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 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-55.9K- 81.33% |
$844K - $908K
|
12.8K
$212K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-25- 0.17% |
$378 - $406
|
14.6K
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
306KNew |
$4.62M - $4.97M
|
306K
$5.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-5.63K- 9.2% |
$85K - $91.5K
|
55.6K
$916K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.45KNew |
$21.9K - $23.5K
|
1.45K
$23.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
9.32KNew |
$141K - $151K
|
9.32K
$154K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1K+ 0.26% |
$15.1K - $16.3K
|
385K
$6.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
170+ 0.83% |
$2.57K - $2.76K
|
20.5K
$338K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
31.2KNew |
$472K - $508K
|
31.2K
$515K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-691- 1.37% |
$10.4K - $11.2K
|
49.8K
$822K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-20- 0.16% |
$302 - $325
|
12.3K
$203K
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-35.8K- 2.46% |
$540K - $581K
|
1.42M
$23.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
39.9K+ 195.11% |
$602K - $648K
|
60.3K
$994K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4K- 17.86% |
$60.4K - $65K
|
18.4K
$303K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
43+ 0.42% |
$649 - $699
|
10.3K
$169K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
1K+ 4.63% |
$15.1K - $16.3K
|
22.6K
$372K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.61KNew |
$54.6K - $58.7K
|
3.61K
$59.6K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.1K+ 1.78% |
$16.6K - $17.9K
|
62.8K
$1.03M
|
|
| Q1 2024 | |||||||
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-50.6K- 3.8% |
$694K - $796K
|
1.28M
$21.1M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
652+ 9.42% |
$8.95K - $10.3K
|
7.57K
$125K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-61.5K- 19.61% |
$844K - $968K
|
252K
$4.16M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 0.77% |
$16.5K - $18.9K
|
157K
$2.59M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
14KNew |
$192K - $220K
|
14K
$230K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-8.33K- 98.0% |
$114K - $131K
|
170
$2.8K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
823+ 5.34% |
$11.3K - $12.9K
|
16.2K
$267K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1K- 9.83% |
$13.7K - $15.7K
|
9.18K
$151K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-258- 1.09% |
$3.54K - $4.06K
|
23.4K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.81K- 6.54% |
$38.6K - $44.3K
|
40.2K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-951- 35.87% |
$13K - $15K
|
1.7K
$28K
|
|
|
May 15, 2024
Q1 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-750- 0.24% |
$10.3K - $11.8K
|
309K
$5.1M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.03K- 1.21% |
$27.8K - $31.9K
|
166K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3.07K- 23.34% |
$42.1K - $48.3K
|
10.1K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-16.9K- 39.19% |
$232K - $266K
|
26.2K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Philosophy Capital Management LLC
Menlo Park, CA |
SELL
|
CALL |
-7.52K- 56.3% |
$103K - $118K
|
5.84K
$96.2K
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-12K- 48.38% |
$164K - $188K
|
12.8K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
1.3M+ 1300.0% |
$17.8M - $20.4M
|
1.4M
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-19.1K- 61.13% |
$263K - $301K
|
12.2K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
10KNew |
$137K - $157K
|
10K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
354KNew |
$4.86M - $5.57M
|
354K
$5.84M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.5KNew |
$145K - $166K
|
10.5K
$174K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
29KNew |
$398K - $456K
|
29K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
150+ 1.44% |
$2.06K - $2.36K
|
10.6K
$174K
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.7KNew |
$545K - $625K
|
39.7K
$655K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.51K+ 30.44% |
$61.9K - $70.9K
|
19.3K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-16.9K- 50.0% |
$232K - $266K
|
16.9K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7.07K- 32.27% |
$97K - $111K
|
14.8K
$245K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.77K+ 4.82% |
$38K - $43.6K
|
60.3K
$993K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
CALL |
25K+ 15.92% |
$343K - $393K
|
182K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-854- 0.86% |
$11.7K - $13.4K
|
98.3K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
104KNew |
$1.42M - $1.63M
|
104K
$1.71M
|
|