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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
34.5KNew |
$522K - $561K
|
34.5K
$569K
|
|
Aug 06, 2024
Q2 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
7.5K+ 39.58% |
$113K - $122K
|
26.5K
$436K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
680K+ 1610.16% |
$10.3M - $11M
|
722K
$11.9M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.12KNew |
$77.3K - $83.1K
|
5.12K
$84.3K
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
2.6KNew |
$39.3K - $42.3K
|
2.6K
$42.8K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
19.5K+ 28.54% |
$295K - $317K
|
87.9K
$1.45M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
34.7K+ 172.82% |
$523K - $563K
|
54.7K
$902K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.6K- 85.07% |
$266K - $287K
|
3.1K
$51K
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
7.73K+ 26.03% |
$117K - $126K
|
37.4K
$617K
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-107K- 2.36% |
$1.61M - $1.73M
|
4.41M
$72.7M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25+ 0.06% |
$378 - $406
|
43.5K
$716K
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.07K- 0.5% |
$61.5K - $66.2K
|
810K
$13.4M
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-500- 2.58% |
$7.55K - $8.13K
|
18.9K
$311K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
74+ 1.98% |
$1.12K - $1.2K
|
3.81K
$62.7K
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.99K- 17.07% |
$45.2K - $48.6K
|
14.5K
$240K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.52K+ 31.65% |
$83.3K - $89.7K
|
23K
$378K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-54.8K- 42.63% |
$828K - $891K
|
73.8K
$1.22M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
40KNew |
$604K - $650K
|
40K
$659K
|
|
Aug 05, 2024
Q2 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
4.14M+ 12.73% |
$62.5M - $67.3M
|
36.7M
$604M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.38K- 34.88% |
$142K - $152K
|
17.5K
$289K
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-22.5K- 34.25% |
$340K - $366K
|
43.3K
$713K
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
312+ 1.27% |
$4.71K - $5.07K
|
24.8K
$409K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.03K+ 2.29% |
$15.6K - $16.8K
|
46K
$758K
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.34K- 24.12% |
$20.2K - $21.7K
|
4.2K
$69.2K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.98K+ 3.58% |
$75.1K - $80.9K
|
144K
$2.37M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.98K- 44.76% |
$45K - $48.5K
|
3.68K
$60.7K
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-16.8K- 8.16% |
$253K - $273K
|
189K
$3.11M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.76K+ 6.01% |
$71.8K - $77.3K
|
83.8K
$1.38M
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-27.9K- 3.16% |
$422K - $454K
|
857K
$14.1M
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3.64K+ 0.44% |
$54.9K - $59.1K
|
825K
$13.6M
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.75K- 4.62% |
$41.6K - $44.7K
|
56.9K
$937K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
100+ 0.21% |
$1.51K - $1.63K
|
46.8K
$772K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5K+ 60.25% |
$158K - $170K
|
27.9K
$460K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.5K+ 5.47% |
$22.7K - $24.4K
|
28.9K
$477K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-632- 17.16% |
$9.54K - $10.3K
|
3.05K
$50.3K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-94.6K- 71.73% |
$1.43M - $1.54M
|
37.3K
$614K
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2.52K+ 1.4% |
$38K - $40.9K
|
182K
$3M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1K- 5.74% |
$15.1K - $16.3K
|
16.4K
$271K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.5K- 10.71% |
$68K - $73.1K
|
37.5K
$618K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.8K+ 26.13% |
$42.3K - $45.5K
|
13.5K
$223K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.14K+ 7.31% |
$17.2K - $18.5K
|
16.7K
$275K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.5K- 12.85% |
$173K - $186K
|
77.7K
$1.28M
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
12.7KNew |
$192K - $207K
|
12.7K
$210K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.21K+ 1.59% |
$18.3K - $19.7K
|
77.5K
$1.28M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.9KNew |
$391K - $420K
|
25.9K
$426K
|
|
Aug 01, 2024
Q2 2024
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-2.93K- 9.61% |
$44.2K - $47.6K
|
27.6K
$454K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.99K+ 37.08% |
$75.4K - $81.1K
|
18.5K
$304K
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.7K- 2.01% |
$40.8K - $43.9K
|
131K
$2.16M
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.35K+ 13.44% |
$35.5K - $38.2K
|
19.8K
$327K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9.16K- 41.42% |
$138K - $149K
|
12.9K
$213K
|