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 1,296 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
18,995
shares
|
$376,480
0.02% of portfolio
|
Q3 2024
Reduced 52.2%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
18,946
shares
|
$375,509
0.25% of portfolio
|
Q2 2024
Added 7.97%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
18,835
shares
|
$373,309
0.05% of portfolio
|
Q2 2022
Reduced 8.64%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
18,825
shares
|
$373,111
0.04% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
18,746
shares
|
$371,545
0.02% of portfolio
|
Q4 2022
Added 2.38%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
18,696
shares
|
$370,554
0.04% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,625
shares
|
$369,147
0.24% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
18,433
shares
|
$365,342
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
18,399
shares
|
$364,668
0.05% of portfolio
|
Q4 2021
Added 37.32%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
18,349
shares
|
$363,677
0.05% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
18,325
shares
|
$363,201
0.2% of portfolio
|
Q4 2024
Added 61.38%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
18,321
shares
|
$363,122
0.12% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
18,307
shares
|
$362,844
0.1% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
18,278
shares
|
$362,269
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
18,235
shares
|
$361,417
0.02% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,208
shares
|
$360,882
0.13% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
18,147
shares
|
$359,673
0.11% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
18,072
shares
|
$358,187
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,051
shares
|
$357,770
0.03% of portfolio
|
Q4 2022
Added 2.85%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
18,033
shares
|
$357,414
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
18,006
shares
|
$356,878
0.07% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
17,887
shares
|
$354,520
0.07% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
17,878
shares
|
$354,341
0.03% of portfolio
|
Q2 2024
Added 34.12%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
17,850
shares
|
$353,787
0.25% of portfolio
|
Q2 2021
Reduced 32.64%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
17,800
shares
|
$352,796
0.35% of portfolio
|
Q4 2023
Added 9.2%
|