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
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
600+ 1.02% |
$9.63K - $11.9K
|
59.7K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
574+ 0.2% |
$9.21K - $11.4K
|
288K
$5.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
561+ 4.57% |
$9K - $11.1K
|
12.8K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
556+ 17.98% |
$8.92K - $11K
|
3.65K
$72.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
553+ 0.83% |
$8.88K - $11K
|
67.3K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
547+ 0.34% |
$8.78K - $10.9K
|
161K
$3.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
535+ 0.41% |
$8.59K - $10.6K
|
130K
$2.59M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
511+ 3.12% |
$8.2K - $10.1K
|
16.9K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
482+ 1.42% |
$7.74K - $9.57K
|
34.3K
$684K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
460+ 0.25% |
$7.38K - $9.14K
|
182K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
452+ 1.8% |
$7.25K - $8.98K
|
25.5K
$509K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
444+ 1.14% |
$7.13K - $8.82K
|
39.5K
$788K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
434+ 1.77% |
$6.97K - $8.62K
|
25K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
421+ 28.07% |
$6.76K - $8.36K
|
1.92K
$38.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
399+ 26.94% |
$6.4K - $7.92K
|
1.88K
$37.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
389+ 1.47% |
$6.24K - $7.73K
|
26.9K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
386+ 1.35% |
$6.2K - $7.67K
|
28.9K
$575K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
367+ 0.34% |
$5.89K - $7.29K
|
108K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
366+ 1.67% |
$5.87K - $7.27K
|
22.2K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
363+ 2.17% |
$5.83K - $7.21K
|
17.1K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
351+ 8.37% |
$5.63K - $6.97K
|
4.54K
$90.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
350+ 0.49% |
$5.62K - $6.95K
|
71.3K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
337+ 1.75% |
$5.41K - $6.69K
|
19.6K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
331+ 1.75% |
$5.31K - $6.57K
|
19.2K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
328+ 0.54% |
$5.26K - $6.51K
|
61.5K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
304+ 43.93% |
$4.88K - $6.04K
|
996
$19.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
301+ 1.77% |
$4.83K - $5.98K
|
17.3K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
301+ 1.74% |
$4.83K - $5.98K
|
17.6K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
300+ 2.22% |
$4.82K - $5.96K
|
13.8K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
299+ 1.34% |
$4.8K - $5.94K
|
22.6K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
297+ 0.5% |
$4.77K - $5.9K
|
59.6K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
296+ 1.18% |
$4.75K - $5.88K
|
25.4K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
250+ 0.94% |
$4.01K - $4.97K
|
26.8K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
238+ 1.8% |
$3.82K - $4.73K
|
13.5K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
218+ 1.32% |
$3.5K - $4.33K
|
16.8K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
206+ 1.81% |
$3.31K - $4.09K
|
11.6K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
202+ 0.2% |
$3.24K - $4.01K
|
98.9K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
200New |
$3.21K - $3.97K
|
200
$3.99K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
200+ 1.51% |
$3.21K - $3.97K
|
13.5K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
200+ 1.69% |
$3.21K - $3.97K
|
12K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
184+ 0.58% |
$2.95K - $3.65K
|
32.2K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
183+ 1.28% |
$2.94K - $3.63K
|
14.5K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
169+ 0.2% |
$2.71K - $3.36K
|
86.3K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
167+ 0.86% |
$2.68K - $3.32K
|
19.6K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
161+ 0.89% |
$2.58K - $3.2K
|
18.2K
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
150+ 1.45% |
$2.41K - $2.98K
|
10.5K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
135+ 0.25% |
$2.17K - $2.68K
|
53.9K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
133+ 0.04% |
$2.13K - $2.64K
|
324K
$6.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
132+ 0.51% |
$2.12K - $2.62K
|
26.1K
$519K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
123+ 0.22% |
$1.97K - $2.44K
|
56.1K
$1.12M
|