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 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 3.17% |
$17K - $18.3K
|
34.4K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 7.08% |
$17K - $18.3K
|
14.8K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.2K- 5.08% |
$18.2K - $19.5K
|
22.5K
$370K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.31K- 1.62% |
$19.8K - $21.3K
|
79.8K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.32K- 2.83% |
$19.9K - $21.5K
|
45.4K
$747K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.34K- 24.12% |
$20.2K - $21.7K
|
4.2K
$69.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.35K- 9.39% |
$20.3K - $21.9K
|
13K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 0.8% |
$20.9K - $22.5K
|
173K
$2.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.4K- 1.22% |
$21.1K - $22.8K
|
113K
$1.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 9.16% |
$22.2K - $23.9K
|
14.6K
$240K
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-1.5K- 4.17% |
$22.7K - $24.4K
|
34.5K
$569K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.59K- 5.95% |
$23.9K - $25.8K
|
25.1K
$413K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.61K- 0.63% |
$24.3K - $26.1K
|
254K
$4.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.68K- 6.37% |
$25.3K - $27.3K
|
24.7K
$406K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.73K- 11.59% |
$26K - $28K
|
13.2K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 0.55% |
$26.1K - $28.1K
|
313K
$5.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.83K- 0.65% |
$27.6K - $29.7K
|
281K
$4.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.84K- 7.99% |
$27.8K - $29.9K
|
21.2K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.92K- 5.73% |
$29K - $31.2K
|
31.6K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.27K- 14.13% |
$34.2K - $36.8K
|
13.8K
$227K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.27K- 11.8% |
$34.3K - $36.9K
|
17K
$280K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.4K- 12.0% |
$36.2K - $38.9K
|
17.6K
$289K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.45K- 5.08% |
$37.1K - $39.9K
|
45.9K
$756K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-2.5K- 4.28% |
$37.7K - $40.5K
|
55.9K
$921K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.55K- 12.09% |
$38.5K - $41.5K
|
18.6K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.59K- 5.93% |
$39K - $42K
|
41K
$675K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.66K- 7.12% |
$40.2K - $43.2K
|
34.7K
$572K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.7K- 2.01% |
$40.8K - $43.9K
|
131K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.74K- 72.79% |
$41.3K - $44.5K
|
1.02K
$16.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.75K- 4.62% |
$41.6K - $44.7K
|
56.9K
$937K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.87K- 8.76% |
$43.3K - $46.6K
|
29.9K
$492K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.88K- 18.03% |
$43.4K - $46.8K
|
13.1K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-2.93K- 9.61% |
$44.2K - $47.6K
|
27.6K
$454K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.98K- 44.76% |
$45K - $48.5K
|
3.68K
$60.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.99K- 17.07% |
$45.2K - $48.6K
|
14.5K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Scp Investment, LP
|
SELL
|
- |
-3K- 8.88% |
$45.3K - $48.8K
|
30.8K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3K- 16.97% |
$45.3K - $48.8K
|
14.7K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.34K- 8.82% |
$50.5K - $54.3K
|
34.6K
$570K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.47K- 10.55% |
$52.3K - $56.3K
|
29.4K
$484K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.48K- 5.18% |
$52.5K - $56.5K
|
63.7K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-3.71K- 0.99% |
$56K - $60.3K
|
372K
$6.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.75K- 11.85% |
$56.7K - $61K
|
27.9K
$460K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.97K- 10.61% |
$59.9K - $64.4K
|
33.4K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.97K- 2.28% |
$60K - $64.6K
|
171K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4K- 95.69% |
$60.4K - $65K
|
180
$2.97K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4K- 11.76% |
$60.4K - $65K
|
30K
$494K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4K- 17.86% |
$60.4K - $65K
|
18.4K
$303K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.07K- 0.5% |
$61.5K - $66.2K
|
810K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.07K- 10.03% |
$61.5K - $66.2K
|
36.5K
$602K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.17K- 1.56% |
$63K - $67.8K
|
262K
$4.33M
|