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 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
34.5KNew |
$522K - $561K
|
34.5K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
34.2KNew |
$517K - $556K
|
34.2K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
33.9KNew |
$512K - $551K
|
33.9K
$559K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
33KNew |
$499K - $536K
|
33K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
33KNew |
$498K - $536K
|
33K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
32.8K+ 7.09% |
$496K - $533K
|
496K
$8.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
32.4KNew |
$489K - $526K
|
32.4K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
32.1KNew |
$485K - $522K
|
32.1K
$529K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
32KNew |
$483K - $520K
|
32K
$527K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
31.6KNew |
$477K - $514K
|
31.6K
$521K
|
|
|
Aug 02, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
31.2K+ 61.22% |
$472K - $508K
|
82.3K
$1.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
31.2KNew |
$472K - $508K
|
31.2K
$515K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
31KNew |
$468K - $504K
|
31K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
30.9K+ 302.03% |
$466K - $502K
|
41.1K
$677K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
30.8KNew |
$465K - $500K
|
30.8K
$507K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
30.6KNew |
$461K - $496K
|
30.6K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.7K+ 4.76% |
$449K - $483K
|
654K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
28.7KNew |
$433K - $466K
|
28.7K
$472K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
27.9KNew |
$421K - $453K
|
27.9K
$460K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.8K+ 11.5% |
$419K - $451K
|
269K
$4.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
26.2K+ 76.24% |
$395K - $425K
|
60.5K
$997K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26.1K+ 3.15% |
$394K - $424K
|
855K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
26KNew |
$393K - $423K
|
26K
$429K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.9KNew |
$391K - $420K
|
25.9K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
25.4KNew |
$384K - $413K
|
25.4K
$419K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
25.2K+ 3.4% |
$380K - $409K
|
765K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24.4K+ 3.22% |
$368K - $396K
|
782K
$12.9M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23.3KNew |
$352K - $379K
|
23.3K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.1K+ 10.29% |
$350K - $376K
|
248K
$4.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.8K+ 14.17% |
$345K - $371K
|
184K
$3.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22.7KNew |
$343K - $370K
|
22.7K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.7K+ 9.42% |
$342K - $368K
|
263K
$4.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
22.5KNew |
$340K - $366K
|
22.5K
$371K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.2K+ 12.72% |
$335K - $360K
|
196K
$3.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
22K+ 130.55% |
$332K - $357K
|
38.9K
$640K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
21.9K+ 7.83% |
$331K - $356K
|
302K
$4.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
21.9K+ 18.71% |
$331K - $356K
|
139K
$2.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.9K+ 215.94% |
$330K - $356K
|
32K
$528K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.7K+ 95.44% |
$328K - $353K
|
44.5K
$734K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.4K+ 127.44% |
$322K - $347K
|
38.1K
$628K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.5K+ 4.1% |
$309K - $333K
|
520K
$8.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20.4K+ 53.83% |
$307K - $331K
|
58.2K
$959K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
20.4K+ 37.51% |
$307K - $331K
|
74.6K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.1K+ 77.37% |
$303K - $327K
|
46.1K
$759K
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
20KNew |
$302K - $325K
|
20K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
19.5K+ 28.54% |
$295K - $317K
|
87.9K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.5K+ 7.9% |
$294K - $317K
|
266K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
19.3K+ 1.66% |
$291K - $313K
|
1.18M
$19.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
19.2KNew |
$290K - $312K
|
19.2K
$316K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
19KNew |
$286K - $308K
|
19K
$313K
|