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 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.8K+ 1.74% |
$284K - $306K
|
1.1M
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
18.8K+ 2.25% |
$284K - $306K
|
856K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17.9KNew |
$270K - $290K
|
17.9K
$294K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
17.8K+ 110.97% |
$269K - $290K
|
33.9K
$559K
|
|
|
Aug 01, 2024
Q2 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
17.6K+ 14.25% |
$265K - $286K
|
141K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.1K+ 25.08% |
$259K - $279K
|
85.5K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
17K+ 14.8% |
$257K - $276K
|
132K
$2.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.8K+ 4.8% |
$253K - $273K
|
367K
$6.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16.5K+ 56.87% |
$249K - $268K
|
45.6K
$751K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.5K+ 14.49% |
$249K - $268K
|
130K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16.4K+ 22.59% |
$248K - $267K
|
89.2K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.3K+ 27.38% |
$247K - $266K
|
76K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
16.3KNew |
$247K - $265K
|
16.3K
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
16.1K+ 3.43% |
$244K - $262K
|
486K
$8.01M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
15.7KNew |
$237K - $255K
|
15.7K
$259K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
15.7K+ 77.89% |
$237K - $255K
|
35.8K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
15.6K+ 0.71% |
$236K - $254K
|
2.22M
$36.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
15.6KNew |
$235K - $253K
|
15.6K
$256K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
15.5K+ 8.15% |
$234K - $252K
|
206K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
15.4KNew |
$232K - $250K
|
15.4K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
15.3KNew |
$231K - $248K
|
15.3K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15.2K+ 20.96% |
$230K - $248K
|
87.9K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
15K+ 32.95% |
$227K - $244K
|
60.5K
$997K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14.9K+ 25.4% |
$226K - $243K
|
73.8K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
14.7K+ 8.04% |
$222K - $239K
|
198K
$3.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.7K+ 30.21% |
$222K - $239K
|
63.3K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.3K+ 16.58% |
$216K - $232K
|
100K
$1.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
14K+ 86.2% |
$212K - $228K
|
30.3K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.9K+ 49.17% |
$210K - $227K
|
42.3K
$697K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.8KNew |
$209K - $225K
|
13.8K
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13.8K+ 2.89% |
$209K - $225K
|
493K
$8.12M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$209K - $224K
|
13.8K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
13.6K+ 7.61% |
$206K - $221K
|
193K
$3.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13.6K+ 21.47% |
$205K - $221K
|
77K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13.3KNew |
$201K - $216K
|
13.3K
$219K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13.2K+ 27.57% |
$200K - $215K
|
61.3K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.1K+ 4.03% |
$198K - $214K
|
339K
$5.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.1K+ 9.17% |
$198K - $213K
|
156K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.9K+ 9.0% |
$195K - $210K
|
157K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
12.7K+ 82.33% |
$192K - $207K
|
28.2K
$465K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
12.7KNew |
$192K - $207K
|
12.7K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
12.7KNew |
$192K - $207K
|
12.7K
$210K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
12.7K+ 4.32% |
$191K - $206K
|
306K
$5.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.6KNew |
$191K - $205K
|
12.6K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
12.6KNew |
$190K - $205K
|
12.6K
$207K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
12.3K+ 38.7% |
$186K - $200K
|
44.1K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 6.0% |
$186K - $200K
|
217K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 10.73% |
$186K - $200K
|
127K
$2.09M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
11.8KNew |
$178K - $192K
|
11.8K
$195K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
11.8KNew |
$178K - $192K
|
11.8K
$195K
|