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 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.57K- 1.88% |
$25.3K - $31.3K
|
82.2K
$1.62M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 0.77% |
$25.9K - $32.1K
|
208K
$4.08M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.62K- 10.84% |
$26K - $32.2K
|
13.3K
$262K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.65K- 5.18% |
$26.5K - $32.7K
|
30.2K
$593K
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.66K- 2.74% |
$26.6K - $32.9K
|
58.8K
$1.16M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.74K- 0.48% |
$27.9K - $34.5K
|
357K
$7.02M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.77K- 5.85% |
$28.4K - $35.2K
|
28.5K
$560K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.77K- 9.51% |
$28.5K - $35.2K
|
16.9K
$332K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.78K- 4.82% |
$28.6K - $35.4K
|
35.2K
$691K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.8K- 7.54% |
$28.9K - $35.7K
|
22.1K
$434K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.84K- 0.55% |
$29.6K - $36.6K
|
332K
$6.52M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.94K- 2.43% |
$31.2K - $38.6K
|
78.2K
$1.54M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2K- 16.65% |
$32.1K - $39.7K
|
10K
$197K
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.1K- 17.09% |
$33.6K - $41.6K
|
10.2K
$200K
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-2.19K- 1.89% |
$35.2K - $43.5K
|
114K
$2.24M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.2K- 1.69% |
$35.3K - $43.7K
|
128K
$2.52M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.34K- 13.72% |
$37.6K - $46.5K
|
14.7K
$289K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.43K- 8.46% |
$39K - $48.2K
|
26.3K
$517K
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2.43K- 10.06% |
$39K - $48.3K
|
21.7K
$427K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.49K- 3.6% |
$40K - $49.5K
|
66.6K
$1.31M
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.5K- 1.98% |
$40.1K - $49.7K
|
124K
$2.43M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.51K- 32.24% |
$40.3K - $49.8K
|
5.27K
$104K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.56K- 3.5% |
$41.1K - $50.9K
|
70.6K
$1.39M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.61K- 2.56% |
$41.9K - $51.9K
|
99.6K
$1.96M
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.62K- 13.29% |
$42.1K - $52K
|
17.1K
$336K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.84K- 11.08% |
$45.6K - $56.5K
|
22.8K
$448K
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3K- 1.8% |
$48.2K - $59.6K
|
164K
$3.22M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.02K- 9.39% |
$48.4K - $59.9K
|
29.1K
$572K
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.06K- 12.93% |
$49.1K - $60.7K
|
20.6K
$404K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.17K- 7.24% |
$50.9K - $63K
|
40.6K
$799K
|
|
Feb 11, 2025
Q4 2024
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-3.21K- 11.66% |
$51.6K - $63.8K
|
24.3K
$478K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.41K- 1.26% |
$54.7K - $67.6K
|
267K
$5.25M
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-3.49K- 46.58% |
$56K - $69.3K
|
4K
$78.6K
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.5K- 10.52% |
$56.2K - $69.5K
|
29.8K
$585K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.52K- 3.11% |
$56.5K - $69.9K
|
110K
$2.16M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-3.71K- 10.4% |
$59.6K - $73.8K
|
32K
$629K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.75K- 9.25% |
$60.2K - $74.5K
|
36.8K
$724K
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.84K- 3.7% |
$61.6K - $76.3K
|
100K
$1.96M
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-4.52K- 2.41% |
$72.5K - $89.7K
|
183K
$3.59M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-4.55K- 2.1% |
$73.1K - $90.4K
|
213K
$4.18M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.59K- 21.17% |
$73.6K - $91.1K
|
17.1K
$336K
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4.62K- 1.55% |
$74.1K - $91.7K
|
293K
$5.76M
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.87K- 11.02% |
$78.2K - $96.7K
|
39.3K
$773K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.01K- 22.17% |
$80.5K - $99.6K
|
17.6K
$346K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.17K- 36.11% |
$82.9K - $103K
|
9.14K
$180K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.19K- 7.68% |
$83.2K - $103K
|
62.4K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-5.28K- 22.52% |
$84.7K - $105K
|
18.1K
$357K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.44K- 28.83% |
$87.3K - $108K
|
13.4K
$264K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.56K- 7.05% |
$89.2K - $110K
|
73.2K
$1.44M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-5.69K- 3.05% |
$91.3K - $113K
|
180K
$3.55M
|