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 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.42K+ 13.96% |
$83.7K - $89.2K
|
44.3K
$730K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.22KNew |
$80.6K - $85.9K
|
5.22K
$86.1K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.02K+ 18.03% |
$77.5K - $82.6K
|
32.9K
$542K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.74K+ 156.06% |
$73.2K - $77.9K
|
7.78K
$128K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.72K+ 3.4% |
$72.9K - $77.6K
|
144K
$2.37M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.39K+ 10.6% |
$67.7K - $72.1K
|
45.8K
$755K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.38K+ 6.81% |
$67.6K - $72K
|
68.7K
$1.13M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.14K+ 22.52% |
$63.8K - $68K
|
22.5K
$371K
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.01K+ 12.18% |
$61.9K - $65.9K
|
36.9K
$609K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4K+ 19.37% |
$61.7K - $65.8K
|
24.6K
$406K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.84K+ 8.43% |
$59.3K - $63.2K
|
49.4K
$814K
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.7K+ 10.28% |
$57.1K - $60.8K
|
39.7K
$654K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.54K+ 11.67% |
$54.6K - $58.2K
|
33.9K
$558K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.49K+ 87.2% |
$53.8K - $57.3K
|
7.49K
$123K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.47K+ 11.82% |
$53.6K - $57.1K
|
32.8K
$541K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.43K+ 19.02% |
$52.9K - $56.4K
|
21.5K
$354K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.29K+ 13.24% |
$50.7K - $54K
|
28.1K
$463K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 30.56% |
$49.7K - $53K
|
13.8K
$227K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
3.09K+ 106.38% |
$47.6K - $50.7K
|
5.99K
$98.6K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.08K+ 12.63% |
$47.4K - $50.6K
|
27.4K
$452K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 8.9% |
$47.3K - $50.4K
|
37.5K
$619K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.96K+ 10.27% |
$45.7K - $48.7K
|
31.8K
$524K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.93KNew |
$45.2K - $48.2K
|
2.93K
$48.3K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.61K+ 22.92% |
$40.3K - $43K
|
14K
$231K
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
2.5K+ 10.48% |
$38.6K - $41.1K
|
26.3K
$434K
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.5KNew |
$38.5K - $41.1K
|
2.5K
$41.2K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.42K+ 10.78% |
$37.4K - $39.8K
|
24.9K
$410K
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
2.22K+ 1.58% |
$34.3K - $36.5K
|
143K
$2.36M
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.86K+ 4.16% |
$28.7K - $30.5K
|
46.5K
$767K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.62K+ 7.13% |
$25K - $26.7K
|
24.4K
$402K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.61K+ 13.74% |
$24.9K - $26.5K
|
13.3K
$220K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.6K+ 56.14% |
$24.7K - $26.3K
|
4.45K
$73.3K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.58K+ 4.07% |
$24.3K - $25.9K
|
40.3K
$664K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 6.53% |
$24.3K - $25.9K
|
25.7K
$423K
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
1.5KNew |
$23.1K - $24.7K
|
1.5K
$24.7K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.48K+ 3.85% |
$22.9K - $24.4K
|
39.9K
$658K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.45K+ 5.02% |
$22.4K - $23.9K
|
30.4K
$501K
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.44K+ 3.43% |
$22.2K - $23.7K
|
43.5K
$717K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.36K+ 4.01% |
$21K - $22.4K
|
35.3K
$581K
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.33K+ 4.26% |
$20.5K - $21.9K
|
32.6K
$537K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 3.65% |
$19.3K - $20.5K
|
35.5K
$584K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.2K+ 10.7% |
$18.5K - $19.7K
|
12.4K
$205K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.2K+ 0.69% |
$18.4K - $19.6K
|
175K
$2.88M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.17K+ 9.65% |
$18.1K - $19.3K
|
13.3K
$219K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 3.04% |
$17.9K - $19.1K
|
39.3K
$648K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.15K+ 7.24% |
$17.8K - $18.9K
|
17.1K
$281K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.11K+ 8.03% |
$17.1K - $18.2K
|
14.9K
$246K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.09K+ 9.44% |
$16.9K - $18K
|
12.7K
$209K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.09K+ 3.95% |
$16.8K - $18K
|
28.7K
$473K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.06K+ 10.96% |
$16.4K - $17.5K
|
10.8K
$177K
|