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 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
14.6KNew |
$200K - $230K
|
14.6K
$241K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.5KNew |
$20.6K - $23.6K
|
1.5K
$24.7K
|
|
May 14, 2024
Q1 2024
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
45K+ 1.36% |
$617K - $708K
|
3.34M
$55.1M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.07K+ 10.37% |
$28.5K - $32.6K
|
22.1K
$364K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
CALL |
2.3KNew |
$31.6K - $36.2K
|
2.3K
$37.9K
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
16.4KNew |
$225K - $258K
|
16.4K
$271K
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
38New |
$521 - $598
|
38
$626
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-146K- 85.21% |
$2M - $2.3M
|
25.3K
$417K
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
42.7KNew |
$586K - $672K
|
42.7K
$704K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
272New |
$3.73K - $4.28K
|
272
$4.48K
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-19K- 0.38% |
$261K - $299K
|
5M
$82.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
136K+ 23.23% |
$1.87M - $2.14M
|
722K
$11.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
213K+ 75.63% |
$2.92M - $3.35M
|
494K
$8.14M
|
|
May 14, 2024
Q1 2024
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
SELL
|
- |
-20K- 50.0% |
$274K - $315K
|
20K
$330K
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-614- 0.07% |
$8.42K - $9.66K
|
924K
$15.2M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-896- 0.78% |
$12.3K - $14.1K
|
114K
$1.87M
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-6.71K- 6.91% |
$92.1K - $106K
|
90.4K
$1.49M
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
89.9KNew |
$1.23M - $1.41M
|
89.9K
$1.48M
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
3K+ 17.65% |
$41.2K - $47.2K
|
20K
$330K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.77KNew |
$24.3K - $27.8K
|
1.77K
$29.1K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1KNew |
$13.7K - $15.7K
|
1K
$16.5K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.3KNew |
$142K - $162K
|
10.3K
$170K
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2K- 3.03% |
$27.4K - $31.5K
|
64K
$1.05M
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-6K- 33.54% |
$82.3K - $94.4K
|
11.9K
$196K
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
CALL |
-46.1K- 40.51% |
$632K - $725K
|
67.7K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35.1K+ 17.53% |
$482K - $552K
|
235K
$3.88M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.29K+ 13.19% |
$86.3K - $98.9K
|
54K
$890K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11.7K+ 2170.76% |
$160K - $183K
|
12.2K
$201K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500+ 37.2% |
$6.86K - $7.87K
|
1.84K
$30.4K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
375+ 31.46% |
$5.15K - $5.9K
|
1.57K
$25.8K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.01K+ 13.96% |
$54.9K - $63K
|
32.7K
$539K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
CALL |
-398K- 79.6% |
$5.46M - $6.26M
|
102K
$1.68M
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.6KNew |
$200K - $230K
|
14.6K
$241K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
23KNew |
$316K - $362K
|
23K
$380K
|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-329K- 20.99% |
$4.51M - $5.18M
|
1.24M
$20.4M
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.33K+ 22.22% |
$45.7K - $52.4K
|
18.3K
$302K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
56.6KNew |
$777K - $890K
|
56.6K
$933K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-345- 2.09% |
$4.73K - $5.43K
|
16.1K
$266K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
300+ 2.95% |
$4.12K - $4.72K
|
10.5K
$173K
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-76K- 35.69% |
$1.04M - $1.2M
|
137K
$2.26M
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
11.2K+ 1166.67% |
$154K - $176K
|
12.2K
$200K
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
192K+ 78.16% |
$2.64M - $3.03M
|
438K
$7.23M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.33K- 8.23% |
$18.3K - $21K
|
14.9K
$245K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9.88KNew |
$136K - $155K
|
9.88K
$163K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
38.4KNew |
$526K - $603K
|
38.4K
$632K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
15KNew |
$205K - $235K
|
15K
$247K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.5KNew |
$34.3K - $39.3K
|
2.5K
$41.2K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
11K+ 29.35% |
$150K - $172K
|
48.3K
$796K
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
367KNew |
$5.03M - $5.77M
|
367K
$6.04M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.1K+ 36.56% |
$97.4K - $112K
|
26.5K
$437K
|