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 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
700+ 0.55% |
$10.6K - $11.4K
|
128K
$2.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
699+ 1.6% |
$10.6K - $11.4K
|
44.4K
$731K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
688+ 0.38% |
$10.4K - $11.2K
|
184K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
675New |
$10.2K - $11K
|
675
$11.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
659+ 2.0% |
$9.95K - $10.7K
|
33.6K
$553K
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
640+ 2.67% |
$9.66K - $10.4K
|
24.6K
$406K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
606+ 1.5% |
$9.15K - $9.85K
|
41.1K
$677K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
595+ 11.25% |
$8.98K - $9.67K
|
5.89K
$97K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
593+ 15.93% |
$8.95K - $9.64K
|
4.32K
$71.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
565+ 17.43% |
$8.53K - $9.18K
|
3.81K
$62.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
548+ 2.34% |
$8.27K - $8.91K
|
23.9K
$394K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
546New |
$8.24K - $8.87K
|
546
$9K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
545+ 4.37% |
$8.23K - $8.86K
|
13K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
532+ 0.33% |
$8.03K - $8.65K
|
163K
$2.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
529+ 6.31% |
$7.99K - $8.6K
|
8.92K
$147K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
516+ 4.63% |
$7.79K - $8.39K
|
11.6K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
502+ 0.61% |
$7.58K - $8.16K
|
82.5K
$1.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
500+ 1.54% |
$7.55K - $8.13K
|
32.9K
$543K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
500+ 1.52% |
$7.55K - $8.13K
|
33.3K
$549K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
500+ 2.45% |
$7.55K - $8.13K
|
20.9K
$344K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
488+ 0.29% |
$7.37K - $7.93K
|
167K
$2.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
482+ 23.26% |
$7.28K - $7.83K
|
2.55K
$42.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
478+ 2.0% |
$7.22K - $7.77K
|
24.3K
$401K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
476+ 18.61% |
$7.19K - $7.74K
|
3.03K
$50K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
475+ 1.97% |
$7.17K - $7.72K
|
24.6K
$405K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
469+ 1.44% |
$7.08K - $7.62K
|
33.1K
$546K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
465+ 3.8% |
$7.02K - $7.56K
|
12.7K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
464+ 52.43% |
$7.01K - $7.54K
|
1.35K
$22.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
458+ 1.99% |
$6.92K - $7.44K
|
23.5K
$388K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
435+ 1.87% |
$6.57K - $7.07K
|
23.7K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
427+ 3.31% |
$6.45K - $6.94K
|
13.3K
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
422+ 1.33% |
$6.37K - $6.86K
|
32.2K
$531K
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
406+ 2.0% |
$6.13K - $6.6K
|
20.7K
$341K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
396+ 0.94% |
$5.98K - $6.44K
|
42.7K
$703K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
396+ 0.94% |
$5.98K - $6.44K
|
42.7K
$703K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
393+ 2.17% |
$5.93K - $6.39K
|
18.5K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
385+ 1.03% |
$5.81K - $6.26K
|
37.8K
$623K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
373+ 2.0% |
$5.63K - $6.06K
|
19K
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
372+ 28.22% |
$5.62K - $6.05K
|
1.69K
$27.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
371+ 19.57% |
$5.6K - $6.03K
|
2.27K
$37.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
313+ 1.43% |
$4.73K - $5.09K
|
22.2K
$366K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
312+ 1.27% |
$4.71K - $5.07K
|
24.8K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
307+ 18.45% |
$4.64K - $4.99K
|
1.97K
$32.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
300+ 0.55% |
$4.53K - $4.88K
|
55K
$906K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
297+ 0.25% |
$4.48K - $4.83K
|
117K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
289+ 2.5% |
$4.36K - $4.7K
|
11.8K
$195K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
275+ 0.4% |
$4.15K - $4.47K
|
69.7K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
271+ 20.88% |
$4.09K - $4.4K
|
1.57K
$25.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
256+ 22.67% |
$3.87K - $4.16K
|
1.39K
$22.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
251+ 1.97% |
$3.79K - $4.08K
|
13K
$214K
|