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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
59+ 1.94% |
$910 - $970
|
3.09K
$51K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.1K+ 39.69% |
$171K - $182K
|
39K
$642K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.17K+ 9.65% |
$18.1K - $19.3K
|
13.3K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
28.5KNew |
$440K - $468K
|
28.5K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
224+ 1.24% |
$3.46K - $3.68K
|
18.3K
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.75K- 2.92% |
$104K - $111K
|
224K
$3.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.06K+ 10.96% |
$16.4K - $17.5K
|
10.8K
$177K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.7K- 1.98% |
$26.2K - $27.9K
|
83.8K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
193+ 1.37% |
$2.98K - $3.17K
|
14.3K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-18.6K- 20.23% |
$286K - $305K
|
73.2K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
22.6K+ 4.34% |
$348K - $371K
|
542K
$8.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-10K- 7.58% |
$154K - $164K
|
122K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
60+ 0.27% |
$926 - $986
|
22.3K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-19.7K- 64.1% |
$305K - $324K
|
11.1K
$182K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.48K+ 3.85% |
$22.9K - $24.4K
|
39.9K
$658K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
60.8K+ 162.84% |
$938K - $1M
|
98.1K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-951- 6.71% |
$14.7K - $15.6K
|
13.2K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
580+ 12.25% |
$8.95K - $9.54K
|
5.32K
$87.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
51.8K+ 6.06% |
$799K - $851K
|
907K
$14.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
49+ 0.03% |
$756 - $806
|
186K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.44K+ 19.07% |
$130K - $139K
|
52.7K
$868K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.42K+ 10.78% |
$37.4K - $39.8K
|
24.9K
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-86- 0.82% |
$1.33K - $1.41K
|
10.4K
$171K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-38K- 65.61% |
$586K - $625K
|
19.9K
$328K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-17K- 2.6% |
$262K - $279K
|
636K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.54K+ 11.67% |
$54.6K - $58.2K
|
33.9K
$558K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
65.6K+ 15.5% |
$1.01M - $1.08M
|
489K
$8.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.29K+ 13.24% |
$50.7K - $54K
|
28.1K
$463K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.22KNew |
$80.6K - $85.9K
|
5.22K
$86.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2K- 6.25% |
$30.9K - $32.9K
|
30K
$494K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.5K+ 14.18% |
$84.9K - $90.4K
|
44.3K
$730K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
500+ 1.75% |
$7.72K - $8.22K
|
29K
$478K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
500+ 3.8% |
$7.72K - $8.22K
|
13.6K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-81.1K- 64.34% |
$1.25M - $1.33M
|
44.9K
$740K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.1K+ 3.17% |
$340K - $363K
|
719K
$11.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-897- 0.42% |
$13.8K - $14.7K
|
211K
$3.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.27M+ 1837.41% |
$19.6M - $20.9M
|
1.34M
$22.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
968+ 1.14% |
$14.9K - $15.9K
|
86.2K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
46.8K+ 8.3% |
$722K - $770K
|
611K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.61K+ 13.74% |
$24.9K - $26.5K
|
13.3K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-543- 3.1% |
$8.38K - $8.93K
|
17K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-261K- 85.36% |
$4.03M - $4.29M
|
44.8K
$738K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
12.5KNew |
$192K - $205K
|
12.5K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.42K+ 13.96% |
$83.7K - $89.2K
|
44.3K
$730K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-7.62K- 2.73% |
$118K - $125K
|
272K
$4.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5.65K+ 34.63% |
$87.1K - $92.8K
|
21.9K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75- 0.27% |
$1.16K - $1.23K
|
27.8K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
129+ 0.71% |
$1.99K - $2.12K
|
18.2K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.6K+ 2.01% |
$302K - $321K
|
992K
$16.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
2.5K+ 10.48% |
$38.6K - $41.1K
|
26.3K
$434K
|