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 |
|---|---|---|---|---|---|
|
Springhouse Capital Management, LP
Westport, CT |
Aug 14, 2023 Q2 2023 |
107,700
shares
|
$2.16 Million
3.0% of portfolio
|
Q3 2022
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
107,463
shares
|
$2.16 Million
0.56% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
105,700
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2024
Added 189.42%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
105,452
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 128.93%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
104,408
shares
|
$2.1 Million
0.18% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
104,306
shares
|
$2.1 Million
0.11% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
103,840
shares
|
$2.09 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
103,400
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
102,958
shares
|
$2.07 Million
0.06% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
102,766
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
102,496
shares
|
$2.06 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
102,176
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
102,172
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
101,986
shares
|
$2.05 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
101,738
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Taconic Capital Advisors LP
New York, NY |
Nov 14, 2024 Q3 2024 |
100,000
shares
|
$2.01 Million
0.85% of portfolio
|
Q4 2021
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
98,977
shares
|
$1.99 Million
0.15% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
98,918
shares
|
$1.99 Million
0.41% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
98,593
shares
|
$1.98 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
98,295
shares
|
$1.97 Million
0.1% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
98,146
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2024
Added 162.84%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
95,356
shares
|
$1.92 Million
0.2% of portfolio
|
Q2 2023
Added 60.16%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
94,962
shares
|
$1.91 Million
0.11% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
94,726
shares
|
$1.9 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
94,400
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Added 6.07%
|