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 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.5K- 0.57% |
$20.6K - $23.6K
|
262K
$5.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.51K- 1.2% |
$20.8K - $23.8K
|
124K
$2.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-1.65K- 3.76% |
$22.6K - $25.9K
|
42.1K
$802K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.66K- 1.24% |
$22.7K - $26.1K
|
132K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.68K- 1.95% |
$23.1K - $26.5K
|
84.5K
$1.61M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.71K- 13.85% |
$23.5K - $27K
|
10.7K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.73K- 4.43% |
$23.8K - $27.2K
|
37.4K
$713K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.74K- 4.98% |
$23.9K - $27.4K
|
33.3K
$634K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.79K- 6.28% |
$24.5K - $28.1K
|
26.7K
$508K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.88K- 75.8% |
$25.8K - $29.6K
|
600
$11.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.92K- 12.92% |
$26.3K - $30.1K
|
12.9K
$246K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.92K- 5.42% |
$26.3K - $30.2K
|
33.5K
$639K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.93K- 7.83% |
$26.5K - $30.3K
|
22.7K
$433K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.96K- 1.86% |
$26.9K - $30.8K
|
103K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.99K- 8.43% |
$27.3K - $31.3K
|
21.6K
$413K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2K- 7.33% |
$27.4K - $31.4K
|
25.2K
$481K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2K- 8.64% |
$27.4K - $31.4K
|
21.1K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2K- 3.03% |
$27.4K - $31.5K
|
64K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.03K- 1.21% |
$27.8K - $31.9K
|
166K
$3.17M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.1K- 10.49% |
$28.8K - $33K
|
17.9K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.16K- 2.72% |
$29.6K - $33.9K
|
77.3K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.38K- 14.01% |
$32.6K - $37.4K
|
14.6K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.47K- 8.33% |
$33.9K - $38.9K
|
27.2K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.52K- 37.32% |
$34.6K - $39.7K
|
4.23K
$80.7K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.53K- 3.78% |
$34.7K - $39.8K
|
64.4K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.67K- 5.21% |
$36.7K - $42K
|
48.6K
$927K
|
|
|
May 10, 2024
Q1 2024
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-2.69K- 8.1% |
$36.9K - $42.3K
|
30.5K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.8K- 0.44% |
$38.4K - $44K
|
640K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.81K- 6.54% |
$38.6K - $44.3K
|
40.2K
$766K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.85K- 9.08% |
$39K - $44.8K
|
28.5K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-2.96K- 0.71% |
$40.5K - $46.5K
|
412K
$7.85M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.06K- 14.95% |
$42K - $48.1K
|
17.4K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3.07K- 23.34% |
$42.1K - $48.3K
|
10.1K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.12K- 0.4% |
$42.8K - $49.1K
|
786K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.21K- 17.75% |
$44.1K - $50.5K
|
14.9K
$284K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.25K- 72.57% |
$44.6K - $51.2K
|
1.23K
$23.5K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.49K- 10.83% |
$47.8K - $54.8K
|
28.7K
$547K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.53K- 20.45% |
$48.4K - $55.5K
|
13.7K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.62K- 2.42% |
$49.6K - $56.9K
|
146K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.69K- 3.91% |
$50.6K - $58K
|
90.6K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-3.73K- 1.45% |
$51.1K - $58.6K
|
253K
$4.83M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.74K- 35.88% |
$51.2K - $58.8K
|
6.68K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.76K- 3.1% |
$51.5K - $59.1K
|
117K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-3.91K- 0.46% |
$53.6K - $61.4K
|
837K
$16M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.95K- 3.34% |
$54.2K - $62.1K
|
114K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.96K- 11.77% |
$54.4K - $62.3K
|
29.7K
$567K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-4K- 45.58% |
$54.9K - $62.9K
|
4.78K
$91.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.01K- 2.96% |
$54.9K - $63K
|
131K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.02K- 4.6% |
$55.2K - $63.3K
|
83.4K
$1.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.09K- 39.83% |
$56.1K - $64.3K
|
6.18K
$118K
|