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 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
12K+ 48.94% |
$185K - $197K
|
36.5K
$638K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
12K+ 6.32% |
$185K - $197K
|
202K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.5K+ 65.89% |
$178K - $190K
|
29.1K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
11.5K+ 6.07% |
$177K - $188K
|
200K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
11.4KNew |
$176K - $187K
|
11.4K
$199K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
11.4KNew |
$175K - $187K
|
11.4K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.3KNew |
$174K - $185K
|
11.3K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11.1KNew |
$172K - $183K
|
11.1K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.1K+ 39.69% |
$171K - $182K
|
39K
$681K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
11.1KNew |
$171K - $182K
|
11.1K
$193K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
11K+ 1.53% |
$170K - $181K
|
731K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11K+ 0.93% |
$169K - $180K
|
1.19M
$20.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 3.83% |
$169K - $180K
|
296K
$5.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.8K+ 6.96% |
$167K - $178K
|
167K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
10.8KNew |
$166K - $177K
|
10.8K
$188K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10.8K+ 43.7% |
$166K - $177K
|
35.4K
$619K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 5.22% |
$166K - $177K
|
216K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
10.7K+ 3.02% |
$166K - $176K
|
366K
$6.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 7.16% |
$165K - $176K
|
160K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.6KNew |
$164K - $175K
|
10.6K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.5KNew |
$162K - $173K
|
10.5K
$184K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.5K+ 9.65% |
$161K - $172K
|
119K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.4K+ 45.21% |
$160K - $171K
|
33.3K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3K+ 13.23% |
$159K - $169K
|
88K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
10.2KNew |
$157K - $168K
|
10.2K
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.2KNew |
$157K - $167K
|
10.2K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$155K - $166K
|
10.1K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.1KNew |
$155K - $165K
|
10.1K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10K+ 3.96% |
$155K - $165K
|
263K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10K+ 13.58% |
$155K - $165K
|
83.8K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Northern Right Capital Management, L.P.
Darien, CT |
BUY
|
- |
10K+ 3.71% |
$154K - $164K
|
280K
$4.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.34K+ 27.66% |
$144K - $153K
|
43.1K
$753K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
9.13KNew |
$141K - $150K
|
9.13K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.07K+ 12.85% |
$140K - $149K
|
79.6K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.8K+ 2.81% |
$136K - $145K
|
321K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.47K+ 1.74% |
$131K - $139K
|
494K
$8.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.44K+ 19.07% |
$130K - $139K
|
52.7K
$921K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8.25K+ 40.85% |
$127K - $136K
|
28.5K
$497K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.12K+ 21.07% |
$125K - $133K
|
46.6K
$815K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.08KNew |
$125K - $133K
|
8.08K
$141K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.87K+ 57.02% |
$121K - $129K
|
21.7K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.55K+ 2.87% |
$116K - $124K
|
271K
$4.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.47K+ 173.07% |
$115K - $123K
|
11.8K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.44K+ 4.81% |
$115K - $122K
|
162K
$2.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.34K+ 5.64% |
$113K - $121K
|
138K
$2.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7.3K+ 2.51% |
$113K - $120K
|
298K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.19K+ 10.51% |
$111K - $118K
|
75.6K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
7.05K+ 3.8% |
$109K - $116K
|
193K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.99K+ 12.33% |
$108K - $115K
|
63.6K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.9K+ 15.87% |
$106K - $113K
|
50.3K
$880K
|