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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6.83K- 28.22% |
$110K - $136K
|
17.4K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-32- 0.32% |
$514 - $636
|
9.88K
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.02K- 9.39% |
$48.4K - $59.9K
|
29.1K
$502K
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-1K- 3.78% |
$16.1K - $19.9K
|
25.5K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.4KNew |
$38.5K - $47.7K
|
2.4K
$41.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.47K- 9.73% |
$23.6K - $29.2K
|
13.6K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.35K+ 2.44% |
$37.6K - $46.6K
|
98.3K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.67KNew |
$91K - $113K
|
5.67K
$97.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
10KNew |
$161K - $199K
|
10K
$172K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-10.5K- 18.5% |
$168K - $208K
|
46.1K
$795K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.42K+ 3.7% |
$22.8K - $28.2K
|
39.8K
$687K
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.1K- 17.09% |
$33.6K - $41.6K
|
10.2K
$175K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
150+ 1.45% |
$2.41K - $2.98K
|
10.5K
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
37.6K+ 164.1% |
$604K - $747K
|
60.6K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
177K+ 19.99% |
$2.84M - $3.52M
|
1.06M
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-334- 0.2% |
$5.36K - $6.63K
|
163K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.1KNew |
$226K - $280K
|
14.1K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
200New |
$3.21K - $3.97K
|
200
$3.45K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27K- 11.4% |
$434K - $537K
|
210K
$3.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
54.5K+ 454.17% |
$875K - $1.08M
|
66.5K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
17.1KNew |
$275K - $340K
|
17.1K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.52K+ 9.79% |
$40.4K - $50K
|
28.2K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
12KNew |
$192K - $238K
|
12K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.33K+ 28.82% |
$53.4K - $66K
|
14.9K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4KNew |
$64.2K - $79.4K
|
4K
$69K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.33KNew |
$37.3K - $46.2K
|
2.33K
$40.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
31.4KNew |
$504K - $624K
|
31.4K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
135+ 0.25% |
$2.17K - $2.68K
|
53.9K
$929K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
30New |
$482 - $596
|
30
$517
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.13KNew |
$18.2K - $22.5K
|
1.13K
$19.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
24.3KNew |
$390K - $483K
|
24.3K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.74K+ 7.28% |
$43.9K - $54.3K
|
40.3K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.9KNew |
$30.4K - $37.7K
|
1.9K
$32.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16.1KNew |
$259K - $320K
|
16.1K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-41K- 15.09% |
$659K - $815K
|
231K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1K- 6.9% |
$16.1K - $19.9K
|
13.5K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
92+ 0.79% |
$1.48K - $1.83K
|
11.7K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
676New |
$10.8K - $13.4K
|
676
$11.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11.1KNew |
$178K - $220K
|
11.1K
$191K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
167+ 0.86% |
$2.68K - $3.32K
|
19.6K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-823- 5.07% |
$13.2K - $16.3K
|
15.4K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.03% |
$257 - $318
|
59.1K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1K+ 63.21% |
$16.1K - $19.9K
|
2.58K
$44.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
300+ 2.22% |
$4.82K - $5.96K
|
13.8K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.34K- 13.72% |
$37.6K - $46.5K
|
14.7K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 2.73% |
$1.2K - $1.49K
|
2.83K
$48.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7K- 50.06% |
$112K - $139K
|
6.98K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-5.28K- 22.52% |
$84.7K - $105K
|
18.1K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-40.3K- 37.51% |
$647K - $801K
|
67.2K
$1.16M
|