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 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-3.11K- 20.25% |
$48K - $51.2K
|
12.3K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.7K- 1.15% |
$57.2K - $60.9K
|
318K
$5.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-3.75K- 4.29% |
$57.9K - $61.7K
|
83.7K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.89K- 12.32% |
$60.1K - $64K
|
27.7K
$457K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4.52K- 5.97% |
$69.7K - $74.3K
|
71.2K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-5.51K- 18.33% |
$85.1K - $90.6K
|
24.6K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.75K- 2.92% |
$104K - $111K
|
224K
$3.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-7.17K- 22.02% |
$111K - $118K
|
25.4K
$418K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-7.25K- 14.93% |
$112K - $119K
|
41.3K
$681K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-7.62K- 2.73% |
$118K - $125K
|
272K
$4.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.19K- 5.0% |
$142K - $151K
|
175K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-10K- 7.58% |
$154K - $164K
|
122K
$2.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.1K- 6.72% |
$156K - $166K
|
140K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-10.1K- 38.74% |
$156K - $166K
|
16K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13.5K- 5.38% |
$208K - $222K
|
237K
$3.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.6K- 5.76% |
$226K - $241K
|
239K
$3.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-16.5K- 7.06% |
$254K - $271K
|
217K
$3.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-17K- 2.6% |
$262K - $279K
|
636K
$10.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-17.9K- 76.62% |
$276K - $294K
|
5.45K
$89.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-18.6K- 20.23% |
$286K - $305K
|
73.2K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-19.1K- 26.59% |
$294K - $313K
|
52.6K
$867K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-19.7K- 64.1% |
$305K - $324K
|
11.1K
$182K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-25.5K- 14.96% |
$394K - $419K
|
145K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28.5K- 64.07% |
$440K - $469K
|
16K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-34.7K- 57.46% |
$535K - $570K
|
25.7K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-38K- 65.61% |
$586K - $625K
|
19.9K
$328K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-40K- 56.54% |
$617K - $658K
|
30.8K
$507K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41.1K- 9.62% |
$634K - $675K
|
386K
$6.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-65K- 12.04% |
$1M - $1.07M
|
475K
$7.83M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-74.5K- 43.12% |
$1.15M - $1.22M
|
98.2K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-81.1K- 64.34% |
$1.25M - $1.33M
|
44.9K
$740K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-82.6K- 2.8% |
$1.27M - $1.36M
|
2.87M
$47.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-156K- 59.21% |
$2.41M - $2.57M
|
107K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-261K- 85.36% |
$4.03M - $4.29M
|
44.8K
$738K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-305K- 83.29% |
$4.7M - $5.01M
|
61.2K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-333K- 92.09% |
$5.14M - $5.48M
|
28.6K
$472K
|