Purchases and Sales Made in Q1 2024 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q1 2024. The information is specifically focused on institutions that hold shares of Energy Transfer LP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
186+ 1.48% |
$2.55K - $2.93K
|
12.8K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
185+ 0.6% |
$2.54K - $2.91K
|
31.3K
$515K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
177+ 1.41% |
$2.43K - $2.78K
|
12.8K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
163+ 1.43% |
$2.24K - $2.56K
|
11.5K
$190K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
162+ 0.38% |
$2.22K - $2.55K
|
43.3K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
150+ 1.44% |
$2.06K - $2.36K
|
10.6K
$174K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
150+ 0.28% |
$2.06K - $2.36K
|
53.3K
$879K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
143+ 1.02% |
$1.96K - $2.25K
|
14.1K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
141+ 0.49% |
$1.93K - $2.22K
|
28.9K
$476K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
136+ 0.76% |
$1.87K - $2.14K
|
17.9K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
126+ 0.84% |
$1.73K - $1.98K
|
15.2K
$250K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
114+ 0.56% |
$1.56K - $1.79K
|
20.4K
$337K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
111+ 0.56% |
$1.52K - $1.75K
|
20K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
110+ 0.85% |
$1.51K - $1.73K
|
13K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
110+ 1.92% |
$1.51K - $1.73K
|
5.85K
$96.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
109+ 0.68% |
$1.5K - $1.71K
|
16.2K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
106+ 0.4% |
$1.45K - $1.67K
|
26.3K
$434K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
105+ 0.73% |
$1.44K - $1.65K
|
14.5K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100+ 1.93% |
$1.37K - $1.57K
|
5.29K
$87.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$1.37K - $1.57K
|
100
$1.65K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
98+ 0.7% |
$1.34K - $1.54K
|
14K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
95+ 2.22% |
$1.3K - $1.49K
|
4.38K
$72.1K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
93+ 0.15% |
$1.28K - $1.46K
|
63.4K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
72+ 0.66% |
$988 - $1.13K
|
10.9K
$180K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.49% |
$974 - $1.12K
|
14.5K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
71+ 0.21% |
$974 - $1.12K
|
34K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
70+ 2.21% |
$960 - $1.1K
|
3.24K
$53.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
67+ 2.14% |
$919 - $1.05K
|
3.2K
$52.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
67+ 0.7% |
$919 - $1.05K
|
9.64K
$159K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
66+ 2.14% |
$906 - $1.04K
|
3.16K
$52K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
62+ 0.02% |
$851 - $975
|
302K
$4.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
62+ 2.14% |
$851 - $975
|
2.96K
$48.7K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
61+ 2.15% |
$837 - $960
|
2.9K
$47.8K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
59+ 0.38% |
$809 - $928
|
15.7K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
59+ 1.86% |
$809 - $928
|
3.24K
$53.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
57+ 1.54% |
$782 - $897
|
3.76K
$62K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
50+ 1.47% |
$686 - $787
|
3.45K
$56.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
48+ 2.23% |
$659 - $755
|
2.2K
$36.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
45+ 0.44% |
$617 - $708
|
10.2K
$169K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
42+ 0.25% |
$576 - $661
|
17K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
38New |
$521 - $598
|
38
$626
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
37+ 2.2% |
$508 - $582
|
1.72K
$28.4K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
31+ 2.25% |
$425 - $488
|
1.41K
$23.2K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
30+ 0.29% |
$412 - $472
|
10.4K
$172K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
28+ 2.2% |
$384 - $440
|
1.3K
$21.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 0.24% |
$343 - $393
|
10.5K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
24+ 0.15% |
$329 - $378
|
16.1K
$265K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
22+ 0.96% |
$302 - $346
|
2.32K
$38.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
22+ 0.17% |
$302 - $346
|
13.1K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
22+ 0.18% |
$302 - $346
|
12.2K
$202K
|