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
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
2.3K+ 2.89% |
$31.6K - $36.2K
|
81.9K
$1.35M
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.3K+ 1.36% |
$31.5K - $36.2K
|
171K
$2.82M
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.3K+ 1.23% |
$31.5K - $36.2K
|
189K
$3.12M
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.27K+ 16.46% |
$31.1K - $35.6K
|
16K
$264K
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.17K+ 3.34% |
$29.8K - $34.1K
|
67.2K
$1.11M
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.15K+ 15.99% |
$29.4K - $33.8K
|
15.6K
$257K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.15K+ 4.03% |
$29.4K - $33.7K
|
55.4K
$913K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.07K+ 10.37% |
$28.5K - $32.6K
|
22.1K
$364K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.07KNew |
$28.4K - $32.6K
|
2.07K
$34.1K
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.04K+ 10.42% |
$28K - $32.1K
|
21.6K
$357K
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2K+ 10.87% |
$27.4K - $31.5K
|
20.4K
$336K
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.95K+ 3.38% |
$26.7K - $30.6K
|
59.6K
$983K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.92KNew |
$26.3K - $30.2K
|
1.92K
$31.6K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.91K+ 0.43% |
$26.2K - $30K
|
442K
$7.29M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.89K+ 57.79% |
$25.9K - $29.7K
|
5.16K
$85K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.88K+ 92.21% |
$25.8K - $29.6K
|
3.93K
$64.7K
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.88K+ 1.57% |
$25.8K - $29.6K
|
122K
$2.01M
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.88K+ 18.11% |
$25.8K - $29.6K
|
12.3K
$202K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.81K+ 1.66% |
$24.8K - $28.5K
|
111K
$1.82M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.77KNew |
$24.3K - $27.8K
|
1.77K
$29.1K
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.75K+ 9.4% |
$24K - $27.5K
|
20.4K
$336K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.75K+ 1.89% |
$24K - $27.5K
|
94.2K
$1.55M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.66K+ 5.3% |
$22.7K - $26.1K
|
32.9K
$543K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.62K+ 5.29% |
$22.2K - $25.4K
|
32.2K
$531K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.61KNew |
$22.1K - $25.3K
|
1.61K
$26.5K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.59K+ 10.36% |
$21.8K - $25K
|
16.9K
$279K
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.55K+ 2.56% |
$21.3K - $24.4K
|
62K
$1.02M
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.54K+ 0.17% |
$21.1K - $24.1K
|
918K
$15.1M
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.5KNew |
$20.6K - $23.6K
|
1.5K
$24.7K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.48K+ 0.4% |
$20.3K - $23.3K
|
370K
$6.09M
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.48KNew |
$20.2K - $23.2K
|
1.48K
$24.3K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.41K+ 2.48% |
$19.4K - $22.2K
|
58.4K
$962K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1.4K+ 6.7% |
$19.2K - $22.1K
|
22.3K
$368K
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 13.69% |
$19.2K - $22K
|
11.6K
$192K
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
BUY
|
- |
1.38K+ 0.44% |
$18.9K - $21.7K
|
318K
$5.25M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.33K+ 4.67% |
$18.2K - $20.9K
|
29.8K
$491K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.31K+ 8.26% |
$18K - $20.6K
|
17.2K
$283K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.29K+ 0.13% |
$17.7K - $20.3K
|
966K
$15.9M
|
|
May 15, 2024
Q1 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1.28K+ 0.29% |
$17.5K - $20.1K
|
443K
$7.29M
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
1.25K+ 1.11% |
$17.2K - $19.7K
|
114K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.23K+ 0.22% |
$16.9K - $19.4K
|
553K
$9.11M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 0.77% |
$16.5K - $18.9K
|
157K
$2.59M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.18K+ 46.48% |
$16.2K - $18.6K
|
3.72K
$61.3K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.17K+ 1.5% |
$16.1K - $18.4K
|
79.1K
$1.3M
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.17K+ 2.13% |
$16K - $18.4K
|
56.1K
$924K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.13K+ 5.45% |
$15.5K - $17.8K
|
21.8K
$360K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.12K+ 4.57% |
$15.4K - $17.6K
|
25.6K
$422K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.11K+ 5.27% |
$15.2K - $17.4K
|
22.1K
$364K
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.1K+ 4.08% |
$15.1K - $17.3K
|
28.1K
$462K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.08KNew |
$14.7K - $16.9K
|
1.08K
$17.7K
|