.31M

View Full List

About Energy Transfer LP

Ticker ET
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 3,086,970,112
Market Cap $50.9B
Description
Energy Transfer LP provides energy-related services. The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma; and 19,830 miles of interstate natural gas pipeline. It also sel...

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Institutional & Family Asset Management, LLC Energy Transfer LP Transaction History