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 |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
94,144
shares
|
$1.88 Million
0.25% of portfolio
|
Q3 2024
Added 38.15%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
93,843
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
90,975
shares
|
$1.81 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
90,894
shares
|
$1.81 Million
0.07% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
89,604
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
89,283
shares
|
$1.78 Million
0.6% of portfolio
|
Q4 2024
Reduced 93.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
88,639
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
87,974
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
87,609
shares
|
$1.75 Million
0.62% of portfolio
|
Q4 2024
Added 38.96%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
87,198
shares
|
$1.74 Million
0.27% of portfolio
|
Q4 2024
Added 22.47%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
86,608
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
86,329
shares
|
$1.72 Million
1.36% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
86,178
shares
|
$1.72 Million
0.26% of portfolio
|
Q2 2022
Added 2.37%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
86,000
shares
|
$1.71 Million
0.28% of portfolio
|
Q3 2024
Reduced 46.58%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
85,475
shares
|
$1.7 Million
0.2% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
85,429
shares
|
$1.7 Million
0.12% of portfolio
|
Q4 2024
Reduced 22.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
85,402
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
85,396
shares
|
$1.7 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
85,396
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2023
Added 13.01%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
85,136
shares
|
$1.7 Million
0.17% of portfolio
|
Q4 2024
Added 37.89%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
84,530
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Added 69.8%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
83,500
shares
|
$1.66 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
83,042
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
82,733
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
82,285
shares
|
$1.64 Million
0.54% of portfolio
|
Q3 2024
Added 61.22%
|