Latest Institutional Transactions on Energy Transfer LP (ET)
This table provides information on the latest institutional transactions involving Energy Transfer LP (ET) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 4.12% |
$15.7K - $16.7K
|
23.6K
$390K
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
6.8K+ 8.64% |
$105K - $112K
|
85.5K
$1.41M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.84K+ 8.43% |
$59.3K - $63.2K
|
49.4K
$814K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
504+ 0.56% |
$7.78K - $8.29K
|
90K
$1.48M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16.8KNew |
$259K - $276K
|
16.8K
$276K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-174- 0.4% |
$2.68K - $2.86K
|
43.6K
$719K
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-238- 0.2% |
$3.67K - $3.91K
|
117K
$1.92M
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3+ 0.01% |
$46.3 - $49.3
|
51.3K
$845K
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
63.8KNew |
$984K - $1.05M
|
63.8K
$1.05M
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12.5K+ 347.22% |
$193K - $206K
|
16.1K
$265K
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.86K+ 4.16% |
$28.7K - $30.5K
|
46.5K
$767K
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-3.11K- 20.25% |
$48K - $51.2K
|
12.3K
$202K
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
334+ 0.21% |
$5.15K - $5.49K
|
163K
$2.69M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
9.13KNew |
$141K - $150K
|
9.13K
$150K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
21+ 0.17% |
$324 - $345
|
12.3K
$202K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
122+ 0.34% |
$1.88K - $2.01K
|
36.1K
$594K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
128K+ 7.51% |
$1.98M - $2.11M
|
1.83M
$30.2M
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-372- 12.06% |
$5.74K - $6.12K
|
2.71K
$44.7K
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
12K+ 6.32% |
$185K - $197K
|
202K
$3.32M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.4K+ 18.63% |
$253K - $269K
|
104K
$1.72M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-450- 0.76% |
$6.94K - $7.4K
|
59.1K
$974K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
129+ 0.97% |
$1.99K - $2.12K
|
13.5K
$222K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.6K- 5.76% |
$226K - $241K
|
239K
$3.94M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1K- 1.25% |
$15.4K - $16.4K
|
78.8K
$1.3M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
300+ 1.69% |
$4.63K - $4.93K
|
18K
$297K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.1K+ 26.38% |
$310K - $330K
|
96.1K
$1.58M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-144- 3.34% |
$2.22K - $2.37K
|
4.17K
$68.7K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.5K+ 9.65% |
$161K - $172K
|
119K
$1.96M
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
251+ 1.26% |
$3.87K - $4.13K
|
20.3K
$334K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
360+ 0.95% |
$5.55K - $5.92K
|
38.1K
$628K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16.9K+ 4.89% |
$260K - $277K
|
362K
$5.96M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
921+ 3.89% |
$14.2K - $15.1K
|
24.6K
$405K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-913- 27.64% |
$14.1K - $15K
|
2.39K
$39.4K
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
276+ 1.49% |
$4.26K - $4.54K
|
18.8K
$309K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-926- 2.77% |
$14.3K - $15.2K
|
32.5K
$535K
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7.3K+ 2.51% |
$113K - $120K
|
298K
$4.9M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
12KNew |
$185K - $197K
|
12K
$198K
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
175+ 1.13% |
$2.7K - $2.88K
|
15.7K
$259K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
650+ 65.0% |
$10K - $10.7K
|
1.65K
$27.2K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.04K+ 0.84% |
$16K - $17K
|
124K
$2.04M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
104+ 1.77% |
$1.6K - $1.71K
|
5.99K
$98.7K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 30.56% |
$49.7K - $53K
|
13.8K
$227K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
17.1K+ 12.29% |
$264K - $281K
|
156K
$2.57M
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10.8K+ 43.7% |
$166K - $177K
|
35.4K
$584K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.9K+ 4.22% |
$338K - $361K
|
542K
$8.93M
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
41K+ 124.24% |
$633K - $674K
|
74K
$1.22M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$15.4 - $16.4
|
4.71K
$77.6K
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.66K- 9.41% |
$25.6K - $27.3K
|
16K
$263K
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
59.7K+ 19380.52% |
$921K - $981K
|
60K
$989K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
23.9KNew |
$368K - $392K
|
23.9K
$393K
|