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 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.4KNew |
$172K - $185K
|
11.4K
$188K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.1K+ 19.8% |
$168K - $180K
|
67.2K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
11K+ 39.3% |
$166K - $179K
|
39.1K
$644K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.9K+ 103.66% |
$165K - $178K
|
21.5K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10.8K+ 6.04% |
$163K - $176K
|
190K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.7KNew |
$162K - $174K
|
10.7K
$177K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.6KNew |
$159K - $171K
|
10.6K
$174K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$159K - $171K
|
10.5K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.5K+ 2.27% |
$159K - $171K
|
473K
$7.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 7.29% |
$159K - $171K
|
155K
$2.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5K+ 60.25% |
$158K - $170K
|
27.9K
$460K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 33.91% |
$158K - $170K
|
41.4K
$682K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.5K+ 567.93% |
$158K - $170K
|
12.3K
$203K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
10.4K+ 13.69% |
$156K - $168K
|
86K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
10.3K+ 325.83% |
$155K - $167K
|
13.4K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.2K+ 30.44% |
$154K - $166K
|
43.8K
$722K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.2KNew |
$154K - $165K
|
10.2K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
10.2KNew |
$153K - $165K
|
10.2K
$167K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10KNew |
$152K - $163K
|
10K
$165K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
10K+ 34.73% |
$151K - $163K
|
38.8K
$640K
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
10K+ 16.46% |
$151K - $163K
|
70.8K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
9.96KNew |
$150K - $162K
|
9.96K
$164K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.91K+ 34.68% |
$150K - $161K
|
38.5K
$634K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.51K+ 66.52% |
$144K - $155K
|
23.8K
$392K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9.5K+ 4.29% |
$143K - $154K
|
231K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.32K+ 237.35% |
$141K - $151K
|
13.2K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
9.32KNew |
$141K - $151K
|
9.32K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.94K+ 36.04% |
$135K - $145K
|
33.8K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.91K+ 1.29% |
$135K - $145K
|
701K
$11.6M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8.5KNew |
$128K - $138K
|
8.5K
$140K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.44K+ 3.45% |
$127K - $137K
|
253K
$4.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.32K+ 2.25% |
$126K - $135K
|
378K
$6.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
8KNew |
$121K - $130K
|
8K
$132K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.99K+ 14.18% |
$121K - $130K
|
64.4K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.97K+ 1.67% |
$120K - $130K
|
485K
$8M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
7.73K+ 26.03% |
$117K - $126K
|
37.4K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
7.57K+ 1.68% |
$114K - $123K
|
457K
$7.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
7.53K+ 1.94% |
$114K - $122K
|
396K
$6.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
7.5K+ 39.58% |
$113K - $122K
|
26.5K
$436K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.43K+ 5.26% |
$112K - $121K
|
149K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
6.97K+ 0.83% |
$105K - $113K
|
844K
$13.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.86K+ 2.03% |
$104K - $111K
|
345K
$5.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.69K+ 0.95% |
$101K - $109K
|
710K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
6.69K+ 4.03% |
$101K - $109K
|
173K
$2.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67K+ 29.41% |
$101K - $108K
|
29.4K
$484K
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
6.53K+ 61.99% |
$98.6K - $106K
|
17.1K
$281K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
6.51K+ 26.24% |
$98.3K - $106K
|
31.3K
$516K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.49K+ 0.67% |
$98K - $105K
|
972K
$16M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.44K+ 4.29% |
$97.2K - $105K
|
157K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.37K+ 6.7% |
$96.2K - $104K
|
102K
$1.67M
|