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 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
272New |
$4.37K - $5.4K
|
272
$4.75K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
262+ 1.02% |
$4.21K - $5.2K
|
25.9K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
255+ 0.08% |
$4.09K - $5.06K
|
322K
$5.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
255New |
$4.09K - $5.06K
|
255
$4.46K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
250+ 0.94% |
$4.01K - $4.97K
|
26.8K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
244+ 10.93% |
$3.92K - $4.85K
|
2.48K
$43.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
238+ 1.8% |
$3.82K - $4.73K
|
13.5K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
218+ 1.32% |
$3.5K - $4.33K
|
16.8K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
206+ 1.81% |
$3.31K - $4.09K
|
11.6K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
202+ 0.2% |
$3.24K - $4.01K
|
98.9K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
200New |
$3.21K - $3.97K
|
200
$3.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
200+ 1.69% |
$3.21K - $3.97K
|
12K
$210K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
200New |
$3.21K - $3.97K
|
200
$3.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
200+ 1.51% |
$3.21K - $3.97K
|
13.5K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
197+ 0.58% |
$3.16K - $3.91K
|
34.4K
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
184+ 0.58% |
$2.95K - $3.65K
|
32.2K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
183+ 1.28% |
$2.94K - $3.63K
|
14.5K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
182New |
$2.92K - $3.61K
|
182
$3.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
171+ 1.7% |
$2.74K - $3.4K
|
10.2K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
169+ 0.2% |
$2.71K - $3.36K
|
86.3K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
167+ 0.86% |
$2.68K - $3.32K
|
19.6K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
166+ 0.95% |
$2.66K - $3.3K
|
17.7K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
161+ 0.89% |
$2.58K - $3.2K
|
18.2K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
150+ 1.45% |
$2.41K - $2.98K
|
10.5K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
147+ 1.23% |
$2.36K - $2.92K
|
12.1K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
135+ 0.25% |
$2.17K - $2.68K
|
53.9K
$941K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
133+ 0.04% |
$2.13K - $2.64K
|
324K
$5.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
132+ 0.51% |
$2.12K - $2.62K
|
26.1K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
123+ 0.22% |
$1.97K - $2.44K
|
56.1K
$981K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
122+ 0.67% |
$1.96K - $2.42K
|
18.3K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
122+ 0.91% |
$1.96K - $2.42K
|
13.6K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
116New |
$1.86K - $2.3K
|
116
$2.03K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
109+ 0.1% |
$1.75K - $2.16K
|
108K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
103+ 15.37% |
$1.65K - $2.05K
|
773
$13.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
100+ 0.43% |
$1.61K - $1.99K
|
23.6K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
100+ 0.95% |
$1.61K - $1.99K
|
10.7K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
96New |
$1.54K - $1.91K
|
96
$1.68K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95New |
$1.52K - $1.89K
|
95
$1.66K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
92+ 0.03% |
$1.48K - $1.83K
|
318K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
92+ 0.79% |
$1.48K - $1.83K
|
11.7K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
85+ 1.87% |
$1.36K - $1.69K
|
4.64K
$81.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
76+ 1.87% |
$1.22K - $1.51K
|
4.14K
$72.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
75+ 0.11% |
$1.2K - $1.49K
|
69.6K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 2.73% |
$1.2K - $1.49K
|
2.83K
$49.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
72+ 0.45% |
$1.16K - $1.43K
|
16K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
68+ 0.65% |
$1.09K - $1.35K
|
10.6K
$185K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
68New |
$1.09K - $1.35K
|
68
$1.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 0.45% |
$1.04K - $1.29K
|
14.7K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
62+ 0.06% |
$995 - $1.23K
|
102K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 0.44% |
$947 - $1.17K
|
13.6K
$237K
|