Institutional Ownership Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET). We have compiled data on the 1,261 institutions that hold shares in the stock, with a total of 1.09 Billion shares, which have been reported (via 13F filing form) to have a value of $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
141,724
shares
|
$2.82 Million
0.01% of portfolio
|
Q4 2024
Added 43.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
140,783
shares
|
$2.81 Million
0.12% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
140,504
shares
|
$2.8 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
137,883
shares
|
$2.75 Million
0.09% of portfolio
|
Q2 2024
Added 231.64%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
137,762
shares
|
$2.75 Million
2.17% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
137,150
shares
|
$2.73 Million
1.05% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
137,075
shares
|
$2.73 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
136,000
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2022
Reduced 58.15%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
135,101
shares
|
$2.69 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
134,199
shares
|
$2.67 Million
0.06% of portfolio
|
Q2 2020
Added 137.23%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
133,090
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2024
Added 332.25%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
132,966
shares
|
$2.65 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
132,161
shares
|
$2.63 Million
0.93% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
131,692
shares
|
$2.62 Million
0.28% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
130,202
shares
|
$2.59 Million
0.03% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
129,826
shares
|
$2.59 Million
0.07% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
129,410
shares
|
$2.58 Million
0.4% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
128,884
shares
|
$2.57 Million
0.14% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
128,308
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
127,800
shares
|
$2.55 Million
1.95% of portfolio
|
Q2 2022
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
127,341
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
126,944
shares
|
$2.53 Million
0.04% of portfolio
|
Q3 2024
Added 296.56%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
126,331
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
124,885
shares
|
$2.49 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
124,190
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.3%
|