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 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16.1KNew |
$259K - $320K
|
16.1K
$282K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.1K+ 5.83% |
$258K - $319K
|
292K
$5.1M
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
16K+ 22.47% |
$257K - $318K
|
87.2K
$1.52M
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
15.6KNew |
$250K - $310K
|
15.6K
$273K
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
15.6KNew |
$250K - $310K
|
15.6K
$273K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
15.6KNew |
$250K - $310K
|
15.6K
$272K
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
15.5KNew |
$248K - $307K
|
15.5K
$270K
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
15.4KNew |
$248K - $306K
|
15.4K
$270K
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
15.3KNew |
$245K - $304K
|
15.3K
$267K
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$245K - $303K
|
15.3K
$267K
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
15.3K+ 12.51% |
$245K - $303K
|
137K
$2.4M
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
15.2KNew |
$244K - $302K
|
15.2K
$266K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 13.73% |
$242K - $300K
|
125K
$2.19M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15K+ 28.52% |
$241K - $298K
|
67.6K
$1.18M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15K+ 22.23% |
$240K - $298K
|
82.4K
$1.44M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.9K+ 1.51% |
$240K - $297K
|
1.01M
$17.6M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
14.9KNew |
$239K - $296K
|
14.9K
$261K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.8K+ 107.82% |
$238K - $295K
|
28.6K
$500K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14.8K+ 43.54% |
$238K - $295K
|
48.9K
$855K
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
14.5K+ 94.78% |
$233K - $288K
|
29.8K
$521K
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
14.5KNew |
$232K - $287K
|
14.5K
$253K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.1KNew |
$226K - $280K
|
14.1K
$247K
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
13.9K+ 0.85% |
$224K - $277K
|
1.65M
$28.9M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13.9KNew |
$223K - $276K
|
13.9K
$243K
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9KNew |
$222K - $275K
|
13.9K
$242K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
13.7K+ 25.99% |
$220K - $272K
|
66.4K
$1.16M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
13.6KNew |
$219K - $271K
|
13.6K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.1K+ 28.69% |
$211K - $261K
|
58.9K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.9KNew |
$207K - $257K
|
12.9K
$226K
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
12.8KNew |
$206K - $254K
|
12.8K
$224K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12.8K+ 6.44% |
$205K - $254K
|
212K
$3.7M
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
12.7KNew |
$204K - $252K
|
12.7K
$222K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$202K - $249K
|
12.6K
$219K
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
12.6KNew |
$201K - $249K
|
12.6K
$219K
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12.5KNew |
$200K - $248K
|
12.5K
$218K
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
12.3KNew |
$197K - $244K
|
12.3K
$215K
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
12.2K+ 7.62% |
$196K - $243K
|
173K
$3.02M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.1KNew |
$194K - $240K
|
12.1K
$212K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12K+ 2.71% |
$193K - $238K
|
455K
$7.95M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
12KNew |
$192K - $238K
|
12K
$210K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.8K+ 93.36% |
$190K - $235K
|
24.5K
$429K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.8K+ 93.36% |
$190K - $235K
|
24.5K
$429K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11.8K+ 83.82% |
$190K - $235K
|
26K
$454K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 3.26% |
$190K - $235K
|
374K
$6.54M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
11.8K+ 0.24% |
$189K - $234K
|
4.88M
$85.4M
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.7K+ 6.73% |
$188K - $233K
|
186K
$3.24M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
11.6KNew |
$186K - $231K
|
11.6K
$203K
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$185K - $228K
|
11.5K
$201K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.5KNew |
$184K - $228K
|
11.5K
$201K
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
11.5KNew |
$184K - $228K
|
11.5K
$201K
|