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 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 7.16% |
$165K - $176K
|
160K
$2.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.83% |
$77.2 - $82.2
|
278
$4.58K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.19K- 7.79% |
$33.8K - $36K
|
25.9K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
104+ 0.64% |
$1.6K - $1.71K
|
16.4K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.9K+ 10.99% |
$277K - $295K
|
181K
$2.99M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-74.5K- 43.12% |
$1.15M - $1.22M
|
98.2K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
598+ 3.59% |
$9.23K - $9.83K
|
17.3K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4.52K- 5.97% |
$69.7K - $74.3K
|
71.2K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.93KNew |
$45.2K - $48.2K
|
2.93K
$48.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.06K- 38.76% |
$47.2K - $50.3K
|
4.84K
$79.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
386+ 1.8% |
$5.96K - $6.35K
|
21.9K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
723+ 1.63% |
$11.2K - $11.9K
|
45.1K
$743K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
509+ 2.68% |
$7.85K - $8.37K
|
19.5K
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
12.5K+ 0.65% |
$193K - $206K
|
1.95M
$32.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-19.1K- 26.59% |
$294K - $313K
|
52.6K
$867K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-7.25K- 14.93% |
$112K - $119K
|
41.3K
$681K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.34K+ 5.64% |
$113K - $121K
|
138K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 3.65% |
$19.3K - $20.5K
|
35.5K
$584K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
26+ 0.02% |
$401 - $427
|
107K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
6.74K+ 26.48% |
$104K - $111K
|
32.2K
$530K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$123 - $132
|
18.6K
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28.5K- 64.07% |
$440K - $469K
|
16K
$264K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-40K- 56.54% |
$617K - $658K
|
30.8K
$507K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
837+ 3.4% |
$12.9K - $13.8K
|
25.5K
$420K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41.1K- 9.62% |
$634K - $675K
|
386K
$6.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
89+ 1.99% |
$1.37K - $1.46K
|
4.55K
$75K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.58K+ 4.07% |
$24.3K - $25.9K
|
40.3K
$664K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
777+ 1.61% |
$12K - $12.8K
|
49.1K
$809K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11+ 0.07% |
$170 - $181
|
16.4K
$270K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
62+ 0.28% |
$957 - $1.02K
|
22.5K
$370K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.1K- 6.72% |
$156K - $166K
|
140K
$2.31M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.2K- 3.46% |
$18.5K - $19.7K
|
33.5K
$552K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-7.17K- 22.02% |
$111K - $118K
|
25.4K
$418K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.68M- 3.04% |
$25.3M - $27.3M
|
53.5M
$881M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
50.6K+ 3.95% |
$764K - $822K
|
1.33M
$22M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.48K- 5.18% |
$52.5K - $56.5K
|
63.7K
$1.05M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.85K- 18.22% |
$134K - $144K
|
39.7K
$655K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
11.8KNew |
$178K - $192K
|
11.8K
$195K
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
640+ 2.67% |
$9.66K - $10.4K
|
24.6K
$406K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.45K- 5.08% |
$37.1K - $39.9K
|
45.9K
$756K
|
|
|
Sep 10, 2024
Q2 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
272K+ 126.53% |
$4.11M - $4.43M
|
488K
$8.04M
|
|
|
Sep 10, 2024
Q2 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
119K+ 99.92% |
$1.8M - $1.93M
|
238K
$3.92M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
31+ 0.09% |
$468 - $504
|
36.3K
$599K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.2K+ 4.2% |
$819K - $881K
|
1.34M
$22.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
764New |
$11.5K - $12.4K
|
764
$12.6K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-18.4K- 1.92% |
$279K - $300K
|
944K
$15.6M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-214K- 25.24% |
$3.24M - $3.48M
|
635K
$10.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-31.2K- 37.97% |
$472K - $508K
|
51K
$841K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.32K+ 3.33% |
$19.9K - $21.4K
|
40.8K
$672K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.4K+ 7.97% |
$21.1K - $22.7K
|
18.9K
$312K
|
|