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 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
54.5K+ 454.17% |
$875K - $1.08M
|
66.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
51KNew |
$819K - $1.01M
|
51K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
50.1K+ 10.16% |
$804K - $994K
|
543K
$9.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
50K+ 6.33% |
$803K - $993K
|
840K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
48.7K+ 4.23% |
$782K - $968K
|
1.2M
$21M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
48KNew |
$770K - $952K
|
48K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
46.8KNew |
$752K - $930K
|
46.8K
$819K
|
|
|
Feb 12, 2025
Q4 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
45.9K+ 0.93% |
$736K - $911K
|
4.99M
$87.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
44.2KNew |
$709K - $877K
|
44.2K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
44K+ 5.47% |
$707K - $875K
|
849K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.9K+ 16.6% |
$705K - $872K
|
308K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
43.7K+ 1.93% |
$701K - $868K
|
2.31M
$40.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
43.3K+ 43.98% |
$695K - $860K
|
142K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
42.8KNew |
$687K - $850K
|
42.8K
$748K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
41.4K+ 44.16% |
$665K - $823K
|
135K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.3K+ 11.56% |
$647K - $801K
|
389K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
40KNew |
$642K - $794K
|
40K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
39.8K+ 8.37% |
$639K - $791K
|
515K
$9.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39.2K+ 230.05% |
$629K - $779K
|
56.2K
$983K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
39KNew |
$626K - $775K
|
39K
$682K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
38.7K+ 4.02% |
$621K - $768K
|
1M
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
38.6K+ 7.9% |
$620K - $767K
|
527K
$9.22M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
38.5KNew |
$618K - $765K
|
38.5K
$673K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.3K+ 21.27% |
$615K - $761K
|
219K
$3.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
37.6K+ 164.1% |
$604K - $747K
|
60.6K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
37.5K+ 1.93% |
$602K - $745K
|
1.99M
$34.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
37.1KNew |
$595K - $736K
|
37.1K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
37K+ 280.4% |
$593K - $734K
|
50.2K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
36.8K+ 4.76% |
$591K - $731K
|
811K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
36.1KNew |
$579K - $716K
|
36.1K
$630K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
35.3KNew |
$567K - $701K
|
35.3K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.9K+ 5.72% |
$561K - $694K
|
646K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
34.8KNew |
$559K - $692K
|
34.8K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
34.4K+ 16.26% |
$552K - $683K
|
246K
$4.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
34.4KNew |
$551K - $682K
|
34.4K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
34.1K+ 103.7% |
$547K - $677K
|
67K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
34KNew |
$546K - $675K
|
34K
$594K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.7K+ 35.09% |
$541K - $670K
|
130K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
31.4KNew |
$504K - $624K
|
31.4K
$549K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
31.3KNew |
$502K - $621K
|
31.3K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31.3K+ 18.79% |
$502K - $621K
|
198K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
31.3KNew |
$502K - $621K
|
31.3K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
30.5KNew |
$490K - $606K
|
30.5K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29.9K+ 63.19% |
$479K - $593K
|
77.1K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
29.7KNew |
$477K - $590K
|
29.7K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
29.2KNew |
$469K - $580K
|
29.2K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.4K+ 5.11% |
$456K - $565K
|
585K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
27.4K+ 12.55% |
$440K - $545K
|
246K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
27.4K+ 10.4% |
$439K - $543K
|
291K
$5.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
26.4K+ 2.86% |
$423K - $524K
|
950K
$16.6M
|