Purchases and Sales Made in Q3 2024 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
329+ 0.23% |
$5.08K - $5.41K
|
144K
$2.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
329+ 0.32% |
$5.08K - $5.41K
|
104K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
316+ 0.92% |
$4.88K - $5.2K
|
34.8K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
316+ 56.03% |
$4.88K - $5.2K
|
880
$17.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
314+ 1.27% |
$4.85K - $5.16K
|
25.1K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
310+ 0.24% |
$4.78K - $5.1K
|
129K
$2.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
300+ 0.64% |
$4.63K - $4.93K
|
47.3K
$946K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
300+ 1.69% |
$4.63K - $4.93K
|
18K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
294New |
$4.54K - $4.83K
|
294
$5.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
291+ 0.06% |
$4.49K - $4.78K
|
473K
$9.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
276+ 1.49% |
$4.26K - $4.54K
|
18.8K
$375K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
269+ 20.49% |
$4.15K - $4.42K
|
1.58K
$31.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
266+ 2.05% |
$4.1K - $4.37K
|
13.3K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
256+ 1.48% |
$3.95K - $4.21K
|
17.5K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
254+ 1.95% |
$3.92K - $4.18K
|
13.3K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
253+ 1.95% |
$3.9K - $4.16K
|
13.2K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
251+ 1.26% |
$3.87K - $4.13K
|
20.3K
$405K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
248+ 0.5% |
$3.83K - $4.08K
|
50.1K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
242+ 1.9% |
$3.73K - $3.98K
|
13K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
238+ 1.21% |
$3.67K - $3.91K
|
19.9K
$398K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
237+ 1.84% |
$3.66K - $3.9K
|
13.1K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
232+ 5.99% |
$3.58K - $3.81K
|
4.11K
$82.1K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
228+ 1.03% |
$3.52K - $3.75K
|
22.3K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
224+ 1.24% |
$3.46K - $3.68K
|
18.3K
$367K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
222+ 0.89% |
$3.43K - $3.65K
|
25.1K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
207New |
$3.19K - $3.4K
|
207
$4.14K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
200+ 3.88% |
$3.09K - $3.29K
|
5.36K
$107K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200+ 1.99% |
$3.09K - $3.29K
|
10.2K
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
200New |
$3.09K - $3.29K
|
200
$4K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
193+ 1.37% |
$2.98K - $3.17K
|
14.3K
$286K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
193+ 7.38% |
$2.98K - $3.17K
|
2.81K
$56.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
183+ 1.52% |
$2.82K - $3.01K
|
12.2K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
176+ 0.56% |
$2.72K - $2.89K
|
31.6K
$632K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
175+ 1.13% |
$2.7K - $2.88K
|
15.7K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
167New |
$2.58K - $2.75K
|
167
$3.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
155+ 1.31% |
$2.39K - $2.55K
|
12K
$240K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
154+ 1.32% |
$2.38K - $2.53K
|
11.8K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
151+ 0.12% |
$2.33K - $2.48K
|
128K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
150+ 1.42% |
$2.31K - $2.47K
|
10.7K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
143+ 0.27% |
$2.21K - $2.35K
|
53.7K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
134New |
$2.07K - $2.2K
|
134
$2.68K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
132+ 0.68% |
$2.04K - $2.17K
|
19.5K
$389K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
129+ 0.71% |
$1.99K - $2.12K
|
18.2K
$364K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
129+ 0.97% |
$1.99K - $2.12K
|
13.5K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
129+ 0.89% |
$1.99K - $2.12K
|
14.6K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
125+ 0.05% |
$1.93K - $2.06K
|
253K
$5.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
125+ 3.11% |
$1.93K - $2.06K
|
4.14K
$82.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
125+ 0.1% |
$1.93K - $2.06K
|
122K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
122+ 0.34% |
$1.88K - $2.01K
|
36.1K
$721K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
111+ 2.32% |
$1.71K - $1.82K
|
4.9K
$98K
|