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 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1K- 6.52% |
$9.54K - $22.8K
|
14.3K
$236K
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-824- 6.3% |
$7.86K - $18.8K
|
12.3K
$202K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-273- 15.4% |
$2.6K - $6.23K
|
1.5K
$24.7K
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
272New |
$2.59K - $6.21K
|
272
$4.48K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1K+ 105.26% |
$9.54K - $22.8K
|
1.95K
$32.1K
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
11KNew |
$105K - $251K
|
11K
$181K
|
|
Nov 04, 2022
Q3 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-415K- 66.4% |
$3.96M - $9.47M
|
210K
$3.46M
|
|
Nov 04, 2022
Q3 2022
|
Cm Management, LLC
|
SELL
|
- |
-100K- 57.14% |
$954K - $2.28M
|
75K
$1.24M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
7.99KNew |
$76.2K - $182K
|
7.99K
$132K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-4.4K- 94.2% |
$42K - $100K
|
271
$4.47K
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
17KNew |
$162K - $388K
|
17K
$280K
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
159KNew |
$1.52M - $3.64M
|
159K
$2.63M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
794+ 0.02% |
$7.57K - $18.1K
|
3.33M
$54.9M
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.04K+ 34.93% |
$19.5K - $46.6K
|
7.88K
$130K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.66KNew |
$73K - $175K
|
7.66K
$126K
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
9.03KNew |
$86.1K - $206K
|
9.03K
$149K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
24.1KNew |
$230K - $551K
|
24.1K
$398K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-2- -0.0% |
$19.1 - $45.6
|
167K
$2.76M
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
SELL
|
CALL |
-400- 2.76% |
$3.82K - $9.13K
|
14.1K
$232K
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
30KNew |
$286K - $685K
|
30K
$494K
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-485- 3.8% |
$4.63K - $11.1K
|
12.3K
$202K
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
17.5KNew |
$167K - $399K
|
17.5K
$288K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.5KNew |
$14.3K - $34.2K
|
1.5K
$24.7K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-100- 0.05% |
$954 - $2.28K
|
215K
$3.54M
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-87K- 52.57% |
$830K - $1.99M
|
78.5K
$1.29M
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.04KClosed |
$10.2K - $12.8K
|
0
$0
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1KNew |
$9.79K - $12.3K
|
1K
$16.5K
|
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.17KNew |
$21.3K - $26.7K
|
2.17K
$35.8K
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1K+ 8.0% |
$9.79K - $12.3K
|
13.5K
$222K
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
6.64KNew |
$65K - $81.8K
|
6.64K
$109K
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
119KNew |
$1.16M - $1.46M
|
119K
$1.96M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-104Closed |
$1.02K - $1.28K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
16KNew |
$157K - $197K
|
16K
$264K
|
|
Aug 15, 2022
Q2 2022
|
Jet Capital Investors L P
New York, NY |
BUY
|
CALL |
825KNew |
$8.08M - $10.2M
|
825K
$13.6M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
11.4KNew |
$112K - $140K
|
11.4K
$188K
|
|
Aug 15, 2022
Q2 2022
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
SELL
|
- |
-576K- 68.17% |
$5.63M - $7.08M
|
269K
$4.43M
|
|
Aug 15, 2022
Q2 2022
|
Antara Capital LP
New York, NY |
SELL
|
CALL |
-4.5MClosed |
$44.1M - $55.4M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arosa Capital Management LP
Ny, NY |
SELL
|
CALL |
-700KClosed |
$6.85M - $8.62M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-200- 0.2% |
$1.96K - $2.46K
|
100K
$1.65M
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.14MClosed |
$30.7M - $38.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
CALL |
-10K- 50.0% |
$97.9K - $123K
|
10K
$165K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.99K+ 2.37% |
$19.5K - $24.5K
|
86.2K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-27.7KClosed |
$271K - $340K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
900K+ 75.0% |
$8.81M - $11.1M
|
2.1M
$34.6M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-14.3KClosed |
$140K - $176K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
10K+ 16.21% |
$98.3K - $124K
|
72K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
CALL |
-3.25M- 76.47% |
$31.8M - $40M
|
1M
$16.5M
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-10K- 49.5% |
$97.9K - $123K
|
10.2K
$168K
|
|
Aug 15, 2022
Q2 2022
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
CALL |
-400K- 66.67% |
$3.92M - $4.92M
|
200K
$3.3M
|
|
Aug 15, 2022
Q2 2022
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
1M+ 333.33% |
$9.79M - $12.3M
|
1.3M
$21.4M
|