Morningstar Investment Management LLC Energy Transfer LP Transaction History

Morningstar Investment Management LLC

  • $1.01 Billion
  • Q3 2024

A detailed history of Morningstar Investment Management LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Morningstar Investment Management LLC holds 298,226 shares of ET stock, worth $5.69 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
298,226
Previous 223,302 33.55%
Holding current value
$5.69 Million
Previous $3.62 Million 36.28%
% of portfolio
0.49%
Previous 0.38%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$15.43 - $16.44 $1.16 Million - $1.23 Million
74,924 Added 33.55%
298,226 $4.94 Million
Q2 2024

Aug 08, 2024
SELL
$15.1 - $16.25 $412,698 - $444,128
-27,331 Reduced 10.9%
223,302 $3.62 Million
Q2 2023

Apr 09, 2024
SELL
$12.32 - $12.91 $277,163 - $290,436
-22,497 Reduced 8.24%
250,633 $3.18 Million
Q2 2023

Aug 14, 2023
SELL
$12.32 - $12.91 $277,163 - $290,436
-22,497 Reduced 8.24%
250,633 $3.18 Million
Q1 2023

Apr 09, 2024
BUY
$11.62 - $13.5 $261,415 - $303,709
22,497 Added 8.98%
273,130 $3.41 Million
Q1 2023

May 15, 2023
SELL
$11.62 - $13.5 $1.77 Million - $2.05 Million
-151,921 Reduced 35.74%
273,130 $3.41 Million
Q4 2022

Apr 05, 2024
BUY
$11.34 - $12.77 $1.98 Million - $2.23 Million
174,418 Added 69.59%
425,051 $5.05 Million
Q4 2022

Feb 10, 2023
SELL
$11.34 - $12.77 $339,757 - $382,601
-29,961 Reduced 6.58%
425,051 $5.05 Million
Q3 2022

Apr 05, 2024
SELL
$9.54 - $22.82 $1.87 Million - $4.48 Million
-196,157 Reduced 30.12%
455,012 $5.02 Million
Q2 2022

Aug 12, 2022
SELL
$9.79 - $12.31 $1.92 Million - $2.41 Million
-196,157 Reduced 30.12%
455,012 $4.54 Million
Q1 2022

Apr 05, 2024
BUY
$8.71 - $11.53 $3.49 Million - $4.62 Million
400,536 Added 159.81%
651,169 $7.29 Million
Q1 2022

May 10, 2022
SELL
$8.71 - $11.53 $2.59 Million - $3.43 Million
-297,772 Reduced 31.38%
651,169 $7.29 Million
Q4 2021

Feb 01, 2022
SELL
$8.15 - $10.19 $56,357 - $70,463
-6,915 Reduced 0.72%
948,941 $7.81 Million
Q3 2021

Apr 04, 2024
BUY
$8.73 - $10.71 $130,303 - $159,857
14,926 Added 1.59%
955,856 $9.16 Million
Q3 2021

Nov 15, 2021
BUY
$8.73 - $10.71 $130,303 - $159,857
14,926 Added 1.59%
955,856 $9.16 Million
Q2 2021

Apr 04, 2024
BUY
$7.8 - $11.35 $5.38 Million - $7.83 Million
690,297 Added 275.42%
940,930 $10 Million
Q2 2021

Aug 11, 2021
BUY
$7.8 - $11.35 $7.34 Million - $10.7 Million
940,930 New
940,930 $10 Million

Others Institutions Holding ET

# of Institutions
1,219
Shares Held
1.09B
Call Options Held
26.1M
Put Options Held
8.96M
View Full List

About Energy Transfer LP

ET Quotes by TradingView
  • Ticker ET
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Midstream
  • Shares Outstandng 3,086,970,112
  • Market Cap $58.9B
  • 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...
More about ET
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