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
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
216+ 1.03% |
$3.73K - $4.55K
|
21.2K
$372K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
215+ 1.6% |
$3.71K - $4.53K
|
13.7K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
209+ 0.91% |
$3.61K - $4.41K
|
23.3K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 4.29% |
$3.45K - $4.22K
|
4.86K
$85.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
200+ 1.29% |
$3.45K - $4.22K
|
15.7K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
195+ 0.38% |
$3.37K - $4.11K
|
51.7K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
187+ 1.54% |
$3.23K - $3.94K
|
12.3K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
186+ 1.6% |
$3.21K - $3.92K
|
11.8K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
175+ 7.22% |
$3.02K - $3.69K
|
2.6K
$45.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
175+ 1.03% |
$3.02K - $3.69K
|
17.2K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
175+ 13.14% |
$3.02K - $3.69K
|
1.51K
$26.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
170+ 1.61% |
$2.93K - $3.58K
|
10.8K
$189K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
167+ 1.23% |
$2.88K - $3.52K
|
13.8K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
163+ 0.69% |
$2.81K - $3.44K
|
23.8K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
154+ 1.33% |
$2.66K - $3.25K
|
11.8K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
151+ 0.3% |
$2.61K - $3.18K
|
50.3K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
147+ 1.44% |
$2.54K - $3.1K
|
10.4K
$182K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
146+ 3.02% |
$2.52K - $3.08K
|
4.98K
$87.4K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
145+ 6.63% |
$2.5K - $3.06K
|
2.33K
$40.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
143+ 0.85% |
$2.47K - $3.01K
|
16.9K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
136+ 0.86% |
$2.35K - $2.87K
|
15.9K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
124+ 0.13% |
$2.14K - $2.61K
|
92K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
119+ 0.09% |
$2.05K - $2.51K
|
128K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
118+ 0.45% |
$2.04K - $2.49K
|
26.2K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
118+ 0.27% |
$2.04K - $2.49K
|
43.9K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
116+ 0.17% |
$2K - $2.45K
|
69.7K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
115+ 0.74% |
$1.98K - $2.42K
|
15.7K
$276K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
113+ 0.37% |
$1.95K - $2.38K
|
30.4K
$532K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
110+ 0.6% |
$1.9K - $2.32K
|
18.4K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
105+ 0.19% |
$1.81K - $2.21K
|
56.8K
$997K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
101+ 34.35% |
$1.74K - $2.13K
|
395
$6.93K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
100+ 0.15% |
$1.73K - $2.11K
|
67.7K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.32% |
$1.73K - $2.11K
|
31.3K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
96+ 0.69% |
$1.66K - $2.02K
|
14K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
92+ 0.81% |
$1.59K - $1.94K
|
11.5K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
90+ 0.86% |
$1.55K - $1.9K
|
10.5K
$185K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
86+ 6.21% |
$1.48K - $1.81K
|
1.47K
$25.8K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
85+ 0.79% |
$1.47K - $1.79K
|
10.9K
$191K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
75New |
$1.29K - $1.58K
|
75
$1.32K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
70+ 1.32% |
$1.21K - $1.48K
|
5.39K
$94.6K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
67+ 1.62% |
$1.16K - $1.41K
|
4.21K
$73.8K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
65+ 0.32% |
$1.12K - $1.37K
|
20.6K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
65+ 0.3% |
$1.12K - $1.37K
|
21.8K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 2.63% |
$1.09K - $1.33K
|
2.46K
$43.1K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
63+ 0.34% |
$1.09K - $1.33K
|
18.5K
$324K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 0.38% |
$1.04K - $1.26K
|
16K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
58+ 1.59% |
$1K - $1.22K
|
3.71K
$65K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
55+ 0.05% |
$949 - $1.16K
|
102K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
53+ 0.46% |
$915 - $1.12K
|
11.5K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
52+ 0.44% |
$898 - $1.1K
|
11.9K
$209K
|