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
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.25K+ 25.1% |
$94.4K - $102K
|
31.1K
$513K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.15K+ 45.31% |
$92.9K - $100K
|
19.7K
$325K
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.1K+ 52.12% |
$92.1K - $99.1K
|
17.8K
$293K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
6K+ 24.93% |
$90.6K - $97.5K
|
30.1K
$496K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.82K+ 2.17% |
$87.9K - $94.6K
|
274K
$4.52M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.8K+ 26.54% |
$87.5K - $94.2K
|
27.6K
$455K
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.6K+ 10.2% |
$84.6K - $91K
|
60.5K
$997K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.52K+ 31.65% |
$83.3K - $89.7K
|
23K
$378K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.46K+ 25.86% |
$82.5K - $88.8K
|
26.6K
$438K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.25K+ 66.37% |
$79.3K - $85.3K
|
13.2K
$217K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.22K+ 78.21% |
$78.8K - $84.8K
|
11.9K
$196K
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
5.16K+ 4.27% |
$78K - $83.9K
|
126K
$2.08M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.16K+ 16.03% |
$77.9K - $83.8K
|
37.3K
$615K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.15K+ 32.73% |
$77.7K - $83.7K
|
20.9K
$344K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.12KNew |
$77.3K - $83.1K
|
5.12K
$84.3K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5KNew |
$75.5K - $81.3K
|
5K
$82.4K
|
|
Aug 13, 2024
Q2 2024
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
5K+ 20.0% |
$75.5K - $81.3K
|
30K
$494K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.99K+ 37.08% |
$75.4K - $81.1K
|
18.5K
$304K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.98K+ 3.58% |
$75.1K - $80.9K
|
144K
$2.37M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.91K+ 4.51% |
$74.1K - $79.7K
|
114K
$1.87M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.76K+ 6.01% |
$71.8K - $77.3K
|
83.8K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.75K+ 1.67% |
$71.7K - $77.2K
|
289K
$4.77M
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.54K+ 14.89% |
$68.6K - $73.8K
|
35.1K
$578K
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.45K+ 22.31% |
$67.2K - $72.3K
|
24.4K
$402K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.33K+ 4.08% |
$65.3K - $70.3K
|
110K
$1.82M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.18K+ 1.17% |
$63.2K - $68K
|
362K
$5.97M
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4.09K+ 3.96% |
$61.7K - $66.4K
|
107K
$1.77M
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.06KNew |
$61.3K - $65.9K
|
4.06K
$66.9K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.94K+ 0.5% |
$59.5K - $64K
|
790K
$13M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.89K+ 4.12% |
$58.7K - $63.2K
|
98.3K
$1.62M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.78K+ 18.12% |
$57.1K - $61.4K
|
24.6K
$406K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
3.73K+ 18.51% |
$56.2K - $60.5K
|
23.8K
$393K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.7K+ 16.48% |
$55.8K - $60.1K
|
26.1K
$431K
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.68K+ 26.37% |
$55.6K - $59.8K
|
17.6K
$291K
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3.64K+ 0.44% |
$54.9K - $59.1K
|
825K
$13.6M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.61KNew |
$54.6K - $58.7K
|
3.61K
$59.6K
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
3.51K+ 15.51% |
$52.9K - $57K
|
26.1K
$430K
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.5K+ 1.89% |
$52.9K - $56.9K
|
189K
$3.12M
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.5K+ 29.54% |
$52.9K - $56.9K
|
15.4K
$253K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.49K+ 2.93% |
$52.7K - $56.7K
|
123K
$2.02M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.41K+ 26.94% |
$51.5K - $55.4K
|
16.1K
$265K
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
3.29K+ 0.64% |
$49.7K - $53.5K
|
520K
$8.57M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.26K+ 4.44% |
$49.2K - $53K
|
76.6K
$1.26M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.22K+ 53.63% |
$48.6K - $52.3K
|
9.22K
$152K
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.13K+ 2.15% |
$47.3K - $50.9K
|
149K
$2.46M
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
3.12K+ 6.34% |
$47.1K - $50.7K
|
52.4K
$863K
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.05K+ 3.4% |
$46.1K - $49.6K
|
92.8K
$1.53M
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.03K+ 14.11% |
$45.8K - $49.3K
|
24.5K
$404K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.03K+ 3.59% |
$45.8K - $49.2K
|
87.5K
$1.44M
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.02K+ 4.58% |
$45.7K - $49.1K
|
69.1K
$1.14M
|