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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-234K- 3.16% |
$3.67M - $4.43M
|
7.18M
$126M
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$125 - $151
|
18.6K
$327K
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
928+ 0.96% |
$14.5K - $17.6K
|
98K
$1.72M
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
12.4KNew |
$195K - $235K
|
12.4K
$218K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
200+ 5.16% |
$3.13K - $3.79K
|
4.07K
$71.4K
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
14.7K+ 52.57% |
$231K - $279K
|
42.8K
$750K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.64K+ 140.48% |
$41.3K - $50K
|
4.52K
$79.3K
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.54K- 6.88% |
$24K - $29.1K
|
20.8K
$365K
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
181K+ 3.6% |
$2.83M - $3.43M
|
5.21M
$91.5M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-33- 0.11% |
$516 - $625
|
30.7K
$538K
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-600- 0.46% |
$9.39K - $11.4K
|
131K
$2.3M
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-262- 0.8% |
$4.1K - $4.96K
|
32.5K
$571K
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-130- 1.15% |
$2.03K - $2.46K
|
11.1K
$196K
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
264+ 0.37% |
$4.13K - $5K
|
72.3K
$1.27M
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
542+ 7.75% |
$8.48K - $10.3K
|
7.54K
$132K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
121+ 2.43% |
$1.89K - $2.29K
|
5.11K
$89.5K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
100+ 3.73% |
$1.57K - $1.89K
|
2.78K
$48.8K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.1K+ 68.33% |
$487K - $589K
|
76.6K
$1.34M
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-1.14K- 3.13% |
$17.8K - $21.5K
|
35.2K
$618K
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.62K+ 3.64% |
$25.3K - $30.6K
|
46.1K
$808K
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-5.6K- 4.7% |
$87.6K - $106K
|
113K
$1.99M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.83K- 0.85% |
$44.2K - $53.5K
|
331K
$5.81M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 3.69% |
$17.3K - $20.9K
|
31K
$544K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
240+ 1.03% |
$3.76K - $4.54K
|
23.5K
$413K
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
806+ 8.0% |
$12.6K - $15.3K
|
10.9K
$191K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.2K+ 8.83% |
$1.3M - $1.57M
|
1.02M
$18M
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
37.9K+ 41.75% |
$593K - $717K
|
129K
$2.25M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
79+ 1.46% |
$1.24K - $1.5K
|
5.47K
$96K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-24.8K- 37.61% |
$388K - $469K
|
41.1K
$721K
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.2K- 9.95% |
$50.1K - $60.6K
|
29K
$508K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-28.4K- 1.83% |
$445K - $538K
|
1.52M
$26.7M
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1K- 2.84% |
$15.7K - $18.9K
|
34.2K
$599K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-754- 3.17% |
$11.8K - $14.3K
|
23K
$403K
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
170+ 0.36% |
$2.66K - $3.22K
|
48K
$842K
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.16K+ 5.71% |
$18.2K - $22K
|
21.6K
$378K
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.72KNew |
$27K - $32.6K
|
1.72K
$30.2K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 0.35% |
$282 - $341
|
5.14K
$90.1K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3K- 37.36% |
$46.9K - $56.7K
|
5.02K
$88.1K
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
9.32MNew |
$146M - $176M
|
9.32M
$163M
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
646+ 1.82% |
$10.1K - $12.2K
|
36.1K
$633K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.25K- 10.98% |
$19.6K - $23.7K
|
10.2K
$178K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.07K+ 22.45% |
$126K - $153K
|
44K
$772K
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
72+ 0.54% |
$1.13K - $1.36K
|
13.4K
$235K
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1K+ 2.17% |
$15.7K - $18.9K
|
47K
$825K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.1K+ 14.29% |
$283K - $343K
|
145K
$2.54M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.11K+ 18.36% |
$33.1K - $40K
|
13.6K
$239K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
343+ 1.63% |
$5.37K - $6.49K
|
21.4K
$376K
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16.3KNew |
$255K - $308K
|
16.3K
$285K
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
21+ 0.16% |
$329 - $398
|
13.2K
$231K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.1K- 7.53% |
$79.8K - $96.5K
|
62.6K
$1.1M
|