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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
10K+ 3.49% |
$123K - $129K
|
296K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-45.3K- 80.17% |
$558K - $585K
|
11.2K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-7.17K- 10.52% |
$88.4K - $92.6K
|
61K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
PUT |
7.5MNew |
$92.4M - $96.8M
|
7.5M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$126K - $132K
|
10.2K
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
49+ 0.44% |
$604 - $633
|
11.1K
$183K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-56.5KClosed |
$696K - $729K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-813- 4.58% |
$10K - $10.5K
|
17K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14.7KNew |
$181K - $190K
|
14.7K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-436- 2.63% |
$5.37K - $5.63K
|
16.2K
$266K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 40.07% |
$26.9K - $28.1K
|
7.62K
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.21KNew |
$27.2K - $28.5K
|
2.21K
$36.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
14.6KNew |
$180K - $189K
|
14.6K
$241K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.16K+ 2.4% |
$51.2K - $53.7K
|
177K
$2.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-400- 1.95% |
$4.93K - $5.16K
|
20.1K
$332K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-648- 2.5% |
$7.98K - $8.37K
|
25.3K
$416K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
20KNew |
$246K - $258K
|
20K
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
200New |
$2.46K - $2.58K
|
200
$3.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
176KNew |
$2.16M - $2.27M
|
176K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
15New |
$185 - $194
|
15
$247
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
400New |
$4.93K - $5.16K
|
400
$6.59K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-6.97K- 14.25% |
$85.9K - $90K
|
42K
$691K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-10K- 26.48% |
$123K - $129K
|
27.8K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
General American Investors CO Inc
|
SELL
|
- |
-100K- 8.93% |
$1.23M - $1.29M
|
1.02M
$16.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 1.49% |
$2.46K - $2.58K
|
13.3K
$219K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$127K - $133K
|
10.3K
$169K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
35.8K+ 60.16% |
$441K - $462K
|
95.4K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22.1KNew |
$272K - $285K
|
22.1K
$364K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.96K+ 24.03% |
$36.4K - $38.2K
|
15.3K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-118- 11.68% |
$1.45K - $1.52K
|
892
$14.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.96K- 15.67% |
$24.1K - $25.3K
|
10.5K
$174K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
2.29K+ 68.13% |
$28.2K - $29.6K
|
5.65K
$93.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-3K- 28.3% |
$37K - $38.7K
|
7.6K
$125K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
42New |
$517 - $542
|
42
$692
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 0.09% |
$15.4K - $16.1K
|
1.37M
$22.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.08% |
$12.3 - $12.9
|
49
$808
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.2KNew |
$162K - $170K
|
13.2K
$217K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-250- 9.24% |
$3.08K - $3.23K
|
2.46K
$40.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-491- 1.67% |
$6.05K - $6.34K
|
28.8K
$475K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-100- 0.12% |
$1.23K - $1.29K
|
84K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-11.6K- 18.37% |
$143K - $149K
|
51.4K
$848K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
16.7KNew |
$206K - $216K
|
16.7K
$275K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
452New |
$5.57K - $5.84K
|
452
$7.45K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
40.5K+ 22.25% |
$498K - $522K
|
222K
$3.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-500- 4.46% |
$6.16K - $6.46K
|
10.7K
$177K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
9.63KNew |
$119K - $124K
|
9.63K
$159K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
31+ 0.34% |
$382 - $400
|
9.25K
$153K
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.47K- 11.61% |
$18.2K - $19K
|
11.2K
$185K
|
|
| Q1 2023 | |||||||
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.8KNew |
$126K - $146K
|
10.8K
$178K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
9.2KNew |
$107K - $124K
|
9.2K
$152K
|
|