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 1,220 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 $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lonestar Capital Management LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
1,400,000
shares
|
$25.1 Million
20.21% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
1,370,631
shares
|
$24.6 Million
2.2% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
1,338,885
shares
|
$24 Million
0.04% of portfolio
|
Q3 2024
Added 1837.41%
|
|
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
Nov 14, 2024 Q3 2024 |
1,336,947
shares
|
$24 Million
23.41% of portfolio
|
Q3 2024
Added 46.55%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
1,332,490
shares
|
$23.9 Million
1.65% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,332,490
shares
|
$23.9 Million
1.75% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,327,194
shares
|
$23.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,290,894
shares
|
$23.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
1,264,600
shares
|
$22.7 Million
5.36% of portfolio
|
Q3 2024
Added 55.95%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
1,264,289
shares
|
$22.7 Million
0.16% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,238,052
shares
|
$22.2 Million
3.95% of portfolio
|
Q1 2024
Reduced 20.99%
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,199,862
shares
|
$21.5 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,197,292
shares
|
$21.5 Million
2.39% of portfolio
|
Q3 2022
Reduced 8.63%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,187,696
shares
|
$21.3 Million
0.83% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
1,152,552
shares
|
$20.7 Million
0.27% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,121,845
shares
|
$20.1 Million
0.21% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,118,458
shares
|
$20.1 Million
0.29% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
1,105,278
shares
|
$19.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.25%
|
|
|
General American Investors CO Inc
|
Oct 31, 2024 Q3 2024 |
1,020,030
shares
|
$18.3 Million
1.17% of portfolio
|
Q2 2023
Reduced 8.93%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,000,000
shares
|
$18 Million
0.82% of portfolio
|
Q4 2021
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
991,848
shares
|
$17.8 Million
0.6% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
962,106
shares
|
$17.3 Million
0.56% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
961,030
shares
|
$17.3 Million
0.24% of portfolio
|
Q3 2024
Added 35.31%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
938,337
shares
|
$16.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
923,322
shares
|
$16.6 Million
0.18% of portfolio
|
Q3 2024
Added 7.87%
|