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
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.5KNew |
$145K - $166K
|
10.5K
$174K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 0.91% |
$143K - $164K
|
1.16M
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10.4K+ 38.52% |
$143K - $164K
|
37.4K
$616K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.3K+ 46.72% |
$142K - $163K
|
32.5K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.3KNew |
$142K - $162K
|
10.3K
$170K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
10.3K+ 54.87% |
$141K - $162K
|
29.1K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.3K+ 12.21% |
$141K - $162K
|
94.5K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.2KNew |
$140K - $161K
|
10.2K
$168K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.1KNew |
$139K - $159K
|
10.1K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$137K - $157K
|
10K
$165K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
10K+ 53.09% |
$137K - $157K
|
28.8K
$475K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9.88KNew |
$136K - $155K
|
9.88K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.85K+ 12.9% |
$135K - $155K
|
86.2K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9.53K+ 16.19% |
$131K - $150K
|
68.4K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.07K+ 40.15% |
$124K - $143K
|
31.7K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.07K+ 0.16% |
$124K - $143K
|
5.76M
$94.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
8.75K+ 3.07% |
$120K - $138K
|
293K
$4.83M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.55K+ 1.67% |
$117K - $134K
|
519K
$8.56M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
8.48K+ 2.0% |
$116K - $133K
|
432K
$7.11M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.29K+ 73.28% |
$114K - $130K
|
19.6K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
8.29K+ 1.88% |
$114K - $130K
|
450K
$7.41M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8.24K+ 12.32% |
$113K - $130K
|
75.1K
$1.24M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.13K+ 39.76% |
$111K - $128K
|
28.6K
$471K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
8K+ 8.72% |
$110K - $126K
|
99.8K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.84K+ 7.35% |
$108K - $123K
|
115K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
7.74K+ 14.47% |
$106K - $122K
|
61.2K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7.71K+ 7.71% |
$106K - $121K
|
108K
$1.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
7.69K+ 61.27% |
$105K - $121K
|
20.2K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.67K+ 359.02% |
$105K - $121K
|
9.8K
$162K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.64K+ 1.76% |
$105K - $120K
|
442K
$7.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7.61K+ 19.11% |
$104K - $120K
|
47.4K
$782K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.57KNew |
$104K - $119K
|
7.57K
$125K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.52K+ 55.23% |
$103K - $118K
|
21.1K
$348K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.5K+ 7.05% |
$103K - $118K
|
114K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.43K+ 19.98% |
$102K - $117K
|
44.6K
$735K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
7.32K+ 12.08% |
$100K - $115K
|
67.9K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.1K+ 36.56% |
$97.4K - $112K
|
26.5K
$437K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
7K+ 106.79% |
$96K - $110K
|
13.6K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.94K+ 2.92% |
$95.2K - $109K
|
245K
$4.03M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.69K+ 22.64% |
$91.8K - $105K
|
36.2K
$597K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.35K+ 24.93% |
$87.1K - $99.9K
|
31.8K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Avenir Corp
Washington, DC |
BUY
|
- |
6.31K+ 1.42% |
$86.6K - $99.3K
|
451K
$7.43M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.29K+ 13.19% |
$86.3K - $98.9K
|
54K
$890K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.89K+ 3.2% |
$80.9K - $92.7K
|
190K
$3.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.85KNew |
$80.2K - $92K
|
5.85K
$96.4K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.73K+ 48.83% |
$78.6K - $90.1K
|
17.5K
$288K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.55K+ 34.79% |
$76.1K - $87.3K
|
21.5K
$354K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.47KNew |
$75.1K - $86.1K
|
5.47K
$90.2K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.13K+ 1.85% |
$70.4K - $80.8K
|
283K
$4.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
4.99K+ 0.61% |
$68.4K - $78.4K
|
821K
$13.5M
|