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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.5K+ 11.64% |
$501K - $574K
|
350K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
36.3KNew |
$498K - $571K
|
36.3K
$598K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
35.9K+ 76.23% |
$493K - $565K
|
83.1K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35.1K+ 17.53% |
$482K - $552K
|
235K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34.9K+ 3.33% |
$478K - $548K
|
1.08M
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
32.6K+ 203.43% |
$447K - $512K
|
48.6K
$801K
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
32.3K+ 6.22% |
$443K - $508K
|
551K
$9.07M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
32.1K+ 15.4% |
$441K - $505K
|
241K
$3.97M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31.7KNew |
$435K - $499K
|
31.7K
$523K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30.6K+ 101.28% |
$420K - $482K
|
60.8K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
30.2K+ 12.99% |
$414K - $475K
|
263K
$4.33M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.1K+ 2.34% |
$413K - $474K
|
1.32M
$21.7M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
29.7KNew |
$408K - $467K
|
29.7K
$490K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29.2K+ 11.72% |
$400K - $459K
|
278K
$4.59M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
29.1K+ 8.24% |
$399K - $458K
|
382K
$6.3M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
29KNew |
$398K - $456K
|
29K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
28.2KNew |
$386K - $443K
|
28.2K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.9K+ 5.31% |
$383K - $439K
|
553K
$9.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
27.7K+ 24.93% |
$381K - $436K
|
139K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.5K+ 12.84% |
$377K - $432K
|
241K
$3.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
26.4K+ 29.83% |
$362K - $415K
|
115K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
26.4K+ 57.01% |
$362K - $415K
|
72.7K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
26.3K+ 8.66% |
$361K - $414K
|
330K
$5.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.9KNew |
$356K - $408K
|
25.9K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
24.8KNew |
$341K - $390K
|
24.8K
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
24.5KNew |
$336K - $385K
|
24.5K
$404K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.5K+ 16.34% |
$336K - $385K
|
174K
$2.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
24.4KNew |
$335K - $384K
|
24.4K
$403K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
24.4K+ 15.07% |
$334K - $383K
|
186K
$3.07M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
23.8K+ 15.31% |
$327K - $374K
|
179K
$2.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
23.4K+ 19.55% |
$321K - $368K
|
143K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
23.2K+ 46.26% |
$318K - $365K
|
73.4K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
23KNew |
$316K - $362K
|
23K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.7K+ 3.33% |
$311K - $357K
|
704K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22.1K+ 2.32% |
$303K - $348K
|
975K
$16.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
21.6KNew |
$296K - $340K
|
21.6K
$356K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21K+ 17.06% |
$288K - $330K
|
144K
$2.37M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8K+ 4.34% |
$285K - $327K
|
500K
$8.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.4KNew |
$280K - $322K
|
20.4K
$337K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
20.4K+ 21.19% |
$280K - $321K
|
117K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
20.4K+ 12.84% |
$280K - $320K
|
179K
$2.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
20.2K+ 39.67% |
$278K - $318K
|
71.2K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20K+ 6.55% |
$275K - $315K
|
326K
$5.37M
|
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
20K+ 8.36% |
$274K - $315K
|
259K
$4.27M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.8K+ 9.5% |
$271K - $311K
|
228K
$3.76M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
19.4K+ 2.43% |
$265K - $304K
|
814K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19K+ 24.4% |
$260K - $298K
|
96.7K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
18.2K+ 45.28% |
$249K - $286K
|
58.3K
$961K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.1K+ 6.79% |
$248K - $285K
|
285K
$4.69M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18K+ 4.13% |
$247K - $283K
|
454K
$7.47M
|