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 1,337 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 $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
132,966
shares
|
$2.45 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
132,161
shares
|
$2.43 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
|
$2.42 Million
0.28% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
130,202
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
129,826
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
129,410
shares
|
$2.38 Million
0.4% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
129,294
shares
|
$2.38 Million
0.11% of portfolio
|
Q4 2024
Added 248.86%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
128,884
shares
|
$2.37 Million
0.14% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
128,308
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
127,800
shares
|
$2.35 Million
1.95% of portfolio
|
Q2 2022
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
126,394
shares
|
$2.33 Million
0.05% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
125,086
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
124,190
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
123,830
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
121,518
shares
|
$2.24 Million
0.14% of portfolio
|
Q1 2023
Reduced 0.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
120,632
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
119,180
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
117,266
shares
|
$2.16 Million
0.02% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
117,217
shares
|
$2.16 Million
0.19% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
116,627
shares
|
$2.15 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
115,973
shares
|
$2.13 Million
1.48% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
115,437
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2021
Reduced 50.86%
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
115,000
shares
|
$2.12 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
114,345
shares
|
$2.1 Million
0.11% of portfolio
|
Q4 2024
Added 29.42%
|
|
|
Kirr Marbach & CO LLC
|
Jan 22, 2025 Q4 2024 |
114,028
shares
|
$2.1 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.89%
|