LPL Financial
ETRN

LPL Financial’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

LPL Financial’s Portfolio ETRN Stock Details ETRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-122,175
Closed -$1.59M – 5323
2024
Q2 		$1.59M Buy
122,175
+5,320
+5% +$71.4K ﹤0.01% 2821
2024
Q1 		$1.46M Buy
116,855
+35,561
+44% +$382K ﹤0.01% 2842
2023
Q4 		$828K Buy
81,294
+1,959
+2% +$18.4K ﹤0.01% 3210
2023
Q3 		$743K Sell
79,335
-7,562
-9% -$72.2K ﹤0.01% 3163
2023
Q2 		$831K Buy
86,897
+15,000
+21% +$101K ﹤0.01% 3006
2023
Q1 		$416K Buy
71,897
+22,915
+47% +$147K ﹤0.01% 3486
2022
Q4 		$328K Buy
48,982
+2,702
+6% +$21K ﹤0.01% 3581
2022
Q3 		$346K Buy
46,280
+908
+2% +$7.59K ﹤0.01% 3462
2022
Q2 		$289K Buy
45,372
+3,191
+8% +$24.6K ﹤0.01% 3657
2022
Q1 		$356K Buy
42,181
+11,517
+38% +$94.9K ﹤0.01% 3448
2021
Q4 		$317K Buy
30,664
+5,719
+23% +$59.3K ﹤0.01% 3644
2021
Q3 		$253K Sell
24,945
-1,742
-7% -$15.4K ﹤0.01% 3782
2021
Q2 		$227K Sell
26,687
-176
-0.7% -$1.49K ﹤0.01% 3815
2021
Q1 		$219K Sell
26,863
-856
-3% -$6.51K ﹤0.01% 3704
2020
Q4 		$223K Buy
27,719
+1,362
+5% +$10.9K ﹤0.01% 3439
2020
Q3 		$223K Buy
26,357
+14,118
+115% +$138K ﹤0.01% 3128
2020
Q2 		$102K Sell
12,239
-2,938
-19% -$23.1K ﹤0.01% 3288
2020
Q1 		$76K Sell
15,177
-24,998
-62% -$219K ﹤0.01% 3037
2019
Q4 		$537K Buy
40,175
+4,454
+12% +$55.3K ﹤0.01% 2319
2019
Q3 		$520K Buy
35,721
+14,949
+72% +$230K ﹤0.01% 2232
2019
Q2 		$409K Sell
20,772
-4,612
-18% -$95.8K ﹤0.01% 2439
2019
Q1 		$553K Buy
25,384
+4,405
+21% +$88.2K ﹤0.01% 2158
2018
Q4 		$420K Buy
+20,979
New +$443K ﹤0.01% 2187

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

LPL Financial's ETRN Position: Q3 2024 in Review

LPL Financial sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 122,175 shares — an estimated $1.59M sold.

LPL Financial first reported a position in ETRN in Q4 2018 and held it in 23 quarters. The position peaked at $1.59M in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • LPL Financial reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 122,175 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $1.59M.
  • LPL Financial first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 23 quarters.
  • LPL Financial's Equitrans Midstream Corporation Common Stock position peaked at $1.59M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.