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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
890+ 2.37% |
$13.9K - $16.8K
|
38.4K
$674K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
860+ 0.11% |
$13.5K - $16.3K
|
789K
$13.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
30+ 0.01% |
$470 - $568
|
551K
$9.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
337+ 0.06% |
$5.27K - $6.38K
|
594K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Chelsea Counsel CO
|
BUY
|
- |
74.1K+ 370.25% |
$1.16M - $1.4M
|
94.1K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15.4K- 6.58% |
$241K - $291K
|
218K
$3.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.54K- 11.99% |
$24K - $29.1K
|
11.3K
$198K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
1.08K+ 25.76% |
$16.9K - $20.4K
|
5.27K
$92.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15KNew |
$234K - $283K
|
15K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.84K+ 11.59% |
$44.4K - $53.7K
|
27.3K
$479K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
33.5K+ 4.28% |
$524K - $634K
|
816K
$14.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
23.3K+ 71.04% |
$365K - $441K
|
56.1K
$984K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.65K- 32.23% |
$104K - $126K
|
14K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
13.1KNew |
$205K - $248K
|
13.1K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
85K+ 25.54% |
$1.33M - $1.61M
|
418K
$7.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16K+ 28.29% |
$251K - $304K
|
72.7K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-23.9K- 24.96% |
$374K - $452K
|
71.9K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 1.4% |
$485 - $587
|
2.24K
$39.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26.5KNew |
$414K - $501K
|
26.5K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.18K- 3.9% |
$18.4K - $22.2K
|
29K
$508K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
2.04K+ 41.04% |
$31.9K - $38.6K
|
7K
$123K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.46K+ 4.91% |
$22.9K - $27.7K
|
31.2K
$547K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.1K+ 18.08% |
$32.9K - $39.8K
|
13.7K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.55K- 28.14% |
$71.1K - $86.1K
|
11.6K
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-956- 40.87% |
$15K - $18.1K
|
1.38K
$24.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
52+ 1.79% |
$814 - $984
|
2.95K
$51.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-29.2K- 10.12% |
$457K - $553K
|
259K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6K+ 17.28% |
$93.9K - $114K
|
40.7K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 0.68% |
$313 - $379
|
2.94K
$51.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.51K+ 4.75% |
$23.6K - $28.5K
|
33.2K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.87KNew |
$44.9K - $54.3K
|
2.87K
$50.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
11.6KNew |
$181K - $220K
|
11.6K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
100+ 0.12% |
$1.57K - $1.89K
|
85.2K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.94K+ 1.34% |
$30.3K - $36.6K
|
147K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-6.5K- 11.52% |
$102K - $123K
|
49.9K
$876K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-41.3K- 22.23% |
$646K - $782K
|
144K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.7K+ 11.16% |
$1.09M - $1.32M
|
694K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-4.5K- 12.33% |
$70.4K - $85.2K
|
32K
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-326- 0.33% |
$5.1K - $6.17K
|
98.6K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
306KNew |
$4.79M - $5.8M
|
306K
$5.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 47.16% |
$164K - $198K
|
11.8K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.5K- 7.77% |
$54.8K - $66.3K
|
41.5K
$728K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
2K+ 5.33% |
$31.3K - $37.9K
|
39.5K
$694K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-891- 7.57% |
$13.9K - $16.9K
|
10.9K
$191K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
618+ 2.64% |
$9.67K - $11.7K
|
24.1K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.55K- 1.15% |
$39.9K - $48.2K
|
220K
$3.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.55K+ 4.52% |
$24.3K - $29.4K
|
35.9K
$630K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.97K- 4.91% |
$30.8K - $37.3K
|
38.2K
$670K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
11.5KNew |
$180K - $217K
|
11.5K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$31.3 - $37.9
|
17K
$299K
|