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 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.5K+ 5.49% |
$22.7K - $24.4K
|
28.8K
$475K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.5K+ 5.47% |
$22.7K - $24.4K
|
28.9K
$477K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.45KNew |
$21.9K - $23.5K
|
1.45K
$23.9K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
1.44K+ 4.92% |
$21.8K - $23.5K
|
30.8K
$507K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.43K+ 3.04% |
$21.7K - $23.3K
|
48.6K
$800K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.43K+ 2.1% |
$21.5K - $23.2K
|
69.3K
$1.14M
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.4K+ 7.97% |
$21.1K - $22.7K
|
18.9K
$312K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 6.54% |
$20.9K - $22.5K
|
22.5K
$371K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.34K+ 13.62% |
$20.2K - $21.7K
|
11.1K
$184K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.33K+ 10.4% |
$20.1K - $21.6K
|
14.1K
$232K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.32K+ 3.33% |
$19.9K - $21.4K
|
40.8K
$672K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.23K+ 411.0% |
$18.6K - $20K
|
1.53K
$25.3K
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.22K+ 7.51% |
$18.5K - $19.9K
|
17.5K
$289K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 10.49% |
$18.4K - $19.8K
|
12.8K
$212K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.21K+ 1.59% |
$18.3K - $19.7K
|
77.5K
$1.28M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.16K+ 4.59% |
$17.5K - $18.8K
|
26.4K
$435K
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.14K+ 2.38% |
$17.2K - $18.5K
|
49.1K
$809K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.14K+ 7.31% |
$17.2K - $18.5K
|
16.7K
$275K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.45% |
$16.9K - $18.2K
|
78.4K
$1.29M
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.11K+ 6.59% |
$16.8K - $18.1K
|
18K
$297K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.1K+ 18.87% |
$16.7K - $17.9K
|
6.96K
$115K
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.1K+ 1.78% |
$16.6K - $17.9K
|
62.8K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.05K+ 2.27% |
$15.8K - $17K
|
47.1K
$777K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.03K+ 3.54% |
$15.6K - $16.8K
|
30.2K
$498K
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.03K+ 0.39% |
$15.6K - $16.8K
|
264K
$4.34M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.03K+ 2.29% |
$15.6K - $16.8K
|
46K
$758K
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.02K+ 0.59% |
$15.4K - $16.6K
|
174K
$2.87M
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.02K+ 3.76% |
$15.3K - $16.5K
|
28K
$462K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1K+ 5.01% |
$15.1K - $16.3K
|
21K
$346K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$15.1K - $16.3K
|
1K
$16.5K
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1K+ 0.48% |
$15.1K - $16.3K
|
210K
$3.45M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1K+ 0.26% |
$15.1K - $16.3K
|
385K
$6.34M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1K+ 6.91% |
$15.1K - $16.3K
|
15.5K
$255K
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
1K+ 4.63% |
$15.1K - $16.3K
|
22.6K
$372K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
988+ 1.12% |
$14.9K - $16.1K
|
89.5K
$1.47M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
965+ 0.15% |
$14.6K - $15.7K
|
641K
$10.6M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
950+ 5.6% |
$14.3K - $15.4K
|
17.9K
$295K
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
946+ 1.33% |
$14.3K - $15.4K
|
72.2K
$1.19M
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
940+ 5.89% |
$14.2K - $15.3K
|
16.9K
$279K
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
930+ 0.17% |
$14K - $15.1K
|
554K
$9.12M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
900New |
$13.6K - $14.6K
|
900
$14.8K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
889+ 7.94% |
$13.4K - $14.4K
|
12.1K
$199K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
830New |
$12.5K - $13.5K
|
830
$13.7K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
814+ 0.19% |
$12.3K - $13.2K
|
432K
$7.13M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
785+ 0.1% |
$11.9K - $12.8K
|
781K
$12.9M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
772+ 5.57% |
$11.7K - $12.5K
|
14.6K
$241K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
765New |
$11.6K - $12.4K
|
765
$12.6K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
764New |
$11.5K - $12.4K
|
764
$12.6K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
753+ 1.97% |
$11.4K - $12.2K
|
39K
$643K
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
712+ 1.05% |
$10.8K - $11.6K
|
68.6K
$1.13M
|