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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,614
shares
|
$72,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$72,324
0.01% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,500
shares
|
$70,315
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,328
shares
|
$66,859
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
3,300
shares
|
$66,297
0.04% of portfolio
|
Q3 2024
Added 32.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,168
shares
|
$63,645
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,073
shares
|
$61,736
0.06% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,050
shares
|
$61,274
0.02% of portfolio
|
Q4 2024
Added 52.5%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
3,050
shares
|
$61,274
0.0% of portfolio
|
Q2 2024
Reduced 17.16%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2,955
shares
|
$59,365
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,906
shares
|
$58,381
0.03% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
2,855
shares
|
$57,356
0.0% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,825
shares
|
$56,754
0.04% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,819
shares
|
$56,633
0.03% of portfolio
|
Q2 2024
Reduced 79.41%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
2,798
shares
|
$56,211
0.02% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
2,719
shares
|
$54,624
0.03% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,614
shares
|
$52,515
0.0% of portfolio
|
Q4 2024
Added 47.6%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
2,600
shares
|
$52,234
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,582
shares
|
$51,872
0.03% of portfolio
|
Q4 2024
Added 63.21%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
2,577
shares
|
$51,771
0.03% of portfolio
|
Q3 2024
Added 281.78%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$50,225
0.0% of portfolio
|
Q4 2023
Added 42.86%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
2,456
shares
|
$49,341
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,434
shares
|
$48,899
0.01% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,425
shares
|
$48,718
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,400
shares
|
$48,216
0.01% of portfolio
|
Q4 2024
New holding
|