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 |
|---|---|---|---|---|---|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,043
shares
|
$402,663
0.19% of portfolio
|
Q2 2023
Reduced 82.9%
|
|
|
Ejf Capital LLC
Arlington, VA |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$401,800
0.22% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
19,990
shares
|
$401,599
0.01% of portfolio
|
Q4 2024
Added 26.01%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,970
shares
|
$401,197
0.18% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
19,900
shares
|
$399,791
0.45% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
19,900
shares
|
$399,791
0.03% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
19,897
shares
|
$399,730
0.05% of portfolio
|
Q4 2023
Added 43.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
19,793
shares
|
$397,641
0.0% of portfolio
|
Q3 2024
Reduced 29.04%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
19,697
shares
|
$395,712
0.12% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
19,645
shares
|
$394,668
0.17% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
19,632
shares
|
$394,406
0.13% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
19,623
shares
|
$394,226
0.07% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,335
shares
|
$388,440
0.03% of portfolio
|
Q1 2023
Added 105.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
19,298
shares
|
$387,696
0.12% of portfolio
|
Q1 2023
Added 16.34%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
19,233
shares
|
$386,390
0.15% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
19,200
shares
|
$385,728
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
19,055
shares
|
$382,814
0.05% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
19,000
shares
|
$381,710
0.09% of portfolio
|
Q4 2024
Added 46.15%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
18,995
shares
|
$381,609
0.02% of portfolio
|
Q3 2024
Reduced 52.2%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
18,946
shares
|
$380,625
0.25% of portfolio
|
Q2 2024
Added 7.97%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
18,861
shares
|
$378,917
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
18,835
shares
|
$378,395
0.05% of portfolio
|
Q2 2022
Reduced 8.64%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
18,825
shares
|
$378,194
0.04% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
18,746
shares
|
$376,607
0.02% of portfolio
|
Q4 2022
Added 2.38%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
18,696
shares
|
$375,602
0.04% of portfolio
|
Q4 2024
Reduced 0.3%
|