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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
4.07KNew |
$53K - $57.1K
|
4.07K
$67.1K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
700New |
$9.11K - $9.82K
|
700
$11.5K
|
|
Feb 13, 2024
Q4 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$211K - $227K
|
16.2K
$267K
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.5K+ 7.58% |
$19.5K - $21K
|
21.3K
$351K
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
17.3KNew |
$225K - $242K
|
17.3K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
931+ 8.38% |
$12.1K - $13.1K
|
12K
$198K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
31.1KNew |
$404K - $436K
|
31.1K
$512K
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
30.9KNew |
$402K - $433K
|
30.9K
$509K
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.3K+ 2.84% |
$16.9K - $18.2K
|
47K
$775K
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
11.5KNew |
$150K - $162K
|
11.5K
$190K
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
207KNew |
$2.7M - $2.9M
|
207K
$3.41M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
6.27KNew |
$81.7K - $88K
|
6.27K
$103K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
16.2K+ 12.16% |
$211K - $227K
|
149K
$2.46M
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
91+ 0.3% |
$1.18K - $1.28K
|
30.7K
$506K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$271K - $292K
|
20.8K
$343K
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
BUY
|
- |
2K+ 15.38% |
$26K - $28.1K
|
15K
$247K
|
|
Feb 12, 2024
Q4 2023
|
American Financial Group Inc
|
BUY
|
- |
37K+ 8.94% |
$482K - $519K
|
451K
$7.43M
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
22+ 0.02% |
$286 - $309
|
116K
$1.91M
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
2MNew |
$26M - $28.1M
|
2M
$33M
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
750+ 1.53% |
$9.77K - $10.5K
|
49.6K
$818K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.55KNew |
$20.2K - $21.8K
|
1.55K
$25.6K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.88K+ 15.15% |
$37.5K - $40.4K
|
21.9K
$361K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
805+ 1.65% |
$10.5K - $11.3K
|
49.5K
$816K
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
45.1KNew |
$587K - $632K
|
45.1K
$743K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.71K+ 35031.82% |
$100K - $108K
|
7.73K
$127K
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
207New |
$2.7K - $2.9K
|
207
$3.41K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.24KNew |
$16.1K - $17.3K
|
1.24K
$20.4K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-131- 0.86% |
$1.71K - $1.84K
|
15.1K
$249K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.25K+ 1.35% |
$16.3K - $17.5K
|
93.8K
$1.55M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.43KNew |
$31.6K - $34K
|
2.43K
$40K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.82KNew |
$23.7K - $25.5K
|
1.82K
$30K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.31KNew |
$108K - $117K
|
8.31K
$137K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
14K+ 87.5% |
$182K - $196K
|
30K
$494K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.69K+ 16759.09% |
$48K - $51.7K
|
3.71K
$61.1K
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1K- 25.08% |
$13K - $14K
|
2.99K
$49.2K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.7K- 29.86% |
$22.2K - $23.9K
|
4K
$65.9K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
38.2K+ 19.2% |
$498K - $536K
|
237K
$3.91M
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4.42KNew |
$57.6K - $62.1K
|
4.42K
$72.9K
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
320New |
$4.17K - $4.49K
|
320
$5.27K
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.03% |
$221 - $239
|
61.1K
$1.01M
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
16.6KNew |
$216K - $232K
|
16.6K
$273K
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11.2K+ 50.49% |
$146K - $158K
|
33.5K
$552K
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-9.9K- 21.98% |
$129K - $139K
|
35.1K
$579K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
71.5K+ 63.29% |
$930K - $1M
|
184K
$3.04M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
21.4KNew |
$278K - $300K
|
21.4K
$352K
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-13K- 17.66% |
$170K - $183K
|
60.8K
$1M
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-148- 0.36% |
$1.93K - $2.08K
|
41.1K
$677K
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-13.2K- 14.79% |
$172K - $186K
|
76.2K
$1.26M
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
29+ 0.28% |
$378 - $407
|
10.2K
$168K
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
111KNew |
$1.44M - $1.55M
|
111K
$1.82M
|