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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
111+ 2.32% |
$1.71K - $1.82K
|
4.9K
$92.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
104+ 1.77% |
$1.6K - $1.71K
|
5.99K
$113K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
104+ 0.64% |
$1.6K - $1.71K
|
16.4K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
100+ 0.44% |
$1.54K - $1.64K
|
22.6K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100New |
$1.54K - $1.64K
|
100
$1.89K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
100+ 0.31% |
$1.54K - $1.64K
|
32.2K
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
100New |
$1.54K - $1.64K
|
100
$1.89K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 0.3% |
$1.54K - $1.64K
|
33.8K
$638K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
100+ 0.38% |
$1.54K - $1.64K
|
26.5K
$500K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
92+ 0.09% |
$1.42K - $1.51K
|
107K
$2.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
89+ 1.99% |
$1.37K - $1.46K
|
4.55K
$86K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
81+ 13.26% |
$1.25K - $1.33K
|
692
$13.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
81+ 0.37% |
$1.25K - $1.33K
|
22.2K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
80New |
$1.23K - $1.32K
|
80
$1.51K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
77+ 2.02% |
$1.19K - $1.27K
|
3.88K
$73.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
69+ 0.48% |
$1.06K - $1.13K
|
14.6K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
69+ 3.81% |
$1.06K - $1.13K
|
1.88K
$35.5K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
69+ 0.44% |
$1.06K - $1.13K
|
15.8K
$298K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
63+ 1.93% |
$972 - $1.04K
|
3.33K
$62.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
63+ 0.47% |
$972 - $1.04K
|
13.5K
$255K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
62+ 0.28% |
$957 - $1.02K
|
22.5K
$424K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
60+ 0.56% |
$926 - $986
|
10.8K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
60+ 0.27% |
$926 - $986
|
22.3K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
59New |
$910 - $970
|
59
$1.11K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
59+ 1.94% |
$910 - $970
|
3.09K
$58.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$910 - $970
|
59
$1.11K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
58+ 1.96% |
$895 - $954
|
3.02K
$57K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50+ 13.02% |
$772 - $822
|
434
$8.19K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
49+ 0.03% |
$756 - $806
|
186K
$3.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
46+ 0.4% |
$710 - $756
|
11.4K
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
45+ 2.0% |
$694 - $740
|
2.29K
$43.3K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
42+ 0.14% |
$648 - $690
|
30.8K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 0.24% |
$633 - $674
|
17K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 0.13% |
$509 - $543
|
25.8K
$488K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32+ 0.32% |
$494 - $526
|
9.91K
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
32+ 0.14% |
$494 - $526
|
22.6K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
31+ 0.07% |
$478 - $510
|
43.8K
$827K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
31+ 0.07% |
$478 - $510
|
46K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
29+ 2.02% |
$447 - $477
|
1.46K
$27.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
29+ 0.28% |
$447 - $477
|
10.5K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
28+ 2.08% |
$432 - $460
|
1.38K
$26K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.15% |
$417 - $444
|
18K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27+ 10.47% |
$417 - $444
|
285
$5.38K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
26+ 0.02% |
$401 - $427
|
107K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.19% |
$386 - $411
|
13.3K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 0.23% |
$370 - $395
|
10.6K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
22+ 0.17% |
$339 - $362
|
13.1K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21+ 0.1% |
$324 - $345
|
22K
$416K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 0.22% |
$324 - $345
|
9.44K
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
21+ 0.17% |
$324 - $345
|
12.3K
$232K
|