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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$23.2K - $27K
|
2K
$38.1K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
25.6K+ 57.9% |
$297K - $345K
|
69.7K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
53.7KNew |
$624K - $725K
|
53.7K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
13KNew |
$151K - $175K
|
13K
$248K
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
600+ 5.83% |
$6.97K - $8.1K
|
10.9K
$208K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
10KNew |
$116K - $135K
|
10K
$191K
|
|
May 12, 2023
Q1 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
30KNew |
$349K - $405K
|
30K
$572K
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10.3KNew |
$120K - $139K
|
10.3K
$196K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$139 - $162
|
12
$229
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.99K- 13.46% |
$57.9K - $67.3K
|
32K
$611K
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-17.1K- 33.2% |
$199K - $231K
|
34.4K
$656K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.05K+ 29.96% |
$35.4K - $41.2K
|
13.2K
$252K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$1.2M - $1.39M
|
103K
$1.97M
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7.7KNew |
$89.5K - $104K
|
7.7K
$147K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.91K+ 105.15% |
$115K - $134K
|
19.3K
$369K
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
29.5KNew |
$343K - $399K
|
29.5K
$563K
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
14.5KNew |
$168K - $195K
|
14.5K
$276K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-870- 1.24% |
$10.1K - $11.7K
|
69.5K
$1.33M
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-50K- 40.0% |
$581K - $675K
|
75K
$1.43M
|
|
May 04, 2023
Q1 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
126K+ 125.8% |
$1.46M - $1.7M
|
226K
$4.31M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3.5KNew |
$40.7K - $47.3K
|
3.5K
$66.7K
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
31.6KNew |
$367K - $426K
|
31.6K
$602K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.59K+ 518.6% |
$30.1K - $35K
|
3.09K
$59K
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
500+ 1.33% |
$5.81K - $6.75K
|
38K
$725K
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1K- 5.7% |
$11.6K - $13.5K
|
16.6K
$316K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-155- 24.22% |
$1.8K - $2.09K
|
485
$9.25K
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-416- 0.3% |
$4.83K - $5.62K
|
138K
$2.63M
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20K+ 167.27% |
$232K - $270K
|
32K
$609K
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15.5KNew |
$181K - $210K
|
15.5K
$296K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.71K+ 16.34% |
$31.5K - $36.6K
|
19.3K
$368K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-77- 3.96% |
$895 - $1.04K
|
1.87K
$35.6K
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-119- 0.72% |
$1.38K - $1.61K
|
16.4K
$313K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-755- 0.62% |
$8.77K - $10.2K
|
122K
$2.32M
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
200New |
$2.32K - $2.7K
|
200
$3.81K
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1K- 7.72% |
$11.6K - $13.5K
|
12K
$228K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20.1K- 59.88% |
$233K - $271K
|
13.4K
$256K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.5KNew |
$29K - $33.8K
|
2.5K
$47.7K
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
12.6KNew |
$147K - $170K
|
12.6K
$240K
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
BUY
|
- |
76+ 0.14% |
$883 - $1.03K
|
53.4K
$1.02M
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.8KNew |
$125K - $146K
|
10.8K
$206K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
111+ 0.14% |
$1.29K - $1.5K
|
77.3K
$1.47M
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.55K+ 21.56% |
$18K - $20.9K
|
8.73K
$166K
|
|
Q4 2022 | |||||||
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-25KClosed |
$284K - $319K
|
0
$0
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
270KNew |
$3.06M - $3.45M
|
270K
$5.15M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.6KNew |
$131K - $148K
|
11.6K
$220K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.78KNew |
$20.2K - $22.7K
|
1.78K
$33.9K
|
|
Feb 14, 2023
Q4 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
BUY
|
- |
12.3KNew |
$140K - $158K
|
12.3K
$235K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
85.5KNew |
$970K - $1.09M
|
85.5K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
800New |
$9.07K - $10.2K
|
800
$15.3K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100+ 1.68% |
$1.13K - $1.28K
|
6.04K
$115K
|