United Capital Financial Advisers, LLC Energy Transfer LP Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 10,315 shares of ET stock, worth $169,991. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,315

Previous 53,918 80.87%

Holding current value

$169,991

Previous $848,000 80.31%

% of portfolio

0.0%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$15.1 - $16.25 $658,405 - $708,548	-43,603 Reduced 80.87%	10,315 $167,000
Q1 2024 May 15, 2024	SELL	$13.72 - $15.73 $9,329 - $10,696	-680 Reduced 1.25%	53,918 $848,000
Q4 2023 Feb 14, 2024	SELL	$13.02 - $14.03 $983,791 - $1.06 Million	-75,560 Reduced 58.05%	54,598 $753,000
Q3 2023 Nov 14, 2023	SELL	$12.56 - $14.03 $4,659 - $5,205	-371 Reduced 0.28%	130,158 $1.83 Million
Q2 2023 Aug 14, 2023	SELL	$12.32 - $12.91 $436,817 - $457,736	-35,456 Reduced 21.36%	130,529 $1.66 Million
Q1 2023 Aug 14, 2023	BUY	$11.62 - $13.5 $411,998 - $478,656	35,456 Added 27.16%	165,985 $2.07 Million
Q1 2023 May 15, 2023	SELL	$11.62 - $13.5 $274,836 - $319,302	-23,652 Reduced 12.47%	165,985 $2.07 Million
Q4 2022 Feb 14, 2023	BUY	$11.34 - $12.77 $33,135 - $37,313	2,922 Added 1.56%	189,637 $2.25 Million
Q3 2022 Nov 14, 2022	BUY	$9.54 - $22.82 $31,663 - $75,739	3,319 Added 1.81%	186,715 $2.06 Million
Q2 2022 Aug 11, 2022	SELL	$9.79 - $12.31 $371,295 - $466,869	-37,926 Reduced 17.14%	183,396 $1.83 Million
Q1 2022 May 16, 2022	BUY	$8.71 - $11.53 $244,864 - $324,142	28,113 Added 14.55%	221,322 $2.48 Million
Q4 2021 Feb 14, 2022	SELL	$8.15 - $10.19 $272,919 - $341,232	-33,487 Reduced 14.77%	193,209 $1.59 Million
Q3 2021 Nov 15, 2021	SELL	$8.73 - $10.71 $111,132 - $136,338	-12,730 Reduced 5.32%	226,696 $2.17 Million
Q2 2021 Aug 13, 2021	SELL	$7.8 - $11.35 $12,347 - $17,967	-1,583 Reduced 0.66%	239,426 $2.55 Million
Q1 2021 May 14, 2021	SELL	$6.1 - $8.58 $333,962 - $469,737	-54,748 Reduced 18.51%	241,009 $1.85 Million
Q4 2020 Feb 17, 2021	SELL	$5.11 - $7.01 $159,467 - $218,761	-31,207 Reduced 9.54%	295,757 $1.83 Million
Q3 2020 Nov 13, 2020	SELL	$5.42 - $7.15 $18,254 - $24,081	-3,368 Reduced 1.02%	326,964 $1.77 Million
Q2 2020 Aug 13, 2020	SELL	$5.03 - $9.34 $105,987 - $196,803	-21,071 Reduced 6.0%	330,332 $2.35 Million
Q1 2020 May 15, 2020	SELL	$4.53 - $13.68 $139,148 - $420,208	-30,717 Reduced 8.04%	351,403 $1.62 Million
Q4 2019 Feb 14, 2020	SELL	$11.16 - $13.14 $219,818 - $258,818	-19,697 Reduced 4.9%	382,120 $4.86 Million
Q3 2019 Nov 14, 2019	SELL	$13.02 - $15.1 $936,281 - $1.09 Million	-71,911 Reduced 15.18%	401,817 $5.26 Million
Q2 2019 Aug 13, 2019	BUY	$13.74 - $15.74 $1.05 Million - $1.2 Million	76,494 Added 19.26%	473,728 $6.67 Million
Q1 2019 May 14, 2019	BUY	$13.25 - $15.62 $66,886 - $78,849	5,048 Added 1.29%	397,234 $6.11 Million
Q4 2018 Feb 14, 2019	BUY	$11.8 - $18.09 $1.72 Million - $2.64 Million	145,683 Added 59.1%	392,186 $5.18 Million
Q3 2018 Nov 14, 2018	SELL	$17.05 - $18.97 $24,790 - $27,582	-1,454 Reduced 0.59%	246,503 $4.3 Million
Q1 2018 May 15, 2018	SELL	$14.2 - $19.18 $200,844 - $271,281	-14,144 Reduced 5.4%	247,957 $3.52 Million
Q4 2017 Feb 13, 2018	BUY	$15.79 - $18.7 $8,052 - $9,537	510 Added 0.19%	262,101 $4.51 Million
Q3 2017 Nov 14, 2017	SELL	$16.24 - $17.99 $16,175 - $17,918	-996 Reduced 0.38%	261,591 $4.55 Million
Q2 2017 Aug 14, 2017	BUY	N/A	262,587	262,587 $4.72 Million

Others Institutions Holding ET

# of Institutions

1,192

Shares Held

1.1B

Call Options Held

26.3M

Put Options Held

8.31M

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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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United Capital Financial Advisers, LLC Energy Transfer LP Transaction History