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 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.93K+ 43.37% |
$67.6K - $77.5K
|
16.3K
$269K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.9K+ 22.12% |
$67.2K - $77K
|
27K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.78K+ 1.01% |
$65.6K - $75.2K
|
479K
$7.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.58K+ 1.04% |
$62.8K - $72K
|
444K
$7.31M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.56K+ 12.18% |
$62.6K - $71.8K
|
42K
$692K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.51K+ 30.44% |
$61.9K - $70.9K
|
19.3K
$318K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.43KNew |
$60.8K - $69.7K
|
4.43K
$73.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.22K+ 2.68% |
$57.8K - $66.3K
|
162K
$2.66M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4.21KNew |
$57.8K - $66.3K
|
4.21K
$69.4K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4.17K+ 166.71% |
$57.2K - $65.5K
|
6.67K
$110K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.06K+ 10.7% |
$55.7K - $63.8K
|
42K
$692K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.01K+ 13.96% |
$54.9K - $63K
|
32.7K
$539K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.93K+ 3.41% |
$53.9K - $61.8K
|
119K
$1.96M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.73K+ 18.49% |
$51.1K - $58.6K
|
23.9K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.62K+ 3.2% |
$49.7K - $56.9K
|
117K
$1.92M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.58K+ 12.23% |
$49.1K - $56.3K
|
32.9K
$542K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.39K+ 2.95% |
$46.5K - $53.4K
|
118K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.33K+ 22.22% |
$45.7K - $52.4K
|
18.3K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.33K+ 7.61% |
$45.7K - $52.4K
|
47.1K
$777K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.26K+ 49.95% |
$44.7K - $51.3K
|
9.79K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.24K+ 6.22% |
$44.4K - $50.9K
|
55.3K
$911K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.19KNew |
$43.7K - $50.1K
|
3.19K
$52.5K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.16K+ 6.11% |
$43.4K - $49.7K
|
54.9K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.14K+ 14.5% |
$43.1K - $49.4K
|
24.8K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.07K+ 27.31% |
$42.1K - $48.3K
|
14.3K
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.06K+ 192.22% |
$42K - $48.2K
|
4.66K
$76.8K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.03K+ 7.12% |
$41.5K - $47.6K
|
45.5K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
3K+ 17.65% |
$41.2K - $47.2K
|
20K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.96K+ 30.47% |
$40.6K - $46.5K
|
12.7K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.93K+ 3.59% |
$40.2K - $46.1K
|
84.5K
$1.39M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.92K+ 6.47% |
$40.1K - $45.9K
|
48.1K
$792K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.9K+ 1.81% |
$39.8K - $45.6K
|
163K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.88K+ 21.99% |
$39.5K - $45.3K
|
16K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.81K+ 14.21% |
$38.6K - $44.2K
|
22.6K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 8.57% |
$38.5K - $44.1K
|
35.5K
$586K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.77K+ 4.82% |
$38K - $43.6K
|
60.3K
$993K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.74K+ 13.11% |
$37.6K - $43.1K
|
23.7K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.65K+ 6.27% |
$36.3K - $41.7K
|
44.9K
$740K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.64K+ 3.38% |
$36.2K - $41.5K
|
80.8K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.63KNew |
$36K - $41.3K
|
2.63K
$43.3K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.57K+ 2.46% |
$35.3K - $40.5K
|
107K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.52K+ 1.13% |
$34.6K - $39.7K
|
225K
$3.71M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.47K+ 11.91% |
$33.9K - $38.9K
|
23.2K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.43K+ 2.78% |
$33.3K - $38.1K
|
89.8K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.42K+ 3.3% |
$33.1K - $38K
|
75.7K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 1.4% |
$33K - $37.9K
|
174K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.36K+ 15.37% |
$32.3K - $37K
|
17.7K
$291K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.35K+ 9.41% |
$32.3K - $37K
|
27.3K
$451K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.33K+ 4.3% |
$31.9K - $36.6K
|
56.4K
$929K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.3K+ 16.83% |
$31.6K - $36.2K
|
16K
$263K
|