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 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.46K- 1.11% |
$61.2K - $70.2K
|
396K
$6.52M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4.48K- 70.42% |
$61.4K - $70.4K
|
1.88K
$31K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.67K- 9.52% |
$64.1K - $73.5K
|
44.4K
$732K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 31.24% |
$65.1K - $74.6K
|
10.4K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 4.11% |
$65.1K - $74.6K
|
111K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-5K- 16.67% |
$68.6K - $78.7K
|
25K
$412K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-5K- 24.58% |
$68.6K - $78.7K
|
15.3K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Scp Investment, LP
|
SELL
|
- |
-5K- 12.89% |
$68.6K - $78.7K
|
33.8K
$557K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.06K- 9.47% |
$69.4K - $79.5K
|
48.3K
$796K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.1K- 11.92% |
$70K - $80.2K
|
37.7K
$621K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.25K- 9.81% |
$72.1K - $82.6K
|
48.3K
$796K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-5.31K- 2.95% |
$72.8K - $83.5K
|
175K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.58K- 12.39% |
$76.6K - $87.8K
|
39.5K
$651K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.61K- 2.06% |
$76.9K - $88.2K
|
267K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.83K- 13.79% |
$79.9K - $91.6K
|
36.4K
$600K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.94K- 40.7% |
$81.5K - $93.5K
|
8.66K
$143K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.97K- 13.54% |
$82K - $94K
|
38.1K
$629K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6K- 11.12% |
$82.3K - $94.4K
|
48K
$791K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-6K- 33.54% |
$82.3K - $94.4K
|
11.9K
$196K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-6.05K- 34.97% |
$83K - $95.2K
|
11.3K
$185K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-6.06K- 1.54% |
$83.2K - $95.4K
|
388K
$6.4M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-6.48K- 2.85% |
$88.9K - $102K
|
221K
$3.63M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.6K- 13.19% |
$90.5K - $104K
|
43.4K
$716K
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-6.71K- 6.91% |
$92.1K - $106K
|
90.4K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-6.75K- 12.05% |
$92.6K - $106K
|
49.2K
$811K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-6.95K- 23.63% |
$95.3K - $109K
|
22.4K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7.07K- 32.27% |
$97K - $111K
|
14.8K
$245K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
SELL
|
- |
-7.12K- 7.52% |
$97.6K - $112K
|
87.5K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.16K- 2.73% |
$98.2K - $113K
|
255K
$4.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.16K- 8.58% |
$98.2K - $113K
|
76.3K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-7.35K- 32.2% |
$101K - $116K
|
15.5K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.64K- 7.9% |
$105K - $120K
|
89.2K
$1.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.95K- 17.05% |
$109K - $125K
|
38.7K
$638K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8.05K- 4.17% |
$110K - $127K
|
185K
$3.04M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-8.33K- 98.0% |
$114K - $131K
|
170
$2.8K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.42K- 8.8% |
$115K - $132K
|
87.3K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.62K- 30.06% |
$118K - $136K
|
20.1K
$331K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-8.64K- 31.84% |
$119K - $136K
|
18.5K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-8.82K- 0.7% |
$121K - $139K
|
1.26M
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-8.87K- 7.92% |
$122K - $139K
|
103K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.23K- 6.01% |
$127K - $145K
|
144K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.32K- 26.38% |
$128K - $147K
|
26K
$429K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.49K- 4.93% |
$130K - $149K
|
183K
$3.02M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-10K- 50.0% |
$137K - $157K
|
10K
$165K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10K- 12.35% |
$137K - $157K
|
71K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10.1K- 49.01% |
$139K - $159K
|
10.5K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.8K- 16.7% |
$148K - $169K
|
53.7K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.8K- 2.35% |
$148K - $170K
|
450K
$7.42M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11K- 44.25% |
$151K - $173K
|
13.9K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.3K- 36.34% |
$155K - $178K
|
19.8K
$326K
|