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 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.1K+ 121.32% |
$10.8K - $13.6K
|
2.01K
$39.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
40KNew |
$392K - $492K
|
40K
$777K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-45.3KClosed |
$444K - $558K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-142- 0.83% |
$1.39K - $1.75K
|
16.9K
$328K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100+ 7.51% |
$979 - $1.23K
|
1.43K
$27.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.92KClosed |
$57.9K - $72.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.78K- 8.64% |
$17.4K - $21.9K
|
18.8K
$366K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-1.5K- 71.8% |
$14.7K - $18.5K
|
589
$11.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-280- 55.23% |
$2.74K - $3.45K
|
227
$4.41K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
CALL |
10.2KNew |
$99.4K - $125K
|
10.2K
$197K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-4K- 79.62% |
$39.2K - $49.2K
|
1.02K
$19.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-895- 5.59% |
$8.76K - $11K
|
15.1K
$293K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-383- 7.97% |
$3.75K - $4.71K
|
4.42K
$85.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
129+ 0.51% |
$1.26K - $1.59K
|
25.3K
$491K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-221K- 38.92% |
$2.16M - $2.72M
|
346K
$6.72M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-470Closed |
$4.6K - $5.79K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.5KNew |
$14.7K - $18.5K
|
1.5K
$29.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
157+ 0.8% |
$1.54K - $1.93K
|
19.9K
$386K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.62K- 2.87% |
$15.9K - $20K
|
54.9K
$1.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.92KNew |
$18.8K - $23.6K
|
1.92K
$37.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
23.2KNew |
$227K - $286K
|
23.2K
$451K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-997- 35.46% |
$9.76K - $12.3K
|
1.82K
$35.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
125New |
$1.22K - $1.54K
|
125
$2.43K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.45K+ 383.13% |
$24K - $30.2K
|
3.09K
$60K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.01KClosed |
$9.89K - $12.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.78K- 32.71% |
$76.1K - $95.7K
|
16K
$311K
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
BUY
|
- |
529+ 4.74% |
$5.18K - $6.51K
|
11.7K
$227K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
702New |
$6.87K - $8.64K
|
702
$13.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
21.1KNew |
$206K - $260K
|
21.1K
$409K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$31K - $39K
|
3.17K
$61.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
150+ 1.31% |
$1.47K - $1.85K
|
11.6K
$225K
|
|
|
Jul 20, 2022
Q2 2022
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
551KNew |
$5.39M - $6.78M
|
551K
$10.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
4.18K+ 32.12% |
$40.9K - $51.4K
|
17.2K
$334K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-36.9KClosed |
$361K - $454K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$9.79 - $12.3
|
20.1K
$390K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.38K- 17.05% |
$33.1K - $41.6K
|
16.4K
$319K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-906Closed |
$8.87K - $11.2K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-21.4K- 21.34% |
$210K - $263K
|
78.9K
$1.53M
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-6KClosed |
$58.7K - $73.9K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-5.42KClosed |
$53.1K - $66.7K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-300Closed |
$2.94K - $3.69K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-35K- 95.13% |
$343K - $431K
|
1.79K
$34.8K
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
789New |
$6.87K - $9.1K
|
789
$15.3K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.82KClosed |
$68.1K - $90.2K
|
0
$0
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-23.3KClosed |
$203K - $268K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2.2KClosed |
$19.1K - $25.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.92KClosed |
$42.9K - $56.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancient Art, L.P.
Austin, TX |
SELL
|
- |
-2.15M- 64.83% |
$18.7M - $24.8M
|
1.17M
$22.7M
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-47.5KClosed |
$414K - $548K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-95KClosed |
$827K - $1.1M
|
0
$0
|
|