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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 5.87% |
$863 - $1.05K
|
902
$15.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
47+ 1.62% |
$811 - $991
|
2.95K
$51.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
46+ 0.32% |
$794 - $970
|
14.6K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
46+ 1.61% |
$794 - $970
|
2.9K
$50.9K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
45+ 17.65% |
$777 - $949
|
300
$5.26K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
44+ 1.62% |
$759 - $928
|
2.76K
$48.5K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
39+ 0.5% |
$673 - $822
|
7.77K
$136K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
39+ 1.6% |
$673 - $822
|
2.47K
$43.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
38+ 0.12% |
$656 - $801
|
31.3K
$549K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
35+ 1.61% |
$604 - $738
|
2.21K
$38.7K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.18% |
$570 - $696
|
18.9K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
29+ 1.11% |
$501 - $611
|
2.64K
$46.4K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
25+ 0.24% |
$432 - $527
|
10.6K
$186K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
24+ 1.61% |
$414 - $506
|
1.52K
$26.6K
|
|
|
May 08, 2025
Q1 2025
|
Jcp Investment Management, LLC
|
BUY
|
- |
22+ 0.0% |
$380 - $464
|
684K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
22+ 1.6% |
$380 - $464
|
1.4K
$24.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 0.19% |
$345 - $422
|
10.6K
$186K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
19+ 0.23% |
$328 - $401
|
8.37K
$147K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
18+ 0.14% |
$311 - $379
|
13.2K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 0.76% |
$311 - $379
|
2.4K
$42.1K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18+ 0.04% |
$311 - $379
|
48.4K
$849K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 1.57% |
$276 - $337
|
1.03K
$18.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
14+ 0.0% |
$242 - $295
|
5.48M
$96.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.04% |
$242 - $295
|
38.2K
$670K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
12+ 1.51% |
$207 - $253
|
807
$14.2K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10+ 1.67% |
$173 - $211
|
610
$10.7K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
10+ 0.07% |
$173 - $211
|
14.2K
$249K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$173 - $211
|
11.6K
$204K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
9+ 0.01% |
$155 - $190
|
66.6K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
9+ 1.63% |
$155 - $190
|
560
$9.82K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
9+ 1.54% |
$155 - $190
|
595
$10.4K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 0.42% |
$138 - $169
|
1.9K
$33.3K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
7+ 0.06% |
$121 - $148
|
12.5K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 0.77% |
$121 - $148
|
915
$16K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.06% |
$121 - $148
|
11.4K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
7+ 0.06% |
$121 - $148
|
12.6K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$121 - $148
|
18.6K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6+ 0.0% |
$104 - $126
|
2.56M
$45M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.77% |
$86.3 - $105
|
288
$5.05K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.04% |
$86.3 - $105
|
11.3K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.04% |
$86.3 - $105
|
13.4K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
5+ 0.02% |
$86.3 - $105
|
22.1K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.04% |
$69 - $84.3
|
10.2K
$178K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3+ 1.65% |
$51.8 - $63.2
|
185
$3.24K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.13% |
$51.8 - $63.2
|
2.34K
$41K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
2+ 0.0% |
$34.5 - $42.2
|
42.7K
$749K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2+ 0.01% |
$34.5 - $42.2
|
34.4K
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$34.5 - $42.2
|
98.9K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$34.5 - $42.2
|
17K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$34.5 - $42.2
|
12.3K
$216K
|