Purchases and Sales Made in Q2 2024 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
300+ 0.55% |
$4.53K - $4.88K
|
55K
$1.05M
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
297+ 0.25% |
$4.48K - $4.83K
|
117K
$2.22M
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
289+ 2.5% |
$4.36K - $4.7K
|
11.8K
$225K
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
275+ 0.4% |
$4.15K - $4.47K
|
69.7K
$1.33M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
271+ 20.88% |
$4.09K - $4.4K
|
1.57K
$29.9K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
256+ 22.67% |
$3.87K - $4.16K
|
1.39K
$26.4K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
251+ 1.97% |
$3.79K - $4.08K
|
13K
$247K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
248+ 1.62% |
$3.74K - $4.03K
|
15.5K
$296K
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
245+ 0.28% |
$3.7K - $3.98K
|
89K
$1.69M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
241+ 0.45% |
$3.64K - $3.92K
|
53.6K
$1.02M
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
240+ 1.07% |
$3.62K - $3.9K
|
22.6K
$430K
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
230+ 1.06% |
$3.47K - $3.74K
|
21.9K
$416K
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
223+ 1.25% |
$3.37K - $3.62K
|
18.1K
$345K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
222+ 0.62% |
$3.35K - $3.61K
|
35.9K
$684K
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
218+ 0.64% |
$3.29K - $3.54K
|
34.3K
$652K
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
212+ 0.74% |
$3.2K - $3.45K
|
28.9K
$550K
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
204+ 1.6% |
$3.08K - $3.32K
|
13K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
200New |
$3.02K - $3.25K
|
200
$3.81K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
184+ 0.37% |
$2.78K - $2.99K
|
49.8K
$947K
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
181+ 1.53% |
$2.73K - $2.94K
|
12K
$229K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
173+ 0.55% |
$2.61K - $2.81K
|
31.4K
$598K
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
170+ 0.83% |
$2.57K - $2.76K
|
20.5K
$391K
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
152+ 0.35% |
$2.3K - $2.47K
|
43.5K
$828K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
144+ 3.45% |
$2.17K - $2.34K
|
4.31K
$82.1K
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
136+ 0.79% |
$2.05K - $2.21K
|
17.3K
$329K
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
128+ 0.71% |
$1.93K - $2.08K
|
18.1K
$344K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
125+ 10.52% |
$1.89K - $2.03K
|
1.31K
$25K
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
122+ 0.99% |
$1.84K - $1.98K
|
12.4K
$236K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
104+ 0.48% |
$1.57K - $1.69K
|
22K
$418K
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
103+ 0.63% |
$1.56K - $1.67K
|
16.3K
$311K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
100+ 0.21% |
$1.51K - $1.63K
|
46.8K
$891K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95New |
$1.43K - $1.54K
|
95
$1.81K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
88+ 2.01% |
$1.33K - $1.43K
|
4.46K
$84.9K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
86+ 0.83% |
$1.3K - $1.4K
|
10.4K
$199K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
83+ 0.51% |
$1.25K - $1.35K
|
16.4K
$312K
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
80+ 0.19% |
$1.21K - $1.3K
|
42K
$800K
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
78+ 0.24% |
$1.18K - $1.27K
|
32.1K
$610K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
78New |
$1.18K - $1.27K
|
78
$1.48K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
75+ 0.27% |
$1.13K - $1.22K
|
27.9K
$530K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
74+ 1.98% |
$1.12K - $1.2K
|
3.81K
$72.4K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
68+ 0.47% |
$1.03K - $1.11K
|
14.5K
$276K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
67+ 0.61% |
$1.01K - $1.09K
|
11K
$209K
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
64+ 0.04% |
$966 - $1.04K
|
178K
$3.39M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
63+ 0.35% |
$951 - $1.02K
|
18.3K
$348K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
63+ 1.97% |
$951 - $1.02K
|
3.26K
$62.1K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
62+ 0.64% |
$936 - $1.01K
|
9.71K
$185K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
60+ 0.27% |
$906 - $975
|
22.4K
$426K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 0.05% |
$906 - $975
|
118K
$2.25M
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
57+ 1.96% |
$861 - $926
|
2.96K
$56.3K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
51+ 1.99% |
$770 - $829
|
2.62K
$49.8K
|