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 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-480- 1.48% |
$7.7K - $9.53K
|
32K
$674K
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-500- 1.47% |
$8.03K - $9.93K
|
33.5K
$706K
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-500- 1.49% |
$8.03K - $9.93K
|
33K
$695K
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-570- 2.78% |
$9.15K - $11.3K
|
20K
$421K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-578- 0.97% |
$9.28K - $11.5K
|
58.8K
$1.24M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-607- 1.62% |
$9.74K - $12.1K
|
36.9K
$778K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-609- 24.64% |
$9.77K - $12.1K
|
1.86K
$39.2K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-628- 0.63% |
$10.1K - $12.5K
|
98.6K
$2.08M
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-823- 5.07% |
$13.2K - $16.3K
|
15.4K
$324K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-907- 2.76% |
$14.6K - $18K
|
31.9K
$673K
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-994- 0.66% |
$16K - $19.7K
|
150K
$3.16M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1K- 6.9% |
$16.1K - $19.9K
|
13.5K
$284K
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.19K- 1.29% |
$19K - $23.6K
|
91K
$1.92M
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.24K- 6.68% |
$19.9K - $24.6K
|
17.3K
$364K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.27K- 2.58% |
$20.4K - $25.2K
|
47.8K
$1.01M
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.31K- 3.7% |
$21.1K - $26.1K
|
34.1K
$719K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.48K- 6.01% |
$23.7K - $29.3K
|
23.1K
$486K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 0.77% |
$25.9K - $32.1K
|
208K
$4.38M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.62K- 10.84% |
$26K - $32.2K
|
13.3K
$280K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.65K- 5.18% |
$26.5K - $32.7K
|
30.2K
$635K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.74K- 0.48% |
$27.9K - $34.5K
|
357K
$7.52M
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.78K- 4.82% |
$28.6K - $35.4K
|
35.2K
$740K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2K- 16.65% |
$32.1K - $39.7K
|
10K
$211K
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-2.19K- 1.89% |
$35.2K - $43.5K
|
114K
$2.4M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.2K- 1.69% |
$35.3K - $43.7K
|
128K
$2.7M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.34K- 13.72% |
$37.6K - $46.5K
|
14.7K
$310K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.51K- 32.24% |
$40.3K - $49.8K
|
5.27K
$111K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.56K- 3.5% |
$41.1K - $50.9K
|
70.6K
$1.49M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.41K- 1.26% |
$54.7K - $67.6K
|
267K
$5.63M
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-3.49K- 46.58% |
$56K - $69.3K
|
4K
$84.2K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.52K- 3.11% |
$56.5K - $69.9K
|
110K
$2.31M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-4.55K- 2.1% |
$73.1K - $90.4K
|
213K
$4.48M
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-5.28K- 22.52% |
$84.7K - $105K
|
18.1K
$382K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.56K- 7.05% |
$89.2K - $110K
|
73.2K
$1.54M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7K- 50.06% |
$112K - $139K
|
6.98K
$147K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7.24K- 39.11% |
$116K - $144K
|
11.3K
$237K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-7.9K- 48.03% |
$127K - $157K
|
8.55K
$180K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.22K- 19.9% |
$132K - $163K
|
33.1K
$697K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.68K- 19.39% |
$139K - $172K
|
36.1K
$760K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-9.35K- 3.44% |
$150K - $186K
|
262K
$5.52M
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-10.8K- 23.11% |
$173K - $214K
|
35.8K
$754K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-11.7K- 33.12% |
$188K - $232K
|
23.6K
$497K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-12K- 11.24% |
$193K - $238K
|
94.7K
$1.99M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-15.8K- 11.3% |
$254K - $314K
|
124K
$2.62M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.2K- 13.9% |
$309K - $382K
|
119K
$2.51M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20.6K- 5.46% |
$330K - $408K
|
356K
$7.49M
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-27.3K- 6.68% |
$438K - $543K
|
382K
$8.04M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-39K- 59.49% |
$626K - $775K
|
26.6K
$559K
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-40.3K- 37.51% |
$647K - $801K
|
67.2K
$1.41M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-68.7K- 99.91% |
$1.1M - $1.36M
|
60
$1.26K
|