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 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.34K- 8.82% |
$50.5K - $54.3K
|
34.6K
$606K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.47K- 10.55% |
$52.3K - $56.3K
|
29.4K
$516K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.48K- 5.18% |
$52.5K - $56.5K
|
63.7K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-3.71K- 0.99% |
$56K - $60.3K
|
372K
$6.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.75K- 11.85% |
$56.7K - $61K
|
27.9K
$490K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.97K- 10.61% |
$59.9K - $64.4K
|
33.4K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.97K- 2.28% |
$60K - $64.6K
|
171K
$2.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4K- 95.69% |
$60.4K - $65K
|
180
$3.16K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4K- 17.86% |
$60.4K - $65K
|
18.4K
$323K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4K- 11.76% |
$60.4K - $65K
|
30K
$526K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.07K- 0.5% |
$61.5K - $66.2K
|
810K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.07K- 10.03% |
$61.5K - $66.2K
|
36.5K
$641K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.17K- 1.56% |
$63K - $67.8K
|
262K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.32K- 3.41% |
$65.3K - $70.3K
|
122K
$2.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.49K- 5.98% |
$67.8K - $73K
|
70.6K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.5K- 10.71% |
$68K - $73.1K
|
37.5K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.71K- 0.36% |
$71.1K - $76.5K
|
1.31M
$23M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.8K- 4.96% |
$72.4K - $78K
|
91.9K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.97K- 13.19% |
$75K - $80.7K
|
32.7K
$574K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5.02K- 1.76% |
$75.7K - $81.5K
|
279K
$4.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.05K- 6.05% |
$76.2K - $82K
|
78.3K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-5.07K- 1.12% |
$76.6K - $82.4K
|
446K
$7.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.1K- 54.7% |
$77K - $82.9K
|
4.22K
$74.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-5.46K- 1.33% |
$82.4K - $88.7K
|
406K
$7.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-5.53K- 20.33% |
$83.5K - $89.9K
|
21.7K
$380K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-5.63K- 9.2% |
$85K - $91.5K
|
55.6K
$975K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.7K- 1.92% |
$86.1K - $92.6K
|
291K
$5.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-5.89K- 6.96% |
$88.9K - $95.6K
|
78.7K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.06K- 1.34% |
$91.6K - $98.5K
|
447K
$7.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-6.2K- 1.8% |
$93.6K - $101K
|
339K
$5.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6.3K- 9.94% |
$95.1K - $102K
|
57K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.45K- 4.43% |
$97.4K - $105K
|
139K
$2.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.48K- 14.31% |
$97.8K - $105K
|
38.8K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.72K- 14.26% |
$101K - $109K
|
40.4K
$709K
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6.85K- 7.89% |
$103K - $111K
|
80K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-7.09K- 1.6% |
$107K - $115K
|
437K
$7.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7.36K- 6.65% |
$111K - $120K
|
103K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-7.38K- 8.89% |
$111K - $120K
|
75.7K
$1.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7.68K- 39.96% |
$116K - $125K
|
11.5K
$202K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-7.7K- 5.77% |
$116K - $125K
|
126K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.86K- 4.86% |
$119K - $128K
|
154K
$2.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8.02K- 40.9% |
$121K - $130K
|
11.6K
$203K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.85K- 18.22% |
$134K - $144K
|
39.7K
$697K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.91K- 9.83% |
$135K - $145K
|
81.7K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9.02K- 4.09% |
$136K - $147K
|
212K
$3.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9.16K- 41.42% |
$138K - $149K
|
12.9K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.33K- 8.0% |
$141K - $152K
|
107K
$1.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.38K- 34.88% |
$142K - $152K
|
17.5K
$307K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.63K- 34.4% |
$145K - $157K
|
18.4K
$322K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.83K- 3.73% |
$148K - $160K
|
254K
$4.45M
|