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
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.78K+ 12.49% |
$60.6K - $75K
|
34K
$716K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.57K+ 4.91% |
$57.3K - $70.9K
|
76.2K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.42K+ 2.67% |
$54.9K - $67.9K
|
132K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.4K+ 8.57% |
$54.6K - $67.5K
|
43.1K
$907K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
3.39K+ 27.81% |
$54.5K - $67.4K
|
15.6K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 2.27% |
$50.1K - $62K
|
141K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3K+ 56.02% |
$48.2K - $59.6K
|
8.36K
$176K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.94K+ 6.76% |
$47.2K - $58.4K
|
46.4K
$978K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.86K+ 20.39% |
$45.9K - $56.7K
|
16.9K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 17.22% |
$38.1K - $47.1K
|
16.1K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 2.92% |
$37.7K - $46.7K
|
82.7K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.35K+ 19.9% |
$37.6K - $46.6K
|
14.1K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.34K+ 5.16% |
$37.5K - $46.4K
|
47.6K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.18K+ 8.56% |
$35K - $43.3K
|
27.7K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.12K+ 9.88% |
$34K - $42.1K
|
23.6K
$496K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.1K+ 69.61% |
$33.7K - $41.7K
|
5.12K
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.06K+ 3.14% |
$33K - $40.9K
|
67.6K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.98K+ 17.94% |
$31.8K - $39.4K
|
13K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.67K+ 0.95% |
$26.7K - $33.1K
|
176K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.65K+ 0.58% |
$26.5K - $32.8K
|
287K
$6.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.5KNew |
$24.1K - $29.8K
|
1.5K
$31.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.47K+ 1.75% |
$23.6K - $29.2K
|
85.5K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.25K+ 3.73% |
$20K - $24.8K
|
34.7K
$731K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.64% |
$18.3K - $22.7K
|
44.3K
$933K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.05K+ 52.5% |
$16.9K - $20.9K
|
3.05K
$64.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.03K+ 8.28% |
$16.6K - $20.5K
|
13.5K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.02K+ 1.27% |
$16.4K - $20.2K
|
81K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.01K+ 16.86% |
$16.2K - $20K
|
6.99K
$147K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1K+ 4.45% |
$16.1K - $19.9K
|
23.5K
$494K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1KNew |
$16.1K - $19.9K
|
1K
$21.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1K+ 63.21% |
$16.1K - $19.9K
|
2.58K
$54.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1K+ 14.73% |
$16.1K - $19.9K
|
7.79K
$164K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1KNew |
$16.1K - $19.9K
|
1K
$21.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
837+ 0.55% |
$13.4K - $16.6K
|
153K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
834+ 6.06% |
$13.4K - $16.6K
|
14.6K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
722+ 3.7% |
$11.6K - $14.3K
|
20.2K
$426K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
715+ 2.5% |
$11.5K - $14.2K
|
29.3K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
683+ 1.51% |
$11K - $13.6K
|
45.8K
$964K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
676New |
$10.8K - $13.4K
|
676
$14.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
643+ 1.88% |
$10.3K - $12.8K
|
34.9K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
617+ 1.73% |
$9.9K - $12.3K
|
36.4K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
614+ 26.79% |
$9.85K - $12.2K
|
2.91K
$61.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
561+ 4.57% |
$9K - $11.1K
|
12.8K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
547+ 0.34% |
$8.78K - $10.9K
|
161K
$3.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
511+ 3.12% |
$8.2K - $10.1K
|
16.9K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
482+ 1.42% |
$7.74K - $9.57K
|
34.3K
$723K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
460+ 0.25% |
$7.38K - $9.14K
|
182K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
399+ 26.94% |
$6.4K - $7.92K
|
1.88K
$39.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
366+ 1.67% |
$5.87K - $7.27K
|
22.2K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
351+ 8.37% |
$5.63K - $6.97K
|
4.54K
$95.7K
|