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 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.02K+ 61.82% |
$45.6K - $49K
|
7.9K
$130K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.91K+ 10.07% |
$44K - $47.3K
|
31.8K
$524K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.83K+ 18.21% |
$42.8K - $46.1K
|
18.4K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.8K+ 26.13% |
$42.3K - $45.5K
|
13.5K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
BUY
|
- |
2.76K+ 0.87% |
$41.7K - $44.9K
|
321K
$5.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$41.5K - $44.7K
|
2.75K
$45.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.7K+ 4.04% |
$40.8K - $43.9K
|
69.6K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.68K+ 24.23% |
$40.5K - $43.6K
|
13.8K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
2.67K+ 3.26% |
$40.4K - $43.5K
|
84.6K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.63K+ 8.55% |
$39.6K - $42.7K
|
33.3K
$549K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.6KNew |
$39.3K - $42.3K
|
2.6K
$42.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.6K+ 25.02% |
$39.3K - $42.3K
|
13K
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
2.6KNew |
$39.3K - $42.3K
|
2.6K
$42.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.59K+ 2.42% |
$39.1K - $42.1K
|
110K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2.52K+ 1.4% |
$38K - $40.9K
|
182K
$3M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.51K+ 5.49% |
$37.9K - $40.7K
|
48.2K
$794K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.47K+ 11.4% |
$37.3K - $40.1K
|
24.1K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.38K+ 14.02% |
$35.9K - $38.6K
|
19.3K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.35K+ 89.64% |
$35.5K - $38.3K
|
4.98K
$82.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.35K+ 13.44% |
$35.5K - $38.2K
|
19.8K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.33K+ 36.33% |
$35.2K - $37.9K
|
8.76K
$144K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.31K+ 0.8% |
$34.9K - $37.5K
|
290K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.23K+ 8.72% |
$33.7K - $36.3K
|
27.9K
$459K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.21K+ 1.29% |
$33.4K - $35.9K
|
174K
$2.86M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2.2K+ 0.31% |
$33.3K - $35.8K
|
720K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.2K+ 12.59% |
$33.2K - $35.7K
|
19.7K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.19K+ 4.07% |
$33K - $35.6K
|
55.9K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.16K+ 2.34% |
$32.7K - $35.2K
|
94.7K
$1.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.16K+ 3.42% |
$32.5K - $35K
|
65.2K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.1K+ 9.31% |
$31.7K - $34.1K
|
24.7K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.05K+ 2.18% |
$31K - $33.4K
|
96.3K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.01K+ 3.63% |
$30.3K - $32.6K
|
57.3K
$944K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
2KNew |
$30.2K - $32.5K
|
2K
$33K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.96K+ 31.78% |
$29.6K - $31.9K
|
8.14K
$134K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
1.91K+ 15.13% |
$28.8K - $31K
|
14.5K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.9K+ 2.35% |
$28.7K - $30.9K
|
82.7K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 13.24% |
$28.3K - $30.5K
|
16K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.87K+ 0.63% |
$28.2K - $30.4K
|
299K
$4.92M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.78K+ 60.11% |
$26.8K - $28.9K
|
4.74K
$78K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.74K+ 5.24% |
$26.3K - $28.3K
|
35K
$577K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
1.72K+ 9.66% |
$26K - $28K
|
19.5K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.72K+ 0.56% |
$25.9K - $27.9K
|
310K
$5.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.7K+ 40.15% |
$25.7K - $27.6K
|
5.93K
$97.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.68K+ 4.54% |
$25.4K - $27.3K
|
38.7K
$638K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.65K+ 137.5% |
$24.9K - $26.8K
|
2.85K
$47K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.62K+ 2.15% |
$24.5K - $26.4K
|
77.1K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.58K+ 3.55% |
$23.8K - $25.6K
|
46K
$759K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
1.55K+ 7.23% |
$23.4K - $25.2K
|
23K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.54K+ 13.41% |
$23.3K - $25K
|
13K
$215K
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.53K+ 9.49% |
$23K - $24.8K
|
17.6K
$290K
|