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
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 30.56% |
$49.7K - $53K
|
13.8K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.17K+ 24.97% |
$48.9K - $52.1K
|
15.9K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.14K+ 7.64% |
$48.4K - $51.6K
|
44.2K
$808K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
3.09K+ 106.38% |
$47.6K - $50.7K
|
5.99K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.08K+ 12.63% |
$47.4K - $50.6K
|
27.4K
$501K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 8.9% |
$47.3K - $50.4K
|
37.5K
$686K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.01K+ 17.36% |
$46.4K - $49.4K
|
20.3K
$371K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.96K+ 10.27% |
$45.7K - $48.7K
|
31.8K
$581K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.93KNew |
$45.2K - $48.2K
|
2.93K
$53.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.8K+ 8.18% |
$43.3K - $46.1K
|
37.1K
$677K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.62K+ 2.44% |
$40.4K - $43.1K
|
110K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.61K+ 22.92% |
$40.3K - $43K
|
14K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
2.5K+ 10.48% |
$38.6K - $41.1K
|
26.3K
$482K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.5KNew |
$38.5K - $41.1K
|
2.5K
$45.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.46KNew |
$37.9K - $40.4K
|
2.46K
$44.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.42K+ 10.78% |
$37.4K - $39.8K
|
24.9K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.4K+ 16.53% |
$37.1K - $39.5K
|
16.9K
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
2.22K+ 1.58% |
$34.3K - $36.5K
|
143K
$2.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.2K+ 26.5% |
$34K - $36.2K
|
10.5K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
2.13K+ 3.88% |
$32.9K - $35K
|
57K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.1K+ 2.4% |
$32.3K - $34.5K
|
89.6K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2KNew |
$30.9K - $32.9K
|
2K
$36.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.94K+ 10.94% |
$30K - $31.9K
|
19.7K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.91K+ 5.33% |
$29.4K - $31.3K
|
37.6K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.9K+ 281.78% |
$29.3K - $31.3K
|
2.58K
$47.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.86K+ 4.16% |
$28.7K - $30.5K
|
46.5K
$851K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.86K+ 4.3% |
$28.7K - $30.5K
|
45.1K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 0.58% |
$27.8K - $29.6K
|
312K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.77KNew |
$27.3K - $29.1K
|
1.77K
$32.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.69KNew |
$26.1K - $27.8K
|
1.69K
$30.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.67K+ 2138.46% |
$25.7K - $27.4K
|
1.75K
$31.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.64K+ 7.51% |
$25.3K - $27K
|
23.5K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.63K+ 0.29% |
$25.2K - $26.8K
|
555K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.63K+ 9.64% |
$25.2K - $26.8K
|
18.5K
$339K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.62K+ 7.13% |
$25K - $26.7K
|
24.4K
$446K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.61K+ 13.74% |
$24.9K - $26.5K
|
13.3K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.6K+ 56.14% |
$24.7K - $26.3K
|
4.45K
$81.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.58K+ 4.07% |
$24.3K - $25.9K
|
40.3K
$737K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 6.53% |
$24.3K - $25.9K
|
25.7K
$470K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.53K+ 5.19% |
$23.5K - $25.1K
|
30.9K
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
1.5KNew |
$23.1K - $24.7K
|
1.5K
$27.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.5K+ 9.62% |
$23.1K - $24.7K
|
17.1K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.5K+ 5.64% |
$23.1K - $24.7K
|
28.1K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.49K+ 2.93% |
$22.9K - $24.4K
|
52.2K
$954K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.48K+ 3.85% |
$22.9K - $24.4K
|
39.9K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.46K+ 2.65% |
$22.5K - $24K
|
56.4K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.45K+ 5.02% |
$22.4K - $23.9K
|
30.4K
$555K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.44K+ 3.43% |
$22.2K - $23.7K
|
43.5K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.37K+ 2.99% |
$21.2K - $22.6K
|
47.2K
$863K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.36K+ 4.01% |
$21K - $22.4K
|
35.3K
$645K
|