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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 0.05% |
$906 - $975
|
118K
$2.08M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
60+ 0.27% |
$906 - $975
|
22.4K
$393K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
57+ 1.96% |
$861 - $926
|
2.96K
$51.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
51+ 1.09% |
$770 - $829
|
4.71K
$82.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
51+ 1.99% |
$770 - $829
|
2.62K
$45.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
49+ 0.03% |
$740 - $796
|
186K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
45+ 0.4% |
$680 - $731
|
11.4K
$200K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
44+ 2.0% |
$664 - $715
|
2.25K
$39.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
43+ 0.42% |
$649 - $699
|
10.3K
$180K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 0.24% |
$604 - $650
|
17K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
40+ 0.02% |
$604 - $650
|
190K
$3.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
40+ 0.38% |
$604 - $650
|
10.7K
$188K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32+ 2.23% |
$483 - $520
|
1.47K
$25.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
32+ 2.03% |
$483 - $520
|
1.61K
$28.3K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
31+ 0.09% |
$468 - $504
|
36.3K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
28+ 0.27% |
$423 - $455
|
10.5K
$184K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
28+ 1.99% |
$423 - $455
|
1.44K
$25.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
26+ 0.02% |
$393 - $423
|
107K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.16% |
$378 - $406
|
15.2K
$267K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25+ 0.06% |
$378 - $406
|
43.5K
$762K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 0.24% |
$378 - $406
|
10.6K
$185K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
21+ 0.17% |
$317 - $341
|
12.3K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 7.34% |
$317 - $341
|
307
$5.38K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21+ 0.1% |
$317 - $341
|
22K
$386K
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
21+ 0.16% |
$317 - $341
|
13.1K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
21+ 0.91% |
$317 - $341
|
2.34K
$41.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.05% |
$302 - $325
|
38.2K
$669K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 1.12% |
$272 - $293
|
1.63K
$28.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
15+ 0.04% |
$227 - $244
|
34.5K
$605K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15+ 1.02% |
$227 - $244
|
1.49K
$26.1K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
13+ 0.04% |
$196 - $211
|
30.2K
$530K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 0.27% |
$196 - $211
|
4.79K
$84K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$181 - $195
|
11.6K
$204K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11+ 1.99% |
$166 - $179
|
564
$9.89K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 1.92% |
$151 - $163
|
531
$9.31K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9+ 0.07% |
$136 - $146
|
12.1K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$121 - $130
|
18.6K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6+ 0.02% |
$90.6 - $97.5
|
32.2K
$565K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 0.2% |
$90.6 - $97.5
|
3.04K
$53.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 2.25% |
$90.6 - $97.5
|
273
$4.79K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.05% |
$75.5 - $81.3
|
10.1K
$178K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 0.66% |
$60.4 - $65
|
611
$10.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4+ 0.03% |
$60.4 - $65
|
14.4K
$253K
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3+ 0.01% |
$45.3 - $48.8
|
51.3K
$899K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$30.2 - $32.5
|
12.3K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$30.2 - $32.5
|
98.7K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2+ 0.01% |
$30.2 - $32.5
|
23.6K
$415K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.08% |
$15.1 - $16.3
|
1.23K
$21.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2- -0.0% |
$30.2 - $32.5
|
236K
$4.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.05% |
$136 - $146
|
18K
$315K
|