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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
389,075
shares
|
$7.16 Million
0.0% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
384,774
shares
|
$7.08 Million
0.25% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Concorde Financial Corp
Dallas, TX |
Feb 14, 2025 Q4 2024 |
384,165
shares
|
$7.07 Million
4.74% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
383,552
shares
|
$7.06 Million
0.04% of portfolio
|
Q4 2024
Added 201.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
383,164
shares
|
$7.05 Million
0.12% of portfolio
|
Q4 2024
Added 56.44%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
381,847
shares
|
$7.03 Million
1.31% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Sl Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
378,868
shares
|
$6.97 Million
12.28% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
374,374
shares
|
$6.89 Million
0.07% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
372,243
shares
|
$6.85 Million
1.09% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
368,041
shares
|
$6.77 Million
0.75% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
366,705
shares
|
$6.75 Million
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
365,240
shares
|
$6.72 Million
5.16% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
360,310
shares
|
$6.63 Million
0.26% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
357,287
shares
|
$6.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
355,625
shares
|
$6.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Corigliano Investment Advisers, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
353,700
shares
|
$6.51 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
353,240
shares
|
$6.5 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
347,104
shares
|
$6.39 Million
0.37% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
343,777
shares
|
$6.33 Million
2.34% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
332,044
shares
|
$6.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
330,649
shares
|
$6.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
329,859
shares
|
$6.07 Million
0.12% of portfolio
|
Q4 2024
Added 27.86%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
329,304
shares
|
$6.06 Million
1.1% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
325,243
shares
|
$5.98 Million
0.12% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
323,928
shares
|
$5.96 Million
0.41% of portfolio
|
Q4 2024
Added 0.04%
|