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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.8K+ 0.6% |
$173K - $214K
|
1.82M
$37.2M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
21.9KNew |
$352K - $435K
|
21.9K
$449K
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
119K+ 6.51% |
$1.92M - $2.37M
|
1.95M
$40M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
177K+ 19.99% |
$2.84M - $3.52M
|
1.06M
$21.8M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-145K- 15.47% |
$2.33M - $2.88M
|
793K
$16.2M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.5KNew |
$168K - $208K
|
10.5K
$215K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.86K+ 12.69% |
$61.9K - $76.6K
|
34.2K
$701K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.1K+ 5.83% |
$258K - $319K
|
292K
$5.97M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
208K+ 43.98% |
$3.34M - $4.13M
|
681K
$13.9M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-334- 0.2% |
$5.36K - $6.63K
|
163K
$3.33M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.1KNew |
$226K - $280K
|
14.1K
$289K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
44+ 1.84% |
$706 - $874
|
2.43K
$49.8K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.75K- 9.25% |
$60.2K - $74.5K
|
36.8K
$754K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
200New |
$3.21K - $3.97K
|
200
$4.1K
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.88K+ 17.79% |
$126K - $156K
|
52.2K
$1.07M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27K- 11.4% |
$434K - $537K
|
210K
$4.3M
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.11K+ 17.18% |
$49.8K - $61.7K
|
21.2K
$434K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-40.8K- 13.78% |
$656K - $811K
|
256K
$5.23M
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-20.5K- 15.6% |
$329K - $407K
|
111K
$2.27M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.29K+ 65.76% |
$149K - $185K
|
23.4K
$480K
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-97- 0.19% |
$1.56K - $1.93K
|
52.1K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
27.4K+ 12.55% |
$440K - $545K
|
246K
$5.04M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.75K+ 7.41% |
$28.1K - $34.8K
|
25.4K
$520K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15.5K- 4.85% |
$249K - $308K
|
304K
$6.22M
|
|
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
|
Washington Trust CO
|
BUY
|
- |
1.4K+ 18.42% |
$22.5K - $27.8K
|
9K
$184K
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-23.6K- 42.94% |
$379K - $469K
|
31.4K
$642K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.95K- 31.3% |
$160K - $198K
|
21.8K
$447K
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
17.1KNew |
$275K - $340K
|
17.1K
$351K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 1.45% |
$498 - $616
|
2.17K
$44.5K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
444+ 1.14% |
$7.13K - $8.82K
|
39.5K
$810K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
183+ 1.28% |
$2.94K - $3.63K
|
14.5K
$296K
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
15.3KNew |
$245K - $304K
|
15.3K
$313K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$161 - $199
|
11.6K
$238K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
892+ 0.86% |
$14.3K - $17.7K
|
104K
$2.14M
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-15.1K- 55.48% |
$242K - $300K
|
12.1K
$248K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.66K+ 0.87% |
$26.6K - $32.9K
|
193K
$3.95M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
20.2K+ 59.58% |
$324K - $401K
|
54.1K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-712K- 94.9% |
$11.4M - $14.1M
|
38.3K
$784K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.52K+ 9.79% |
$40.4K - $50K
|
28.2K
$578K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
36+ 0.23% |
$578 - $715
|
15.8K
$324K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
12KNew |
$192K - $238K
|
12K
$245K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.82K+ 5.74% |
$77.3K - $95.6K
|
88.6K
$1.82M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.25M- 93.33% |
$20.1M - $24.8M
|
89.3K
$1.83M
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
92+ 0.03% |
$1.48K - $1.83K
|
318K
$6.5M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.8K+ 107.82% |
$238K - $295K
|
28.6K
$586K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.17K- 7.24% |
$50.9K - $63K
|
40.6K
$832K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
22.5K+ 64.28% |
$361K - $447K
|
57.5K
$1.18M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.33K+ 28.82% |
$53.4K - $66K
|
14.9K
$304K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
304+ 43.93% |
$4.88K - $6.04K
|
996
$20.4K
|