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 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-14K- 33.65% |
$211K - $228K
|
27.6K
$455K
|
|
Aug 14, 2024
Q2 2024
|
Nokomis Capital, L.L.C.
Dallas, TX |
SELL
|
- |
-14.1K- 15.18% |
$213K - $229K
|
78.8K
$1.3M
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-14.2K- 10.89% |
$215K - $231K
|
116K
$1.92M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-14.2K- 7.7% |
$215K - $231K
|
170K
$2.81M
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-14.6K- 12.42% |
$220K - $237K
|
103K
$1.69M
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-14.6K- 2.49% |
$220K - $237K
|
571K
$9.41M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.8K- 3.34% |
$223K - $240K
|
427K
$7.04M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15.1K- 5.41% |
$227K - $245K
|
263K
$4.34M
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-15.2K- 56.4% |
$229K - $247K
|
11.7K
$193K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-16.6K- 14.96% |
$250K - $269K
|
94.1K
$1.55M
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-16.8K- 8.16% |
$253K - $273K
|
189K
$3.11M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17.1K- 1.76% |
$259K - $279K
|
958K
$15.8M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17.5K- 2.04% |
$264K - $285K
|
840K
$13.8M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.6K- 85.07% |
$266K - $287K
|
3.1K
$51K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-17.6K- 23.96% |
$266K - $287K
|
56K
$923K
|
|
Aug 09, 2024
Q2 2024
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-18K- 0.08% |
$272K - $292K
|
22.5M
$371M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-18.4K- 1.92% |
$279K - $300K
|
944K
$15.6M
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-18.5K- 39.01% |
$279K - $301K
|
28.9K
$477K
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-18.5K- 4.89% |
$280K - $301K
|
360K
$5.94M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19K- 31.26% |
$287K - $309K
|
41.8K
$689K
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.2K- 7.65% |
$290K - $312K
|
231K
$3.81M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.9K- 13.75% |
$300K - $323K
|
125K
$2.05M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-21.9K- 23.41% |
$331K - $356K
|
71.6K
$1.18M
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-22.5K- 34.25% |
$340K - $366K
|
43.3K
$713K
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-22.5K- 33.53% |
$340K - $366K
|
44.7K
$736K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-22.9K- 50.43% |
$346K - $372K
|
22.5K
$371K
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-26.3K- 27.71% |
$397K - $428K
|
68.7K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-26.7K- 2.9% |
$403K - $433K
|
892K
$14.7M
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-27.3K- 10.9% |
$413K - $444K
|
223K
$3.68M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-27.3K- 44.39% |
$413K - $444K
|
34.3K
$565K
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-27.6K- 10.93% |
$416K - $448K
|
224K
$3.7M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-27.6K- 51.48% |
$417K - $449K
|
26K
$429K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-27.9K- 32.04% |
$421K - $453K
|
59.1K
$973K
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-27.9K- 3.16% |
$422K - $454K
|
857K
$14.1M
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-29K- 25.43% |
$439K - $472K
|
85.2K
$1.4M
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-31.2K- 37.97% |
$472K - $508K
|
51K
$841K
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-33.3K- 44.62% |
$503K - $541K
|
41.3K
$681K
|
|
Aug 07, 2024
Q2 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
SELL
|
- |
-34.3K- 13.24% |
$518K - $558K
|
225K
$3.71M
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-35.8K- 2.46% |
$540K - $581K
|
1.42M
$23.4M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-37.5K- 16.64% |
$566K - $609K
|
188K
$3.1M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-39.9K- 64.39% |
$603K - $649K
|
22.1K
$364K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-40.4K- 95.17% |
$609K - $656K
|
2.05K
$33.8K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-42.9K- 7.84% |
$647K - $697K
|
504K
$8.3M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.4K- 10.97% |
$655K - $705K
|
352K
$5.81M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-43.6K- 80.87% |
$658K - $709K
|
10.3K
$170K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-47.1K- 73.18% |
$712K - $766K
|
17.3K
$285K
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-49K- 6.98% |
$740K - $796K
|
653K
$10.8M
|
|
Aug 14, 2024
Q2 2024
|
Lonestar Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-50K- 3.33% |
$755K - $813K
|
1.45M
$23.9M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-54.8K- 42.63% |
$828K - $891K
|
73.8K
$1.22M
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-55.9K- 81.33% |
$844K - $908K
|
12.8K
$212K
|