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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.24KNew |
$16.1K - $17.3K
|
1.24K
$20.4K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.02K+ 5.13% |
$13.3K - $14.4K
|
20.9K
$345K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.8KNew |
$88.5K - $95.4K
|
6.8K
$112K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 2.62% |
$24K - $25.8K
|
68.4K
$1.13M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
750+ 42.86% |
$9.77K - $10.5K
|
2.5K
$41.2K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
126New |
$1.64K - $1.77K
|
126
$2.08K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 0.08% |
$260 - $281
|
26.5K
$437K
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13KNew |
$169K - $182K
|
13K
$214K
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-1- -0.0% |
$13 - $14
|
66K
$1.09M
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
300New |
$3.91K - $4.21K
|
300
$4.94K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-980- 45.54% |
$12.8K - $13.7K
|
1.17K
$19.3K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
736+ 33.87% |
$9.58K - $10.3K
|
2.91K
$47.9K
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
17+ 2.3% |
$221 - $239
|
757
$12.5K
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
11KNew |
$143K - $154K
|
11K
$181K
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
1.5K+ 9.2% |
$19.5K - $21K
|
17.8K
$293K
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
14.2KNew |
$185K - $199K
|
14.2K
$234K
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-99- 0.37% |
$1.29K - $1.39K
|
26.5K
$437K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
594New |
$7.73K - $8.33K
|
594
$9.79K
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
4.14K+ 8.36% |
$53.9K - $58.1K
|
53.7K
$885K
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
16.4KNew |
$214K - $230K
|
16.4K
$270K
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
14.4K+ 124.08% |
$187K - $202K
|
26K
$428K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-100- 13.64% |
$1.3K - $1.4K
|
633
$10.4K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
28.1KNew |
$366K - $394K
|
28.1K
$463K
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-150- 0.95% |
$1.95K - $2.1K
|
15.6K
$257K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
225+ 1.82% |
$2.93K - $3.16K
|
12.6K
$207K
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.01K- 2.51% |
$26.1K - $28.2K
|
77.9K
$1.28M
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
253+ 1.72% |
$3.29K - $3.55K
|
15K
$247K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-630- 28.78% |
$8.2K - $8.84K
|
1.56K
$25.7K
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
11.5KNew |
$150K - $161K
|
11.5K
$190K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.5KNew |
$19.5K - $21K
|
1.5K
$24.7K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-17K- 2.17% |
$221K - $238K
|
767K
$12.6M
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
10KNew |
$130K - $140K
|
10K
$165K
|
|
Q3 2023 | |||||||
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.75K+ 532.95% |
$34.5K - $38.6K
|
3.27K
$53.8K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 2.39% |
$201 - $224
|
686
$11.3K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.07K+ 10.43% |
$13.5K - $15K
|
11.3K
$187K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90+ 53.57% |
$1.13K - $1.26K
|
258
$4.25K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-533- 0.32% |
$6.69K - $7.48K
|
164K
$2.7M
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-988K- 92.87% |
$12.4M - $13.9M
|
75.8K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
39KNew |
$490K - $547K
|
39K
$643K
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
6K+ 3.29% |
$75.4K - $84.2K
|
189K
$3.11M
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
19.8KNew |
$249K - $278K
|
19.8K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
10KNew |
$126K - $140K
|
10K
$165K
|
|
Nov 14, 2023
Q3 2023
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
CALL |
10KNew |
$126K - $140K
|
10K
$165K
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
1.5MNew |
$18.8M - $21M
|
1.5M
$24.7M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-147K- 32.0% |
$1.84M - $2.06M
|
312K
$5.14M
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.32K+ 12.93% |
$16.5K - $18.5K
|
11.5K
$189K
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
105KNew |
$1.32M - $1.47M
|
105K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-480- 2.13% |
$6.03K - $6.73K
|
22K
$363K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
150KNew |
$1.88M - $2.1M
|
150K
$2.47M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
11.6KNew |
$146K - $163K
|
11.6K
$191K
|