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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
33,841
shares
|
$679,865
0.1% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
33,800
shares
|
$679,042
0.06% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
33,621
shares
|
$675,445
0.07% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
33,502
shares
|
$673,055
0.01% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
33,500
shares
|
$673,015
0.13% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
33,091
shares
|
$664,798
0.03% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
33,051
shares
|
$663,994
0.2% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
32,987
shares
|
$662,708
0.19% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
32,825
shares
|
$659,454
0.33% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
32,755
shares
|
$658,047
0.06% of portfolio
|
Q2 2021
Reduced 1.23%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
32,661
shares
|
$656,159
0.04% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
32,556
shares
|
$654,050
0.12% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
32,242
shares
|
$647,741
0.01% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
32,178
shares
|
$646,456
0.2% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
32,172
shares
|
$646,335
0.05% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
32,172
shares
|
$646,335
0.24% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
32,002
shares
|
$642,920
0.08% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
32,000
shares
|
$642,880
0.1% of portfolio
|
Q4 2022
Added 28.0%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
32,000
shares
|
$642,880
0.14% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
31,933
shares
|
$641,533
0.03% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
31,912
shares
|
$641,112
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
31,840
shares
|
$639,665
0.08% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
31,760
shares
|
$638,058
0.03% of portfolio
|
Q4 2024
Added 32.79%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
31,667
shares
|
$636,190
0.02% of portfolio
|
Q3 2023
Reduced 56.36%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
31,550
shares
|
$633,839
0.3% of portfolio
|
Q4 2024
Reduced 0.63%
|