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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
210,098
shares
|
$4.22 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
209,217
shares
|
$4.2 Million
0.13% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
208,527
shares
|
$4.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
208,527
shares
|
$4.19 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
207,888
shares
|
$4.18 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
207,000
shares
|
$4.16 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
205,872
shares
|
$4.14 Million
1.6% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
203,924
shares
|
$4.1 Million
0.83% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
197,981
shares
|
$3.98 Million
0.02% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
195,565
shares
|
$3.93 Million
0.12% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
195,359
shares
|
$3.92 Million
0.34% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
193,170
shares
|
$3.88 Million
0.05% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
192,961
shares
|
$3.88 Million
0.54% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
192,800
shares
|
$3.87 Million
1.33% of portfolio
|
Q4 2023
Reduced 1.36%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
191,536
shares
|
$3.85 Million
1.5% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
189,152
shares
|
$3.8 Million
3.76% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
188,500
shares
|
$3.79 Million
3.31% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
187,207
shares
|
$3.76 Million
0.21% of portfolio
|
Q1 2024
Reduced 59.01%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
184,351
shares
|
$3.7 Million
0.08% of portfolio
|
Q4 2023
Added 63.29%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
182,783
shares
|
$3.67 Million
0.02% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
182,504
shares
|
$3.67 Million
1.74% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
182,179
shares
|
$3.66 Million
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
181,632
shares
|
$3.65 Million
0.49% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
180,484
shares
|
$3.63 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
180,257
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Added 21.13%
|