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 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.7K+ 8.53% |
$243K - $279K
|
225K
$3.72M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.7KNew |
$243K - $279K
|
17.7K
$292K
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
17.6KNew |
$242K - $277K
|
17.6K
$291K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
17.6K+ 47.51% |
$242K - $277K
|
54.7K
$901K
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17.6K+ 2.37% |
$241K - $276K
|
758K
$12.5M
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
17.1KNew |
$234K - $269K
|
17.1K
$281K
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
16.9KNew |
$231K - $265K
|
16.9K
$278K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.6K+ 32.11% |
$228K - $261K
|
68.4K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
16.4KNew |
$225K - $258K
|
16.4K
$271K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.9KNew |
$218K - $250K
|
15.9K
$262K
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
15.7K+ 14.59% |
$215K - $247K
|
123K
$2.03M
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
15.5K+ 25.83% |
$213K - $244K
|
75.5K
$1.24M
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.4K+ 119.01% |
$211K - $242K
|
28.4K
$467K
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15.3KNew |
$210K - $240K
|
15.3K
$252K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
15.1K+ 4.69% |
$208K - $238K
|
338K
$5.57M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.1K+ 2.82% |
$207K - $237K
|
550K
$9.06M
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
15KNew |
$205K - $235K
|
15K
$247K
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
14.7K+ 45.49% |
$202K - $232K
|
47.1K
$777K
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
14.6KNew |
$200K - $230K
|
14.6K
$241K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.6KNew |
$200K - $230K
|
14.6K
$241K
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
14.3KNew |
$196K - $225K
|
14.3K
$236K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.2K+ 79.41% |
$195K - $224K
|
32.2K
$530K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.1K+ 9.62% |
$194K - $222K
|
161K
$2.65M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.1KNew |
$193K - $222K
|
14.1K
$232K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.1KNew |
$193K - $221K
|
14.1K
$232K
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
14K+ 77.78% |
$192K - $220K
|
32K
$527K
|
|
Apr 03, 2024
Q1 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
14K+ 73.68% |
$192K - $220K
|
33K
$544K
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
14KNew |
$192K - $220K
|
14K
$230K
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13.9K+ 106.97% |
$191K - $219K
|
26.9K
$443K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.8K+ 5.93% |
$189K - $217K
|
247K
$4.06M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.7KNew |
$188K - $215K
|
13.7K
$226K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13.5KNew |
$185K - $212K
|
13.5K
$222K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.3K+ 68.42% |
$182K - $209K
|
32.7K
$539K
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
13KNew |
$178K - $204K
|
13K
$214K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.9KNew |
$178K - $204K
|
12.9K
$213K
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
12.8K+ 22.96% |
$176K - $202K
|
68.7K
$1.13M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.7K+ 9.2% |
$174K - $199K
|
150K
$2.47M
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
12.5K+ 7.51% |
$171K - $196K
|
179K
$2.95M
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
12.2K+ 6.03% |
$168K - $193K
|
215K
$3.55M
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.9KNew |
$163K - $187K
|
11.9K
$196K
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
11.8KNew |
$162K - $186K
|
11.8K
$195K
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.7KNew |
$161K - $184K
|
11.7K
$193K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11.7K+ 2170.76% |
$160K - $183K
|
12.2K
$201K
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
11.6KNew |
$159K - $182K
|
11.6K
$191K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
11.5KNew |
$158K - $181K
|
11.5K
$189K
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
11.4KNew |
$156K - $179K
|
11.4K
$187K
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
11.3K+ 6.48% |
$155K - $178K
|
186K
$3.06M
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
11.2K+ 1166.67% |
$154K - $176K
|
12.2K
$200K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.2KNew |
$153K - $176K
|
11.2K
$184K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
11K+ 29.35% |
$150K - $172K
|
48.3K
$796K
|