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 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
49+ 0.44% |
$604 - $633
|
11.1K
$191K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-56.5KClosed |
$696K - $729K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-436- 2.63% |
$5.37K - $5.63K
|
16.2K
$279K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 40.07% |
$26.9K - $28.1K
|
7.62K
$131K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.21KNew |
$27.2K - $28.5K
|
2.21K
$38.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.16K+ 2.4% |
$51.2K - $53.7K
|
177K
$3.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
200New |
$2.46K - $2.58K
|
200
$3.45K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
176KNew |
$2.16M - $2.27M
|
176K
$3.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
15New |
$185 - $194
|
15
$259
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
400New |
$4.93K - $5.16K
|
400
$6.9K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-10K- 26.48% |
$123K - $129K
|
27.8K
$479K
|
|
|
Aug 03, 2023
Q2 2023
|
General American Investors CO Inc
|
SELL
|
- |
-100K- 8.93% |
$1.23M - $1.29M
|
1.02M
$17.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 1.49% |
$2.46K - $2.58K
|
13.3K
$229K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$127K - $133K
|
10.3K
$177K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
35.8K+ 60.16% |
$441K - $462K
|
95.4K
$1.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22.1KNew |
$272K - $285K
|
22.1K
$381K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.96K+ 24.03% |
$36.4K - $38.2K
|
15.3K
$263K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-118- 11.68% |
$1.45K - $1.52K
|
892
$15.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.96K- 15.67% |
$24.1K - $25.3K
|
10.5K
$182K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
2.29K+ 68.13% |
$28.2K - $29.6K
|
5.65K
$97.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
42New |
$517 - $542
|
42
$724
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.08% |
$12.3 - $12.9
|
49
$845
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.2KNew |
$162K - $170K
|
13.2K
$227K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-491- 1.67% |
$6.05K - $6.34K
|
28.8K
$497K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-11.6K- 18.37% |
$143K - $149K
|
51.4K
$887K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
40.5K+ 22.25% |
$498K - $522K
|
222K
$3.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-500- 4.46% |
$6.16K - $6.46K
|
10.7K
$185K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
9.63KNew |
$119K - $124K
|
9.63K
$166K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
31+ 0.34% |
$382 - $400
|
9.25K
$160K
|
|
| Q1 2023 | |||||||
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-10.4KClosed |
$121K - $141K
|
0
$0
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.8KNew |
$126K - $146K
|
10.8K
$186K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
10New |
$116 - $135
|
10
$172
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
9.83K+ 13.01% |
$114K - $133K
|
85.4K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-45.6K- 0.91% |
$530K - $616K
|
4.95M
$85.4M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$23.2K - $27K
|
2K
$34.5K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
13KNew |
$151K - $175K
|
13K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
10KNew |
$116K - $135K
|
10K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
30KNew |
$349K - $405K
|
30K
$517K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10.3KNew |
$120K - $139K
|
10.3K
$178K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-17.1K- 33.2% |
$199K - $231K
|
34.4K
$593K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$1.2M - $1.39M
|
103K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7.7KNew |
$89.5K - $104K
|
7.7K
$133K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.91K+ 105.15% |
$115K - $134K
|
19.3K
$333K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
29.5KNew |
$343K - $399K
|
29.5K
$509K
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
14.5KNew |
$168K - $195K
|
14.5K
$249K
|
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-50K- 40.0% |
$581K - $675K
|
75K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3.5KNew |
$40.7K - $47.3K
|
3.5K
$60.3K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
31.6KNew |
$367K - $426K
|
31.6K
$545K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.59K+ 518.6% |
$30.1K - $35K
|
3.09K
$53.3K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
500+ 1.33% |
$5.81K - $6.75K
|
38K
$655K
|
|