Purchases and Sales Made in Q1 2025 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q1 2025. The information is specifically focused on institutions that hold shares of Energy Transfer LP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
551+ 1.6% |
$9.51K - $11.6K
|
35K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
538+ 4.69% |
$9.29K - $11.3K
|
12K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
534+ 1.66% |
$9.22K - $11.3K
|
32.7K
$574K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
534+ 0.28% |
$9.22K - $11.3K
|
194K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
523+ 1.02% |
$9.03K - $11K
|
51.8K
$909K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
518+ 5.47% |
$8.94K - $10.9K
|
9.98K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
507+ 3.72% |
$8.75K - $10.7K
|
14.1K
$248K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
502+ 0.45% |
$8.66K - $10.6K
|
111K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
500+ 11.99% |
$8.63K - $10.5K
|
4.67K
$81.9K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500+ 4.01% |
$8.63K - $10.5K
|
13K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
490+ 3.64% |
$8.46K - $10.3K
|
14K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
485+ 2.35% |
$8.37K - $10.2K
|
21.1K
$370K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
459+ 110.87% |
$7.92K - $9.68K
|
873
$15.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
450+ 4.21% |
$7.77K - $9.49K
|
11.1K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
443+ 1.2% |
$7.65K - $9.34K
|
37.3K
$654K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
439+ 3.13% |
$7.58K - $9.25K
|
14.4K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
435New |
$7.51K - $9.17K
|
435
$7.63K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
427+ 2.03% |
$7.37K - $9K
|
21.4K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
424+ 1.34% |
$7.32K - $8.94K
|
32.2K
$565K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
415+ 0.23% |
$7.16K - $8.75K
|
182K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
414+ 5.22% |
$7.15K - $8.73K
|
8.34K
$146K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
406+ 1.6% |
$7.01K - $8.56K
|
25.8K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
404+ 2.2% |
$6.97K - $8.52K
|
18.8K
$329K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
400+ 677.97% |
$6.9K - $8.43K
|
459
$8.05K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
382+ 4.66% |
$6.59K - $8.05K
|
8.58K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
379+ 94.75% |
$6.54K - $7.99K
|
779
$13.7K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
374+ 1.5% |
$6.46K - $7.88K
|
25.4K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
369+ 2.46% |
$6.37K - $7.78K
|
15.4K
$270K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
366+ 1.17% |
$6.32K - $7.72K
|
31.7K
$556K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
351+ 1.3% |
$6.06K - $7.4K
|
27.3K
$478K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
328+ 1.48% |
$5.66K - $6.91K
|
22.6K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
325+ 40.63% |
$5.61K - $6.85K
|
1.13K
$19.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
320+ 1.81% |
$5.52K - $6.75K
|
18K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
319+ 1.24% |
$5.51K - $6.72K
|
26K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
315+ 2.86% |
$5.44K - $6.64K
|
11.3K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
306New |
$5.28K - $6.45K
|
306
$5.37K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
300+ 2.8% |
$5.18K - $6.32K
|
11K
$193K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
300+ 0.68% |
$5.18K - $6.32K
|
44.5K
$780K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
298New |
$5.14K - $6.28K
|
298
$5.23K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
288+ 0.97% |
$4.97K - $6.07K
|
29.9K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
288New |
$4.97K - $6.07K
|
288
$5.05K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
288+ 1.5% |
$4.97K - $6.07K
|
19.5K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
282+ 0.78% |
$4.87K - $5.94K
|
36.3K
$638K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
270+ 1.2% |
$4.66K - $5.69K
|
22.8K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
265+ 0.44% |
$4.57K - $5.59K
|
60.1K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
263+ 0.2% |
$4.54K - $5.54K
|
132K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
258+ 1.78% |
$4.45K - $5.44K
|
14.7K
$258K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
244+ 1.6% |
$4.21K - $5.14K
|
15.5K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
235+ 1.7% |
$4.06K - $4.95K
|
14.1K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220+ 0.4% |
$3.8K - $4.64K
|
55.7K
$977K
|