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 1,266 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 $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
39,432
shares
|
$792,188
0.19% of portfolio
|
Q3 2024
Added 81.91%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
39,349
shares
|
$790,521
0.25% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
39,115
shares
|
$785,820
0.26% of portfolio
|
Q2 2023
Reduced 8.77%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
39,000
shares
|
$783,510
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
38,998
shares
|
$783,469
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
38,923
shares
|
$781,963
0.25% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
38,355
shares
|
$770,551
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
38,198
shares
|
$767,397
0.04% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
38,115
shares
|
$765,730
0.02% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
38,000
shares
|
$763,420
0.17% of portfolio
|
Q1 2023
Added 1.33%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
37,940
shares
|
$762,214
0.02% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
37,550
shares
|
$754,379
0.1% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
37,490
shares
|
$753,174
0.24% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
37,314
shares
|
$749,638
0.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
37,180
shares
|
$746,946
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
37,083
shares
|
$744,997
0.03% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
37,072
shares
|
$744,776
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
37,062
shares
|
$744,575
0.03% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
36,927
shares
|
$741,863
0.02% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
36,823
shares
|
$739,774
0.19% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
36,716
shares
|
$737,624
0.25% of portfolio
|
Q3 2024
Reduced 13.03%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
36,441
shares
|
$732,099
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
36,381
shares
|
$730,894
0.04% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
36,093
shares
|
$725,108
0.12% of portfolio
|
Q4 2024
Reduced 19.39%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
36,066
shares
|
$724,565
0.67% of portfolio
|
Q4 2024
New holding
|