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 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-25K- 50.0% |
$343K - $393K
|
25K
$412K
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
26.3K+ 8.66% |
$361K - $414K
|
330K
$5.44M
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1K+ 23.26% |
$13.7K - $15.7K
|
5.3K
$87.3K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.08KNew |
$14.7K - $16.9K
|
1.08K
$17.7K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.9KNew |
$178K - $204K
|
12.9K
$213K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.19KNew |
$43.7K - $50.1K
|
3.19K
$52.5K
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
22+ 0.17% |
$302 - $346
|
13.1K
$215K
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7.71K+ 7.71% |
$106K - $121K
|
108K
$1.77M
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
1K+ 31.33% |
$13.7K - $15.7K
|
4.19K
$69.1K
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
37.2KNew |
$510K - $585K
|
37.2K
$613K
|
|
Q4 2023 | |||||||
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-54.3K- 46.81% |
$707K - $762K
|
61.7K
$1.02M
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$220K - $238K
|
16.9K
$279K
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.2KNew |
$159K - $172K
|
12.2K
$201K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.66K+ 10.16% |
$34.6K - $37.2K
|
28.8K
$475K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$13K - $14K
|
1K
$16.5K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
24+ 0.17% |
$312 - $337
|
13.9K
$229K
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
72.7KNew |
$946K - $1.02M
|
72.7K
$1.2M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.5KNew |
$32.6K - $35.1K
|
2.5K
$41.2K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
894+ 44700.0% |
$11.6K - $12.5K
|
896
$14.8K
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
25.8KNew |
$336K - $362K
|
25.8K
$425K
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
120KNew |
$1.57M - $1.69M
|
120K
$1.98M
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
22.5KNew |
$293K - $316K
|
22.5K
$371K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
CALL |
-12K- 50.0% |
$156K - $168K
|
12K
$198K
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-517- 1.16% |
$6.73K - $7.25K
|
44.1K
$726K
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-536- 3.45% |
$6.98K - $7.52K
|
15K
$247K
|
|
Feb 14, 2024
Q4 2023
|
First Reserve Gp Xiii LTD
Stamford, CT |
BUY
|
- |
23.3MNew |
$304M - $327M
|
23.3M
$385M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.69K- 41.23% |
$35.1K - $37.8K
|
3.84K
$63.3K
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.4KNew |
$136K - $146K
|
10.4K
$172K
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.5KNew |
$137K - $147K
|
10.5K
$173K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-121K- 37.62% |
$1.58M - $1.7M
|
201K
$3.32M
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-60- 0.47% |
$781 - $842
|
12.6K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
6K+ 43.21% |
$78.2K - $84.2K
|
19.9K
$328K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
530+ 3785.71% |
$6.9K - $7.44K
|
544
$8.97K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
47.8KNew |
$623K - $671K
|
47.8K
$788K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
500KNew |
$6.51M - $7.02M
|
500K
$8.24M
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$150K - $161K
|
11.5K
$189K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1KNew |
$13K - $14K
|
1K
$16.5K
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
15.5KNew |
$202K - $217K
|
15.5K
$255K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
735New |
$9.57K - $10.3K
|
735
$12.1K
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
48.4KNew |
$631K - $679K
|
48.4K
$798K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
3KNew |
$39.1K - $42.1K
|
3K
$49.4K
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.67K- 1.36% |
$34.7K - $37.4K
|
193K
$3.18M
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
44.7KNew |
$582K - $627K
|
44.7K
$737K
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
27.5KNew |
$358K - $386K
|
27.5K
$453K
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
306K+ 379.88% |
$3.98M - $4.29M
|
387K
$6.37M
|
|
Feb 14, 2024
Q4 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-264K- 18.03% |
$3.44M - $3.71M
|
1.2M
$19.8M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.07K+ 20.92% |
$53K - $57.1K
|
23.5K
$387K
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
621+ 7.76% |
$8.09K - $8.71K
|
8.62K
$142K
|
|
Feb 14, 2024
Q4 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
PUT |
500K+ 100.0% |
$6.51M - $7.02M
|
1M
$16.5M
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
4.07KNew |
$53K - $57.1K
|
4.07K
$67.1K
|