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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.4K+ 1.24% |
$180K - $220K
|
850K
$14.9M
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500+ 4.01% |
$8.63K - $10.5K
|
13K
$227K
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
591K+ 3.66% |
$10.2M - $12.5M
|
16.8M
$294M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.37K+ 36.13% |
$75.4K - $92.1K
|
16.5K
$289K
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.66K+ 2.96% |
$63.2K - $77.2K
|
127K
$2.24M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.9K+ 15.29% |
$310K - $378K
|
135K
$2.37M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.02K- 1.65% |
$86.6K - $106K
|
299K
$5.24M
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-150- 0.71% |
$2.59K - $3.16K
|
21K
$369K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
25.6KNew |
$442K - $540K
|
25.6K
$449K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.3K+ 6.21% |
$401K - $490K
|
398K
$6.97M
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
116+ 0.17% |
$2K - $2.45K
|
69.7K
$1.22M
|
|
May 13, 2025
Q1 2025
|
Rr Advisors, LLC
Dallas, TX |
SELL
|
- |
-107K- 3.67% |
$1.85M - $2.26M
|
2.81M
$49.2M
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 0.94% |
$29.9K - $36.5K
|
182K
$3.19M
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-151K- 78.15% |
$2.6M - $3.18M
|
42.2K
$739K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18.5KNew |
$318K - $389K
|
18.5K
$324K
|
|
May 13, 2025
Q1 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-1.07K- 4.4% |
$18.5K - $22.6K
|
23.3K
$408K
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
681+ 2.18% |
$11.8K - $14.4K
|
32K
$561K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 29.1% |
$1.93M - $2.35M
|
272K
$4.77M
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
924KNew |
$15.9M - $19.5M
|
924K
$16.2M
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-739- 0.63% |
$12.8K - $15.6K
|
116K
$2.03M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-5K- 13.62% |
$86.3K - $105K
|
31.7K
$556K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
459K+ 7.55% |
$7.93M - $9.69M
|
6.55M
$115M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
1.4K+ 56.0% |
$24.2K - $29.5K
|
3.9K
$68.4K
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
838+ 6.55% |
$14.5K - $17.7K
|
13.6K
$239K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-116K- 9.08% |
$2M - $2.44M
|
1.16M
$20.4M
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-430K- 78.62% |
$7.41M - $9.05M
|
117K
$2.05M
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
59K+ 18.58% |
$1.02M - $1.24M
|
377K
$6.61M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.51M- 14.28% |
$95M - $116M
|
33.1M
$580M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
650KNew |
$11.2M - $13.7M
|
650K
$11.4M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-127K- 92.11% |
$2.19M - $2.68M
|
10.9K
$191K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.42K+ 7.06% |
$41.8K - $51K
|
36.7K
$644K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
739K+ 223.47% |
$12.8M - $15.6M
|
1.07M
$18.8M
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
151+ 0.3% |
$2.61K - $3.18K
|
50.3K
$882K
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-14.8K- 51.88% |
$256K - $313K
|
13.8K
$241K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.65KNew |
$45.8K - $55.9K
|
2.65K
$46.5K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
118+ 0.27% |
$2.04K - $2.49K
|
43.9K
$769K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-17.8K- 26.75% |
$307K - $375K
|
48.7K
$855K
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
141K+ 27.6% |
$2.43M - $2.97M
|
651K
$11.4M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
925+ 2.41% |
$16K - $19.5K
|
39.3K
$689K
|
|
May 13, 2025
Q1 2025
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
117K+ 37.86% |
$2.02M - $2.47M
|
426K
$7.47M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
147K+ 2.61% |
$2.53M - $3.09M
|
5.76M
$101M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
300+ 2.8% |
$5.18K - $6.32K
|
11K
$193K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
283KNew |
$4.88M - $5.96M
|
283K
$4.96M
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$25.9K - $31.6K
|
1.5K
$26.3K
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
PUT |
570K+ 114.0% |
$9.84M - $12M
|
1.07M
$18.8M
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
61K+ 33.12% |
$1.05M - $1.28M
|
245K
$4.3M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.92M- 18.83% |
$33.1M - $40.4M
|
8.26M
$145M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
CALL |
700KNew |
$12.1M - $14.8M
|
700K
$12.3M
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1K- 6.15% |
$17.3K - $21.1K
|
15.3K
$268K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.54K+ 18.55% |
$130K - $159K
|
48.2K
$845K
|