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 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.0% |
$17.3 - $21.1
|
22.3K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3- -0.0% |
$51.8 - $63.2
|
357K
$6.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-6- 0.01% |
$104 - $126
|
46K
$807K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-8- 0.03% |
$138 - $169
|
26.9K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-14- 1.12% |
$242 - $295
|
1.24K
$21.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-20- 0.02% |
$345 - $422
|
132K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-23- 0.13% |
$397 - $485
|
18.3K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-25- 0.08% |
$432 - $527
|
29.7K
$522K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-33- 0.07% |
$570 - $696
|
45.5K
$799K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-35- 0.04% |
$604 - $738
|
83.5K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.18% |
$604 - $738
|
19.6K
$345K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-38- 0.19% |
$656 - $801
|
20.2K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-50- 0.39% |
$863 - $1.05K
|
12.8K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-59- 0.14% |
$1.02K - $1.24K
|
43.4K
$761K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-64- 0.08% |
$1.1K - $1.35K
|
76.2K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-77- 0.23% |
$1.33K - $1.62K
|
33K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-88- 0.29% |
$1.52K - $1.86K
|
29.9K
$525K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.01% |
$1.73K - $2.11K
|
782K
$13.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 1.89% |
$1.73K - $2.11K
|
5.2K
$91.2K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-104- 0.21% |
$1.8K - $2.19K
|
50.4K
$884K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-109- 0.03% |
$1.88K - $2.3K
|
385K
$6.75M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-115- 2.48% |
$1.98K - $2.42K
|
4.52K
$79.3K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-150- 0.71% |
$2.59K - $3.16K
|
21K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-157- 0.19% |
$2.71K - $3.31K
|
82K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-167- 0.61% |
$2.88K - $3.52K
|
27K
$474K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-181- 0.17% |
$3.12K - $3.82K
|
108K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Belfer Management LLC
|
SELL
|
- |
-182- 0.83% |
$3.14K - $3.84K
|
21.7K
$381K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-183- 0.77% |
$3.16K - $3.86K
|
23.7K
$416K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-192- 0.66% |
$3.31K - $4.05K
|
29K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-193- 0.16% |
$3.33K - $4.07K
|
117K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-200- 1.22% |
$3.45K - $4.22K
|
16.2K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-243- 1.42% |
$4.19K - $5.12K
|
16.8K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-249- 0.75% |
$4.3K - $5.25K
|
32.8K
$575K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-250- 2.25% |
$4.32K - $5.27K
|
10.9K
$191K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-254- 2.14% |
$4.38K - $5.35K
|
11.6K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-257- 4.6% |
$4.44K - $5.42K
|
5.33K
$93.4K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-265- 0.39% |
$4.57K - $5.59K
|
67.4K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-300- 1.72% |
$5.18K - $6.32K
|
17.1K
$300K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-300- 2.07% |
$5.18K - $6.32K
|
14.2K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-320- 0.69% |
$5.52K - $6.75K
|
46.1K
$809K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-351- 7.73% |
$6.06K - $7.4K
|
4.19K
$73.5K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-391- 0.46% |
$6.75K - $8.24K
|
85.1K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-408- 1.61% |
$7.04K - $8.6K
|
25K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-411- 4.81% |
$7.09K - $8.66K
|
8.14K
$143K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-450- 0.75% |
$7.77K - $9.49K
|
59.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-457- 4.16% |
$7.89K - $9.63K
|
10.5K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-483- 1.88% |
$8.34K - $10.2K
|
25.2K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-498- 1.35% |
$8.6K - $10.5K
|
36.4K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Heronetta Management, L.P.
|
SELL
|
- |
-500- 0.06% |
$8.63K - $10.5K
|
884K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-500- 3.27% |
$8.63K - $10.5K
|
14.8K
$259K
|