Purchases and Sales Made in Q4 2024 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.11K+ 0.93% |
$17.8K - $22K
|
121K
$2.12M
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.11K+ 5.94% |
$17.8K - $22K
|
19.7K
$346K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 2.34% |
$17.7K - $21.9K
|
48.3K
$847K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.1K+ 1.98% |
$17.7K - $21.8K
|
56.7K
$994K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.1K+ 24.72% |
$17.7K - $21.8K
|
5.55K
$97.3K
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.09KNew |
$17.5K - $21.7K
|
1.09K
$19.1K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 27.63% |
$17.2K - $21.3K
|
4.96K
$86.9K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.07K+ 9.94% |
$17.2K - $21.3K
|
11.8K
$208K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.05K+ 6.72% |
$16.9K - $20.9K
|
16.7K
$293K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.05K+ 52.5% |
$16.9K - $20.9K
|
3.05K
$53.5K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.03K+ 8.28% |
$16.6K - $20.5K
|
13.5K
$237K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.03K+ 7.03% |
$16.5K - $20.5K
|
15.7K
$275K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.02K+ 1.27% |
$16.4K - $20.2K
|
81K
$1.42M
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.02KNew |
$16.3K - $20.2K
|
1.02K
$17.8K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 2.38% |
$16.3K - $20.2K
|
43.7K
$767K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.01K+ 16.86% |
$16.2K - $20K
|
6.99K
$123K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1KNew |
$16.1K - $19.9K
|
1K
$17.5K
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1K+ 1.57% |
$16.1K - $19.9K
|
64.8K
$1.14M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 10.0% |
$16.1K - $19.9K
|
11K
$193K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1K+ 14.73% |
$16.1K - $19.9K
|
7.79K
$137K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1KNew |
$16.1K - $19.9K
|
1K
$17.5K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1K+ 63.21% |
$16.1K - $19.9K
|
2.58K
$45.3K
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1K+ 4.45% |
$16.1K - $19.9K
|
23.5K
$411K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1K+ 111.11% |
$16.1K - $19.9K
|
1.9K
$33.3K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1KNew |
$16.1K - $19.9K
|
1K
$17.5K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
960New |
$15.4K - $19.1K
|
960
$16.8K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
937+ 55.35% |
$15K - $18.6K
|
2.63K
$46.1K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
901+ 6.79% |
$14.5K - $17.9K
|
14.2K
$248K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
901+ 1.0% |
$14.5K - $17.9K
|
90.9K
$1.59M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
892+ 0.86% |
$14.3K - $17.7K
|
104K
$1.83M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
871+ 6.4% |
$14K - $17.3K
|
14.5K
$254K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
852New |
$13.7K - $16.9K
|
852
$14.9K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
843+ 47.6% |
$13.5K - $16.7K
|
2.61K
$45.8K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
842New |
$13.5K - $16.7K
|
842
$14.8K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
837+ 0.55% |
$13.4K - $16.6K
|
153K
$2.68M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
834+ 6.06% |
$13.4K - $16.6K
|
14.6K
$256K
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
831+ 0.63% |
$13.3K - $16.5K
|
132K
$2.32M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
820+ 61.56% |
$13.2K - $16.3K
|
2.15K
$37.7K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
811+ 58.9% |
$13K - $16.1K
|
2.19K
$38.4K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
800New |
$12.8K - $15.9K
|
800
$14K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
772+ 3.16% |
$12.4K - $15.3K
|
25.2K
$442K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
768New |
$12.3K - $15.3K
|
768
$13.5K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
768+ 18.71% |
$12.3K - $15.3K
|
4.87K
$85.5K
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
750+ 0.42% |
$12K - $14.9K
|
179K
$3.14M
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
739+ 3.65% |
$11.9K - $14.7K
|
21K
$368K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
724New |
$11.6K - $14.4K
|
724
$12.7K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
722+ 3.7% |
$11.6K - $14.3K
|
20.2K
$355K
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
718+ 1.81% |
$11.5K - $14.3K
|
40.5K
$710K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
715+ 2.5% |
$11.5K - $14.2K
|
29.3K
$515K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
702+ 5.33% |
$11.3K - $13.9K
|
13.9K
$243K
|