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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.74K- 20.24% |
$81.8K - $99.9K
|
18.7K
$322K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-29.3K- 99.9% |
$506K - $618K
|
30
$517
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
186+ 1.6% |
$3.21K - $3.92K
|
11.8K
$203K
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-13K- 2.26% |
$224K - $274K
|
562K
$9.68M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
136+ 0.86% |
$2.35K - $2.87K
|
15.9K
$275K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
39.7KNew |
$686K - $837K
|
39.7K
$685K
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 1.89% |
$1.73K - $2.11K
|
5.2K
$89.6K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
47+ 1.62% |
$811 - $991
|
2.95K
$50.9K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.23K- 15.23% |
$73.1K - $89.3K
|
23.6K
$406K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.92K+ 4.33% |
$33.1K - $40.4K
|
46.2K
$797K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
215+ 1.6% |
$3.71K - $4.53K
|
13.7K
$236K
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
450+ 4.21% |
$7.77K - $9.49K
|
11.1K
$192K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.18K+ 15.89% |
$72.1K - $88.1K
|
30.5K
$525K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
328+ 1.48% |
$5.66K - $6.91K
|
22.6K
$389K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.06K+ 32.85% |
$139K - $170K
|
32.6K
$562K
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
593+ 1.3% |
$10.2K - $12.5K
|
46.4K
$800K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.19K- 15.75% |
$37.8K - $46.2K
|
11.7K
$202K
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-6.65K- 22.17% |
$115K - $140K
|
23.4K
$403K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
953+ 1.83% |
$16.4K - $20.1K
|
53K
$913K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5K+ 32.91% |
$86.3K - $105K
|
20.2K
$348K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.34K+ 12.06% |
$40.5K - $49.4K
|
21.8K
$376K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.97K+ 17.19% |
$51.3K - $62.7K
|
20.3K
$350K
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.75K- 1.23% |
$47.5K - $58K
|
222K
$3.82M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.01K- 7.46% |
$17.4K - $21.2K
|
12.5K
$215K
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
26.7K+ 6.66% |
$461K - $563K
|
428K
$7.38M
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
22.7K+ 16.55% |
$392K - $479K
|
160K
$2.76M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-16K- 58.32% |
$276K - $337K
|
11.4K
$197K
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
404+ 2.2% |
$6.97K - $8.52K
|
18.8K
$323K
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-6.51K- 7.55% |
$112K - $137K
|
79.8K
$1.38M
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-13.3K- 13.47% |
$229K - $280K
|
85.3K
$1.47M
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
90+ 0.86% |
$1.55K - $1.9K
|
10.5K
$182K
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10K+ 1.76% |
$173K - $211K
|
581K
$10M
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.1K- 10.26% |
$53.4K - $65.2K
|
27.1K
$466K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.25K+ 76.33% |
$160K - $195K
|
21.4K
$368K
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-3.38K- 0.42% |
$58.3K - $71.3K
|
811K
$14M
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1K+ 6.41% |
$17.3K - $21.1K
|
16.6K
$286K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
30.3K+ 24.39% |
$523K - $638K
|
154K
$2.66M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.2K+ 21.14% |
$383K - $468K
|
127K
$2.19M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3K- 13.81% |
$51.8K - $63.2K
|
18.7K
$323K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
406+ 1.6% |
$7.01K - $8.56K
|
25.8K
$445K
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
12.5K+ 22.42% |
$216K - $264K
|
68.3K
$1.18M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
58+ 1.59% |
$1K - $1.22K
|
3.71K
$63.9K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.58K+ 35.16% |
$61.8K - $75.4K
|
13.8K
$237K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
875+ 2.75% |
$15.1K - $18.4K
|
32.7K
$564K
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-38- 0.19% |
$656 - $801
|
20.2K
$348K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.2K- 45.25% |
$38K - $46.4K
|
2.66K
$45.9K
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-84.7K- 3.08% |
$1.46M - $1.78M
|
2.67M
$46M
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
9+ 1.54% |
$155 - $190
|
595
$10.3K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.42K- 32.11% |
$93.5K - $114K
|
11.5K
$197K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-17.8K- 6.22% |
$308K - $376K
|
269K
$4.63M
|