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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-364- 0.25% |
$4.99K - $5.73K
|
146K
$2.4M
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-386- 2.86% |
$5.3K - $6.07K
|
13.1K
$216K
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-392- 1.96% |
$5.38K - $6.17K
|
19.6K
$323K
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-396- 0.93% |
$5.43K - $6.23K
|
42.3K
$697K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-449- 10.87% |
$6.16K - $7.06K
|
3.68K
$60.7K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 1.09% |
$6.86K - $7.87K
|
45.3K
$746K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-507- 2.42% |
$6.96K - $7.98K
|
20.4K
$337K
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-527- 1.02% |
$7.23K - $8.29K
|
51.3K
$845K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-562- 2.51% |
$7.71K - $8.84K
|
21.9K
$360K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-598- 0.39% |
$8.2K - $9.41K
|
153K
$2.52M
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-614- 0.07% |
$8.42K - $9.66K
|
924K
$15.2M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-643- 9.04% |
$8.82K - $10.1K
|
6.47K
$107K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-647- 0.16% |
$8.88K - $10.2K
|
412K
$6.79M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-647- 2.98% |
$8.88K - $10.2K
|
21.1K
$347K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-650- 43.33% |
$8.92K - $10.2K
|
850
$14K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-680- 1.25% |
$9.33K - $10.7K
|
53.9K
$889K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-686- 4.53% |
$9.41K - $10.8K
|
14.5K
$238K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-691- 5.88% |
$9.48K - $10.9K
|
11.1K
$182K
|
|
May 15, 2024
Q1 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-750- 0.24% |
$10.3K - $11.8K
|
309K
$5.1M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-853- 0.6% |
$11.7K - $13.4K
|
141K
$2.33M
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-854- 0.86% |
$11.7K - $13.4K
|
98.3K
$1.62M
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-892- 5.72% |
$12.2K - $14K
|
14.7K
$242K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-895- 2.36% |
$12.3K - $14.1K
|
37K
$610K
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-896- 0.78% |
$12.3K - $14.1K
|
114K
$1.87M
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-951- 35.87% |
$13K - $15K
|
1.7K
$28K
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-1K- 2.7% |
$13.7K - $15.7K
|
36K
$593K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1K- 9.83% |
$13.7K - $15.7K
|
9.18K
$151K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 8.19% |
$13.7K - $15.7K
|
11.2K
$185K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.01K- 66.47% |
$13.8K - $15.8K
|
508
$8.37K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.02K- 0.27% |
$14K - $16.1K
|
384K
$6.32M
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.03K- 2.25% |
$14.1K - $16.1K
|
44.5K
$733K
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.08K- 2.08% |
$14.8K - $17K
|
50.8K
$837K
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.1K- 2.86% |
$15.1K - $17.3K
|
37.3K
$615K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.11K- 35.67% |
$15.2K - $17.4K
|
2K
$33K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.12K- 3.31% |
$15.3K - $17.6K
|
32.6K
$538K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.2K- 0.42% |
$16.5K - $18.9K
|
287K
$4.73M
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.21K- 7.76% |
$16.7K - $19.1K
|
14.4K
$238K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.22K- 43.61% |
$16.8K - $19.2K
|
1.58K
$26K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 5.12% |
$17.7K - $20.3K
|
23.9K
$393K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 3.61% |
$17.8K - $20.4K
|
34.7K
$572K
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.31K- 2.52% |
$17.9K - $20.5K
|
50.5K
$833K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.33K- 8.23% |
$18.3K - $21K
|
14.9K
$245K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.34K- 7.94% |
$18.4K - $21.1K
|
15.6K
$256K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.38K- 5.58% |
$19K - $21.8K
|
23.4K
$385K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.42K- 1.3% |
$19.4K - $22.3K
|
107K
$1.77M
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.43K- 3.72% |
$19.6K - $22.5K
|
37K
$610K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.43K- 5.08% |
$19.7K - $22.6K
|
26.8K
$442K
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.48K- 1.02% |
$20.2K - $23.2K
|
144K
$2.37M
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.5K- 0.57% |
$20.6K - $23.6K
|
262K
$4.33M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.51K- 1.2% |
$20.8K - $23.8K
|
124K
$2.05M
|