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
$696K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.57K+ 4.91% |
$57.3K - $70.9K
|
76.2K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.42K+ 2.67% |
$54.9K - $67.9K
|
132K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.4K+ 8.57% |
$54.6K - $67.5K
|
43.1K
$882K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
3.39K+ 27.81% |
$54.5K - $67.4K
|
15.6K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.33K+ 28.82% |
$53.4K - $66K
|
14.9K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.18K+ 10.94% |
$51K - $63.2K
|
32.2K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 2.27% |
$50.1K - $62K
|
141K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.11K+ 17.18% |
$49.8K - $61.7K
|
21.2K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3K+ 56.02% |
$48.2K - $59.6K
|
8.36K
$171K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.94K+ 6.76% |
$47.2K - $58.4K
|
46.4K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.86K+ 20.39% |
$45.9K - $56.7K
|
16.9K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.75K+ 1.43% |
$44.1K - $54.5K
|
195K
$4M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.74K+ 7.28% |
$43.9K - $54.3K
|
40.3K
$826K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
2.62K+ 1.49% |
$42K - $52K
|
179K
$3.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.52K+ 9.79% |
$40.4K - $50K
|
28.2K
$578K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 17.22% |
$38.1K - $47.1K
|
16.1K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 2.92% |
$37.7K - $46.7K
|
82.7K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.35K+ 19.9% |
$37.6K - $46.6K
|
14.1K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.34K+ 5.16% |
$37.5K - $46.4K
|
47.6K
$975K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.33KNew |
$37.3K - $46.2K
|
2.33K
$47.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.32K+ 2.31% |
$37.2K - $46.1K
|
103K
$2.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.18K+ 8.56% |
$35K - $43.3K
|
27.7K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.12K+ 9.88% |
$34K - $42.1K
|
23.6K
$483K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.1K+ 69.61% |
$33.7K - $41.7K
|
5.12K
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.07KNew |
$33.3K - $41.1K
|
2.07K
$42.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.06K+ 3.14% |
$33K - $40.9K
|
67.6K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.01K+ 12.36% |
$32.2K - $39.8K
|
18.2K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2K+ 10.87% |
$32.1K - $39.7K
|
20.4K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.98K+ 17.94% |
$31.8K - $39.4K
|
13K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.9KNew |
$30.4K - $37.7K
|
1.9K
$38.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.87K+ 11.7% |
$30.1K - $37.2K
|
17.9K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.75K+ 7.41% |
$28.1K - $34.8K
|
25.4K
$520K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.67K+ 0.95% |
$26.7K - $33.1K
|
176K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.66K+ 0.87% |
$26.6K - $32.9K
|
193K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.65K+ 0.58% |
$26.5K - $32.8K
|
287K
$5.87M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.5KNew |
$24.1K - $29.8K
|
1.5K
$30.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.47K+ 1.75% |
$23.6K - $29.2K
|
85.5K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.4K+ 18.42% |
$22.5K - $27.8K
|
9K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.34K+ 5.34% |
$21.5K - $26.6K
|
26.4K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.25K+ 3.73% |
$20K - $24.8K
|
34.7K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.64% |
$18.3K - $22.7K
|
44.3K
$908K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.13KNew |
$18.2K - $22.5K
|
1.13K
$23.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.1K+ 1.98% |
$17.7K - $21.8K
|
56.7K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.07K+ 9.94% |
$17.2K - $21.3K
|
11.8K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.05K+ 52.5% |
$16.9K - $20.9K
|
3.05K
$62.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.03K+ 8.28% |
$16.6K - $20.5K
|
13.5K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.02K+ 1.27% |
$16.4K - $20.2K
|
81K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.01K+ 16.86% |
$16.2K - $20K
|
6.99K
$143K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1KNew |
$16.1K - $19.9K
|
1K
$20.5K
|