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 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$183K - $226K
|
11.4K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.4KNew |
$183K - $226K
|
11.4K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$182K - $226K
|
11.4K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.1KNew |
$178K - $220K
|
11.1K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11.1KNew |
$178K - $220K
|
11.1K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11K+ 1.22% |
$177K - $219K
|
918K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
10.8K+ 30.91% |
$173K - $214K
|
45.6K
$797K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.8K+ 0.6% |
$173K - $214K
|
1.82M
$31.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
10.7K+ 43.11% |
$172K - $213K
|
35.6K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
10.7KNew |
$172K - $213K
|
10.7K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
10.7KNew |
$171K - $212K
|
10.7K
$187K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.6KNew |
$170K - $210K
|
10.6K
$185K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
10.5KNew |
$169K - $209K
|
10.5K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.5KNew |
$168K - $208K
|
10.5K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.5K+ 3.47% |
$168K - $208K
|
312K
$5.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.1K+ 31.71% |
$162K - $201K
|
42K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
10.1KNew |
$162K - $200K
|
10.1K
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.1KNew |
$162K - $200K
|
10.1K
$176K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10.1K+ 45.4% |
$161K - $200K
|
32.2K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
10KNew |
$161K - $199K
|
10K
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
10KNew |
$161K - $199K
|
10K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.92K+ 75.07% |
$159K - $197K
|
23.1K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
9.86K+ 2.52% |
$158K - $196K
|
401K
$7.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.47K+ 4.38% |
$152K - $188K
|
226K
$3.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
9.42K+ 9.47% |
$151K - $187K
|
109K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.29K+ 65.76% |
$149K - $185K
|
23.4K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.19K+ 0.55% |
$148K - $183K
|
1.68M
$29.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.95K+ 11.35% |
$144K - $178K
|
87.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.9K+ 2.85% |
$143K - $177K
|
321K
$5.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.4KNew |
$135K - $167K
|
8.4K
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.39K+ 44.53% |
$135K - $167K
|
27.2K
$476K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
8.39K+ 22.28% |
$135K - $167K
|
46K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.05K+ 2.67% |
$129K - $160K
|
309K
$5.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.99K+ 39.62% |
$128K - $159K
|
28.1K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.94K+ 7.26% |
$127K - $158K
|
117K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.88K+ 17.79% |
$126K - $156K
|
52.2K
$912K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7.84K+ 32.79% |
$126K - $156K
|
31.8K
$555K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
7.81K+ 4.48% |
$125K - $155K
|
182K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.66K+ 28.73% |
$123K - $152K
|
34.3K
$600K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.61K+ 7.01% |
$122K - $151K
|
116K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.56K+ 12.42% |
$121K - $150K
|
68.4K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.15K+ 27.0% |
$115K - $142K
|
33.6K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Jcp Investment Management, LLC
|
BUY
|
- |
7.06K+ 1.04% |
$113K - $140K
|
684K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7.01K+ 401.72% |
$113K - $139K
|
8.76K
$153K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
6.97K+ 61.38% |
$112K - $138K
|
18.3K
$320K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.93K+ 7.06% |
$111K - $138K
|
105K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.88K+ 3.7% |
$110K - $137K
|
193K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.88K+ 12.27% |
$110K - $137K
|
62.9K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.68K+ 1.83% |
$107K - $133K
|
372K
$6.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.67K+ 1.06% |
$107K - $132K
|
634K
$11.1M
|