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 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26K+ 10.74% |
$417K - $516K
|
268K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26K+ 29.42% |
$417K - $516K
|
114K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25.9K+ 3.25% |
$416K - $515K
|
822K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.7K+ 3.07% |
$413K - $511K
|
865K
$15.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
25.6KNew |
$411K - $509K
|
25.6K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.6K+ 9.05% |
$410K - $508K
|
308K
$5.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
25.5KNew |
$410K - $507K
|
25.5K
$446K
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
25.4KNew |
$408K - $505K
|
25.4K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
25K+ 8.63% |
$401K - $496K
|
314K
$5.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
24.7KNew |
$397K - $491K
|
24.7K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
24.6K+ 38.96% |
$394K - $488K
|
87.6K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
24.3KNew |
$390K - $483K
|
24.3K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
23.9KNew |
$384K - $475K
|
23.9K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
23.4K+ 37.89% |
$375K - $465K
|
85.1K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.4KNew |
$375K - $464K
|
23.4K
$409K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.3K+ 3.24% |
$374K - $463K
|
742K
$13M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
23.2K+ 99.57% |
$373K - $462K
|
46.6K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
23KNew |
$369K - $457K
|
23K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.9K+ 64.6% |
$367K - $454K
|
58.3K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
22.5K+ 64.28% |
$361K - $447K
|
57.5K
$1.01M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.5K+ 3.03% |
$361K - $447K
|
765K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 0.61% |
$356K - $441K
|
3.66M
$64.1M
|
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
22.1KNew |
$355K - $439K
|
22.1K
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
21.9KNew |
$352K - $435K
|
21.9K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$346K - $429K
|
21.6K
$377K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
21.4K+ 6.22% |
$343K - $425K
|
365K
$6.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.9K+ 11.94% |
$335K - $414K
|
196K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
20.8K+ 98.47% |
$334K - $413K
|
41.9K
$733K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.6KNew |
$331K - $409K
|
20.6K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.6K+ 12.68% |
$330K - $408K
|
183K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
20.2K+ 59.58% |
$324K - $401K
|
54.1K
$945K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.2K+ 1.56% |
$323K - $400K
|
1.31M
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20.1K+ 0.15% |
$323K - $399K
|
13.5M
$236M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
20K+ 66.67% |
$321K - $397K
|
50K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.6K+ 87.11% |
$315K - $389K
|
42.1K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
19.6KNew |
$314K - $388K
|
19.6K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.4KNew |
$312K - $386K
|
19.4K
$340K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
19.2KNew |
$307K - $380K
|
19.2K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
18.6K+ 30.87% |
$298K - $369K
|
78.8K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18.4KNew |
$296K - $366K
|
18.4K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$290K - $359K
|
18.1K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
18KNew |
$289K - $357K
|
18K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
17.6K+ 17.69% |
$283K - $350K
|
117K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17.5K+ 2.4% |
$282K - $348K
|
748K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
17.5K+ 3.55% |
$281K - $348K
|
510K
$8.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17.4KNew |
$279K - $345K
|
17.4K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
17.1KNew |
$275K - $340K
|
17.1K
$299K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
16.9KNew |
$271K - $335K
|
16.9K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
16.3KNew |
$261K - $323K
|
16.3K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
16.2KNew |
$260K - $321K
|
16.2K
$283K
|