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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
68New |
$1.09K - $1.35K
|
68
$1.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
68+ 0.65% |
$1.09K - $1.35K
|
10.6K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 0.45% |
$1.04K - $1.29K
|
14.7K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
62+ 0.06% |
$995 - $1.23K
|
102K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 0.44% |
$947 - $1.17K
|
13.6K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
44+ 1.84% |
$706 - $874
|
2.43K
$42.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
40New |
$642 - $794
|
40
$702
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 1.65% |
$626 - $775
|
2.4K
$42K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
38+ 0.35% |
$610 - $755
|
10.8K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
36+ 0.23% |
$578 - $715
|
15.8K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.28% |
$578 - $715
|
13.1K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
33+ 0.09% |
$530 - $655
|
37.3K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 1.45% |
$498 - $616
|
2.17K
$38.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
30+ 0.08% |
$482 - $596
|
35.4K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
30New |
$482 - $596
|
30
$526
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
30New |
$482 - $596
|
30
$526
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
27+ 0.89% |
$433 - $536
|
3.07K
$53.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
27+ 1.84% |
$433 - $536
|
1.49K
$26.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.14% |
$417 - $516
|
18K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
25+ 1.85% |
$401 - $497
|
1.37K
$24.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 0.23% |
$385 - $477
|
10.6K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.17% |
$385 - $477
|
13.9K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
21New |
$337 - $417
|
21
$368
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
20+ 0.15% |
$321 - $397
|
13.1K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20New |
$321 - $397
|
20
$351
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 0.85% |
$321 - $397
|
2.38K
$41.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 0.2% |
$305 - $377
|
9.46K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16+ 0.14% |
$257 - $318
|
11.5K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 0.03% |
$257 - $318
|
59.1K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
15+ 1.92% |
$241 - $298
|
795
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 1.13% |
$225 - $278
|
1.25K
$21.9K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
12+ 0.04% |
$193 - $238
|
30.2K
$530K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12+ 0.02% |
$193 - $238
|
50.1K
$879K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 1.85% |
$161 - $199
|
551
$9.66K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$161 - $199
|
11.6K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 0.48% |
$144 - $179
|
1.89K
$33.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$128 - $159
|
18.6K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7+ 0.05% |
$112 - $139
|
14.6K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6+ 0.02% |
$96.3 - $119
|
36.4K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6+ 0.01% |
$96.3 - $119
|
46K
$808K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.06% |
$96.3 - $119
|
10.2K
$178K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5+ 0.06% |
$80.3 - $99.3
|
8.02K
$141K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.8% |
$80.3 - $99.3
|
283
$4.96K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$64.2 - $79.4
|
38.5K
$676K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3+ 0.01% |
$48.2 - $59.6
|
40.3K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3+ 0.01% |
$48.2 - $59.6
|
42.7K
$749K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$32.1 - $39.7
|
17K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2+ 0.01% |
$32.1 - $39.7
|
16.8K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$32.1 - $39.7
|
12.3K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.0% |
$32.1 - $39.7
|
51.3K
$900K
|