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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
23,439
shares
|
$470,889
0.1% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
23,419
shares
|
$470,487
0.01% of portfolio
|
Q4 2024
Added 65.76%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
23,374
shares
|
$469,583
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
23,139
shares
|
$464,862
0.12% of portfolio
|
Q4 2024
Added 75.07%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
23,080
shares
|
$463,677
0.02% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
23,048
shares
|
$463,034
0.03% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
23,037
shares
|
$462,813
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
22,994
shares
|
$461,949
0.03% of portfolio
|
Q2 2024
Added 7.23%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
22,875
shares
|
$459,558
0.17% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
22,818
shares
|
$458,413
0.01% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
22,602
shares
|
$454,074
0.19% of portfolio
|
Q2 2024
Added 4.63%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
22,577
shares
|
$453,571
0.31% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
22,575
shares
|
$453,531
0.0% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
22,555
shares
|
$453,129
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
22,500
shares
|
$452,025
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
22,433
shares
|
$450,678
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
22,426
shares
|
$450,538
0.04% of portfolio
|
Q1 2022
Added 72.51%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
22,319
shares
|
$448,388
0.12% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
22,242
shares
|
$446,841
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
22,222
shares
|
$446,439
0.06% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
22,161
shares
|
$445,214
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
22,063
shares
|
$443,245
0.04% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,040
shares
|
$442,783
0.0% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
22,017
shares
|
$442,321
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
21,920
shares
|
$440,372
0.02% of portfolio
|
Q4 2024
New holding
|