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 1,381 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
411,666
shares
|
$7.35 Million
0.29% of portfolio
|
Q1 2025
Added 315.92%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
409,166
shares
|
$7.3 Million
0.1% of portfolio
|
Q1 2025
Added 31.26%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
408,712
shares
|
$7.3 Million
3.44% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
405,820
shares
|
$7.24 Million
0.11% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
399,366
shares
|
$7.13 Million
0.03% of portfolio
|
Q1 2025
Added 119.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
397,626
shares
|
$7.1 Million
0.07% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Concorde Financial Corp
Dallas, TX |
May 14, 2025 Q1 2025 |
387,589
shares
|
$6.92 Million
4.25% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
386,664
shares
|
$6.9 Million
1.11% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
384,665
shares
|
$6.87 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sl Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
378,868
shares
|
$6.76 Million
12.23% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
376,705
shares
|
$6.72 Million
0.59% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
376,604
shares
|
$6.72 Million
0.31% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
375,666
shares
|
$6.71 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
374,948
shares
|
$6.69 Million
0.02% of portfolio
|
Q1 2025
Added 29.05%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
366,659
shares
|
$6.54 Million
0.06% of portfolio
|
Q1 2025
Added 25.76%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
365,332
shares
|
$6.52 Million
0.13% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
357,915
shares
|
$6.39 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
357,284
shares
|
$6.38 Million
0.01% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
353,240
shares
|
$6.31 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
349,410
shares
|
$6.24 Million
0.03% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
343,777
shares
|
$6.14 Million
2.34% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Hodges Capital Management Inc.
|
May 15, 2025 Q1 2025 |
342,178
shares
|
$6.11 Million
0.44% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
338,260
shares
|
$6.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 50.3%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
335,749
shares
|
$5.99 Million
0.01% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
334,115
shares
|
$5.96 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.74%
|