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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
617+ 1.73% |
$9.9K - $12.3K
|
36.4K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
615+ 0.01% |
$9.87K - $12.2K
|
5.48M
$95.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
614+ 26.79% |
$9.85K - $12.2K
|
2.91K
$50.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
600+ 1.02% |
$9.63K - $11.9K
|
59.7K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
600+ 0.79% |
$9.63K - $11.9K
|
76.2K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
600+ 1.88% |
$9.63K - $11.9K
|
32.6K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
596+ 3.01% |
$9.57K - $11.8K
|
20.4K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
574+ 0.2% |
$9.21K - $11.4K
|
288K
$5.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
561+ 4.57% |
$9K - $11.1K
|
12.8K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
556+ 17.98% |
$8.92K - $11K
|
3.65K
$63.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
553+ 0.83% |
$8.88K - $11K
|
67.3K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
547+ 0.34% |
$8.78K - $10.9K
|
161K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
546+ 0.4% |
$8.76K - $10.8K
|
136K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
535+ 0.41% |
$8.59K - $10.6K
|
130K
$2.28M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
534+ 2.97% |
$8.57K - $10.6K
|
18.5K
$324K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
511+ 3.12% |
$8.2K - $10.1K
|
16.9K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
500+ 50.0% |
$8.03K - $9.93K
|
1.5K
$26.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
482+ 1.42% |
$7.74K - $9.57K
|
34.3K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
469+ 1.88% |
$7.53K - $9.31K
|
25.4K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
464+ 30.27% |
$7.45K - $9.22K
|
2K
$34.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
460+ 0.25% |
$7.38K - $9.14K
|
182K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
460+ 10.95% |
$7.38K - $9.14K
|
4.66K
$81.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
452+ 1.8% |
$7.25K - $8.98K
|
25.5K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
444+ 1.14% |
$7.13K - $8.82K
|
39.5K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
437+ 2.08% |
$7.01K - $8.68K
|
21.4K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
434+ 1.77% |
$6.97K - $8.62K
|
25K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
421+ 28.07% |
$6.76K - $8.36K
|
1.92K
$33.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
406+ 1.24% |
$6.52K - $8.06K
|
33.1K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
399+ 26.94% |
$6.4K - $7.92K
|
1.88K
$32.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
389+ 1.47% |
$6.24K - $7.73K
|
26.9K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
386+ 1.35% |
$6.2K - $7.67K
|
28.9K
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
367+ 0.34% |
$5.89K - $7.29K
|
108K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
366+ 1.67% |
$5.87K - $7.27K
|
22.2K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
363+ 2.17% |
$5.83K - $7.21K
|
17.1K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
358+ 6.85% |
$5.75K - $7.11K
|
5.58K
$97.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
351+ 8.37% |
$5.63K - $6.97K
|
4.54K
$79.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
350+ 0.49% |
$5.62K - $6.95K
|
71.3K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
337+ 1.75% |
$5.41K - $6.69K
|
19.6K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
331+ 1.75% |
$5.31K - $6.57K
|
19.2K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
328+ 0.54% |
$5.26K - $6.51K
|
61.5K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
304+ 43.93% |
$4.88K - $6.04K
|
996
$17.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
301+ 1.74% |
$4.83K - $5.98K
|
17.6K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
301+ 1.77% |
$4.83K - $5.98K
|
17.3K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
300+ 2.22% |
$4.82K - $5.96K
|
13.8K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300+ 2.47% |
$4.82K - $5.96K
|
12.5K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 1.75% |
$4.82K - $5.96K
|
17.4K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
300New |
$4.82K - $5.96K
|
300
$5.24K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
299+ 1.34% |
$4.8K - $5.94K
|
22.6K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
297+ 0.5% |
$4.77K - $5.9K
|
59.6K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
296+ 1.18% |
$4.75K - $5.88K
|
25.4K
$444K
|