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 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.06K+ 1.08% |
$14.5K - $16.6K
|
99.1K
$1.63M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 1.78% |
$14.3K - $16.4K
|
59.7K
$984K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.01K+ 1.55% |
$13.8K - $15.8K
|
66K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
1K+ 31.33% |
$13.7K - $15.7K
|
4.19K
$69.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1K+ 23.26% |
$13.7K - $15.7K
|
5.3K
$87.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1K+ 7.0% |
$13.7K - $15.7K
|
15.3K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1K+ 5.67% |
$13.7K - $15.7K
|
18.6K
$307K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1K+ 1.06% |
$13.7K - $15.7K
|
95.1K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1KNew |
$13.7K - $15.7K
|
1K
$16.5K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
992+ 304.29% |
$13.6K - $15.6K
|
1.32K
$21.7K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
957+ 164.15% |
$13.1K - $15.1K
|
1.54K
$25.4K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
948+ 2.15% |
$13K - $14.9K
|
44.9K
$741K
|
|
|
May 02, 2024
Q1 2024
|
Belfer Management LLC
|
BUY
|
- |
919+ 4.38% |
$12.6K - $14.5K
|
21.9K
$361K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
900New |
$12.3K - $14.2K
|
900
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
885New |
$12.1K - $13.9K
|
885
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
883+ 1.95% |
$12.1K - $13.9K
|
46.1K
$760K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
855+ 0.99% |
$11.7K - $13.4K
|
86.8K
$1.43M
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
823+ 5.34% |
$11.3K - $12.9K
|
16.2K
$267K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
797+ 2.13% |
$10.9K - $12.5K
|
38.3K
$631K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
777+ 1.17% |
$10.7K - $12.2K
|
66.9K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
766+ 4.94% |
$10.5K - $12K
|
16.3K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
757+ 1.76% |
$10.4K - $11.9K
|
43.7K
$720K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
737+ 7.83% |
$10.1K - $11.6K
|
10.2K
$167K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
713+ 2.21% |
$9.78K - $11.2K
|
32.9K
$542K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
708+ 2.15% |
$9.71K - $11.1K
|
33.6K
$553K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
700+ 3.59% |
$9.6K - $11K
|
20.2K
$333K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
679+ 1.01% |
$9.32K - $10.7K
|
67.9K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
674+ 2.19% |
$9.25K - $10.6K
|
31.4K
$518K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
667+ 5.77% |
$9.15K - $10.5K
|
12.2K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
659+ 0.51% |
$9.04K - $10.4K
|
129K
$2.12M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
652+ 9.42% |
$8.95K - $10.3K
|
7.57K
$125K
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
640+ 2.67% |
$8.78K - $10.1K
|
24.6K
$406K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
614+ 3.83% |
$8.42K - $9.66K
|
16.7K
$274K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
600+ 1.46% |
$8.23K - $9.44K
|
41.6K
$686K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
596+ 0.58% |
$8.18K - $9.38K
|
103K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
593+ 1.35% |
$8.14K - $9.33K
|
44.5K
$733K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
587+ 29.68% |
$8.05K - $9.23K
|
2.57K
$42.3K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
576+ 3.66% |
$7.9K - $9.06K
|
16.3K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
567+ 2.15% |
$7.78K - $8.92K
|
26.9K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
546+ 0.87% |
$7.49K - $8.59K
|
63.3K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
542+ 1.02% |
$7.44K - $8.53K
|
53.6K
$884K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
538+ 2.22% |
$7.38K - $8.46K
|
24.8K
$409K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
511+ 0.31% |
$7.01K - $8.04K
|
167K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
503+ 2.13% |
$6.9K - $7.91K
|
24.1K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
500+ 3.08% |
$6.86K - $7.87K
|
16.8K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500+ 37.2% |
$6.86K - $7.87K
|
1.84K
$30.4K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
498+ 42.71% |
$6.83K - $7.83K
|
1.66K
$27.4K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
496+ 2.19% |
$6.81K - $7.8K
|
23.2K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
496+ 2.81% |
$6.81K - $7.8K
|
18.2K
$299K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
488+ 1.62% |
$6.7K - $7.68K
|
30.7K
$506K
|