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 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
460+ 0.82% |
$6.31K - $7.24K
|
56.6K
$933K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
450+ 1.43% |
$6.17K - $7.08K
|
31.8K
$524K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
445+ 2.45% |
$6.11K - $7K
|
18.6K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
442+ 1.1% |
$6.06K - $6.95K
|
40.5K
$667K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
441+ 1.6% |
$6.05K - $6.94K
|
28K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
426+ 0.6% |
$5.84K - $6.7K
|
71.5K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
426+ 0.92% |
$5.84K - $6.7K
|
46.7K
$769K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
407+ 2.12% |
$5.58K - $6.4K
|
19.6K
$323K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
403+ 18.7% |
$5.53K - $6.34K
|
2.56K
$42.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
403+ 2.21% |
$5.53K - $6.34K
|
18.6K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
389+ 0.16% |
$5.34K - $6.12K
|
236K
$3.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
389+ 2.04% |
$5.34K - $6.12K
|
19.5K
$321K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
384New |
$5.27K - $6.04K
|
384
$6.33K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
381+ 2.43% |
$5.23K - $5.99K
|
16K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
378+ 2.21% |
$5.19K - $5.95K
|
17.5K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
376+ 46.31% |
$5.16K - $5.91K
|
1.19K
$19.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
375+ 31.46% |
$5.15K - $5.9K
|
1.57K
$25.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
373New |
$5.12K - $5.87K
|
373
$6.15K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
367+ 1.77% |
$5.04K - $5.77K
|
21.1K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
359+ 0.33% |
$4.93K - $5.65K
|
109K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
356+ 2.01% |
$4.88K - $5.6K
|
18.1K
$298K
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
348+ 2.21% |
$4.77K - $5.47K
|
16.1K
$265K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
346+ 1.04% |
$4.75K - $5.44K
|
33.5K
$552K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
338+ 1.49% |
$4.64K - $5.32K
|
23.1K
$380K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
333+ 1.54% |
$4.57K - $5.24K
|
21.9K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
329+ 6.32% |
$4.51K - $5.18K
|
5.54K
$91.2K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
324+ 1.06% |
$4.45K - $5.1K
|
30.9K
$510K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
320+ 2.05% |
$4.39K - $5.03K
|
15.9K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
318+ 1.91% |
$4.36K - $5K
|
17K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
307+ 1.56% |
$4.21K - $4.83K
|
19.9K
$328K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
300+ 2.5% |
$4.12K - $4.72K
|
12.3K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
300+ 2.75% |
$4.12K - $4.72K
|
11.2K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300+ 2.24% |
$4.12K - $4.72K
|
13.7K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
300+ 2.95% |
$4.12K - $4.72K
|
10.5K
$173K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
300+ 0.23% |
$4.12K - $4.72K
|
129K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
272New |
$3.73K - $4.28K
|
272
$4.48K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
267+ 2.14% |
$3.66K - $4.2K
|
12.7K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
260+ 2.13% |
$3.57K - $4.09K
|
12.5K
$205K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
257+ 1.08% |
$3.53K - $4.04K
|
24.1K
$397K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
251+ 1.88% |
$3.44K - $3.95K
|
13.6K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
221+ 0.59% |
$3.03K - $3.48K
|
37.9K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
219+ 1.26% |
$3K - $3.44K
|
17.5K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
218+ 0.76% |
$2.99K - $3.43K
|
28.8K
$475K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
216+ 0.75% |
$2.96K - $3.4K
|
29.2K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
205+ 3.54% |
$2.81K - $3.22K
|
6K
$98.9K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
204+ 0.6% |
$2.8K - $3.21K
|
34.5K
$568K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
200+ 0.69% |
$2.74K - $3.15K
|
29.3K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
199+ 0.04% |
$2.73K - $3.13K
|
463K
$7.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
191+ 1.64% |
$2.62K - $3K
|
11.8K
$195K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
189+ 1.73% |
$2.59K - $2.97K
|
11.1K
$183K
|