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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
23.1K+ 649.61% |
$290K - $324K
|
26.7K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7.93KNew |
$99.6K - $111K
|
7.93K
$131K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-19.1K- 50.33% |
$240K - $268K
|
18.8K
$310K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
250+ 38.46% |
$3.14K - $3.51K
|
900
$14.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
590+ 2.28% |
$7.41K - $8.28K
|
26.5K
$437K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-9.1K- 50.26% |
$114K - $128K
|
9.01K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
62.2KNew |
$781K - $872K
|
62.2K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 2.39% |
$352 - $393
|
1.2K
$19.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
180+ 0.9% |
$2.26K - $2.53K
|
20.2K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-640- 50.0% |
$8.04K - $8.98K
|
640
$10.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-75- 0.06% |
$942 - $1.05K
|
129K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 0.07% |
$126 - $140
|
14.1K
$233K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-160K- 17.9% |
$2.02M - $2.25M
|
736K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
55.9KNew |
$702K - $785K
|
55.9K
$922K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
10KNew |
$126K - $140K
|
10K
$165K
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
725+ 3.72% |
$9.11K - $10.2K
|
20.2K
$333K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-500- 16.67% |
$6.28K - $7.02K
|
2.5K
$41.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-112K- 27.95% |
$1.41M - $1.58M
|
290K
$4.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
31.9KNew |
$401K - $448K
|
31.9K
$526K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
CALL |
30KNew |
$377K - $421K
|
30K
$494K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
172New |
$2.16K - $2.41K
|
172
$2.83K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-40.9K- 56.36% |
$514K - $574K
|
31.7K
$522K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.5K+ 125.0% |
$31.4K - $35.1K
|
4.5K
$74.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.67KNew |
$33.5K - $37.4K
|
2.67K
$44K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
2.5K+ 22.73% |
$31.4K - $35.1K
|
13.5K
$222K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2K+ 7.43% |
$25.1K - $28.1K
|
28.9K
$476K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-635- 1.51% |
$7.98K - $8.91K
|
41.4K
$682K
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
1.48K+ 12.62% |
$18.6K - $20.8K
|
13.2K
$218K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
10.7KNew |
$134K - $150K
|
10.7K
$176K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-924- 3.12% |
$11.6K - $13K
|
28.7K
$473K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.25K- 8.71% |
$40.8K - $45.6K
|
34.1K
$561K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
52.5KNew |
$659K - $736K
|
52.5K
$865K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10.8KNew |
$136K - $151K
|
10.8K
$178K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
375+ 8.17% |
$4.71K - $5.26K
|
4.96K
$81.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1KNew |
$12.6K - $14K
|
1K
$16.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-432- 0.48% |
$5.43K - $6.06K
|
88.8K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.51K- 9.19% |
$31.5K - $35.2K
|
24.8K
$408K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
121+ 0.17% |
$1.52K - $1.7K
|
69.8K
$1.15M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.6KNew |
$133K - $148K
|
10.6K
$174K
|
|
|
Oct 05, 2023
Q3 2023
|
Key Colony Management, LLC
|
SELL
|
- |
-55K- 15.49% |
$691K - $772K
|
300K
$4.94M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-193K- 24.8% |
$2.38M - $2.49M
|
585K
$9.64M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
45.6KNew |
$562K - $589K
|
45.6K
$752K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.81K- 15.15% |
$22.3K - $23.4K
|
10.1K
$167K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 2.41% |
$296 - $310
|
1.02K
$16.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.76K- 8.77% |
$46.3K - $48.6K
|
39.1K
$645K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.76K- 8.77% |
$46.3K - $48.6K
|
39.1K
$645K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.2K+ 100.0% |
$14.8K - $15.5K
|
2.4K
$39.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-97.2K- 82.9% |
$1.2M - $1.25M
|
20K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
5.06KNew |
$62.3K - $65.3K
|
5.06K
$83.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
365New |
$4.5K - $4.71K
|
365
$6.02K
|
|