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 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.04K+ 0.84% |
$16K - $17K
|
124K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.01K+ 1.03% |
$15.6K - $16.6K
|
99.2K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
984+ 1.76% |
$15.2K - $16.2K
|
56.9K
$937K
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
968+ 1.14% |
$14.9K - $15.9K
|
86.2K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
950+ 21.43% |
$14.7K - $15.6K
|
5.38K
$88.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
921+ 3.89% |
$14.2K - $15.1K
|
24.6K
$405K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
837+ 3.4% |
$12.9K - $13.8K
|
25.5K
$420K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
777+ 1.61% |
$12K - $12.8K
|
49.1K
$809K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
750+ 43.55% |
$11.6K - $12.3K
|
2.47K
$40.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
723+ 1.63% |
$11.2K - $11.9K
|
45.1K
$743K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
709+ 2.28% |
$10.9K - $11.7K
|
31.9K
$525K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
680+ 2.03% |
$10.5K - $11.2K
|
34.3K
$565K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
650+ 65.0% |
$10K - $10.7K
|
1.65K
$27.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
598+ 3.59% |
$9.23K - $9.83K
|
17.3K
$284K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
590+ 3.29% |
$9.1K - $9.7K
|
18.5K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
580+ 12.25% |
$8.95K - $9.54K
|
5.32K
$87.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
520+ 1.64% |
$8.02K - $8.55K
|
32.1K
$530K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
509+ 2.68% |
$7.85K - $8.37K
|
19.5K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
509+ 1.53% |
$7.85K - $8.37K
|
33.8K
$558K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
504+ 0.56% |
$7.78K - $8.29K
|
90K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
500+ 1.75% |
$7.72K - $8.22K
|
29K
$478K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
500+ 0.69% |
$7.72K - $8.22K
|
72.7K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
500+ 3.8% |
$7.72K - $8.22K
|
13.6K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
489+ 2.79% |
$7.55K - $8.04K
|
18K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
482+ 23.26% |
$7.44K - $7.92K
|
2.55K
$42.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
480+ 1.95% |
$7.41K - $7.89K
|
25.1K
$413K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
466+ 2.9% |
$7.19K - $7.66K
|
16.5K
$272K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
429+ 1.33% |
$6.62K - $7.05K
|
32.7K
$538K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
424+ 0.62% |
$6.54K - $6.97K
|
69K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
402+ 1.71% |
$6.2K - $6.61K
|
23.9K
$394K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
386+ 1.8% |
$5.96K - $6.35K
|
21.9K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
366+ 1.93% |
$5.65K - $6.02K
|
19.3K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
360+ 0.95% |
$5.55K - $5.92K
|
38.1K
$628K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
359+ 0.55% |
$5.54K - $5.9K
|
65.6K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
349+ 2.89% |
$5.39K - $5.74K
|
12.4K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
334+ 0.21% |
$5.15K - $5.49K
|
163K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
316+ 56.03% |
$4.88K - $5.2K
|
880
$14.5K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
300+ 1.69% |
$4.63K - $4.93K
|
18K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
276+ 1.49% |
$4.26K - $4.54K
|
18.8K
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
269+ 20.49% |
$4.15K - $4.42K
|
1.58K
$26.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
253+ 1.95% |
$3.9K - $4.16K
|
13.2K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
251+ 1.26% |
$3.87K - $4.13K
|
20.3K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
237+ 1.84% |
$3.66K - $3.9K
|
13.1K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
232+ 5.99% |
$3.58K - $3.81K
|
4.11K
$67.7K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
228+ 1.03% |
$3.52K - $3.75K
|
22.3K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
224+ 1.24% |
$3.46K - $3.68K
|
18.3K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
222+ 0.89% |
$3.43K - $3.65K
|
25.1K
$414K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
200New |
$3.09K - $3.29K
|
200
$3.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
200+ 3.88% |
$3.09K - $3.29K
|
5.36K
$88.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200+ 1.99% |
$3.09K - $3.29K
|
10.2K
$169K
|